Rare Earth Royalty: Meet The Power Players Shaping The Industry

Zinger Key PointsMP Materials on Tuesday announces a $500 million deal under which it will provide Apple with rare earth magnets.The Metals Company shares are up more than 550% in 2025.Up Next: Get 5 Dark Horse Stocks Wall Street Is Quietly Loading Up OnThe rare earth sector is in the spotlight and driven by the global race for critical minerals essential to clean energy, defense and high-tech industries. Here's a guide to five standout stocks shaping the future ofrare earth materials:Trending Investment OpportunitiesAdvertisementArrivedBuy shares of homes and vacation rentals for as little as $100.Get StartedWiserAdvisorGet matched with a trusted, local financial advisor for free.Get StartedPoint.comTap into your home's equity to consolidate debt or fund a renovation.Get StartedRobinhoodMove your 401k to Robinhood and get a 3% match on deposits.Get StartedMP MaterialsTicker: MP (NYSE)Market Cap: ~$7.4BHeadquarters: Las Vegas, NevadaFocus: Rare earth mining and magneticsFlagship Asset: Mountain Pass Mine, CaliforniaLast week,MP Materials Corp.MPannounced apublic-private partnershipwith the U.S. Department of Defense consisting of a multi-billion dollar package of investments and long-term commitments.As part of the partnership, MP Materials will construct a second U.S. magnet manufacturing facility—dubbed the “10X Facility”—to serve defense and commercial customers, with commissioning expected in 2028.Read Next:UnitedHealth Hits Reset: New Head Of Medicaid Appointed As CEO Reshapes TeamMP Materials on Tuesday announced a $500 million deal withApple, Inc.AAPLunder whichit will provideApple with rare earth magnets made from 100% recycled materials, manufactured in the U.S.MP is the second-largest producer of rare earths in the world and the only fully integrated mine-to-magnet operation outside of China. The company's Mountain Pass facility is a strategic asset that supplies materials for EVs, electronics, and defense.Shares of MP have skyrocketed on the DoD and Apple deals, gaining nearly 100% over the past week.USA Rare EarthTicker: USAR (NASDAQ)Market Cap: ~$1 billionHeadquarters: Stillwater, OklahomaFocus: Vertically integrated rare earth mining and NdFeB magnet manufacturingFlagship Asset: Round Top Mountain, TexasUSA Rare Earth, Inc.USARis another U.S.-based company involved in the mining, processing and supply of rare earth elements and other critical minerals. Founded in 2019 and headquartered in Stillwater, Oklahoma, USARE is working to develop a vertically integrated domestic supply chain for rare earth element magnet production.The company holds mining rights to the Round Top Mountain deposit in West Texas, which is rich in neodymium, dysprosium, terbium, gallium, beryllium, lithium, and other essential minerals.USAR stock has gained more than 50% over the pastfive days, moving in sympathy with MP Materials.NioCorpTicker: NB (NASDAQ)Market Cap: ~$175 millionHeadquarters: Centennial, ColoradoFocus: Niobium, scandium, titanium and rare earthsFlagship Asset: Elk Creek Project, NebraskaNioCorp Developments, Ltd.NBis developing the Elk Creek project, one of the world's largest potential sources of niobium and scandium, both vital for advanced alloys and clean technologies.The company's focus on critical minerals diversification makes it a unique play in the rare earths space, with strong analyst support and upside potential.Last Friday, Maxim Group analyst Tate Sullivanmaintaineda Buy rating on NioCorp stock and raised the price target from $4 to $5.Read Next:Joby Aviation Stock Goes Vertical As Secret, Massive Drone Achieves 9-Hour FlightTMC the metals companyTicker: TMC (NASDAQ)Market Cap: ~$2.5 billionHeadquarters: Vancouver, British ColumbiaFocus: Deep-sea polymetallic nodules (nickel, copper, cobalt, manganese)Flagship Asset: Clarion Clipperton Zone, Pacific OceanThe Metals Company, Inc.TMCis pioneering deep-sea mining, targeting polymetallic nodules rich in battery metals. Its operations in the Clarion Clipperton Zone, located in international waters, could unlockvast resourcesfor the EV and renewable energy sectors.TMC's unique approach and strong technical ratings have made it one of the best-performing rare earth-related stocks in the past year. TMC stock has gained more than 550% in 2025.American ResourcesTicker: AREC (NASDAQ)Market Cap: ~$91MHeadquarters: Fishers, IndianaFocus: Rare earth and critical mineral concentrates, recyclingSegments: American Infrastructure, ReElements, Electrified MaterialsAmerican Resources Corp.ARECis carving out a niche by producing high-purity rare earths from both recycled and virgin sources.Its ReElements segment is already delivering separated rare earths for U.S. commercial and defense supply chains.AREC stock has gained more than 50% over the past five days as the rare earth sector received attention following announcements from the Trump administration and MP Materials.Loading...Loading...Read Next:Get Ready For 800 Hours Of Blackouts, Trump’s DOE WarnsImage: ShutterstockMPMP Materials Corp$60.2724.2%Stock Score Locked: Want to See it?Benzinga Rankings give you vital metrics on any stock – anytime.Reveal Full ScoreEdge RankingsMomentum98.22Growth17.03QualityN/AValue11.27Price TrendShortMediumLongOverviewAAPLApple Inc$210.821.05%ARECAmerican Resources Corp$1.2813.3%NBNioCorp Developments Ltd$3.75-0.40%TMCTMC The Metals Co Inc$7.27-0.14%USARUSA Rare Earth Inc$14.6223.3%Market News and Data brought to you by Benzinga APIs© 2025 Benzinga.com. . .Posted In:EquitiesMarketsMoversTechTrading Ideas