Introduction:
The production of rare earth minerals in America is a strategic priority, and several companies are actively involved in this sector.
Here are some of the key players:
MP Materials (NYSE: MP): This is arguably the most prominent rare earth producer in the US. They operate the Mountain Pass mine in California, which is currently the only operational rare earth mine and processing facility in the US. MP Materials focuses on high-purity separated neodymium and praseodymium (NdPr) oxide, as well as heavy rare earths concentrate, lanthanum, and cerium oxides and carbonates. They are also working to establish the first fully integrated rare earth magnet manufacturing facility in the US.
Energy Fuels (NYSEAMERICAN: UUUU): While primarily a uranium company, Energy Fuels has become a significant player in rare earth processing. They operate the White Mesa mill in Utah, which has successfully achieved commercial-scale rare earth separation from monazite. They are also securing feedstock for their operations through acquisitions and joint ventures, including projects in Australia and Madagascar.
Rare Element Resources (OTCQB: REEMF): This company is focused on developing the Bear Lodge Critical Rare Earth Project in northeast Wyoming. Their goal is to provide a domestic supply of critical rare earth elements, particularly those essential for high-strength permanent magnets and various technologies.
USA Rare Earth (NASDAQ: USAR): This company is developing its Round Top project in West Texas, which is known to host 15 of the 17 rare earth elements, including all heavy rare earth elements. They are also building a rare earth magnet manufacturing facility in Oklahoma to establish a "mines-to-magnets" supply chain in the US.
NioCorp Developments (NASDAQ: NB): NioCorp is developing the Elk Creek Critical Minerals Project in Nebraska. While their primary focus is on niobium, scandium, and titanium, their project also contains America's second-largest rare earth indicated resource, and they are evaluating the potential to produce magnetic rare earth oxides.
Other companies with projects or interests in rare earth minerals in America include:
American Rare Earths (ASX: ARR): This Australian company is developing rare earth projects in the US, including Halleck Creek in Wyoming and La Paz in Arizona, which they believe have the potential to be among North America's largest rare earth deposits.
Texas Mineral Resources Corp.: Focused on the Round Top Mountain property in Texas, aiming to be a primary supplier of heavy rare earth elements.
Ucore Rare Metals Inc. (TSXV: UCU): Developing the Bokan-Dotson Ridge project in Alaska and a rare earth separation facility in Louisiana, utilizing their RapidSX separation technology.
Stock Performance of Rare Earth Minerals Companies in the USA
1. MP Materials (NYSE: MP) is a publicly traded company.
It is listed on the New York Stock Exchange (NYSE) under the ticker symbol MP.
Here's a summary of its stock performance based on recent information:
- Current Price (as of June 27, 2025): Around $32.90 to $32.88 (there are slight variations in the exact closing price reported by different sources, but within a narrow range).
- Recent Performance:
- Past week: The stock has fallen by approximately -14.86% compared to the previous week.
- Past month: It has seen a significant rise of 75.28%.
- Past year: MP Materials has shown a remarkable 158% to 162.36% increase in its stock price.
- Year to date: It has increased by 107.57%.
- Since IPO: The stock has returned approximately 229% to 232% since its IPO in November 2020.
- 52-Week Range: The stock's 52-week high is $39.10 and its 52-week low is $10.02.
- All-time high: MP Materials reached its all-time high on March 29, 2022, with a price of $60.19.
- Market Capitalization: As of June 28, 2025, its market capitalization is approximately $5.38 billion.
- Volatility: The stock is noted as being quite volatile, with a 1-year volatility of 0.73 and a beta coefficient of 0.57.
It's important to note that while MP Materials has shown strong performance over the past year, recent days have seen some declines. Investing in individual stocks carries inherent risks, and past performance is not indicative of future results.
Here's an overview of the stock performance for the companies you listed, based on the most recent available data (as of Friday, June 27, 2025):
It's crucial to remember that rare earth companies, particularly those in development stages, can be highly volatile. Their stock performance is often influenced by commodity prices, project milestones, funding news, regulatory developments, and broader geopolitical factors related to the critical minerals supply chain.
2. Energy Fuels (NYSEAMERICAN: UUUU)
Current Price (June 27, 2025): $5.55 USD
Recent Performance:
1 day: -5.93%
5 days: +2.78%
1 month: +2.78%
6 months: +4.72%
Year to Date: +5.71%
1 Year: -5.61%
5 Years: +258.06%
52-Week Range: $3.20 - $7.47
All-Time High: $240.61 (April 12, 2007) - Note: This all-time high likely reflects historical stock splits or corporate actions, as the company's business focus has evolved.
Market Cap: Approximately $1.64 billion USD
Key Notes: While down slightly in the past year, it has shown strong long-term growth (5 years). The company's focus on diversifying into rare earth processing at its White Mesa Mill is a key driver for investor interest.
3. American Rare Earths (ASX: ARR)
Current Price (June 27, 2025, on ASX): 0.245 AUD
Recent Performance:
1 day: -1.96%
5 days: -3.85% (Note: U.S. OTCQB ticker ARRNF shows -5.66% for the previous week)
1 month: 0.00% (Note: U.S. OTCQB ticker ARRNF shows 0.00%)
Year to Date: -7.41%
1 Year: +4.17% (Note: U.S. OTCQB ticker ARRNF shows no change over the last year, which could be due to differences in reporting or specific trading periods)
All-Time High: 0.585 AUD (March 23, 2022)
Market Cap: Approximately 129.39 million AUD
Key Notes: Being an Australian company, its primary listing is on the ASX, with an OTCQB listing in the US. This company is in the exploration and development phase for its US rare earth projects.
4. Texas Mineral Resources Corp. (OTCMKTS: TMRC)
Current Price (June 27, 2025): $0.61 USD
Recent Performance:
1 day: -6.15%
52-Week Performance: The price has moved significantly within its 52-week range. The current price is significantly above its 52-week low.
52-Week Range: $0.199 - $0.9619
Market Cap: Approximately $45.77 million USD
Key Notes: TMRC is an OTC Markets listed stock, which often means lower liquidity and higher volatility compared to major exchanges. Its performance is heavily tied to developments at the Round Top Mountain project.
5. Ucore Rare Metals Inc. (TSXV: UCU, OTCQX: UURAF)
Current Price (June 27, 2025, on TSXV): $1.13 CAD
Recent Performance:
1 day: 0.00%
5 days: -5.83%
1 month: -15.67%
6 months: +79.37%
Year to Date: +54.79%
1 Year: +82.26%
5 Years: -13.08%
52-Week Range: $0.50 - $2.26
All-Time High: $18.00 CAD (February 28, 2007)
Market Cap: Approximately $98.71 million CAD
Key Notes: Ucore has shown strong gains over the last year and six months, likely driven by progress on its Strategic Metals Complex and Department of Defense funding. It's a Canadian company with a significant US presence.
6. Rare Element Resources (OTCQB: REEMF)
Current Price (June 27, 2025): $0.7297 USD
Recent Performance:
1 day: -2.71%
5 days: -1.68%
1 month: +1.35%
6 months: +92.53%
Year to Date: +87.34%
1 Year: +192.00%
5 Years: -18.92%
52-Week Range: $0.2005 - $1.24
All-Time High: $17.92 USD (January 3, 2011)
Market Cap: Approximately $376.62 million USD
Key Notes: This company has seen substantial gains over the last year, indicating growing investor confidence in its Bear Lodge project. Like TMRC, it trades on the OTCQB.
7. USA Rare Earth (NASDAQ: USAR)
Current Price (June 27, 2025): $11.185 USD
Recent Performance:
1 day: -12.14%
52-Week Range: $5.56 - $20.00
Market Cap: Approximately $1.02 billion USD
Key Notes: USA Rare Earth recently went public via a business combination, which can lead to significant price fluctuations post-listing. Their focus on a "mines-to-magnets" supply chain is a unique differentiator.
8. NioCorp Developments (NASDAQ: NB)
Current Price (June 27, 2025): $2.48 USD
Recent Performance:
1 day: -9.49%
52-Week Range: $1.27 - $4.1487
All-Time High: $7.57 (March 21, 2023)
Market Cap: Approximately $138.16 million USD
Key Notes: While NioCorp's primary focus is on niobium, scandium, and titanium, its rare earth potential is a significant aspect of its Elk Creek project. The stock has experienced volatility.
Option Chains on these stocks
- Of the companies listed, these appear to have publicly traded options:
Energy Fuels (UUUU):
Multiple sources confirm UUUU has an options chain available.
USA Rare Earth (USAR):
Investing.com and Seeking Alpha both show an options chain for USAR.
NioCorp Developments (NB):
Nasdaq and Seeking Alpha both show an options chain for NB.
For the other companies you listed:
American Rare Earths (ARR):
While there are mentions of "issue of options" in director transactions, this refers to employee stock options and not publicly traded options contracts. The stock primarily trades on the ASX (Australian Stock Exchange), and typical US-style options chains don't appear to be listed for it.
Texas Mineral Resources (TMRC):
Information suggests TMRC trades on the OTC Markets, and while some brokers might allow trading of OTC stocks, specific options chains for TMRC were not readily found.
Ucore Rare Metals (UCU):
UCU trades on the TSXV (Toronto Stock Exchange Ventures). Similar to ARR, public options chains aren't typically available for stocks traded on this exchange in the same way they are for major US exchanges.
Rare Element Resources (REEMF):
REEMF trades on the OTC Markets (OTCQB). Similar to TMRC, publicly traded options were not explicitly found.
Last words.
The US government is actively supporting the development of a domestic rare earth supply chain through funding and strategic initiatives to reduce reliance on foreign sources, particularly China. This is driving significant investment and activity in the American rare earth sector.