Rare earths power EVs, defense tech, and AI hardware. These three
plays are positioned for the supply-chain rebuild. ͏  ͏  ͏
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[Morning Watchlist]

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THREE OF THE BEST RARE EARTH STOCKS TO BUY AND HOLD TODAY

Rare earths are not a “nice-to-have” commodity. They sit at the
center of modern industrial and defense supply chains—powering
everything from electric motors and wind turbines to smartphones,
precision-guided systems, and a growing list of advanced electronics.

The problem is concentration. While rare earth resources exist
globally, CHINA DOMINATES THE RARE EARTH SUPPLY CHAIN, particularly in
processing/refining and magnet manufacturing. Recent reporting has
cited China supplying NEARLY 90% OF THE WORLD’S REFINED RARE EARTHS.
Other industry analysis puts China at OVER 69% OF GLOBAL MINE
PRODUCTION and NEARLY 90% OF PROCESSING. The International Energy
Agency (IEA) has also emphasized rising geographic concentration in
refining across critical minerals, including rare earths, with supply
growth heavily driven by China.

That dependence is increasingly viewed as unacceptable—both
economically and geopolitically. The result is a multi-year push to
build “mine-to-magnet” capacity outside China, supported by
government policy, subsidies, and strategic partnerships.

For investors, that supply-chain reshoring creates
opportunity—especially in companies with credible projects, real
capacity expansion, and direct government or commercial
counterparties.

Here are three ways to gain rare earth exposure today: two stocks with
major catalysts and one ETF for diversification.

-------------------------

COMPANY: USA RARE EARTH (SYM: USAR)
ACCELERATING FROM PROJECT STORY TO BUILDOUT STORY

RECENT PRICE: about $23.30

USA Rare Earth has been moving quickly—and the market has responded.
The company has recently added multiple “execution” catalysts that
shift the narrative from concept to commercialization.

EUROPE EXPANSION: METAL AND ALLOY PRODUCTION IN FRANCE

USA Rare Earth announced plans to build a RARE EARTH METAL AND ALLOY
FACILITY IN LACQ, FRANCE, designed to produce 3,750 METRIC TONS PER
YEAR.

The strategic significance is the location and integration. Reporting
notes the plant is expected to be co-located with Carester’s CAREMAG
oxide processing facility with capacity of 1,600 METRIC TONS PER YEAR,
targeted for commissioning in LATE 2026, helping create a more
complete European rare earth processing-to-metal supply chain.

Support is also meaningful: the same reporting notes French government
support covering 45% OF ELIGIBLE EQUIPMENT COSTS and €130 MILLION
for real estate expenses.

TEXAS BUILDOUT: BRINGING IN EPCM PARTNERS FOR ROUND TOP

USA Rare Earth also selected FLUOR and WSP as its engineering,
procurement and construction management (EPCM) partners to advance the
DEFINITIVE FEASIBILITY STUDY (DFS) for the Round Top Rare Earth
Project in Texas.

This matters because feasibility work and top-tier EPCM partners are
often prerequisites for credible financing, permitting progress, and
downstream contracting discussions. In commodity markets, “who is
executing the build” can be almost as important as the resource
itself.

ANALYST POSTURE

Benchmark has reiterated a BUY rating on USA Rare Earth with a $15
PRICE TARGET, according to Investing.com coverage of the research
note. (Note: the stock price in the market has recently traded above
that target, so this functions more as a visibility signal than a
near-term valuation anchor.)

BOTTOM LINE: USAR is being repriced on project momentum—France
capacity plans plus Texas commercialization steps. The major risk is
that development-stage projects can face delays, cost overruns,
permitting friction, and commodity price volatility.

-------------------------

_Stansberry Research_

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-------------------------

COMPANY: MP MATERIALS (SYM: MP)
THE “MINE-TO-MAGNET” CENTERPIECE WITH DOD BACKING

RECENT PRICE: about $68.86

If the U.S. rare earth story is about building an end-to-end domestic
supply chain, MP Materials is one of the most central names—because
it operates the Mountain Pass mine and is pushing further downstream
into processing and magnet capacity.

THE DOD PARTNERSHIP THAT CHANGED THE TRAJECTORY

MP Materials announced a “transformational public-private
partnership” with the U.S. DEPARTMENT OF DEFENSE (DOD) to accelerate
an end-to-end U.S. rare earth magnet supply chain and reduce foreign
dependency.

Follow-on reporting and government releases have provided more detail
on the structure and significance:

*
The DoD, via the Office of Strategic Capital, executed a $150 MILLION
LOAN as part of the wider JULY 2025 DoD agreement, aimed at adding
heavy rare earth separation capabilities.

*
Coverage also described the DoD taking a $400 MILLION STAKE in MP
Materials and supporting long-term procurement arrangements intended
to stabilize the domestic supply chain.

This is crucial because rare earth markets can be strategically
manipulated through pricing and export controls, and domestic capacity
often struggles without stable offtake agreements or price support.

ANALYST MOMENTUM

William Blair initiated coverage of MP Materials with an OUTPERFORM
recommendation in mid-January 2026, per multiple published summaries
and William Blair’s own posting about its initiation of MP and other
rare-earth-related companies. Barron’s also highlighted improved
analyst optimism after the defense deal.

BOTTOM LINE: MP offers a rare combination in critical minerals: an
operating asset base plus government-backed acceleration into
higher-value downstream products. Key risks include commodity pricing,
execution risk on processing/magnet expansion, and policy/geopolitical
shifts.

-------------------------

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-------------------------

ETF: VANECK RARE EARTH AND STRATEGIC METALS ETF (SYM: REMX)
DIVERSIFIED EXPOSURE WITHOUT SINGLE-PROJECT RISK

RECENT PRICE: about $97.64

If you like the rare earth thesis but want to reduce single-stock
volatility, the ETF route can be more practical.

REMX seeks to track the MVIS Global Rare Earth/Strategic Metals Index
and provides exposure to companies involved in producing, refining,
and recycling rare earth and strategic metals. The fund lists an
EXPENSE RATIO OF 0.58%.

Holdings vary over time, but recent holdings data shows REMX holding
ABOUT 31 COMPANIES, including names commonly associated with rare
earths and strategic metals.

WHY REMX CAN MAKE SENSE NOW

*
DIVERSIFICATION ACROSS GEOGRAPHIES AND BUSINESS MODELS: mining,
refining, and strategic metals exposure can reduce the impact of any
one project delay.

*
EASIER POSITION SIZING: investors can express the theme without having
to underwrite individual feasibility studies.

*
VOLATILITY SMOOTHING: the ETF will still be volatile, but typically
less binary than development-stage single names.

BOTTOM LINE: REMX is a straightforward “theme basket” for the rare
earth/strategic metals complex. The main trade-off is that you accept
broader commodity and sector exposure (some holdings may be outside
“pure” rare earths) and pay a higher fee than broad-market ETFs.

-------------------------

_Brownstone Research_

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-------------------------

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