Mar. 13 at 2:30 PM
$LYSDY World's largest rare earth producer outside China (Mount Weld mine in Australia, processing in Malaysia, with US/Texas facilities backed by DoD funding). As a key allied supplier, it gains from price floors stabilizing markets and preferential trade, especially for heavy rare earths
$USAR Developing domestic US projects (e.g., Round Top deposit) with government equity stakes and financing. Benefits from US-centric policies and supply chain onshoring.
$LAC Lithium Americas (TSX/NYSE: LAC) — Developing major projects (e.g., Thacker Pass in US, Cauchari-Olaroz in Argentina) with US government equity stakes. Gains from diversified, secure supply amid restrictions and allied offtakes.
US-EU-Japan critical minerals agreement
Companies poised to profit are primarily non-Chinese miners, processors, and producers (especially in the US, Australia, Canada, and allied nations) that gain from higher/stable prices, government backing , preferential access to allied markets.
