China dominates the production of rare earths that go into the permanent magnets used in industries crucial to the energy transition, such as wind turbines and electric vehicles, putting the metals at the centre of trade tensions with the US. But building new mines is hugely expensive, risky and time consuming.

Rare earth stocks are surging as U.S. policy shifts and China asserts itself. Here are five rare-earth stocks poised to capitalize on this dynamic in 2026.

Just one day after they soared on good news, USA Rare Earth (NASDAQ: USAR) shares are down again today on news from the very same source. That source is the White House. Speaking at a gathering of representatives from over 50 countries,

The Trump Administration is trying to boost U.S. supply chains for critical minerals, materials that make up everything from your cell phone to fighter jets.

Sediment containing rare earth was retrieved from ocean depths of 6,000 meters (about 20,000 feet) on a Japanese test mission, the government said Monday, as it seeks to curb dependence on China for the valuable minerals.

Trump’s Republican administration is making such bold moves after China choked off the flow of the elements in response to Trump’s tariff war.