Two Rare Earth Stocks Are Gaining Today - Here's Why

• Critical Metals said the acquisition will add new exploration assets and support its Tanbreez rare earth project.
• USA Rare Earth and Arnold Magnetic will work to produce magnets from samarium-cobalt and neodymium-iron-boron.
• Earlier in the month, USA Rare Earth announced the acquisition of the remaining stake in Texas Mineral Resources for $73 million.

Critical Metals Corp. (CRML) and USA Rare Earth (USAR) were in the limelight on Monday following crucial developments that boost their rare-earth pipelines. 

At the time of writing, CRML stock gained 4% while USAR shares jumped more than 5%.

Critical Metals is set to strengthen its presence in Greenland after announcing it would acquire a majority stake in construction, exploration, and logistics firm 60° North Greenland ApS. The deal adds new exploration assets while also supporting its Tanbreez rare earth project.

This comes after Critical Metals’ board approved a $30 million acceleration program to fast-track development of the Tanbreez project earlier this month. The initiative is targeting the first ore production by late 2028 or early 2029.

The program includes up to 6,000 meters of drilling and plans to significantly expand the resource base, alongside bulk sampling and metallurgical testing. Tanbreez is one of the world’s largest known rare earth deposits and benefits from strong logistics near North Atlantic shipping routes. Rare earths are critical for electric vehicles, renewable energy, and defense technologies.

USAR’s Tie-Up With Arnold Magnetic Technologies

Separately, USA Rare Earth announced a sales and distribution agreement with Compass Diversified’s (CODI) unit, Arnold Magnetic Technologies. The partnership allows both companies to market each other’s rare earth magnet products. The two companies will work to produce magnets from samarium-cobalt (SmCo) and neodymium-iron-boron (NdFeB).

Earlier in the month, USAR said it would acquire the remaining stake in Texas Mineral Resources in an all-stock deal valued at about $73 million. The transaction will give USA Rare Earth full ownership of the Round Top project in Texas, a major domestic source of critical minerals.

USA Rare Earth said the Trump administration would support a $1.6 billion debt-and-equity funding package to help develop its Texas mine and magnet facility, according to a Reuters report earlier in March.

How Did Stocktwits Users React?

Retail sentiment for USAR turned ‘neutral’ from ‘bearish’ a day earlier, while sentiment remained ‘bearish’ for CRML.

One user called CRML’s acquisition of 60° North Greenland a “hugely positive news.”

Another user called USAR an “under the radar microcap.”

Year-to-date, USAR shares have surged nearly 40% while CRML stock has edged roughly 13% higher.

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