MarketPulse

rare earth magnets

4 articles
BenzingaBenzinga··Charles Kennedy

REalloys Bets on U.S. Rare Earth Independence as Pentagon Tightens Chinese Supply Grip

REalloys builds U.S. rare earth magnet supply to meet Pentagon's 2027 Chinese supply ban and tripling global demand through 2035, targeting $20-30B market.
MSFTAAPLWDCGMALOYsupply chaindefense contractors
The Motley FoolThe Motley Fool··Rich Smith

Rare-Earth Magnet Play: Institutional Investors Bet Big on MP Materials' Texas Expansion

Major institutional investors accumulate $MP shares amid flat performance, betting on new Texas factory to capitalize on surging U.S. rare-earth magnet demand projected to reach 50,000 tons by 2030.
MPinstitutional investorsearnings beat
The Motley FoolThe Motley Fool··James Brumley

Three Industrial Stocks Poised to Outpace S&P 500 in 2026

Three industrial stocks—Fluor, Waste Management, and USA Rare Earth—are positioned to outperform the S&P 500 in 2026, driven by AI infrastructure demand, defensive waste services growth, and critical minerals supply chain opportunities.
USARFLRWMinfrastructureAI data centers
BenzingaBenzinga··Prnewswire

Antimony Emerges as Strategic Growth Play in $4B+ Critical Minerals Market

Antimony demand surges as Western nations seek domestic production alternatives to Chinese supply dominance, with market projected to grow to $4.3-4.4B by 2035.
MPLACPPTAXTPTUAMY+1critical mineralsdefense applications