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MP Materials, USA Rare Earth Stock Rise Amid Trump Drone News; Energy Fuels Touted
Investor's Business Daily1d agoneutral
MP Materials, USA Rare Earth Stock Rise Amid Trump Drone News; Energy Fuels Touted

Today's move appears linked to President Donald Trump's late-Thursday announcement of tariffs on drone imports and components. Drones are becoming a significant source of demand for rare earth magnets. Sentiment has been turning positive for rare earth stocks, driven by Trump administration support, corporate milestones, and agreements to supply defense contractors.

Energy Fuels Q2 Earnings Call Highlights
MarketBeat6d agoneutral
Energy Fuels Q2 Earnings Call Highlights

Energy Fuels (TSE:EFR) reported a second-quarter net loss of $33.6 million as transaction and development spending weighed on results, while its uranium business generated $25 million in revenue, approximately $14 million in gross profit and a 57% gross margin. President and Chief Executive Officer

Rare Earth Stocks Slide On Oversupply Fears
Investor's Business Daily26d agoneutral
Rare Earth Stocks Slide On Oversupply Fears

Rare earth stocks have been a ticket for riding a roller coaster for over a year, but the latest descent has been particularly brutal. Downward momentum gathered steam last Thursday, after the International Energy Agency's Global Critical Minerals Outlook 2026 edition highlighted a planned surge in mining capacity well beyond expectations of refining and magnet production. MP Materials, USA Rare Earth, Critical Metals, Energy Fuels and American Resources all fell by more than 10% last week and some stocks continued to fall on Monday.

Energy Fuels to Acquire German Magnetics Firm for $1.9 Billion
The Wall Street Journal53d agoneutral
Energy Fuels to Acquire German Magnetics Firm for $1.9 Billion

Energy Fuels agreed to acquire a German magnetics company for $1.9 billion. The mining company said Tuesday it would buy Vacuumschmelze, Ara VAC TopCo and their respective consolidated subsidiaries from Ara Partners. Vac’s product portfolio includes both permanent magnets and soft magnetics, Energy Fuels said.