Rare Earth Miners Benefit From Pentagon Catalysts

13 days ago

Valerie Titel

"They are on a front foot let me tell you. USA Rare Earths up 22%, Critical Metals up 21% and MP Materials up 11%. Now, this is on the back of the FT reporting that the Pentagon has stepped up stockpiling of critical minerals, procuring up to $1 billion worth to counter China’s dominance and rare earths that are essential to defense. It follows the export restrictions imposed on many of the materials by China last week."

The speaker emphasizes the robust performance of rare earth-related stocks driven by significant Pentagon stockpiling and current export restrictions from China. This commentary implies a strong structural catalyst for these companies, pointing to a positive outlook in the near term.

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