LYSDYLynas Rare Earths ADR

MP Materials' record NdPr output and sales fuel stronger Materials segment revenues and profitability in first-quarter 2026.

MP Materials started 2026 with strong revenue growth as record NdPr output, magnetics sales and key expansion initiatives support its momentum.

Energy Fuels is expanding rare earth capacity at White Mesa, targeting heavy REE output and a major NdPr boost as it builds a Western supply chain.

MP Materials shares surge 164% in a year as rare earth output hits records and magnet capacity expands, but valuation and costs remain key watchpoints.

MP Materials ramps rare earth output and magnet production as Mountain Pass and Independence drive growth across the supply chain.

MP Materials beats Q1 estimates with record NdPr output and sales, but rising costs, weak momentum and premium valuation pressured shares.

MP Materials faces a tough call before Q1 earnings, with rising revenues and strong production momentum offset by higher costs and premium valuation risks.

Critical minerals have moved from a specialty corner of the commodity market to the center of industrial policy. Western governments are committing tens of billions of dollars to secure domestic supplies of rare earth elements, niobium, scandium, and other materials considered essential to defense, energy, and advanced manufacturing applications. Approximately 92% of global rare earth processing capacity currently resides in China, and the U.S. Geological Survey's Final 2025 Critical Minerals List placed niobium in its top 10 by economic risk to the U.S.The policy response has ...

Critical minerals have moved from a specialty corner of the commodity market to the center of industrial policy. Western governments are committing tens of billions of dollars to secure domestic supplies of rare earth elements, niobium, scandium, and other materials considered essential to defense, energy, and advanced manufacturing applications. Approximately 92% of global rare earth processing capacity currently resides in China, and the U.S. Geological Survey's Final 2025 Critical Minerals List placed niobium in its top 10 by economic risk to the U.S.The policy response has ...