Ramaco Resources A (METC) Soars 4.06% on 12-Day Rally Driven by Brook Mine Launch and U.S. Rare Earth Strategy

Ramaco Resources A (METC) surged 4.06% on Monday, extending its winning streak to 12 consecutive days and climbing 73.56% over the period. The stock hit an intraday high of 5.02% above its previous level, marking its strongest price since October 2025. This rally underscores renewed investor confidence in the company’s strategic repositioning and operational milestones in the rare earth elements (REEs) sector.

The company’s recent launch of the Brook Mine in Wyoming—the first new U.S. rare earth mine in over 70 years—has redefined its role in the domestic supply chain. By leveraging byproducts from metallurgical coal operations to extract REEs, Ramaco is addressing critical mineral shortages amid global demand for electric vehicles, renewable energy, and defense technologies. This pivot aligns with U.S. policy priorities to reduce reliance on foreign suppliers, particularly China, which dominates global rare earth production.

Geopolitical dynamics have further amplified the stock’s appeal. China’s October 2025 export controls on specific REEs, requiring licenses for key materials, have elevated the strategic value of domestic producers like Ramaco. Analysts highlight the company’s potential to benefit from government subsidies and streamlined permitting processes, as the Brook Mine is increasingly viewed as a national asset. This positioning strengthens its ability to capitalize on policy-driven demand for critical minerals.

Recent analyst activity has reinforced market optimism. Upgrades from Jefferies and Northland Capital in late 2025, coupled with a dividend increase in September, signal confidence in Ramaco’s financial resilience and long-term growth. Institutional investors, including Wyoming state entities and private funds, have also bolstered their stakes, reflecting broader support for the company’s dual focus on coal efficiency and rare earth innovation. While operational risks and market volatility remain, the Brook Mine’s progress and strategic alignment with supply chain security initiatives position Ramaco as a key player in the evolving critical minerals landscape.