This carefully curated group of stocks focuses on companies positioned to benefit from the U.S. government's push to secure domestic supply chains for rare earths and critical minerals. These resources are essential for defense systems, electric vehicles, and advanced technologies.
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Published on July 11
The $400 million Department of Defense investment creates a financial safety net that traditional mining ventures simply don't have. This government support signals long-term commitment to the sector.
These critical minerals aren't just for defense. They're essential for electric vehicles, making this group a backdoor play on the EV revolution with the added stability of government priorities.
As geopolitical tensions rise, countries are racing to secure their own supplies of strategic minerals. American companies with domestic production are suddenly finding themselves in the spotlight.
The U.S. Department of Defense has invested $400 million in MP Materials to revitalize America's rare earth supply chain. This strategic government backing creates a powerful tailwind for companies involved in mining, processing, and recycling critical minerals needed for defense, EVs, and technology.
This theme represents a long-term opportunity focused on geopolitical trends and industrial independence. The government's commitment to onshoring vital supply chains helps de-risk domestic projects in the rare earths sector, creating a more secure environment for growth.
We've selected companies across the entire critical minerals ecosystem. This includes the direct recipient of federal funding, alongside miners, processors, and manufacturers of rare earths, lithium, uranium, and other strategic materials vital to American security and technological advancement.
Market capitalisation breakdown for the 'American Rare Earth Revival' stock basket.
MP: $13.12B
UUUU: $4.76B
LAC: $1.14B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
ENERGY FUELS INC
UUUU
Current Price
$14.80
This company is leveraging its White Mesa Mill to process and separate rare earth elements, making it a key player in the domestic critical minerals e...
This company is leveraging its White Mesa Mill to process and separate rare earth elements, making it a key player in the domestic critical minerals ecosystem.
LITHIUM AMERICAS CORP
LAC
Current Price
$3.01
As the developer of the Thacker Pass project in Nevada, it represents a significant future source of domestic lithium, another critical mineral for na...
As the developer of the Thacker Pass project in Nevada, it represents a significant future source of domestic lithium, another critical mineral for national security and EV batteries.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+84.50%
On average, analysts expect assets in this group to grow 84.5% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
