Rare Earth Stocks Surge as US-China Critical Minerals Race Intensifies
Rare earth mining equities are experiencing unprecedented gains as geopolitical tensions between the U.S. and China escalate. Critical Metals Corp shares have skyrocketed 241% in three months, while NioCorp Developments, Energy Fuels, and Idaho Strategic Resources have all more than doubled in value. Energy Fuels' stock alone has quadrupled this year.
The surge reflects a broader strategic shift. "Rare earths have become the new battleground in resource dominance," says Tony Sage, CEO of Critical Metals. Audun Martinsen of Rystad Energy attributes the boom to a perfect storm of speculative trading, policy tailwinds, and supply chain anxieties.
This rally underscores how critical minerals are emerging as financial instruments and geopolitical levers simultaneously. The market is voting with its dollars—betting that control over these resources will shape the next decade of technological and military competition.
