The eye-watering gains are even more remarkable year-to-date. Energy Fuels’ stock price has quadrupled through the first 10 months of the year, while NioCorp Developments’ shares have nearly quintupled. Rare earths have come to the fore as a key bargaining chip in the ongoing geopolitical rivalry between the U.S. and China, the world’s two largest economies.
mandag 3. november 2025
The global critical minerals race is heating up — and rare earths stocks are skyrocketing
The emergence of critical minerals as a new arena of geopolitical competitionhas coincided with a dizzying rally in U.S.-listed rare earths mining stocks. Despite paring gains in recent weeks, shares of Critical Metals have advanced 241% over the last three months, while NioCorp Developments, Energy Fuelsand Idaho Strategic Resources have all surged well above 100% over the same period.
The eye-watering gains are even more remarkable year-to-date. Energy Fuels’ stock price has quadrupled through the first 10 months of the year, while NioCorp Developments’ shares have nearly quintupled. Rare earths have come to the fore as a key bargaining chip in the ongoing geopolitical rivalry between the U.S. and China, the world’s two largest economies.
The eye-watering gains are even more remarkable year-to-date. Energy Fuels’ stock price has quadrupled through the first 10 months of the year, while NioCorp Developments’ shares have nearly quintupled. Rare earths have come to the fore as a key bargaining chip in the ongoing geopolitical rivalry between the U.S. and China, the world’s two largest economies.
