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TSX:NB 18 December 2025

Rare Metals Stocks Today: MP Materials, USA Rare Earth, Energy Fuels in Focus at Noon ET as China Streamlines Rare Earth Export Licences (Dec. 18, 2025)

Rare Metals Stocks Today: MP Materials, USA Rare Earth, Energy Fuels in Focus at Noon ET as China Streamlines Rare Earth Export Licences (Dec. 18, 2025)

NEW YORK — Dec. 18, 2025 — Rare metals and critical-minerals stocks are trading mixed at midday on U.S. exchanges, as investors weigh a fresh geopolitical signal from Beijing against a growing U.S. policy push to localize strategic supply chains. The biggest sector headline on Thursday: China confirmed it has begun granting “general licences” for rare earth exports—a new permit category designed to speed shipments of the inputs that sit inside everything from electric motors and wind turbines to defense electronics. Reuters+1

Stock Market Today

  • SpaceX (SPCX) shares fade after IPO pop; attention turns to Nasdaq-100 inclusion
    June 29, 2026, 1:43 PM EDT. SpaceX (NASDAQ: SPCX) jumped as high as $225 from its $135 IPO, but slipped back to near $155. The company is still losing cash even with $4.7 billion Q1 2026 revenue. Some see index funds as forced buyers if SPCX gets added to the Nasdaq-100, which could bring new demand and help counter worries about valuation and the risk from lock-up expiry. Analysts point to SpaceX's strong position in launches and Starlink's global network, but note ongoing cash burn and no dividend. Some investors now look at the current price as a possible opportunity with index inclusion ahead as the next big event.
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