Sprott Rare Earths Ex-China ETF

Critical Metals Announces Acquisition of European Lithium, Stock Drops 7.6% with Recovery Potential

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

Wall Street Zen Upgrades US Rare Earths to Sell, Target Price Divergence Evident

Niocorp Developments released FY2026 Q3 earnings on May 14 (EST), actual revenue USD 0, actual EPS USD 0.0066

Niocorp Developments released FY2026 9 Months Earnings on May 14 (EST), with actual revenue of USD 0 and EPS of USD -0.5532

Roth MKM Analyst De Silva Maintains Buy Rating on USA Rare Earth with $30 Price Target

USA Rare Earth released FY2026 Q1 earnings on May 13 After-Market EST, actual revenue USD 5.698 M (forecast USD 3.629 M), actual EPS USD -0.4524 (forecast USD -0.254)

USA Rare Earth Updates Risks of Merger with SVRE

Critical Metals Corp. Plans Greenland Tanbreez Project to Reduce Hafnium Dependency on China

US Rare Earth Company Receives $14.2 Million Grant from Texas Semiconductor Fund

MP Materials Reports Strong Q1 2026 Earnings

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

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

Critical Metals Extends Exclusivity with European Lithium for Acquisition Talks

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

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

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

REXC

Avalon Advanced Materials has made significant progress on its Nechalacho Rare Earths Project in 2026, establishing a dedicated subsidiary, opening a Yellowknife office, and updating its 2013 Definitive Feasibility Study through a Preliminary Economic Assessment. The project aims to enhance North America's supply of critical rare earth elements, essential for future technologies. Key initiatives include appointing experienced leadership and evaluating processing pathways to improve recovery and environmental performance, addressing the strategic importance of diversifying supply chains away from China.

StockTitan

Avalon Advanced Materials Provides Year-to-Date Progress Update on Nechalacho Rare Earths Project | AVLNF Stock News

EART

REMX

PICK

Defense firms are urging the Trump Administration to delay a 2027 ban on procuring Chinese rare earth magnets for military contracts. The ban, affecting essential components for various technologies, is part of broader efforts to reduce U.S. reliance on China for critical minerals. The Pentagon has not yet commented on the situation, which highlights concerns over supply chain visibility and risks.

benzinga_article

Global X Rare Earth & Critical MatrlsETF

VanEck Rare Earth/Strategic Metals ETF

ISHRS MSCI Glb Slct Met & Mining

Pentagon Suppliers Push Trump Administration To Postpone China Rare Earth Crackdown: Report

Neo Performance Materials reported a significant increase in Q1 2026 adjusted net income, reaching $14.9 million, up from $6.5 million in Q1 2025, driven by better-than-expected revenues of $155 million. The company raised its 2026 Adjusted EBITDA outlook to $100-$110 million, citing strong demand and pricing across its business units. CEO Rahim Suleman highlighted key milestones, including the production of its one-millionth magnet and advancements in rare earth separation. Shares rose 1.9% to $29.64 following the announcement.

Fidelity

MP Materials

Neo Performance Materials Q1 Adjusted Net Income Boosted By Better Than Expected Revs; Lifts Its 2026 Adjusted EBITDA Outlook

159608

China has agreed to address U.S. concerns over shortages of specialty rare earths due to export controls, according to the White House. Despite previous agreements, China's restrictions on exports of critical minerals like yttrium and scandium remain tight. The U.S. seeks to resolve supply chain issues related to these materials, essential for defense and technology sectors.

fidelity

GF CSI Rare Metals Theme ETF

China has agreed to address US concerns over rare earth shortages, says White House

USAR

MP Materials (MP) has seen a 194% increase over the past year, becoming the leading rare earth producer in the U.S. However, it has a high price-to-sales ratio of 43.9, indicating expectations of future policy support, while its EBITDA remains negative at $36.2 million. Additionally, Sprott has launched the Rare Earths Ex-China ETF (REXC), and USA Rare Earth (USAR) is developing Western processing capabilities.

USA Rare Earth

Leverage Shares 2X Long MP Daily ETF

USA Rare Earth - CW300313

Expert reveals China’s rare earth chokehold: ‘Within 6 weeks, American industry was struggling’

CRML

FMTL

Apex Critical Metals Announces Grant of Stock Options and RSUs | APXCF Stock News

Critical Metals

Invesco DB TR Base Metals ETF

First Trust Indxx Critical Metals ETF

SPDR S&P Mtls & Mng

Apex Critical Metals Announces Grant of Stock Options and RSUs | APXCF Stock News

Search Minerals Inc. has launched its 2026 environmental baseline program for the DEEP FOX and FOXTROT Rare Earth Elements projects in southeastern Labrador. This initiative aims to gather essential environmental data to support the Environmental Assessment Registration (EAR) expected in H1 2027. The program includes hydrology studies, wildlife surveys, and atmospheric assessments, reinforcing the company's commitment to responsible development and regulatory compliance. Interim CEO Jason Macintosh emphasized the program's significance in advancing the project and enhancing Search Minerals' position in the North American rare earth supply chain.

Search Minerals Launches 2026 Environmental Baseline Program to Advance Deep Fox and Foxtrot Project Toward Environmental Assessment Registration | SHCMF Stock News

China's monopoly on rare earths is being challenged as Australia's Lynas Rare Earths begins producing heavy rare earths, previously dominated by China. The Pentagon is investing in Lynas and other companies to secure supply chains, especially after China's export cuts impacted U.S. and European auto production. Lynas has developed a new processing facility in Malaysia, while MP Materials and USA Rare Earth are also expanding their capabilities. The U.S. aims to reduce reliance on China by increasing domestic refining capacity for these critical minerals, essential for military and industrial applications.

ZeroHedge

Lynas Rare Earths Limited

Lynas Corporation

China Loses Monopoly Over The Rarest Of Rare Earths

LITP

ILIT

Critical Minerals Such as Lithium and Rare Earth Elements Reach All-Time High Demand - Elektros Moves Forward with U.S. Lithium Refinery Search | ELEK Stock News

Sprott Lithium Miners ETF

Global X Lithium & Battery Tech

iShares Lithium Miners and Producers ETF

Critical Minerals Such as Lithium and Rare Earth Elements Reach All-Time High Demand - Elektros Moves Forward with U.S. Lithium Refinery Search | ELEK Stock News

SETM

The American National Standards Institute (ANSI) is launching a multi-phase initiative to enhance U.S. coordination on critical minerals standards. This initiative aims to ensure responsible sourcing, secure supply chains, and maintain global competitiveness. Supported by the U.S. Department of Energy, it includes a standards landscape assessment, a webinar series, and a two-day workshop to identify priorities and challenges. The initiative addresses the urgent need for a coordinated approach to critical minerals, which are essential for national defense, clean energy, and manufacturing.

prnewswire

Sprott Energy Transition Materials ETF

15:16 ETCritical Minerals Standards: ANSI Launches Initiative to Strengthen U.S. Supply Chains and Request for Information

Sprott Rare Earths Ex-China ETF(REXC.US)

Avalon Advanced Materials Provides Year-to-Date Progress Update on Nechalacho Rare Earths Project | AVLNF Stock News

Pentagon Suppliers Push Trump Administration To Postpone China Rare Earth Crackdown: Report

Neo Performance Materials Q1 Adjusted Net Income Boosted By Better Than Expected Revs; Lifts Its 2026 Adjusted EBITDA Outlook

China has agreed to address US concerns over rare earth shortages, says White House

Expert reveals China’s rare earth chokehold: ‘Within 6 weeks, American industry was struggling’

Apex Critical Metals Announces Grant of Stock Options and RSUs | APXCF Stock News

Search Minerals Launches 2026 Environmental Baseline Program to Advance Deep Fox and Foxtrot Project Toward Environmental Assessment Registration | SHCMF Stock News

China Loses Monopoly Over The Rarest Of Rare Earths

Critical Minerals Such as Lithium and Rare Earth Elements Reach All-Time High Demand - Elektros Moves Forward with U.S. Lithium Refinery Search | ELEK Stock News

15:16 ETCritical Minerals Standards: ANSI Launches Initiative to Strengthen U.S. Supply Chains and Request for Information