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 · 7
Lynas Rare Earths LtdLYSCF
Market cap—
Conviction4 / 5
Rare earths & magnets
Read profileMP Materials Corp.MP
Market cap$12B
Conviction3 / 5
Rare earths & magnets
Read profileReElement TechnologiesPrivate
Market cap—
Conviction3 / 5
Rare earths & magnets
Read profileUSA Rare Earth, Inc.USAR
Market cap$6.2B
Conviction3 / 5
Rare earths & magnets
Read profileEnergy Fuels Inc.UUUU
Market cap$4.6B
Conviction3 / 5
Rare earths & magnetsNuclear fuel
Read profileVulcan ElementsPrivate
Market cap—
Conviction3 / 5
Rare earths & magnets
Read profileNioCorp Developments Ltd.NB
Market cap$840M
Conviction2 / 5
Specialty & defense metalsRare earths & magnets
Read profile