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04.02.26 - 21:01
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Seltene Erden: USA wollen mit Preisuntergrenzen Chinas Rohstoff-Macht stoppen (Handelsblatt)
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Staatlich garantierte Mindestpreise sollen China-Dominanz entgegenwirken. Die USA schmieden mit mehr als 50 Staaten eine Rohstoff-Allianz, um Lieferketten abzusichern... --- Vance schlug vor, Referenzpreise für kritische Mineralien auf jeder Produktionsstufe festzulegen. Diese sollten den fairen Marktwert widerspiegeln und innerhalb der Allianz als Preisuntergrenze fungieren, die durch flexible Zölle abgesichert wird. „Wir wollen das Problem beseitigen, dass Leute unsere Märkte mit billigen kritischen Mineralien überschwemmen, um unsere heimischen Hersteller zu unterbieten“, sagte Vance, ohne China dabei explizit zu nennen..
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03.02.26 - 14:48
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Stock Market Live February 3, 2026: S&P 500 (SPY) Soaring on AI Strength (24/7 Wall St.)
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Live Updates Rare Earth Stocks Jump on Trump Plans 10 minutes ago Live Rare earth stocks, like MP Materials (MP) and USA Rare Earth (USAR), are taking off on news of President Trump's mineral reserve. “The moves come after Trump on Monday outlined details for Project Vault, a first-of-its-kind strategic minerals reserve designed for the ... Stock Market Live February 3, 2026: S&P 500 (SPY) Soaring on AI Strength
The post Stock Market Live February 3, 2026: S&P 500 (SPY) Soaring on AI Strength appeared first on 24/7 Wall St.....
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02.02.26 - 15:57
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Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump (ZeroHedge)
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Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump
The Trump administration is preparing to launch a major initiative aimed at protecting US manufacturers from disruptions in the supply of critical minerals, committing about $12 billion in initial funding to build a strategic stockpile of essential materials, according to Bloomberg. The project, known as Project Vault, is designed to reduce America's dependence on China for rare earths and other strategically important metals. By creating a centralized reserve for civilian industries, officials hope to cushion companies against sudden shortages and sharp price swings that can disrupt production and strain finances.
Shares of MP Materials, USA Rare Earth, Critical Metals and other rare earth associated names are higher between 5% and 10% heading into the cash open on Monday on the news.
At this point it's safe to say last week's Reuters rare earth hit piece (authored most likely at the behest of...
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31.01.26 - 16:12
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Who Wins When Washington Plays Favorites? (Bloomberg)
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The Trump administration is taking direct ownership stakes in private sector companies, from chipmaker Intel to rare earths producer MP Materials, reshaping the relationship between government and markets. Steven Rattner of Willett Advisors and Sarah Bauerle Danzman of the Atlantic Council weigh the merits of national security to justify the government picking winners and losers, and what it means for competition, innovation, and trust in free markets. (Source: Bloomberg)...
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29.01.26 - 22:09
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MP Materials Announces Date for Fourth Quarter 2025 Financial Results and Webcast (Business Wire)
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LAS VEGAS--(BUSINESS WIRE)--$MP #rareearth--MP Materials Corp. (NYSE: MP) will release its financial results for the fourth quarter ended December 31, 2025, after the U.S. markets close on Thursday, February 26, 2026.
MP Materials' management will host a conference call and webcast that afternoon at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). Prior to the conference call and webcast, MP Materials will issue a press release and post a slide presentation at https://investors.mpmaterials.com/.
Conference Call Details
Event: MP Materials Q4 2025 Financial Results Conference Call and Webcast
Date: Thursday, February 26, 2026
Time: 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time)
Webcast: https://investors.mpmaterials.com/Replay: A webcast replay will be available approximately one hour after the call has concluded.
About MP Materials
MP Materials (NYSE: MP) is America's only fully integrated rare earth producer with capabilities spanning the entire supply chain—from mining and processing to advanced me...
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25.01.26 - 23:00
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Heavily Shorted USA Rare Earth To Soar After US Govt Takes 10% Stake (ZeroHedge)
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Heavily Shorted USA Rare Earth To Soar After US Govt Takes 10% Stake
It was last July 9, when we told readers all about "The Coming Rare Earth Revolution And How To Profit: All You Need To Know About The "Ex-China Supply Chain." It was here that we said MP Materials (and to a lesser extent USA Rare Earth Corp) was best positioned to capitalize as global rare earth trade flows and pricing adjust over the coming years (also, as a reference, that's when USA Rare Earth was trading below $10/share).
One day later, anyone who listened to our advice made their year, when MP Materials soared 50% after the US shocked markets by announcing the Pentagon had become the largest shareholder in the rare earths company.
MP Materials Shares Surge 50% As Pentagon To Become Largest Shareholder https://t.co/qltUY1sHL3
— zerohedge (@zerohedge) July 10, 2025
Since then we had repeatedly pounded the table on USAR as the "other" major domestic REE company, pointing out repeatedly...
USA...
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