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Federal support for MP Materials, USA Rare Earth, and others is rebuilding U.S. rare-earth refining. REMX, EART, and SETM ETFs offer diversified ways to invest in this supply chain.

MP Materials (NYSE:MP) has filed a lawsuit against USA Rare Earth, accusing the company of stealing proprietary magnet technology. The complaint also alleges illegal recruitment of key MP Materials engineers, intensifying competition for scarce technical talent. The dispute unfolds as China expands export controls affecting U.S. rare earth companies, including MP Materials. For investors watching MP Materials, the legal action comes at a time when the stock trades around $53.0 and has...

(Bloomberg) -- Jack Lifton first retired from the mining industry more than a quarter century ago. These days, at 86, he’s busier than ever.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsUS Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe engineer-turne

Trump's renewed call for U.S. control of Greenland boosted shares of rare earth companies as investors focused on the island's mineral resources.

(Bloomberg) -- Democratic lawmakers are investigating whether a $1.6 billion deal involving critical minerals company USA Rare Earth Inc. created a conflict of interest by benefiting Cantor Fitzgerald, the financial services firm formerly led by Commerce Secretary Howard Lutnick.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overh

The firm, previously led by the commerce secretary, helped USA Rare Earth raise private funds in connection with the U.S. government’s investment.

MP trades at a steep premium as shares lag peers, with revenue growth and capacity expansion offset by elevated costs and estimate cuts.

A combination of three unrelated events sent the rare earth stock lower in June.

All three of these rare-earth metal stocks are set to benefit from reshoring, so the real question is how much risk are you willing to take?

We recently compiled a list of the 8 Best Rare Earth Stocks to Buy in 2026. USA Rare Earth, Inc. (NASDAQ:USAR) is among the best rare earth stocks on this list. TheFly reported on June 4 that Cantor Fitzgerald analyst Derek Soderberg increased the price target for USAR to $40 from $35 while maintaining an Overweight rating on […]

MP Materials Corp. (NYSE:MP) is among the Most Promising Stocks. On June 28, The Wall Street Journal reported that MP Materials Corp. (NYSE:MP) sued USA Rare Earth, alleging the company misappropriated proprietary grain boundary diffusion technology through former engineer Kevin Elkins. However, Kevin denies the allegations. MP seeks at least $5 million in damages. The firm […]

Concerns have been raised about companies pursuing more than $8.9 billion in federal support.

A fight between two of the U.S.’s biggest rare-earths companies illustrates the stakes behind the effort to loosen China’s hold on the sector.

China has added USA Rare Earth (NasdaqGM:USAR) to its export control list, tightening restrictions on critical minerals shipments linked to the company. The move comes as USA Rare Earth reports progress on its fully integrated rare earth supply chain, including a new hydrometallurgical demonstration facility. The company has received support from the U.S. government and has been pursuing expansion projects across its rare earth processing operations. USA Rare Earth enters this phase of the...

Rare-earth metals are in high demand, and these three companies aim to meet market demand.

These two stocks have enormous potential, but tons of question marks make picking between them tricky.

USA Rare Earth commissions its Wheat Ridge hydromet facility, advancing U.S. rare earth processing and targeting separated oxides output by Q3 2026.

China's export ban to the two companies shows they are seen as a threat to that country's rare-earth dominance.

MP Materials and USA Rare Earth climbed as Beijing included the U.S.-backed rare earth suppliers on an export ban list.

<body><p>STORY: China added more U.S. entities to its export control list on Monday.&nbsp;</p><p>It accused them of being linked to the U.S. military.</p><p>The list stops Chinese dual-use exports to the companies.&nbsp;</p><p>MP Materials and USA Rare Earth as well as eight other firms were added.</p><p>The move is in retaliation for Washington placing a number of Chinese companies under restrictions last month.</p><p>The Pentagon-supported MP Materials operates the only active rare earth mine in the U.S.</p><p>And it - like USA Rare Earth - is also involved in&nbsp;the mine-to-magnet supply chain.</p><p>Aveox was also placed on the list.</p><p>It's a motor manufacturer for mission-critical applications.</p><p>The three U.S. companies weren't available for comment outside of business hours.</p><p>The measures are a response to what Beijing called the "U.S. government's malicious practice."</p><p>Chinese authorities said it aimed to safeguard national security and interests, and fulfill international obligations like non-proliferation.</p><p>The move amounts to a full ban on dual-use exports to the named firms, and tightens&nbsp;rules that previously only required export licenses.</p><p>But some analysts said China's actions&nbsp;were a largely symbolic response to an earlier move by the U.S.</p><p>They argue most of the companies are U.S. defense industry players and likely won't&nbsp;do business in China.</p><p>The Pentagon previously made its own list of Chinese tech companies it believes to be aiding the country's military.</p><p>The list was updated this month to include tech firms Alibaba and Baidu, as well as autogiants&nbsp;BYD and ​NIO.</p></body>

Beijing adds 10 US companies to its export control list as rare earth supply-chain tensions return.

The restrictions carry global reach, prohibiting any individual or organisation anywhere from channelling China-produced dual-use goods to those companies.

MP Materials (MP) and USA Rare Earth (USAR) were among 10 US companies added to China's export contr

China has expanded its trade restrictions against the U.S. by adding two rare-earth mining companies to its dual-use export control list.

The tit-for-tat retaliation comes after Washington’s recent decision to expand its military-linked company list.

USA Rare Earth and Teck Resources are expanding critical minerals output through new projects, acquisitions and copper growth plans tied to electrification demand.

USA Rare Earth (NasdaqGM:USAR) has commissioned a hydrometallurgical demonstration facility, adding heavy rare earth oxide production capacity in the West. The move comes as G7 countries work to reduce reliance on China for rare earths, highlighting the role of alternative supply sources. USA Rare Earth enters this news cycle with its shares at $23.55 and a recent track record that includes the stock rising 15.8% over the past week and 66.4% year to date. For readers tracking the rare...

USA Rare Earth received a major boost earlier this year when it agreed to a deal with the U.S. government for up to $1.6 billion in funding.

USA Rare Earth is scaling fast but faces rising costs and losses. A key magnet production milestone could help drive revenues as customer orders begin.

USA Rare Earth is rapidly securing the domestic critical mineral supply chain through unprecedented federal funding and aggressive downstream expansions.