rare earths

Solvay Strikes Two U.S. Rare‑Earth Supply Deals as Europe Lags on Subsidies — Shares Rise on Nov. 13, 2025

Published: November 13, 2025 Belgium’s Solvay has signed two agreements to supply rare‑earth oxides to U.S. magnet makers Noveon Magnetics and Permag, a fresh sign that demand—and government backing—in North America is pulling new non‑Chinese supply into the market. The stock reacted on Thursday, rising about 3.4% to lead Belgium’s BEL 20 index. Reuters+1 What happened Solvay said the Noveon deal covers neodymium and praseodymium (NdPr) alongside the heavy rare earths dysprosium and terbium (DyTb)—key ingredients for high‑performance permanent magnets used in EVs, wind turbines and defense systems. A second agreement will see Solvay supply samarium oxide to Permag, which

13 November 2025

USA Rare Earth’s Meteoric Rise: The Pre-Revenue Mining Stock Targeting $30+ amid China Tensions

Rare Earths Today (Nov. 11, 2025): China’s New Licensing Pivot, U.S. Financing Push, and What It Means for USA Rare Earth (USAR) and MP Materials (MP)

Summary: On November 11, 2025, the rare‑earths narrative shifted again. Beijing is reportedly exploring a licensing “workaround” to ease the flow of rare‑earth materials to the U.S. while excluding companies with ties to the American military—a move that could keep consumer supply chains humming even as defense contractors face bottlenecks. In Washington, fresh policy and financing signals continue to support domestic mining, processing, and magnet manufacturing. Here’s what’s new today—and how it frames the near‑term outlook for USA Rare Earth (NASDAQ: USAR) and MP Materials (NYSE: MP). Reuters+2Yahoo Finance+2 What’s new today (Nov. 11, 2025) China’s targeted easing on rare

11 November 2025

China Policy · Critical Minerals · Industry News · Rare Earths · U.S. Mining

Cleveland-Cliffs’ Rollercoaster: CLF Stock Soars on Rare-Earth Hype, Plunges on Share Sale – What’s Next?

Cleveland-Cliffs Stock Price: October 30 Update and Recent Performance Cleveland-Cliffs’ stock price has been on a wild ride in recent weeks. On October 30, 2025, CLF shares tumbled roughly 12% intraday, trading around the $12.30 level – a sharp decline triggered by the company’s surprise decision to sell new stock. The sell-off came immediately after Cliffs announced an underwritten public offering of 75 million common shares (with an option for 11.25 million more) priced at about $12.85 per share investing.com investing.com. This move would raise approximately $964 million in gross proceeds for the company, but it also significantly increases the

30 October 2025

Company News · Financial Analysis · Investing · NYSE:CLF · Rare Earth Metals · Stock Market

MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

MP Materials Stock Surges on Rare-Earth Export Truce – Analysts Weigh In

Key Facts: MP Materials (NYSE: MP) closed at $64.29 on Oct. 29, 2025 markets.financialcontent.com, after retreating from mid-October highs. The stock has soared roughly 300–380% YTD (from about $15 in January to the $60–70 range) ts2.tech reuters.com. It traded as high as $100.25 in mid-October (52-week range ~$15.6–$100), but recent U.S.–China trade news sent it back to the mid-$60s. MP’s huge 2025 gains reflect a string of catalysts: a $400M U.S. Defense Dept. investment (for ~15% equity) with a $150M loan and guaranteed rare-earth magnet offtake ts2.tech, plus a $500M deal to supply Apple with rare-earth magnets reuters.com. Those deals

30 October 2025

Economic News · Industry Trends · Investment Analysis · NYSE:MP · Rare Earth Metals · Stock Market

Lynas Rare Earths (LYSCF) Stock Soars on $8.5B U.S.–Australia Rare-Earth Pact

Full Story: Below we examine Lynas Rare Earths’ recent news flow, stock trends, growth plans, and expert analysis in detail. Stock Performance & Recent Trend Lynas shares have been on a tear. By mid-October 2025, the stock (ASX: LYC) had nearly tripled in a year (from ≈A$6 in late 2024 to ~$19) investing.com ts2.tech. In early October it spiked to A$21.96 (its highest since 2011) investing.com on the magnet-chain MoU, then eased back to ~$18–19 as traders locked in profits ts2.tech. In late Oct 20–21 trading it jumped again (+15% on Oct 20) stockanalysis.com. By Oct 21 LYC was ~A$19 (US$14) investing.com

21 October 2025

Economic News · International Trade · Investing · Rare Earths · Stock Market

Cleveland-Cliffs Stock Rockets on Tariffs and Rare-Earth Push – But Caution Remains

Stock Price and Recent Movement On Oct. 20, CLF stock surged after-market, reflecting the earnings and strategic announcements. TS2 reports the stock “jumped nearly 20% on October 20, 2025”, reaching an intraday high around $16.50 before settling at about $15.50 ts2.tech. This lifted the share price to a new 52-week high and brought the year-to-date gain to roughly +42% ts2.tech ts2.tech. For comparison, U.S. steel peers like Nucor saw much smaller moves; Nucor’s stock was up ~17% YTD and edged up modestly in late Oct, while CLF jumped sharply ts2.tech. Broad market action was relatively stable on Oct. 20, suggesting CLF’s

21 October 2025

Financial Analysis · Investing · NYSE:CLF · Rare Earth Metals · Stock Market · Tariffs

Lynas Rare Earths (ASX:LYC) Stock Skyrockets on US Magnet Deal – Bubble or Breakout?

Lynas Rare Earths Stock vs. Key Events (2025) – LYC climbed throughout 2025 on strong production, price trends, and Western supply-chain deals. In September/August it raised A$750M via equity to fund growth intelligentinvestor.com.au. The Oct. 8 Noveon Magnetics MoU then sent LYC to a 14-year high aljazeera.com abc.net.au. By mid-Oct, profit-taking and market jitters trimmed LYC back toward A$18–19 sharecafe.com.au. Lynas’ Operations and Growth Strategy Lynas Rare Earths operates the Mt Weld mine (WA) and a processing plant in Malaysia (LAMP), making it “the largest rare-earth producer outside China” ts2.tech. It delivers separated oxides (NdPr, DyTb, etc.) used in magnets,

20 October 2025

ASX News · Financial Analysis · Investing · Rare Earths · Stock Market

Rare Earths Showdown: China’s ‘Bazooka’ Roils Markets, Trump Vows Tariffs

Sources: Recent news reports and analyses (Washington Post, Reuters, AP, CNBC/FT reports, Fortune) plus industry data and tech media washingtonpost.com business-standard.com mexc.com economictimes.indiatimes.com reuters.com investopedia.com reuters.com, among others. Expert quotes and stock data are from these sources.

15 October 2025

China Economy · Market Analysis · Rare Earths · Trade Wars · US Politics

Energy Fuels (UUUU) Stock SKYROCKETS on Rare-Earth Breakthrough – Uranium Bull Run Ignited?

Rare-Earth Export Controls Fuel Rally This month’s headlines were dominated by China’s rare-earth clampdown. On Oct. 9, Beijing expanded export curbs to five more rare-earth elements and tightened oversight on high-tech users reuters.com. The move came right before a planned Trump–Xi summit and was widely seen as a geopolitical play. “We’re likely entering a period of structural bifurcation,” says Benchmark Mineral Intelligence analyst Neha Mukherjee – with China “localizing its value chain and the U.S. and allies accelerating their own” reuters.com. As China produces over 90% of processed REEs globally reuters.com, U.S. miners immediately benefit. Indeed, in early Oct. U.S.-listed

14 October 2025

Energy Industry · Investing · NASDAQ:UUUU · Rare Earths · Stock Market · Uranium

Energy Fuels (UUUU) Stock Skyrockets on Rare-Earth Breakthrough & Uranium Boom

Recent News Company Overview and Strategy Energy Fuels’ core operations include the Pinyon Plain high-grade uranium mine and the White Mesa Mill in Utah (pictured). It was founded in 1987 and today is “a Colorado-based player in… critical minerals — think uranium, rare earth element (REE) processing, vanadium production, and heavy mineral sands operations” finimize.com. The company has been the leading U.S. producer of uranium concentrate for several years investors.energyfuels.com, supplying nuclear utilities for carbon-free power. It owns multiple uranium assets (conventional and ISR) and in 2024-25 ramped up Pinyon Plain (AZ) to record grades and output investors.energyfuels.com. Energy Fuels

13 October 2025

Energy Sector · Investment News · NYSE:UUUU · Rare Earths · Stock Market · Uranium

China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

What Happened: China’s New Controls On Oct. 9, China’s Ministry of Commerce issued “Announcement No. 61” of 2025, dramatically expanding export controls on critical minerals ts2.tech reuters.com. Five additional rare-earth elements (holmium, erbium, thulium, europium, ytterbium) were added to the restricted list, on top of seven elements already curbed in April aljazeera.com ts2.tech. In total 12 of the 17 rare-earth metals now require special licenses for export aljazeera.com. Beyond raw elements, China also slapped new controls on processing equipment and technology needed to refine these minerals aljazeera.com ts2.tech. Notably, Chinese rules will apply extraterritorially: foreign firms using Chinese-sourced rare earths

12 October 2025

Geopolitics · Mining Industry · Stock Market · Technology · Trade War

Rare Earth Goldmine? MP Materials Stock Skyrockets on Pentagon Deal & China Tensions

Spectacular Rally Fueled by Strategic Deals MP Materials’ stock performance in 2025 has been nothing short of remarkable. Shares have exploded higher on the back of transformative deals and the prospect of a secure American rare-earth supply chain. The stock is up nearly 4-fold this year, recently trading around $75–$80 per share ts2.tech. In late August, MP hit an all-time high near $82 before a brief pullback ts2.tech. Even after cooling slightly, shares remain ~350% above where they started the year. Elevated trading volume accompanied this rally (e.g. 13+ million shares on one day in late September, ~42% above average),

11 October 2025

Geopolitics · Investing · Mining · Stock Market · Technology