LIVE: China Just Shocked the Rare Earth Market – Here’s the 8 Stocks I’m Watching

In Today’s Masters in Trading: Live LIVE: We’re Already Long MP — Here Are 8 More Rare Earth Stocks I’m Watching China just reminded the world who controls the rare-earth market. Overnight, Beijing rolled out a new draft penalty framework targeting violations across rare-earth mining, refining, and magnet production. That includes producing above quota limits, operating without licenses, and blocking government inspections. In plain English: China is tightening its grip on one of the most important supply chains in the global economy. And the market noticed immediately. Rare-earth stocks surged across Chinese exchanges after the announcement, with several names hitting daily trading limits. At the same time, second-quarter concentrate prices were raised 45% quarter-over-quarter — the biggest jump since China changed its pricing system in 2023. This is bigger than a one-day headline. China still controls the overwhelming majority of rare-earth refining capacity and permanent magnet manufacturing. Those materials are essential for EVs, defense systems, robotics, wind turbines, semiconductors, and next-generation AI infrastructure. Tighter control there can only mean higher prices from here. And that’s exactly why this theme is already on our radar here at Masters in Trading. We’re long MP Materials, and we recently highlighted The Metals Company (TMC) as another strategic materials play. I’m also watching a broader basket that could be bid today: NB, UURAF, ALM, and several more picks. In today’s episode of Masters in Trading LIVE at 11 AM EST, I’m highlighting my entire critical minerals watchlist. I’ll show you why rare earths remain one of the most important commodity themes of 2026, the names with real exposure I’m watching now, and how we’re positioning ahead of the crowd. Join me live at 11 AM EST. ALL ACCESS MEMBERS ALERT: In today’s All Access, I’ll go over our latest positions and answer your questions. Don’t have All Access? Call 1-800-784-0871 to learn more. Recommended Link Elon’s $480 Trillion Currency Masterplan He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax. Here’s exactly what to buy to profit. Got a Question? Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, Jonathan Rose Founder, Masters in Trading Who is Jonathan Rose? In 1997, Jonathan got his start as a floor trader at the Chicago Mercantile Exchange. He traded futures on the Nasdaq and S&P 500 during the dot-com boom and bust. In 2003, he became Director of Trading at a leading proprietary trading firm. His job was to manage the risk for the entire firm… with dozens of traders under his supervision. In 2010, the firm sold to a billion-dollar hedge fund. And Jonathan took a career break to train for the Wisconsin Ironman. After completing the 140-mile triathlon, in 2011, he took his trading career in a new direction. He became a market maker at the world’s largest at the Chicago Board Options Exchange. It’s the world's largest and most influential options exchange. But it wasn’t until 2015 that he found his true passion – teaching regular folks how to trade like the pros at Masters in Trading. Since then, he’s trained more than 100 professional traders and helped thousands of folks learn to trade options like pros. These folks not only get to learn the ropes with Jonathan. They can also follow his trade recommendations in real time. To learn more about joining Jonathan’s thriving community, and becoming the best trader you can be, visit here. 90-Day Trade Hall of Fame Company (Ticker) Portfolio Gain Duration Occidental Petroleum Corp. Advanced Notice 780% 42 days Poet Technologies All Access 493% 74 days Fastly Earnings Advantage 300% 30 days Globalfoundries Advanced Notice 197% 107 days CVR Energy Divergence Trader 134% 50 days Note: These trades represent previously closed positions.

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