VanEck Rare Earth/Strategic Metals ETF

Ganfeng Lithium Advances Dual-Route Solid-State Batteries, 500Wh/kg Product Enters Small-Batch Mass Production

Sociedad Quimica Y Minera to Release FY2026 Q1 Earnings on May 26 After-Market EST, Forecast Revenue USD 1.707 B, EPS USD 1.5802

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

US Sets $110/kg Price Floor for NdPr Oxides to Secure MP Materials Delivery

FactSet Raises Albemarle's 2026 EPS Estimate to $11.56

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

MP Materials Reports Strong Q1 2026 Earnings

MP Materials Reports Q1 2026 Earnings, Anticipates Rare Earth Price Increase

Argus Raises Albemarle's Target Price to $230

RBC Raises Albemarle's Target Price to $253

MP Materials Revenue Growth and Increased Demand for Rare Earth Magnets

MP Materials CFO Sells $1.5 Million in Stock

MP Materials Corp Stock Target Price Raised to $78.92

UBS Raises Lithium Price Forecast by 18% for 2026

MP Materials warns of significant price drop in heavy rare earth materials

Ganfeng Lithium Achieves Full Production, Chinese Enterprises Succeed in Global Lithium Resource Industry

MP Materials released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 132.92 M (forecast USD 75.46 M), actual EPS USD -0.0447 (forecast USD -0.035)

MP Materials expects Q2 rare earth prices at $90 per kg and begins heavy rare earth separation loop debugging

MP Materials Announces First Quarter Financial Report

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

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China’s Ganfeng Lithium has secured orders through the first half of 2027, driven by rising demand for energy storage systems (ESS) and investments in artificial intelligence data centres (AIDCs). President Wang Xiaoshen noted that production capacity is fully booked, with plans to increase output by 50% next year. The surge in ESS demand is attributed to energy price fluctuations and the growth of AIDCs. Ganfeng's lithium-ion batteries are crucial for stabilizing electricity networks, and the company anticipates significant growth from AIDCs in the future.

SCMP

Ganfeng Lithium

GANFENGLITHIUM

CATL

BYD COMPANY

CATL HK SDR 30to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

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AI|China’s Ganfeng secures orders amid surge in demand for energy storage, AI boom

USAR

US rare earth miners, including MP Materials and USA Rare Earth, are facing significant declines due to falling global commodity prices, geopolitical shifts, and supply-side risks. Stocks are down over 10% amid speculation of a potential US-China rare earth agreement. Additionally, insider selling and a global risk-off sentiment are contributing to the downturn. Despite these challenges, experts believe the structural foundation for domestic rare earth companies remains strong, supported by long-term contracts and agreements.

Invezz

MP Materials

USA Rare Earth

Apple

General Motors

USA Rare Earth - CW300313

Why are Trump's rare earth stocks crashing today?

PICK

The Department of Defense (DoD) and MP Materials have established a $110/kg price floor for NdPr oxide supplies under their July contract, ensuring minimum pricing for MP's deliveries. MP Materials operates the Mountain Pass rare-earth mine in California, playing a significant role in U.S. rare-earth supply and government critical-minerals initiatives.

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Defiance Daily Target 2X Long MP ETF

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Leverage Shares 2X Long MP Daily ETF

Invesco DB TR Base Metals ETF

Key facts: DoD and MP set $110/kg NdPr floor; MP runs Mountain Pass

REMX

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US Critical Materials Corp and Bayan Mining and Minerals Ltd have signed a non-binding MoU to evaluate rare-earth processing technologies from USCM's Sheep Creek Project in Montana. This collaboration aims to accelerate a US-based rare-earth processing pathway, enhancing national security and supporting AI technology advancements. The project will assess the applicability of Bayan's processing technologies and may lead to establishing a US-based pilot facility. USCM is also considering an investment in Bayan, subject to agreements and regulatory approvals.

SemiConductor

GF CSI Rare Metals Theme ETF

Balkan Mining and Minerals Ltd

US Critical Materials and  Bayan Mining and Minerals sign MoU

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SETM

EART

The US is exploring deep-sea mining to reduce reliance on China for critical minerals essential for AI and clean energy. American Ocean Minerals aims to extract polymetallic nodules in the Cook Islands, which could provide a long-term mineral supply. However, challenges such as global moratoriums, biodiversity concerns, and the absence of mining approvals may hinder progress.

TMC the Metals - CW25

TMC the Metals

Sprott Energy Transition Materials ETF

Global X Rare Earth & Critical MatrlsETF

US eyes deep-sea mining to counter China's mineral dominance

U.S. researchers are creating a Microbial Rare Earth Element Atlas to catalog proteins that bind to critical minerals, funded by $2 million from the Department of Energy. This project aims to enhance domestic supply chains for rare earth elements essential for technology. Using machine learning, the team will identify geographic areas rich in these proteins and develop methods for bioaccumulating metals from waste, ultimately supporting U.S. mineral refining efforts.

cleantechnica

New “Atlas” Will Catalog Proteins That Bind to Rare Earth Elements

DA Davidson has reiterated a 'buy' rating for MP Materials, setting a price target of $82.00, indicating a potential upside of 46.52%. Other analysts have varied ratings, with Morgan Stanley raising its target to $70.00 and Wedbush to $100.00. MP Materials reported a quarterly revenue of $90.65 million, exceeding expectations, and a 49.1% year-over-year increase. Insider transactions included significant stock sales by CEO James H. Litinsky and CFO Ryan Corbett.

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MP Materials' (MP) Buy Rating Reiterated at DA Davidson

MP Materials (NYSE:MP) shares rose 2.5% to $56.29, with a trading volume increase of 9%. Analysts maintain a consensus 'Buy' rating, with target prices ranging from $81 to $82. The company reported Q1 earnings of $0.03 per share, exceeding estimates, and revenue of $90.65 million, up 49.1% year-over-year. Insider selling included CFO Ryan Corbett and CEO James H. Litinsky, with significant shares sold recently. Institutional investors have also increased their stakes in the company.

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MP Materials (NYSE:MP) Trading Up 2.5%  - What's Next?

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North Rare Earth has denied any plans for asset restructuring with Baogang Shares during a performance briefing on May 20, stating they have never heard of such proposals. Additionally, authorities are implementing measures to improve network ecosystem governance to combat online chaos and protect public interests.

CoinLive

CNRE

North Rare Earth Denies Asset Restructuring with Baogang Shares

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The University of Utah has launched the Strategic Materials Accelerator & Research Testbed (SMART), a pioneering initiative backed by DARPA. This project aims to create a unique testing environment to accelerate the development of technologies related to rare earth elements and enhance domestic supply chains. Announced on May 20, 2026, the SMART initiative is set to take place in Salt Lake City and is expected to significantly advance research in this area.

Unusual Whales

China Southern CSI SWS Non-Ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Hwabao WP CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Guotai CSI Non-ferrous Metal ETF

University of Utah to launch groundbreaking DARPA-backed critical minerals testbed

VanEck Rare Earth/Strategic Metals ETF(REMX.US)