US President Donald Trump on Friday threatened a “massive increase” in tariffs on Chinese imports after Beijing’s expansion of export restrictions on rare earth elements.
This move intensified global supply chain anxieties, particularly in industries reliant on these critical materials, such as electric vehicles, electronics, and defense technologies.
But, in American markets, three stocks are loving the increase in tension between the US and China, as they skyrocketed after Donald Trump’s latest tariffs threat.
MP Materials Corp. (NYSE: MP)
MP Materials, the only rare earth mine and processing facility operating in the US, saw its stock jump significantly.
On Friday, MP Materials’ stock shot up 15% after news broke that China had put new restrictions on rare earth exports.
The latest boost came after MP Materials got a major vote of confidence from the US Department of Defense, which invested $400 million to grab a 15% stake in the company.
This move highlights just how crucial domestic rare earth supplies are, not just for industry, but for national security too.
USA Rare Earth Inc. (NASDAQ: USAR)
USA Rare Earth stock has been on a serious roll lately. On Friday, its stock jumped 13.3%, which came right after a 15% jump on Thursday.
What’s behind the surge? Mostly rising tensions with China.
They announced tighter controls on rare earth exports, which are key for everything from electric cars to defense tech.
President Trump threw in a threat of “massive” tariffs on Chinese imports, and suddenly investors were all eyes on US-based rare earth companies like USA Rare Earth.
On top of that, the company’s recent buyout of Less Common Metals and its solid place in the supply chain have given investors even more confidence.
Energy Fuels Inc. (NYSEAMERICAN: UUUU)
Energy Fuels, a company involved in the extraction and processing of uranium and rare earth elements, experienced a notable increase in its stock price, rising over 7% on Friday.
The surge is being fueled by growing investor interest in US-based uranium and rare earth producers, especially amid ongoing geopolitical tensions and worries about supply chain reliability.
Energy Fuels has added to the excitement with its recent progress in producing high-purity neodymium-praseodymium oxide at its White Mesa Mill in Utah, which has really boosted confidence.
On top of that, the company’s announcement of a $550 million convertible senior notes offering has caught people’s attention, even though a recent analyst downgrade has put a slight damper on the mood.
With US-China tensions escalating and rare earth supply chains under pressure, domestic producers like MP Materials, USA Rare Earth, and Energy Fuels could see continued momentum.
Investor focus will likely remain on US-based mining and processing projects, with policy support and geopolitical shifts driving further gains.
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