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Dear Fellow Investor,
Did You Jump into These Rare Earth Stocks in April?
Major Moves from MP Materials, USA Rare Earth, and More
Back in April, we alerted readers to a powerful trend unfolding in the rare earth materials market—and now, just a few months later, that thesis is paying off in a big way.
At the time, we pointed out that the U.S. was dangerously over-reliant on China for these critical elements—materials essential for everything from electric vehicle production and smartphones to missile guidance systems and semiconductors. China controls nearly 80% of the global rare earth supply, a figure that puts both our economy and national security at risk.
But that’s changing fast. And so are the fortunes of the companies helping to build a more secure and independent U.S. rare earth supply chain.
Rare Earths Are Exploding — Just Like We Anticipated
Here’s what we said in April:
“Without rare earths, the world can’t produce the millions of EVs government leaders want on the roads. We can’t make smartphones, wind turbines, or even modern military systems. That’s why Washington is now making rare earth independence a top priority.”
We then highlighted several stocks and ETFs poised to benefit.
Flash forward to mid-July, and those stocks are already on the move—with MP Materials (SYM: MP) leading the charge.
Company: MP Materials (SYM: MP)
From $25 to $59—and Still Climbing?
MP Materials has been one of the biggest winners in the rare earth space, soaring from about $25 per share in April to $59.29 today—a gain of more than 130% in just a few months.
A big catalyst behind the recent move?
Apple just announced a $500 million investment in MP Materials, part of the tech giant’s broader push to secure a U.S.-based rare earth supply chain for its iPhones, iPads, and other advanced electronics.
“Rare earth materials are essential for making advanced technology,” said Apple CEO Tim Cook. “This partnership will help strengthen the supply of these vital materials here in the United States.”
Wall Street took notice.
Canaccord Genuity upgraded MP to a “buy” and raised its price target from $55 to $64, citing the company’s massive upside from its deal with Apple.
Their analysis estimates Apple will need about 457.4 tons of NdFeB magnets annually, potentially generating $90 million in revenue for MP—or over 20% of MP’s incremental magnet capacity at its Independence facility.
This isn’t just a one-off deal. It’s a clear sign that U.S. tech giants are serious about building resilient domestic supply chains, and MP is at the center of it.
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Company: USA Rare Earth (SYM: USAR)
A Trump-Era Policy Play
Another winner from our April watchlist is USA Rare Earth (SYM: USAR).
Back then, the stock traded around $13 per share. Today, it’s moved up to $14.62, and analysts at Benchmark Capital believe it has room to run—setting a price target of $15.
Much of this optimism stems from the Trump Administration’s executive order prioritizing rare earth independence. That order unlocked a new wave of funding, permitting, and fast-tracking for companies like USAR that are mining, processing, and preparing to commercialize rare earth magnets by 2026.
This timeline is critical.
Right now, demand for rare earths is surging. But there’s a shortage of domestic processing facilities. USA Rare Earth is aiming to change that—with plans to be a key supplier for the U.S. defense and technology sectors.
In a world increasingly focused on de-risking supply chains from China, USAR is emerging as a strategic asset.
Company: Lynas Rare Earth (SYM: LYSCF)
Australia’s Powerhouse
Don’t sleep on Lynas Rare Earth (SYM: LYSCF) either.
The Australian-based rare earth miner has rebounded sharply since April—climbing from $5.35 per share to $6.52 after touching a high of $7.64 along the way.
Lynas operates one of the richest rare earth deposits in the world—Mount Weld in Western Australia—and has a major processing facility in Malaysia. It’s also the only significant producer of separated rare earths outside of China, which gives it enormous strategic value.
As governments in the U.S., Japan, and Europe scramble to build secure supply lines, Lynas is likely to remain a key player in the global push for rare earth self-sufficiency.
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ETF: VanEck Rare Earth & Strategic Metals ETF (SYM: REMX)
For investors who prefer to diversify across the sector, the VanEck Rare Earth and Strategic Metals ETF (SYM: REMX) offers a great solution.
When we highlighted the ETF in April, it was trading around $38 per share. Now, it’s up more than 24% to $47.35.
The ETF includes a basket of rare earth and strategic metals companies, with strict inclusion criteria: companies must generate at least 50% of revenue from the rare earth/strategic metals industry.
With an expense ratio of 0.56%, REMX is a solid long-term bet on the strategic metals megatrend—especially as global governments pour billions into defense, electric vehicles, AI data centers, and clean energy, all of which require these critical materials.
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Are there any other rare earth stocks you've got your eye on? Which ones? What other commodity-based stocks are you buying right now? Hit "reply" to this email and let us know your thoughts!
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