REE

Vegetable_Bet_896

Big moves past 2 days in sympathy with MP, but I think the real moves will either be government support - which may or may not happen, or when the antimony and REE/magnet tolling fees start to hit the balance sheet.

Lofulamingo-Sama

MP is building their own refinery, but MP does not have every essential semiconductors element in their deposit. Find existing/new mines doing the other essential semiconductor materials. Those are also receiving DoD funding and will likely receive even more with additional time. MP got this boost first because they are the largest operating REE mine in the us. Others newer mines and mines in permitting will likely get funding as well. Copper also got 50% tarrifs announced, so you might consider investing in US copper mining companies such as Freeport-McMoRan.

Critical-Future-292

There’s no heavy REE at MP; never has been. They plan on importing it, the pentagon deal is more for the 10x magnet plant. Not saying it’s not a good investment it’s got a guaranteed buyer now. However there’s another player building a magnet plant in TX that is mining Heavy REE, don’t know how that’s going to work out now, but MP will have to buy it from somewhere not China at some point.

One-Hovercraft-1935

Yes, they have been in a strategic partnership for many years. MP received some initial funding from them to get Mountain Pass up and running. In 2024, 80% of MP revenue came from Shenghe Resources, the company you are talking about. This is because there is essentially no REE processing capacity in the U.S. and China is responsible for <90% of all REE processing. This impacted their business when tariffs came into the picture earlier in the year. In April, they announced the ceasing of all shipments to China. However, they will not need to rely on Shenghe any more for such a large portion of revenue. This is because the improving processing ability in the U.S. and MP's focus on vertically integrating.

One-Hovercraft-1935

I agree, there are no solid fundamentals with this company. However, past performance is not indicative of future results. Their income statement won't wow you, but they have good financial health. I made some charts displaying this, but I chose not to include them. The US has a weak REE supply chain and they're working to ramp it up. The production ability of this company is continuously improving. As an investor, I am thinking future oriented. As the only active REE miner in the United States, many companies will turn to them. Why ship ore to be processed in China when MP can process it for you? That is the key. They aren't just working to mine REE's, they are working to produce NdFeB magnets, and they are working to become an ore processer. That sets them up to become a monster in the industry.

One-Hovercraft-1935

They netted a loss because the mining industry is incredibly capital intensive. The U.S. had no need to have domestic production of REE's when in the past, we've relied on our imports. In recent years, China has placed multiple bans on REE's and other critical elements necessary to support our economy. They've since been lifted, but why would we continue to rely on them if they can do that at any time? This is where things are changing, the past does not indicate anything because the U.S. has never been a major producer of REE's. Securing these magnets and NdPr is a matter of national security. That is why the Department of Defense is funding them which is huge. You need to understand that these aren't just magnets. They are the strongest commercially available magnets. I say it is a matter of national security because they are crucial in fighter jets, naval systems, missile defense, satellites, etc. The company is set to start commercial production of NdFeB magnets in late 2025. They already have a long-term deal with GM and will have the ability to supply magnets for 500,000 EV's a year.

One-Hovercraft-1935

They own and operate the only active Rare Earth Mine in the U.S... The United States produced 45,000 tonnes of Rare Earths in 2024, guess how much MP produced? 45,000 tonnes. It is not about "are they profitable" it is about their future and the dependance that the U.S. government has on them. Currently, China dominates REE production and processing. That is not acceptable for the U.S., which is why they are focused on building a domestic supply chain. You said it yourself; they are a very large US based magnetic supplier. Now, look into what NdPr is and what NdFeB magnets are and why they are important. They are essential to everything in the modern world.

Difficult-Quarter-48

John Paulson is also a majority shareholder through his hedge fund. Dude is deeply tied to trump. I feel extremely confident there is a grift play here. Likely fed loans will come through for them towards the end of the year. The antimony side of the stock isn't crazy lucrative but still nice. I think it's a great buy for a 1-2 year hold. I also like MP materials but it's riskier. Market cap is a bit inflated and we have no idea what kind of gov support they will get. I hope it is aggressive... Both for my bags and for the country. MP is literally THE company you support if you want REE independence from China, and I think trump wants to make that happen so I'm heavily invested

Otherwise-Coyote6950

I think MP Materials will be the main supplier of rare earth metals in the US (and maybe most of the West) in the coming decade. We'll need a massive amount of REE in all the futuristic industries....humanoid robots require an insane amount of them, maglev trains will require a massive amount, then we have latest high precision missiles, satellites, quantum computers, lasers, rockets to go into space and, in the future, a very big amount will be needed for anti-gravity crafts (which are still classified but in the process of being disclosed). Not to mention that we need them in small amounts in almost every industry. It's critical for the US to have their own supply chain because they can't rely on a competitor to supply them otherwise in case of a conflict China can cut off the entire supply and the US wouldn't be able to produce anything that is technologically advanced

TheCuriousBread

Dude, at this point it's not even here comes the airplane, this is straight up digesting the information for you and coughing it back into your mouth like a momma bird feeding a baby bird. If you want firms that are more vertically integrated, Energy Fuels is your bet, do some research on them. They don't do...strictly REE, they are mainly an uranium firm but they are branching out into REE as well. Cameco if you want on that uranium train. Kazahkastan is a bit too friendly with Russia for comfort and if things go, we are losing 30% of the world's supply if the Kazakhs take their ball and go home.

Ok_Camp_8081

I think its a long term game, maybe not a short squeeze like tech, but the world is going through an energy transition which REE plays a part of, I just opened a sub to discuss it hopefully great Ideas will appear there welcome to join [https://www.reddit.com/r/Resources\_Invesments/](https://www.reddit.com/r/Resources_Invesments/)

Ok_Camp_8081

[https://www.reddit.com/r/Resources\_Invesments/](https://www.reddit.com/r/Resources_Invesments/) I have opened this community to discuss the next big thing in the energy sector, you are welcome to join to discuss **REE**

supaloopar

It's just Trump talking sheet to seem like he won Truth is the MIC is pretty screwed. The ban on Rare Earth Elements is global, all manufacturers will have to declare to China what they intend to use the REE for. If they lie, they get cut off. If they reroute their manufactured goods to the US, they'll get cut off. I believe all of the US MIC has been sanctioned, so they will have to overcome that first before they can secure a license to import REE. But even then, if they lie about not using weapons against China, they'll just get banned.

No-Improvement3164

REE Tardee Taco like to make an example out of everyone and belittle them

Cinderella-Yang

china cut off military-use rare earths supply to the west, which is crucial for nearly all high tech weapons production. we have no idea how much REE stockpile MIC have left till they halt production. take this into consideration before you invest in MIC stocks.

maybeelon

So I’ve been doing a bit of digging into uranium stocks lately — partly because of the headlines, partly because I feel like the whole nuclear narrative is quietly heating up again. One name that stood out to me is **Energy Fuels Inc. (EFR in Canada / UUUU in the US)**. I’m not claiming to be an expert, but a few things jumped out that make this one look kind of compelling right now: * **Uranium prices are creeping higher**, and it’s not just a spike — there seems to be real structural demand. Governments are starting to talk more seriously about nuclear again, and the supply chain is tight. The West is clearly trying to move away from relying on Russian/Kazakh sources. * **The US just banned Russian uranium imports from 2028**, and there’s talk of ramping up domestic production. Energy Fuels is one of the few US-based companies already producing (not just sitting on licenses), which feels like a big plus. * **They’ve also got rare earth exposure**, which I didn’t realise at first. That seems like a smart hedge — they’re processing monazite sands and producing REE carbonate domestically, which ties into the whole “secure the supply chain” thing that’s been a theme in both the US and Canada. * **Financially they look solid**. No debt, a decent cash buffer (\~$100M from what I found), and they’re not diluting like crazy. Small-cap, yes, but not a cash-burning black hole. Anyway, I’m not trying to shill — just genuinely curious if anyone else here is looking at them. With uranium trending up, rising geopolitical tensions, and both the US and Canada pushing hard for energy and tech independence, this seems like one of those rare setups where the macro lines up with the micro. Happy to hear any counterpoints too. Anyone holding, or steering clear for a specific reason?

maybeelon

So I’ve been doing a bit of digging into uranium stocks lately — partly because of the headlines, partly because I feel like the whole nuclear narrative is quietly heating up again. One name that stood out to me is **Energy Fuels Inc. (EFR in Canada / UUUU in the US)**. I’m not claiming to be an expert, but a few things jumped out that make this one look kind of compelling right now: * **Uranium prices are creeping higher**, and it’s not just a spike — there seems to be real structural demand. Governments are starting to talk more seriously about nuclear again, and the supply chain is tight. The West is clearly trying to move away from relying on Russian/Kazakh sources. * **The US just banned Russian uranium imports from 2028**, and there’s talk of ramping up domestic production. Energy Fuels is one of the few US-based companies already producing (not just sitting on licenses), which feels like a big plus. * **They’ve also got rare earth exposure**, which I didn’t realise at first. That seems like a smart hedge — they’re processing monazite sands and producing REE carbonate domestically, which ties into the whole “secure the supply chain” thing that’s been a theme in both the US and Canada. * **Financially they look solid**. No debt, a decent cash buffer (\~$100M from what I found), and they’re not diluting like crazy. Small-cap, yes, but not a cash-burning black hole. Anyway, I’m not trying to shill — just genuinely curious if anyone else here is looking at them. With uranium trending up, rising geopolitical tensions, and both the US and Canada pushing hard for energy and tech independence, this seems like one of those rare setups where the macro lines up with the micro. Happy to hear any counterpoints too. Anyone holding, or steering clear for a specific reason?

maybeelon

So I’ve been doing a bit of digging into uranium stocks lately — partly because of the headlines, partly because I feel like the whole nuclear narrative is quietly heating up again. One name that stood out to me is **Energy Fuels Inc. (EFR in Canada / UUUU in the US)**. I’m not claiming to be an expert, but a few things jumped out that make this one look kind of compelling right now: * **Uranium prices are creeping higher**, and it’s not just a spike — there seems to be real structural demand. Governments are starting to talk more seriously about nuclear again, and the supply chain is tight. The West is clearly trying to move away from relying on Russian/Kazakh sources. * **The US just banned Russian uranium imports from 2028**, and there’s talk of ramping up domestic production. Energy Fuels is one of the few US-based companies already producing (not just sitting on licenses), which feels like a big plus. * **They’ve also got rare earth exposure**, which I didn’t realise at first. That seems like a smart hedge — they’re processing monazite sands and producing REE carbonate domestically, which ties into the whole “secure the supply chain” thing that’s been a theme in both the US and Canada. * **Financially they look solid**. No debt, a decent cash buffer (\~$100M from what I found), and they’re not diluting like crazy. Small-cap, yes, but not a cash-burning black hole. Anyway, I’m not trying to shill — just genuinely curious if anyone else here is looking at them. With uranium trending up, rising geopolitical tensions, and both the US and Canada pushing hard for energy and tech independence, this seems like one of those rare setups where the macro lines up with the micro. Happy to hear any counterpoints too. Anyone holding, or steering clear for a specific reason?

medicsansgarantee

China gave export licenses to U.S. car manufacturers, not military suppliers. Just enough REE to keep investments away from scaling up REE. 4D chess move \^\^

Tricky_Statistician

UUUU up huge after hours as people realize they have Rare earth assets - it’s not just MP. However, UEC has a small amount, and lots of mines that they haven’t considered realistic REE extraction from like UUUU. UEC has not jumped after hours, just picked up a few thousand shares. If UUUU holds these gains or more I’d expect UEC to jump 5% tomorrow too. Worth a gamble at least. I’d banbet it but I’m slightly more confident that ADBE will slowly sink under 400 tomorrow.

Rustic_gan123

>That’s why we subsidize and implement targeted tariffs at industries that are critical for national security. That’s why there was a big push under Biden to diversify supply chains for rare earth minerals and computer chip manufacturing lol. REE wasn't >None of the concerns you listed justifies broad, indiscriminate tariffs, especially not on our fucking allies. Against allies I agree, against China I disagree, tariffs should have the goal of diversifying industry in favor of the rest of the world, as i said, i don't believe after 2022 that it is worthwhile to have free trade with revanchist autocrats

Due_Outside_1459

I don’t think the full story has been told. A 55% tariff in exchange for letting Chinese nationals keep their student visas and exporting REE’s to the US is not a good deal for Xi. Xi isn’t gonna accept this or Trump isn’t telling the whole story.

Weak_Ostrich459

Chips for REE?

Rustic_gan123

What did you explain? Are you saying that the US depends on China for military production simply because it requires REE, as if China is the world's only supplier and military idiots are building a supply chain around the only potential threat?

PlanetCosmoX

Well, seeing as how the REE is contained in Syenite country rock, the extrication and purification process of eudialyte requires acid. Which means they have a problem with waste rock. That waste rock will be acidic, which means it’ll trigger the creation of arsenic when it rains if the tailings interact with pyrite, which is likely as this is a Batholith deposit, so sulphites will be present. So they have a chemical refining issue and they’re banking on the strategic value of ree in order to operate. As it’s unlikely that the cleanup costs of this mine will be higher than its intrinsic value. There are better investments. This one is best left to the Gov which doesn’t mind loosing money. It’s not the deposit you’re looking for… until they find a way, such as a catalyst to safely remove the ree from the crystal structure of the mineral.

neverpost4

Netherlands can trade their ASML equipment for REE

Sunsebastian

Holding until REE and Uranium cycle overlap

HoodsBonyArse

REE - Rare earth elements - DTREF!!

Rustic_gan123

There seemed to be news about REE exports

YoDeYo777

Imho, it’s better to buy something else in the REE/mining space these days if you want to coin flip

omaskakas

NFA In my opinion, its miss or hit, any of these western REE stocks. I think its more miss. If China and rest of the world get agreement, then its not economical build these factories to out side China. There is a reason why this stuff is made in China, do not overlook it and do your homework. Nobody in west wants factory in their backyard who do REE. Even the name is misleading, they really are not rare at all. This is what deepseek says: **"Rare" refers to the difficulty of extraction, not scarcity. China's advantage is cheap, dirty labor + a refining monopoly. The West is now trying to develop cleaner methods – but it comes at a cost.** **Is investing in REEs worthwhile? It depends on whether you believe China's monopoly can be broken (e.g., Aclara's "green" tech) or if dependency will persist.** 🤔

Atetoomanyrocks

Long and heavy bags on UUUU. Domestic production which the current admin is pushing heavily, not only uranium but over REE. Picked up a ton of shares when it dipped to low 4s, sold covered calls along the way. Nuclear is the clear climate answer, it’s crazy the lengths they’ve gone to damage its image.

Spirited-Cover7689

What sparked your attention to REE? Out of curiosity, a post on this sub?

Top_Programmer4919

REE gonna shoot back to $2

Top_Programmer4919

REE dumped to .88 cents from open at $2.40

SPAC_Time

[REE Automotive Announces Fourth Quarter and Fiscal Year 2024 Earnings Results](https://www.globenewswire.com/news-release/2025/05/15/3081988/0/en/REE-Automotive-Announces-Fourth-Quarter-and-Fiscal-Year-2024-Earnings-Results.html) \- REE REEAW REE down over 50% to $1.40 after announcing that due to tariff uncertainty they are pausing production, plus added a going concern warning. "“We entered 2025 with positive momentum. However, the broader macroeconomic environment has changed significantly in recent months. The uncertainty created by U.S. tariffs and trade policy has been disruptive to the global automotive industry, and its global supply chains, thus impacting our production ramp. In turn, this has made our quest to ramp our own production both more challenging and more risky. In light of this new environment, we made the prudent decision to make changes to our previous plans. Notably, the decision to implement a temporary pause to prior production plans while we monitor ongoing manufacturing and supply chain conditions. " "As part of our ongoing financial review, due to the recent changes in the macroeconomic environment and tariff situation negatively affecting our ability to bring our P7 to the market as planned and affecting our ability to raise debt, which directly impact our revenue forecast, management has determined that there is a substantial doubt about our ability to continue as a going concern for the next twelve months. Our plans to alleviate this going concern includes temporarily pausing production and significantly reducing costs, adjusting headcount with a view to optimize the corporate structure to become more flexible in the face of industry uncertainty. "

Spear_n_Magic_Helmet

oof $REE

Spear_n_Magic_Helmet

forget WMT, we have GAMB (gambling!) and REE (lol) earnings tomorrow morning

curiousninja1

# $NB - NioCorp: Unlocking U.S. Critical Minerals - 20x Potential NioCorp Developments ($NB) controls the **only permitted niobium-scandium-titanium deposit in the United States**. The 2022 feasibility study pegs the Elk Creek project at an **after-tax NPV of US $2.35 billion** versus a sub-US $120 million market cap today - a >20× valuation gap. Financing due-diligence is underway (EXIM Bank review of up to US $800 million) and fresh drilling is upgrading reserves. If capital comes through, NB flips from optionality play to the first U.S. producer of these critical minerals. **1. Macro tail-winds** * **Supply squeeze:** 95 % of world niobium comes from one Brazilian complex. Washington wants redundancy. * **Demand ramp:** Niobium demand CAGR \~10 % (2024-29) on HSLA steel, EV battery anodes, superconductors. * **Policy muscle:** IRA, CHIPS and DoD Title III offer tax credits, loan guarantees and priority offtakes for U.S. critical-mineral projects. * **China export controls:** Fresh REE / scandium restrictions amplify U.S. urgency for domestic supply. **2. Valuation math (back-of-napkin)** * After-tax NPV (US $2.35 B) / 41 M shares -> **≈ US $57 per share** vs. \~US $2.6 today. * Haircut NPV by 60 % for financing & execution risk: fair value still >US $23 -> **\~9× upside**. **3. Risks to watch** 1. **Financing risk** \- Elk Creek only happens if debt + offtake packages close. 2. **Dilution** \- More equity likely before final investment decision. 3. **Commodity prices** \- Niobium & scandium trade thinly; price swings can hammer cash flow. 4. **Execution** \- Underground mine + hydromet plant are complex; delays kill IRR. **Bottom line** If you bet that Washington will bankroll a domestic critical-minerals supply chain - and you can stomach mining-sector volatility - $NB offers asymmetric upside: tiny market cap, world-class orebody, a clear (if fragile) path to funding. **I’m loading while the market prices Elk Creek like it’ll never be built.**

Thin-Competition3018

I'll be your huckleberry here. Trump and company have NO credibility. They will say anything and are heavily reliant upon the absence of products in the ports. The receipts, if there are no items on the shelf at twice the price, then you can continue to capitulate. If the items fail to send, all of the negatives turn to smoke. Its only when barbie career dolls are $40 and nintendo games start surging at 70 to 150 per game that someone will start asking real questions. There will be no knee bending on the trump administration. They are not smart enough to start knee bending. There will be full bending over as China pursues relationships with countries trump has tariffed needlessly. The most critical, IMO: Canada Mexico EU He has really screwed the pooch, for lack of a better word and if China can cut deals using REE (rare earth elements) as the catalyst, the US is in trouble for longer than the trump administration will be in power.

Specialist_Fig9458

Bols now: Hahaha first deal we’re pumping to the stratosphere ATH next week! Bols when the deal is revealed: WHY DID HE KEEP ALL OF THE TARIFFS ON WHAT THE FUCK REE 

curiousninja1

# $NB - NioCorp: Unlocking U.S. Critical Minerals - 20x Potential 🚀 NioCorp Developments ($NB) controls the **only permitted niobium-scandium-titanium deposit in the United States**. The 2022 feasibility study pegs the Elk Creek project at an **after-tax NPV of US $2.35 billion** versus a sub-US $120 million market cap today - a >20× valuation gap. Financing due-diligence is underway (EXIM Bank review of up to US $800 million) and fresh drilling is upgrading reserves. If capital comes through, NB flips from optionality play to the first U.S. producer of these critical minerals. **1. Macro tail-winds** * **Supply squeeze:** 95 % of world niobium comes from one Brazilian complex. Washington wants redundancy. * **Demand ramp:** Niobium demand CAGR \~10 % (2024-29) on HSLA steel, EV battery anodes, superconductors. * **Policy muscle:** IRA, CHIPS and DoD Title III offer tax credits, loan guarantees and priority offtakes for U.S. critical-mineral projects. * **China export controls:** Fresh REE / scandium restrictions amplify U.S. urgency for domestic supply. **2. Valuation math (back-of-napkin)** * After-tax NPV (US $2.35 B) / 41 M shares -> **≈ US $57 per share** vs. \~US $2.6 today. * Haircut NPV by 60 % for financing & execution risk: fair value still >US $23 -> **\~9× upside**. **3. Risks to watch** 1. **Financing risk** \- Elk Creek only happens if debt + offtake packages close. 2. **Dilution** \- More equity likely before final investment decision. 3. **Commodity prices** \- Niobium & scandium trade thinly; price swings can hammer cash flow. 4. **Execution** \- Underground mine + hydromet plant are complex; delays kill IRR. **Bottom line** If you bet that Washington will bankroll a domestic critical-minerals supply chain - and you can stomach mining-sector volatility - $NB offers asymmetric upside: tiny market cap, world-class orebody, a clear (if fragile) path to funding. **I’m loading while the market prices Elk Creek like it’ll never be built.**

Glad-Taste-3323

We don’t know when this map was made. It could be 2020 or 2015. For sake of discussion, we’ll make believe that’s the map is current. From my geopolitical analysis, the allowance of Louisiana’s trade with Russia has a few advantages. 1. It eases discussions regarding wrapping up peace in Ukraine. 2. It keeps them from interfering with our new REE (rare earth element) mines on Ukrainian soil. 3. Russia has helped moderate China during the tariff episode. China’s arrived at the table and we are in the process of dealing with them. Also, we could just pull the chain anytime. But it’s more advantageous for us to have the sanctions in combination with a limit on tariffs on them, so that they give us leverage with China and help us reach American ambitions in Ukraine (peace, REEs).

Molassesonthebed

I still doubt the inevitability of this development of domestic supply chain. REE has been in spotlight since Trump's first tariff in his first term, but there had been no development til now.

hyperchimpchallenger

It is inarguable that the US has to develop its own supply chain of REE. There may be a momentary hit, but it's impossible to think that we will just go back to what we've had prior.

fanzakh

Hey I have 50% of world REE deposits in my backyard! Do you want to make a deal with me? Just 500 billion will do.

7253uy

REE BOL R FUK REE GREAT DEPRESSION REE Look, I've been a gay bear for my whole life. As much as I enjoy seeing red and *hoping* my puts will go green again, I fear a single tweet will skyrocket us back to ATHs by next week

Academic_Condition31

m1-3: seems feasiblem youre discounting public outroar from his base which typically are more impoverished on average due blue states typically producing more in taxes and also having more generous support systems. m4-6: I think EV are maybe one of the first to go honestly. Tesla being his buddy is my only reason to think otherwise. There is admittedly a chance of secondary sales. That being country X with low tarrifs, buys product from china, and sells to america. Though I think without that 6 months is egregiously optomistic. Americans rely heavily on foriegn manual labor that we are targeting heavily currently. Without cheap mexican labor construction is going to slow. m7-12: I again say I doubt we even reach a ramp up by this point. Far too fast, especially with trump cutting funding and expelling cheap mexican labor. We import 80% in my estimate I think realistically youre looking at a year of economic down turn, where an egotists base is growing increasingly angry with him. Now maybe he knows about some REE dev i dont know, my bias may be showing but he jsut doesnt seem thay savvy to me. Now im happy to decouple from china, but I just think that by enacting tarrifs how he did, alienating our allies and friends, and his general persona, Im skepticle of his ability to decouple the nation from china without crippling us as were seeing now.

optiontrader1138

Genuinely good scenario to consider. So for clarity, I was referring to the national stockpile. Yes, companies (probably) don't have large stockpiles. We can only guess - maybe 3 months in Automotive based on scant public information. Without rationing and assuming the national stockpile was used to fill in the gap for everything we wanted to produce, we would be looking at 6-12 months. Less if the national stockpile was not used, more if REE rationing was implemented. But there are a lot of nuances. 2023 congressional report indicates the national stockpile would supply about 50% of military needs and 6% of all domestic needs without replenishment. So it comes down to how much faster can existing companies scale up, and how fast can new companies be brought online. The general answer is 2027 according to government estimates. As for Greenland and Ukraine, yes, those are potential suppliers. But the US is sitting on very significant deposits. And I believe the Trump administration just issued an executive order greenlighting deep sea mineral mining (don't have the details near me). But the argument is not that REEs would be in short supply, but whether China cutting off the US would save them. Thought experiment: Month 1-3: US scrambles for survival - stockpiles deplete rapidly. Military needs prioritizes, REEs are rationed, civilian sectors like consumer electronics see production cuts. Prices soar. US declares national emergency and privatizes reserves. US purchases all available overseas supplies but capacity can't fully replace China. Month 4-6: Stockpiles deplete, EV production drops by 50%, defense projects face delays. Alternative suppliers (Japan, Estonia) can't scale up fast enough, covering only 20-30% of prior imports. US accelerates efforts by MP to scale domestic supply but domestic refining capacity is insufficient. Recycling efforts step up targeting old electronics. Month 7-12: Adaptation - EV makers switch to REE-free motors (lower efficiency). Defense leans on substitutes where possible. MP ramps up to 1300 tons/year, far short of the 8000-1000 tons/year needed. Imports and domestic efforts cover 40-45% of needs. So the US would be pretty fucked in the short term. So I will reassess my earlier opinion - that is a fairly strong argument for protracted negotiations with China as the US buys time and builds our own supply chain. That also suggests that there is likely some pretty big developments underway in the REE space right now. Most of all, that is also a very strong argument for long term decoupling from China.

7253uy

REE IT'S DROPPING! Bet this won't last more than 5 minutes, knowing how the rest of this past week has been. My port fuk :(

SameCategory546

processing is probably many years away except through energy fuels bc they have the permits and metallurgical processes. As for price, REE bull markets are supposed to be insane

rocky_balbiotite

The problem with most critical minerals is processing. China dominates processing of REE, lithium, graphite, and a bunch of other metals. So it doesn't matter if another 100 mines are opened in the US. If they don't invest in processing and refining then China still dominates the supply chains.

Frequent_Basil_5193

CEO Litinsky prepared for years for this. Now with full support from current administration, MP will be the REE US stronghold.

Frequent_Basil_5193

It is, especially with Chinese state backed companies controlling the supply and dumping the prices of REE and refined products making this sector in US unprofitable (made in USA being 10x more expensive). Checkout MP materials (ticket MP). They are the only US company with the whole processing chain and will stand behind all these moves. CEO Litinsky prepared for these moves for years, tied with current administration and 🥭 personally will bring this sector to life. Also once minerals deal in place, supply of primary ores secured.

msbosssauce

I thought the problem with REE is the processing part, and China took decades to build a supply chain. Building your own is like trying to build another ASML. I could be wrong though.

7253uy

REE wE'Re ReVeRsiNg mY PoOts pRInTinG. Wonder if this'll last or we'll reverse after lunch. Feeling like we should see another leg down soon eventually but I'm just guessing here.

agoldprospector

If someone really wants a high rate of return, but a lot of risk - I have a very large rare earth discovery I made in the US. It's one of the least expensive and most environmentally sound deposits here to mine. But I have no funding. Not even joking. Probably $300k funding would get enough assaying and bulk sampling to delineate the deposit. And it can be mined like a sand/gravel operation so the startup costs for equipment would be minimal compared to the hard rock style mines which almsot everything else REE-related in the US are, probably in the ballpark of $1m to get mining, and it's a jurisdiction where the state will be taking on some of the NRC regulatory/permitting processes, so that should speed it up. I already have a bulk buyer for the concentrated ore lined up. Just lacking funding. This really isn't the problem the media is making it out to be. We have more than enough rare earth oxides domestically to supply 100% of our needs.

Ok_Hospital9522

Both sides are in on this. REE have been receiving funding from the CHIPS act.

flyiingduck

REE maybe

Russianpollwatcher

It is possible, but risks are huge. There is always some stocks that are undervalued and great opportunities to invest in. My advice is to follow closely global politics. If you can predict what is likely going to happen, you have a headstart. This takes time though to get on the wheels and to see the big picture. But to give you a hint: at least one big opportunity is coming up. Russia -Ukraine war has to end in couple of years. There is lots of companies that are very low valued because of this war, and some of them will multiply their values when the trading between eu-countries will open with russia. Some companies get access to cheaper materials, some get broader markets. This is very likely to happen. Of course this also contains risks that EU restricts trading with russia, WW3 starts, or something else. But the pressure to open trading is growing and peace is inevitable, it is just the matter of time. There is at least couple stocks, that I have spotted and will likely 3x pretty quickly, if they survive till the end of this war. Last week I got 2x in a week with just buying rare earth element stocks. I had known for years that they are big problem for US military, and it is only matter of time when markets realize the threat. When trading war started, I knew that they are likely to pop up in talks and entered. There is still plenty of room to grow, and different fields that are bind to REE.

TheAthertonAsseater

I've been holding this stock forever. If I were a day trader I would legit have turned my few thousands into countless dollars at this point. It used to float between $5 and $7 regularly. I just picked 6 cause it was halfway between. Stock had a huge dive like everything else. But I knew if the 🥭 man said anything pro nuclear it was going up. I believe they're the biggest domestic uranium producer. Also doing REE now. I figured tariffs would help the stock. When it was $5-$7 it wasn't doing Rare Earth Elements at the time. My average for the longest time was high $5 range. I've been dumping lots in lately and got it to $5.00.

Vivid-Avocado9342

Grok said the same when I phrased the question as, which company will be first to market with heavy REE processing. I’m wishing I had already rolled the dice on AREC, but I feel like I may have missed that boat at this point.

Myers112

They get all their REE supply from Madagascar and Brazil - still likely to be hit by tariffs unfortunately.

Steve_Zissouu

Decoupling from Chinese control over the REE market is a bipartisan issue. Biden’s policies were unfortunately self-defeating. Taken alone, orders like the one you link appear indicative of solid action being taken. But taken together with the rest of his policies, it’s hard not to see the overall agenda as self-defeating. What I mean is that one cannot really solve the issue at hand whilst also disincentivizing an already ailing sector by simultaneously increasing environmental regulations. They can’t really happen together, as much as all of us want.

GameOfThrownaws

This isn't even anything. 245% is not materially different from 145%. 145 was already effectively an embargo. That was already going to limit trade between the two countries to some microscopic amount of only the absolute essentials (some of which are halted by China anyway, like REE and magnets). 245 will just make that microscopic amount even more expensive. It does nothing. This is pure posturing to such a degree that I'm not sure why they're even bothering to do it, other than I guess maybe as some sort of empty gesture to the empty brains in their voter base.

Bansionboy

Our laws make it nearly impossible to process REE. Good luck getting permitting too. We need to loosen up.

GeologistinAu

Subsidizing REE and critical metal mines and expediting permitting would be far more effective than tariffs. Doesn’t make sense. If you tariff you’re just jacking up the price today while you can’t open a mine for another 5+ years because there has been no investment in these areas for years and the permitting process takes too long. 

Steve_Zissouu

To play devils advocate, there is also a worry that further restriction on processing of REE by China may cause short term paralysis in our own market. Interesting to consider. I’m not worried, overall.

Ok_Hospital9522

Can’t tariff REE that they will no longer sell to us.

51674

China says they will ignore any further retaliation cos the numbers are pretty much meaningless after a certain level. Also this pretty much shows REE has hit US in a critical spot.

Ill-Ad-3171

I see, I certainty gave quite a reactionary reply my apologies! I certainly see your point about the actual history of that point was also been quite reluctant to support the BRI which adds to your point. However both countries share public enemy number 1 the US. They are natural allies in building a multipolar world order in the face of US hegemony. Why would the CCP undermine their militarily strongest ally as tensions with US heat up? For mining unprofitable mining REE mining deals?

medicsansgarantee

Good luck try to find enough REE and antibiotics

Steve_Zissouu

One thing to consider if you did want to make a further case for diversifying outside MP is that the rights to REE deposits that other companies have may hold rare earths that MP hasn’t had in their scope. There are a lot of different rare earths!

sneaky-pizza

Not sure, but can we henceforth refer to them as REE stocks

baconography

Won't cover all the U.S.' REE needs. Heck, right now, MP is only processing to raw metal 2 of the 10-or-so lanthanides. Still gotta get those from abroad.

ShadowChe_ATG

US alternative for REE - Australia, Burma, Malawi, Nambia and recycling those up. US can go to these countries and invoke Democracy Eagle War Cry.

Limp-Assumption-6686

Which sector or company will benefit the us and China trade war , I think REE sector , and Energy Fuels Inc

Aztec213

I’d like to bump this and revisit since the REE announcement yesterday. New 52WK highs, float is at 119M and short interest is at 18%. Just thought I’d share.

CarlosDangerWasHere

Been scaling into $UUUU and $IDR as each has established biz mining uranium(uuuu) and gold (idr) and tapping into REE

ExcitableSarcasm

Well, yeah, MP is basically the only REE mine in the US, in a market where China dominates something like 60-70% of all production. The rest of the producers aren't going to be able to make up the short fall. They're going to try to squeeze MP of every ounce of Nd, Sm, whatever they can

Euphoric-Magazine300

REE plays like MP and PPTA doing well. This ban by Gyna is bigger than most people realise. Dyprosium.... they're the only source. EV's r fuk without it.

baconography

The problem with any USA-based REE mining company, is that the US is still years away from being able to process REE ore to individual metals domestically.

Wide_Neighborhood_49

If I only had that based on USA REE stocks I would sleep so much better.

codesplosion

all I know is that rare earth elements = **REE** and that’s funny

GhostsinGlass

If you're asking if tomorrow will be green or red. China just banned exports of rare earth minerals to the USA. You don't just dump this magic dirt on a circuit board, it requires **extensive and specialized** processing at a refinery to produce the rare earth elements. It's a massive undertaking. Guess where that's done. *China currently producing* ***87%*** *of the global refined REE supply.*

TheAthertonAsseater

Long term or short term? I've been dumping money into UUUU for a long time. Shit went on fire sale when the tariff talks started. It's a great deal rn. Biggest US producer of Uranium and now doing REE. Short term? Gaymestonk (week or so?) or webull for a day trade maybe. Idk don't listen to me I suck ass at this. I'm just here to have fun.

BadBoy200219

Oh really? So what about REEs? This is always mentioned that we get from China and is a matter of national security, yet you’re making it sound as if we should just submit to China and not create any production of our own. We have plenty of REE mines here in the US, however thanks to the bureaucracy here, it could take more than a decade for things to get going. I’m confident that this will be worked on, a lot of the bureaucratic bullshit (which for the energy industry at least I can confidently say most of it is likely liberal created) will be taken down to expedite progress

Coolmooing567

This is a game of chicken and dangerous game. If either side goes too far we are going to have a global financial crisis where sovereigns go bankrupt not companies. As much as both side are trying not to blink. The longer this goes on both sides will have civil unrest. US will have huge issues in bond market as well China. Unless China plans to transform itself into consumer economy it needs orders. As well US needs cheap goods. The REEs bans don’t work. As the US tried to ban Russian oil. If the China pushes the West too hard to develop their own REE refiners it isn’t good for China. The only ones that get hurt are the citizens.

invariantspeed

China grinding America’s ability to build any military technology to a near halt in response to the tariffs won’t be blamed on Biden. It’ll be an example of Trump leading the most powerful nation on Earth and still finding a way to pick a fight it can’t win. If China holds firm on the REE choke, the US will either be forced to the table or forced to invade. This is not an exaggeration. These elements are necessary in building everything from electric motors to generators to jet fighters to night vision equipment, and the US depends on China here.

invariantspeed

Yes, but that’s doesn’t mean they’re done or not willing to escalate further. 1. They’re also waging an international PR battle. They want to look justified against an overbearing attack. That makes it a lot easier for them to use their comparable dominant market position without spooking business away from them. Saying 125% is it makes them look more measured. And if Trump does another tit for tat, it just makes the US look worse. 2. China doesn’t want to look weak. If Trump escalated the tariff again after they responded with 125% and then they didn’t do another reciprocal increase, it could look like they blinked. By announcing in advance, they take some of the moral high ground. 3. The current tariffs are so high that a lot of trade between the US is already going to halt. When that $14.99 shirt at Walmart jumps to $36.99, the target customers aren’t buying it. Tariffs much higher and we’re talking about an effective trade embargo. 4. China has already signaled that it’s willing to follow through on more targeted measures. Remember, China produces like 90% of the global REE and silicon supply. Now that they’re tightening their export rules, they can put the screws to the US in more profound ways than tariffs. For example, they’re now requiring foreign companies to apply for export licenses. If they refuse to export REE to US government contractors, they effectively shut down the US’s ability to built fighter planes, missiles, drones, etc. Trump has played this so badly. He doesn’t realize how strong of a hand he’s given China. They never would have been able to play this kind of game without massive international blowback. Now, instead of looking like they’re abusing their near-monopoly over the essential components of all digital technology, they look justified. If Trump doesn’t back down or even escalates, China can force the US to come groveling. Suddenly, the world would stop looking at the US like an uncontestedly powerful nation. Trump really has screwed up. Everyone keeps saying all the Trump stuff benefits Russia, and that may be true to a degree, but it’s been obvious since his first term that he’s actually benefiting China.

Powerful_Stick_1449

My favorite is that all the Pro-Tarriff idiots will never mention REE and the fact that China could cut the US off completely. Which would cripple several industries

Wide_Neighborhood_49

Thoughts on leaps in American REE companies like MP?

the_game_of_life_101

Trump and his mates for three months have fired the initial salvos in economic WWIII. Stock-markets are collapsing, the dollar is collapsing, the ‘teeth’ of the government have been removed, trade and military alliances have been torn up. For three months China has been left to focus on whatever they like. For their side of the war they have to do absolutely nothing to win; Trump is all they require! Trump wants to go it alone in the world but doesn’t have the natural resources or factories to go it alone. Very soon other countries will set up new stable trade and military alliances without the US. The $US will be replaced by another stable currency in the ‘new world order’. …and your powerful military. Well, with China stopping the supply of all REE to the US the technology will stop functioning. Which means rather than fighting China , the US had to invade Greenland, Canada or Australia purely for REEs.

the_game_of_life_101

What does the US have to go to war with? If China continues with its refusal to provide REE to the US, very very soon no circuit boards, no heat coating on engines, no stealth paint, no solar panels etc. Even purchasing fuel and food from what were allies will cost more due to each country’s tariff / Donny tax. Trump and his friends erroneously believe that in a few months time the US will continue to be the centre of the world. With instability on many fronts, the world is going to co-trade without you. Oh that’s right, for national security, Trump will invade Greenland and or Canada for their mines; so they can fight China.

Coldasice_1982

Goods aint the biggest problem. Check US’s dependencies on resources they import from China. If China says no more graphite deliveries or REE’s for example, or taxes those hard, some sectors will have an issue. It is a complex story to unraffle the exact consequences, but I wonder if mister orange has all bases covered 🤷‍♂️

AskALettuce

China with one-third of world's REE reserves, is still the world leader in REE exploration and production. Before REE mining boom in China, the US dominated the global market. Mountain Pass initiated operations in 1965 and was the leading producer worldwide for decades (Barakos, 2017). However, mining activities stopped in 1998, mainly due to the competition from China as well as in response to environmental issues in the surrounding area of Mountain Pass [Rare earth elements: A review of applications, occurrence, exploration, analysis, recycling, and environmental impact - ScienceDirect](https://www.sciencedirect.com/science/article/pii/S1674987119300258)

Cautious_Drawer_7771

The last 5-6 years the push was minimal to find alternatives, especially with COVID happening in the middle of that. Most companies have been just sweeping it to the next quarter over and over. This "trade war" as people are calling it, should serve to accelerate alternatives exploration. This is why the deal with Ukraine is quite important as their mountainous regions in the south west have several key REE. While I think Trumps "absorb Greenland" rhetoric is over the top, we do need to consider the possibility of deals with Greenland to obtain some access rights to mine there as well. Generally speaking, global trade is a good thing--if it is done as it was initially intended: I'm good at making X, you're good at making Y; we can each focus on making what we are good at cheaper and trade with each other. Instead, America has a long history of reduced manufacturing. We need to get back to the roots that saved the world in WWII: US manufacturing was the primary driver of the Allies winning that war. Everyone else's manufacturing and agriculture collapsed.

WeAreCitadele

This is a huge inflection point — not just for geopolitics, but for portfolios. If China’s grip on REEs tightens further, we could see an accelerated pivot toward Western extraction and refining capacity. The question is: Are investors too late, too early — or just blind to the magnitude? Which REE projects do you think have the highest asymmetric upside right now — and why?

Ok-Arm-3100

Manufacturing works when you can get cheap raw mats within the country and from trade partners. How is US going to achieve that? Especially when it comes to REE as China is one of the most advanced countries in the world in processing REE. China already have REE mining sites active across different regions around the world and they are shipping the REE back to China for processing.

P3stControl

It's not about sourcing REE there is plenty everywhere, the problem is REE refining which China has a monopoly on.