To The Moon

Trump Makes Another Move: Investing in USA Rare Earth – Here's a 'Mining Stock List' for You to Keep

Is Trump making another move?

According to the Financial Times, the Trump administration will acquire 10% stake in $USA Rare Earth Inc.(USAR)$   as part of a $1.6 billion debt and equity investment package aimed at helping the company develop domestic rare earth mines and rare earth magnet production facilities. $USA Rare Earth(USAR.US)$ ever surged over 60% in premarket trading Jan 26.

Industry insiders said that this deal, along with another $1 billion private investment, will be officially announced on Monday local time. USA Rare Earth will hold an investor conference call to explain the relevant terms. Sources said that as part of this investment in USA Rare Earth, the U.S. government will acquire 16.1 million shares of common stock and warrants for 17.6 million shares at $17.17 per share.

It is worth noting that, this will be the largest single investment so far by the Trump administration in the critical minerals sector.

Since Trump entered White House, his every word and action has deeply impacted the U.S. stock market.

Especially its four deals last year, which directly rocked the US stock market:

First, it poured $400 million into rare earth miner $MP Materials(MP.US)$ , then injected $10 billion into the troubled chip giant $Intel(INTC.US)$ , followed by acquiring shares in American lithium company $Lithium Americas(LAC.US)$ . The White House also recently confirmed plans to acquire $Trilogy Metals(TMQ.US)$ 's 10% stake.

Specifically, these companies' stock prices have skyrocketed since announcing investments from the Trump administration: TMQ rose over 197%, MP surged over 130%, LAC climbed over 109%, and Intel jumped over 83%.

Therefore, this investment by Trump in USA Rare Earth has also raised market expectations for the company’s future performance. USA Rare Earth is a core enterprise in the current U.S. effort towards vertically integrating rare earth production.

USA Rare Earth is collaborating with Texas Mineral Resources to develop the Serra Branca rare earth mine in Texas, which is expected to commence operations in 2028. Additionally, the company is building a rare earth magnet manufacturing plant in Stillwater, Oklahoma, set to begin operations later this year.

Overall, this deal represents the latest move by the Trump administration into critical minerals, having invested over $1 billion in acquiring stakes in key mineral resources and mining companies over the past year.

Jarrod Agen, Executive Director of the U.S. National Energy Dominance Committee, also emphasized that this strategy of strengthening supply chains through equity investments is becoming a crucial part of America's push to develop its manufacturing and key technologies. He stated that practical government investment can provide stronger momentum for companies in areas like technological breakthroughs, resource development, and production expansion, while also enhancing the overall resilience of the U.S. supply chain.

Which resource stocks in the U.S. market are worth paying attention to?

Since the beginning of this year, while tech stocks have been rapidly advancing, resource stocks have also been on a steady rise as an important investment theme. Moreover, both the U.S. and China are seeing synchronized upward movements in resources. Our team has also compiled a list of current resource stocks in the U.S. market for fellow investors' reference:

Rare Earths – 'Vitamins of Industry'

Rare earth elements, often referred to as the 'vitamins of industry,' play an irreplaceable role in high-end manufacturing and defense technology sectors.

Humanoid robots are seen as the next big market for rare earth permanent magnet materials, potentially triggering a new wave of demand explosion.China boasts the world's largest reserves and production capacity of rare earths, occupying a pivotal position in the international supply chain.

As the China-US trade friction continues to escalate, rare earths have become an important bargaining chip for China in responding to US strategic pressure. Therefore, the rare earth concept has gained more attention in the financial markets.

Specifically, rare earth stocks in the US market include:

$MP Materials(MP.US)$It is the only US-based rare earth producer that has achieved scaled and vertically integrated operations, with its core competitiveness rooted in owning and operating the world's second-largest rare earth mine — Mountain Pass.

$USA Rare Earth(USAR.US)$Focused on developing the Round Top deposit in Texas, which is rich in strategic heavy rare earth elements. The characteristic of this deposit is its diverse range of rare earth elements, capable of meeting specific heavy rare earth demands, and holds unique potential for producing high-performance permanent magnet materials in the future. However, it is currently in the early stages.

$Idaho Strategic Resources(IDR.US)$Although primarily a gold producer, it has also recently ventured into the rare earth element sector, owning the largest land package for rare earth elements in the US.

$Critical Metals(CRML.US)$Partnered with US critical minerals company GreenMet to jointly develop the Tanbreez project in southern Greenland for the extraction of heavy rare earth elements.

$TEXAS MINERAL RESOURCES CORP(TMRC.US)$A company focused on the exploration and development of rare earths and other mineral resources, actively positioning itself in the rare earth sector.The company is collaborating with USA Rare Earth to develop the Round Top mine.Holds a 20% stake and enjoys the right of first refusal.

$TMC the metals(TMC.US)$ is a Canadian deep-sea mining company. Recently, reports suggested that US President Trump intended to order the establishment of a federal-level 'rare earth strategic reserve' dedicated to storing rare earth minerals extracted from the seabed.

$United States Antimony(UAMY.US)$ is a company focused on the mining, production, and sales of antimony and related products. It also ventures into diversified mineral fields such as rare earths, with operations covering resource development.

$NioCorp Developments(NB.US)$ is a mineral exploration and development company focused on critical minerals, with rare earths being one of its key business segments.Previously, the US Department of Defense provided up to $10 million in funding to NioCorp Developments Ltd.'s subsidiary, Elk Creek Resources.To advance its niobium-scandium project in Nebraska and establish a domestic supply chain from scandium mining to manufacturing.

Traditional uranium miner $Energy Fuels(UUUU.US)$ has successfully transformed into a diversified critical minerals company. It is currently developing domestic rare earth resources at the White Mesa Mill in Utah, collaborating with Australia's Astron on the Donald rare earth sands project, and strategically acquiring heavy mineral sands (HMS) globally.

$American Resources(AREC.US)$ is a raw materials and processing company focused on the infrastructure market, concentrating on rare earths, critical minerals, metallurgical carbon, and recycled metals. Its subsidiary, ReElement Technologies, specializes in rare earth extraction and separation, producing high-purity rare earths from domestic mining waste, recycled magnets, and industrial byproducts.The Noblesville commercial-grade rare earth separation plant in Indiana promotes diversification and circular economy within the US supply chain.

$Perpetua Resources(PPTA.US)$ Core business is the development of the Stibnite gold-antimony mine in Idaho, with by-products including rare earth concentrates

$IperionX(IPX.US)$ is a technology-driven company specializing in the research, development, and production of strategic materials. Its Titan project holds one of the largest JORC-compliant titanium, rare earth, and zircon sand deposits in the United States.

Lithium — 'White Petroleum'

As the lightest metal in nature, lithium, with its unique physical and chemical properties, has become a core material in fields such as new energy, aerospace, and the nuclear industry. It is hailed as 'white petroleum of the 21st century'.

Specifically, U.S. lithium-related stocks include:

$Lithium Americas(LAC.US)$ A mining company focused on lithium resource development in North America, its core asset is the Thacker Pass lithium clay project located in Nevada, USA. This project is expected to become an important domestic source of lithium for the U.S., which currently produces only a small amount of this battery metal domestically. Therefore, in early October, the U.S. government announced it would acquire a 5% stake in Lithium Americas and hold a 5% interest in its Nevada Thacker Pass project, with operations covering the entire industrial chain from lithium mining to lithium compound production.

$Sociedad Quimica Y Minera De Chile(SQM.US)$ The world's second-largest lithium producer, with low mining costs and strong profitability.

$Rio Tinto(RIO.US)$ The world's third-largest lithium miner, which last year announced a $6.7 billion acquisition of American lithium company Arcadium. Through this acquisition, Rio Tinto will gain access to lithium mines in Argentina and Australia and secure customers including Tesla, BMW, and General Motors.

$Sigma Lithium(SGML.US)$ A lithium exploration and development company registered in Canada, its main assets are located in Brazil, where it owns multiple lithium deposits within its Brazilian lithium mining rights area. Its business involves mining lithium mica ore and processing it into battery-grade lithium concentrate.

$Atlas Lithium(ATLX.US)$ An American mineral exploration and mining company that owns one of the largest lithium and other battery mineral exploration projects in Brazil, focusing on lithium exploration.

$Ioneer Ltd(INR.AU)$ The Rhyolite Ridge lithium-boron mine in Nevada is North America’s only commercial-grade lithium-boron deposit. It has received a $190 million loan from the Department of Energy and includes a 'loan-to-equity' option.

$Standard Lithium(SLI.US)$ A leading pre-commercial lithium development company focused on the sustainable development of large-scale, high-grade lithium brine resources in the United States. The company's flagship projects are located in the Smackover formation area of Arkansas and Texas, a world-class lithium brine asset.

Uranium — 'The Grain of Nuclear Power Stations'

Mineral resources are an important material foundation for the survival and development of human society. Uranium resources, due to their significance, have been vividly referred to as the grain of nuclear power stations. In today’s era of rapid expansion of nuclear energy, the importance of uranium resources is becoming increasingly prominent.

Compared with traditional fossil fuels, nuclear energy can provide more efficient, cheaper, and cleaner electricity, thus becoming one of the primary energy sources for many countries.

Uranium-related stocks in the U.S. market include:

$Centrus Energy(LEU.US)$: The only uranium enrichment producer in the U.S., this company is currently one of the few globally capable of commercially producing high-assay low-enriched uranium (HALEU). HALEU is a key fuel driving next-generation advanced reactors, including numerous small modular reactors (SMRs), and global supply heavily relies on it. This monopolistic position makes it a critical bottleneck and cornerstone for advancing nuclear power technology.

$Energy Fuels(UUUU.US)$: A leading critical minerals company headquartered in the U.S., its operations have successfully expanded from traditional uranium mining to rare earth elements (REE) and heavy mineral sands (HMS). Leveraging its unique vertical integration capabilities, the strategically significant White Mesa plant in Utah, and a diversified product portfolio, the company holds a favorable market position amid the current 'nuclear renaissance' and global supply chain restructuring.

$Cameco Corp(CCO.CA)$: The world's largest publicly traded uranium mining company, headquartered in Canada, primarily engaged in the exploration, mining, milling, and trading of uranium. The company owns world-class uranium assets and is a major uranium supplier to the U.S. domestic market.

$Uranium Energy(UEC.US)$: A uranium mining company focused on the exploration, mining, and processing of uranium and titanium concentrate.

In addition, uranium mining stocks also include $Anfield Energy(AEC.US)$, $Uranium Royalty(UROY.US)$, $Ur-Energy(URG.US)$, $Denison Mines(DNN.US)$, $IsoEnergy(ISOU.US)$, $NexGen Energy(NXE.US)$, $Encore Energy(EU.US)$.

Copper — 'The New Oil of the AI Era'

Copper, known as the 'lifeblood of the economy,' is used in key areas such as electric vehicles, data centers, residential construction, and power grid infrastructure. The sharp rise in its price not only impacts the raw materials market but could also ripple through to manufacturing costs, housing prices, and inflation.

Copper-related stocks in the US stock market include:

$Southern Copper(SCCO.US)$: a leading global integrated copper producer with businesses covering the exploration, mining, smelting, and sales of metals such as copper, molybdenum, silver, and zinc, focusing its core operations on the full-process layout of the copper industry chain;

$Freeport-McMoRan(FCX.US)$: a leading global mining company primarily engaged in the mining, processing, and sales of copper, gold, and molybdenum. It is the world's largest publicly traded copper producer and the largest molybdenum producer in the United States;

In addition, copper-related stocks also include $Taseko Mines(TGB.US)$, $Hudbay Minerals(HBM.US)$, $Ivanhoe Electric(IE.US)$, $Ero Copper(ERO.US)$.

Graphite — 'Black Gold'

Graphite is a naturally occurring mineral element composed of carbon and serves as a foundational mineral material for various industries. Known as the 'industrial seasoning' and 'black gold,' it is widely used in metallurgy, chemicals, machinery, new energy vehicles, nuclear power, aerospace, and defense, making it an important strategic mineral resource.

Specifically, graphite-related stocks in the US stock market include:

$NOVONIX(NVX.US)$: an Australian battery technology company focused on developing and supplying high-performance materials, equipment, and services to the global lithium-ion battery industry. Its core business includes manufacturing battery testing equipment and producing synthetic graphite anode materials for electric vehicles and energy storage.

$Nouveau Monde Graphite(NMG.US)$: a Canadian graphite mining company primarily engaged in mineral exploration, development, and production of battery-grade anode materials based on natural graphite. The company focuses on graphite projects in Quebec and is advancing its business through the Matawinie mining project and its battery materials plant project.

$Westwater Resources(WWR.US)$ is an energy technology company focused on developing battery-grade natural graphite materials. The company's main project is the construction of the Kellyton Graphite Processing Plant in central-east Alabama, and it also owns other development assets such as the Kusa Graphite Project.

Antimony —— Versatile Material for Industry

Antimony is a very rare metalloid element that mainly exists in sulfide mineral stibnite in nature, with only 0.0001% abundance in the Earth's crust. It is non-renewable and difficult to recycle; it has the characteristic of 'thermal contraction and cold expansion,' and is widely used in industrial and military fields, known as 'The Jack-of-all-trades' of industry.

Antimony is widely used in national defense and high-tech areas such as ammunition, batteries, flame retardants, and special military alloys. US defense officials have listed it as a major weak link in the industrial system, with over 90% of antimony raw materials currently imported by the United States.

Specifically, antimony-related stocks in the US include:

$United States Antimony(UAMY.US)$ is the only antimony smelter in the US, operates the only two antimony smelters in North America, possessing long-term metal processing capabilities. It previously secured an exclusive five-year contract from the US Defense Logistics Agency worth up to $245 million to supply antimony metal ingots for the National Defense Stockpile;

$Nova Minerals(NVA.US)$ is a gold, antimony, and critical minerals exploration and development company focused on advancing the Estelle project. The company recently announced that it has obtained land use permits for its proposed antimony refinery in Alaska, bringing it one step closer to becoming a key supplier of critical minerals in the US.

Cobalt —— 'Barometer' of the New Energy Vehicle Industry

Cobalt is a very rare minor metal resource and an important strategic resource for the country. Cobalt salts and intermediates are mainly used in the production of hard alloys, high-temperature alloys, cobalt catalysts, and other products, playing a crucial role in industries such as electric vehicles, EVs, and 3C products, impacting electronics, communications, and new energy sectors.

Specifically, cobalt-related stocks in the US market include:

$GLENCORE PLC(GLNCY.US)$：One of the largest cobalt producers globally, with substantial cobalt mineral resources and mining operations in the Democratic Republic of Congo (DRC).

$Electra Battery Materials(ELBM.US)$：The only large-scale battery-grade cobalt refinery in North America, Its cobalt sulfate refinery is the first of its kind in North America for cobalt sulfate and nickel sulfate. It aims to provide critical minerals such as lithium, nickel, cobalt, manganese, graphite, and copper to the North American EV battery supply chain via battery recycling and black powder processing.

$Trilogy Metals(TMQ.US)$ A mining company primarily engaged in resource exploration and development in the Upper Kobuk region of northern Alaska. Its project, UKMP, focuses on mining rare metals such as copper, zinc, gold, silver, and cobalt.

Beryllium — 'The King of Materials'

As a strategic rare metal and a key material in cutting-edge fields, beryllium is known as 'The King of Materials.' With its unique physical and chemical properties, beryllium plays an irreplaceable role in advanced sectors like aerospace, nuclear energy, electronics, and defense.

$Materion(MTRN.US)$ the world's largest supplier of beryllium, holding 70% of the global market share and serving the entire Western world. The company’s products span multiple end markets, including semiconductors, industry, aerospace and defense, automotive, energy, consumer electronics, telecommunications, and data centers.

Summary

Overall, while the resource sector will benefit from global economic growth and the rise of emerging industries, entering a new development cycle, the uncertainty triggered by recent Trump administration policies is turning this field into a high-risk game. Investors need to remain highly vigilant.

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