Theme
Rare earths & magnets
Mine-to-magnet supply for defense, robotics, and motors; the China-decoupling trade.
Rare earths and the permanent magnets made from them are essential to defense systems, robotics, and electric motors. Because China dominates processing and magnet production, building Western mine-to-magnet capacity is a strategic decoupling effort.
Companies · 9
Lynas Rare Earths LtdLYSCF
Market cap$10B
Conviction4 / 5
Rare earths & magnets
Read profileIluka Resources LimitedILU
Market cap$1.9B
Conviction4 / 5
Rare earths & magnetsSpecialty & defense metals
Read profileMP Materials Corp.MP
Market cap$8.7B
Conviction3 / 5
Rare earths & magnets
Read profileEnergy Fuels Inc.UUUU
Market cap$3.1B
Conviction3 / 5
Rare earths & magnetsNuclear fuel
Read profileRamaco Resources, Inc.METC
Market cap$481M
Conviction3 / 5
Rare earths & magnets
Read profileReElement TechnologiesPrivate
Market cap—
Conviction2 / 5
Rare earths & magnets
Read profileUSA Rare Earth, Inc.USAR
Market cap$5.9B
Conviction2 / 5
Rare earths & magnets
Read profileVulcan ElementsPrivate
Market cap—
Conviction2 / 5
Rare earths & magnets
Read profileNioCorp Developments Ltd.NB
Market cap$511M
Conviction2 / 5
Specialty & defense metalsRare earths & magnets
Read profile