Oct. 13 at 4:21 PM
🇺🇸💥 Trump’s trade whiplash just lit a fire under rare earth stocks. As the U.S. flip-flops on China tariffs, investors are piling into domestic producers that could benefit from Washington’s sudden scramble for supply-chain independence.
$MP ripped +84% since July, fueled by AI, EV, and defense demand for its NdPr oxide. Backed by Apple & the DoW, MP is building its second U.S. separation plant, making it the front-runner in the America-first REE race.
$ARAFF (Arafura Rare Earths) is also turning heads. Its Nolan’s Project in Australia secured supply deals with Hyundai, Siemens, and Traxys—and shares are up 340% YTD.
⚡ For broader exposure,
$LITP (Sprott Lithium Miners ETF) is up 50% YTD, holding key players like Ganfeng and Pilbara as lithium demand surges 2x by 2030.
The rare earths rush is back - and this time, it’s geopolitical. 🌍🔥
