Summary
- Rare earths have become big news lately. Contrary to the “rare” label, they’re plentiful in our planet but mainly in China. And wherever…
Summary
- Rare earths have become big news lately. Contrary to the “rare” label, they’re plentiful in our planet but mainly in China. And wherever they are, they’re hard to produce.
- But (1) China and the U.S. aren’t bosom buddies right now, so we worry about supply cutoffs. And (2) REEs are critical to many modern industries, and defense needs.
- MP and its deals with the U.S. and Apple (APPL) put it ahead of USAR. But the latter, though not as developed as MP, is also worth owning even without MP-like deals.
- USAR is definitely risker than MP. Its Round Top Mine won’t even complete a feasibility study till the ’26 second half. So there’s a chance it will fizzle out completely.
- But USAR offsets the extra risk with a much lower market capitalization, a potentially btoad elements portfolio, and progress its already making toward commercialization. It, like MP, is a ‘Buy.’.
Clementa Moreno/iStock via Getty Images
News cycles go. And news cycles go.
And sometimes, we see that impacting stock prices.
I’m talking about something more than what we’re seeing with AI-themed stocks. We’ve seen those stocks fall and rise as
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