Rare Earth Stocks
2 stocks · Updated Mar 25, 2026
Rare earth stocks cover companies mining and processing the 17 lanthanide elements — neodymium, praseodymium, dysprosium, and others — that are critical inputs for permanent magnets used in EV motors, wind turbines, and defense electronics. China currently controls over 60% of global production and 85% of processing capacity, creating strategic supply chain concerns that have prompted Western governments to fund domestic rare earth projects and processing facilities.
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Frequently Asked Questions
Are rare earth elements actually rare?
Not particularly — most rare earths are more abundant in the Earth's crust than gold or platinum. They are called "rare" because they are rarely found in economically exploitable concentrations and are expensive to separate from each other during processing.
Why does China dominate rare earth production?
China accumulated rare earth dominance through decades of low-cost production, subsidized processing investment, and tolerance for environmental damage from mining and separation. Western producers struggled to compete until strategic concerns raised government support.
What are rare earths used for in clean energy?
Neodymium-praseodymium (NdPr) magnets in EV motors and wind turbine generators are the highest-growth demand segment. Dysprosium and terbium are added to maintain magnet performance at high temperatures.
What companies are building Western rare earth supply chains?
MP Materials operates the Mountain Pass mine in California, the only significant US rare earth mining and processing facility. Lynas in Australia is the largest non-Chinese rare earth producer globally.