这篇文章分析了三只受益于美国回流的稀土股票:MP Materials、USA Rare Earth 和 TMC The Metals Company。MP Materials 是最成熟的,靠近盈利,拥有现有的加州业务。USA Rare Earth 正在开发中,专注于收购和德克萨斯州的矿山,但仍处于亏损状态。TMC 是风险最高的选择,计划进行昂贵的深海采矿。由于它们处于早期发展阶段,所有这些都是高风险的长期投资
All three of these rare-earth metal stocks are set to benefit from reshoring, so the real question is how much risk are you willing to take?
