The New Money

Rare Earth Stocks

The critical minerals powering modern technology.

Recent Rare Earths articles

Blackrock Realloys rocks

BlackRock Has A New Ownership Stake In Rare Earth Magnet Company REalloys

BlackRock has filed a new Schedule 13G with the United States SEC disclosing a 6.2% equity stake position in REalloys (NASDAQ: ALOY).

Energy fuels dysprosium rock

Energy Fuels Is Expanding Their Heavy Rare Earth Facility In Utah

Energy Fuels (NYSE: UUUU) has publicly stated they have begun construction on an expansion of their White Mesa Mill in Utah to enable large scale production.

reelement resources department of war

The Department of War Is Making An Investment In ReElement Technologies

The United States Department of War has awarded $25M USD in funding to ReElement Technologies to expand their Indiana critical minerals refining facility.

south korea realloys magnet

REalloys Forms New Partnership With South Korean Rare Earth Magnet Producer

REalloys (NASDAQ: ALOY) has entered into a letter of intent with South Korean rare earth magnet company JS Link for REE magnet manufacturing.

REalloys cash magnet financing

Blackstone And Citadel Lead REalloys' $100 Million Financing For Rare Earth Magnet Build Out

REalloys (NASDAQ: ALOY) has successfully raised $100 million in a new equity financing round priced at $14.25 per share.

REalloys magnet US Army

U.S. Army Selects REalloys For Rare Earth Separation Facility

REalloys (NASDAQ: ALOY) has been conditionally selected by the United States Army to build a rare earth separation facility at the Tooele Army Depot in Utah.

REalloys magnet cash

REalloys Is Raising $100 Million For American Rare Earth Magnet Production

REalloys (NASDAQ: ALOY) has entered into a securities purchase agreement with institutional investors to raise $100 million in a new equity financing round.

rare earth magnet germany

Energy Fuels Is Buying A German Rare Earth Magnet Producer

Energy Fuels (NYSE: UUUU) has entered into a new deal to acquire German based rare earth magnet company VAC for $1.9 billion.

Energy Fuels Rare Earth rock

Energy Fuels Lands U.S. Government Funding For Rare Earth Processing

Energy Fuels (NYSE: UUUU) has received a conditional funding commitment from The Pentagon’s Office of Strategic Capital for up to $725 million.

phoenix tailings rare earth

Phoenix Tailings Lands $500 Million Loan From U.S. Government For Rare Earth Processing

Rare earth metal producer Phoenix Tailings was awarded a conditional funding commitment for a $500M USD loan from The Pentagon’s Office of Strategic Capital.

USA rare earth France

USA Rare Earth Is Making A Big Bet On France

USA Rare Earth (NASDAQ: USAR) has publicly stated they plan to invest approximately $200 million to expand operations in France.

Realloys Ramaco Rare Earth

REalloys and Ramaco Resources Are Coming Together For Mixed Rare Earth Carbonate Supply

REalloys (NASDAQ: ALOY) has entered into a new agreement with Ramaco Resources (NASDAQ: METC) for the supply of mixed rare earth carbonate and scandium oxide.

Companies in Rare Earths

ARA Aclara Resources

Aclara is advancing sustainable rare earth supply through ionic clay projects in South America, circular processing, and AI-driven supply chain digitization.

1D +0.14%
1W +10.09%
1M -4.82%
1Y +152.07%
API Appia Rare Earths

Appia Rare Earths & Uranium explores and develops high-grade rare earth and uranium projects across Canada and Brazil.

1D +10.34%
1W +14.29%
1M -17.95%
1Y +14.29%
CLF Cleveland-Cliffs Inc.

Cleveland-Cliffs is advancing vertically integrated North American steelmaking with a focus on automotive-grade products, scrap recycling, and clean steel technologies.

1D +2.76%
1W +11.16%
1M +29.48%
1Y +31.09%
NEO Neo Performance Materials

Neo supplies essential advanced industrial materials supporting sustainability, electrification, and pollution control technologies.

1D +11.89%
1W +19.80%
1M +11.27%
1Y +142.49%
PNRG Pan American Energy

Pan American Energy develops and advances North American mineral exploration projects for battery metals and critical minerals, with a focus on lithium and rare earths.

1D -3.39%
1W +1.79%
1M -10.94%
1Y -50.00%
ALOY REalloys Inc.

REalloys is building a fully integrated North American rare earth magnet supply chain.

1D -11.18%
1W +29.37%
1M -23.94%
1Y +27.00%
REA Rare Earths Americas

Rare Earths Americas develops and advances rare earth mineral projects and processing infrastructure to support North American critical minerals supply chains.

1D +9.77%
1W +28.74%
1M -13.34%
1Y
TROX Tronox Holdings

Tronox Holdings plc produces titanium dioxide pigments and mineral sands used in coatings, plastics and industrial applications across global markets.

1D -1.52%
1W -3.47%
1M -2.99%
1Y +75.68%

Rare earth elements are essential for electric vehicles, wind turbines, defense systems, and consumer electronics. China dominates processing capacity, creating supply chain vulnerabilities that governments are racing to address through domestic production incentives.

The sector includes miners developing deposits outside China, processors building separation capacity, and recyclers recovering rare earths from end-of-life products. Demand projections show significant growth as EV adoption accelerates and defense applications expand.

The New Money tracks rare earth companies building non-Chinese supply chains. Project development, processing capacity expansion, government support programs, and the geopolitical factors shaping critical mineral investment. Strategic materials require strategic investment.