Rare Earth Stocks Poised to Benefit from Iran War Disruption: MP Materials and USA Rare Earth Lead the Way

The war in Iran could disrupt the rare-earth and critical minerals market, with the US relying heavily on imported materials. Companies like MP Materials Corp. and USA Rare Earth may be best positioned to achieve US national security goals by securing domestic rare-earth elements. MP Materials has strong infrastructure and a growth trajectory, with revenue climbing 10% YoY and adjusted EBITDA improving dramatically in the latest quarter. USA Rare Earth has a high risk/reward calculation, with significant investments in infrastructure buildout and acquisitions, but is pre-revenue and has significant net losses.