What ASX rare earths stocks could Trump buy?

LiveWire2025-10-20

As Anthony Albanese lands in Washington to meet Donald Trump, speculation is mounting that the White House could soon take direct stakes in Australian critical minerals producers - a move that would ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2576880828?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-20 14:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2576880828","market":"nz","top_or_hot":-1,"title":"What ASX rare earths stocks could Trump buy?","media":"LiveWire","content":"<div>\n<p>As Anthony Albanese lands in Washington to meet Donald Trump, speculation is mounting that the White House could soon take direct stakes in Australian critical minerals producers - a move that would ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/what-asx-rare-earths-stocks-could-trump-buy\">Source Link</a>\n\n</div>\n","source":"livewire_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What ASX rare earths stocks could Trump buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat ASX rare earths stocks could Trump buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 14:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/what-asx-rare-earths-stocks-could-trump-buy><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As Anthony Albanese lands in Washington to meet Donald Trump, speculation is mounting that the White House could soon take direct stakes in Australian critical minerals producers - a move that would ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/what-asx-rare-earths-stocks-could-trump-buy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/what-asx-rare-earths-stocks-could-trump-buy","article_id":"2576880828","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/what-asx-rare-earths-stocks-could-trump-buy","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576880828","pubTimestamp":1760942981,"columns":[],"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"As Anthony Albanese lands in Washington to meet Donald Trump, speculation is mounting that the White House could soon take direct stakes in Australian critical minerals producers - a move that would mark a new phase in the US–Australia alliance.Through the Department of Defense and Department of Energy, Washington has already taken stakes in MP Materials , and Canada'sLithium Americas , and Trilogy Metals - a series of deals designed to rebuild domestic control over supply chains vital to both national security and clean energy.The logic is simple: the US is almost entirely dependent on China for the processing of rare earths and key battery metals. Beijing still supplies about 70% of US rare earth imports and controls nearly 90% of processing capacity, giving it enormous leverage over industries from EVs and semiconductors to weapons systems.Trump’s response has been what analysts call “strategic capitalism”,a deliberate break from free-market orthodoxy in favour of state-backed inves","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","XJO.AU":"标普/澳交所 200指数","XAO.AU":"标普/澳交所 普通股指数","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","BK4588":"碎股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LYC.AU":"LYNAS RARE EARTHS LTD","LRV.AU":"LARVOTTO RESOURCES LTD","BK4168":"多种金属与采矿","BK4585":"ETF&股票定投概念","ILU.AU":"ILUKA RESOURCES LIMITED","ARU.AU":"ARAFURA RARE EARTHS LTD","XKO.AU":"标普/澳交所 300指数","BK7507":"资源股","WA1.AU":"WA1 Resources Ltd"},"translate_title":"特朗普可以购买哪些澳大利亚证券交易所稀土股票？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LRV.AU":1,"WA1.AU":1,"XAO.AU":0.9,"ARU.AU":1,"ILU.AU":1,"XKO.AU":0.9,"XJO.AU":0.9,"LYC.AU":1},"content_text":"As Anthony Albanese lands in Washington to meet Donald Trump, speculation is mounting that the White House could soon take direct stakes in Australian critical minerals producers - a move that would mark a new phase in the US–Australia alliance.\nTrump’s new playbook: Investing for control\nThe Trump administration has redefined industrial policy by investing directly in strategic companies.\nThrough the Department of Defense and Department of Energy, Washington has already taken stakes in MP Materials (NYSE: MP), and Canada's Lithium Americas (TSE: LAC), and Trilogy Metals (TSE: TMQ) - a series of deals designed to rebuild domestic control over supply chains vital to both national security and clean energy.\nThe logic is simple: the US is almost entirely dependent on China for the processing of rare earths and key battery metals. Beijing still supplies about 70% of US rare earth imports and controls nearly 90% of processing capacity, giving it enormous leverage over industries from EVs and semiconductors to weapons systems.\nTrump’s response has been what analysts call “strategic capitalism”, a deliberate break from free-market orthodoxy in favour of state-backed investment. The goal: to secure supply chains, reindustrialise the US, and protect critical industries from geopolitical shocks.\nAustralia’s role in the new critical minerals pact\nAustralia, like Canada, is emerging as key pillar of that strategy.\nAlbanese’s meeting with Trump, accompanied by Resources Minister Madeleine King and Industry and Innovation Minister Tim Ayres, is expected to advance a critical minerals collaboration that could include price floors, government-backed loans, and direct U.S. investment in Australian projects.\nAnd the timing could not be more pertinent. \nJust as Albanese arrived in Washington, NSW-based Larvotto Resources (ASX: LRV) received a $723 million takeover bid from United States Antimony Company (NYSE: UAMY), one of America’s fastest-rising critical minerals players. The all-scrip deal represents an 86.6% premium to the undisturbed closing price of 75 cents on 30 September, 2025. \nWhile non-binding, the proposal highlights growing US appetite for Australian assets, and suggests that Washington’s next wave of strategic investments may come from both public and private channels.\nWhich ASX stocks could be of interest?\n\n\n\n\n\n\n\n\n\n\nDatt Capital's Emanuel Datt\n\nAccording to Emanuel Datt, Chief Investment Officer at Datt Capital, US interest in Australian rare earth producers is out of necessity.\n\n“The White House has explicitly signalled a shift toward taking equity stakes in ‘strategic’ supply chains to counter China,” says Datt.\n“This demonstrates that the U.S. is taking critical steps to reduce its reliance on Chinese supply chains to enhance its strategic security.”\n\nHe believes the decoupling of Western and Asian supply chains will be gradual but genuine - a sustained effort to diversify rare earth sourcing over time.\nSo, which ASX companies fit the U.S. playbook for investment? Datt reckons the Trump Administration is likely eyeing the following three contenders:\n\n\nLynas (LYC.AX) is the world's premier rare earth producer (ex-China), so is the most obvious candidate for US investment. Lynas valuation has risen sharply given its asset quality and status as a well-established rare earth producer.\n\nIluka (ILU.AX) is a mining business currently developing a rare earth refinery in a partnership with the Australian government. The company has tied up a number of supply agreements for rare earth ores that will provide a diversified source of feedstock for the refinery.\n\nArafura Rare Earths (ARU.AX) is an advanced rare earth developer with deposits in the Northern Territory. This is an earlier stage exposure than LYC and ILU.\n\n\n\nDatt adds that his funds are “diversified across existing producers and high-quality developers,” with one favoured exposure being WA1 Resources (ASX: WA1), a niobium-focused developer he describes as holding “a highly valuable, extremely strategic compound used in advanced defence applications.”\n\"In the current market environment, we think of rare earth exposures as bearing upside from a lower cost of capital, offtake certainty and a geopolitical premium for well located assets,\" he says.\nYTD performance of rare earths stocks\nWith interest in the sector heating up, here's a list of ASX-listed rare earth and critical mineral companies that the White House could be running its ruler over. It’s intended as a starting point for further research, not a definitive list of targets.\n\n\n\n\n\n\n\n\n\n\nPerformance as at 20 October 2025 (Source: Market Index)\n\nAs evident from recent performance, valuations across the sector have already run hot. There’s no guarantee a deal will eventuate, and sentiment in the space remains notoriously volatile - shifting quickly with every policy move or geopolitical headline.\n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2576880828","isCrawlerRequest":true}