MarketPulse

China competition

6 articles
Investing.comInvesting.com··Jaachi Mbachu, Aci

USA Rare Earth's $2.8B Serra Verde Deal Reshapes Western Supply Chain

USA Rare Earth acquires Serra Verde for $2.8B, securing Western rare earth independence with 15-year government offtake backing.
REMXMPUSARLYSDYUUUUnational securitycritical minerals
The Motley FoolThe Motley Fool··Keith Noonan

Deep-Sea Mining Play TMC Soars on U.S.-Japan Critical Minerals Alliance

TMC stock surges 178% in 12 months on U.S.-Japan critical minerals partnership despite zero revenue and 25% year-to-date decline, reflecting speculative retail interest in deep-sea mining technology.
TMCTMCWWcritical mineralsretail investors
Investing.comInvesting.com··Bridget Bennett

Critical Minerals Rush: Three Rare Earth Stocks Leading U.S. Supply Chain Rebuild

Three companies—Solvay, Perpetua Resources, and The Metals Company—are positioned across rare earth supply chains as U.S. prioritizes critical mineral independence from China.
TMCTMCWWPPTAsupply chainmining
The Motley FoolThe Motley Fool··Keith Noonan

Deep-Sea Miner's Dividend Dream: Why $TMC Remains a Speculative Long-Term Bet

The Metals Company ($TMC) specializes in deep-sea mining but remains pre-revenue with no dividend history. Dividends require years of profitability first.
TMCTMCWWcritical mineralsspeculative investment
The Motley FoolThe Motley Fool··Courtney Carlsen

U.S. Commits $1.6B to Rare Earth Producer Amid Supply Chain Push

U.S. awards $1.6B to USA Rare Earth for domestic rare-earth processing to reduce foreign supply dependence and strengthen critical material supply chains for defense and energy sectors.
USARcritical mineralsrare earth elements
The Motley FoolThe Motley Fool··Steven Porrello

USA Rare Earth Gains Amid Government Support, Faces Execution Risks

USA Rare Earth shares surged 62% on $1.6B government backing for domestic rare-earth production by 2028, though pre-revenue status poses execution risks.
USARelectric vehiclescritical minerals