US Rare earth stocks surge; American Resources up over 14%, MP Materials up over 5%, Energy Fuels and USA Rare Earth up over 3%.

US Rare earth stocks surge; American Resources up over 14%, MP Materials up over 5%, Energy Fuels and USA Rare Earth up over 3%.

US rare earth stocks have experienced a significant surge in value, with notable gains across several key players. As of July 2, 2025, American Resources, MP Materials, Energy Fuels, and USA Rare Earth have all seen substantial increases in their share prices.

American Resources, a leading player in the rare earth mining sector, saw its stock price rise by over 14%. This surge can be attributed to the company's strategic partnerships and recent developments in its operations. The company has been actively working to diversify its supply chain and reduce its dependence on foreign sources, a trend that has gained traction among investors.

MP Materials, another prominent player in the industry, saw its stock price increase by over 5%. The company has been at the forefront of efforts to re-shore the US rare earth supply chain. Its Mountain Pass mine in California is the only US producer of rare earth metals, making it a critical player in the domestic market.

Energy Fuels, a uranium and rare earth mining company, also experienced a significant increase in its stock price. The company has been focusing on expanding its rare earth operations and has been successful in securing strategic partnerships to support its growth.

USA Rare Earth, a rare earth magnet manufacturer, saw its stock price rise by over 3%. The company recently reported a net loss of USD 143 million for Q2 2025, signaling financial challenges. However, its share price has been buoyed by strategic partnerships and joint development agreements, reflecting investor optimism in its future collaborations and innovations.

These gains come amid broader market trends where stocks hovered near record highs. The overall market was up 1.3% last week, but the significant price jumps for these rare earth stocks suggest investor optimism in their future prospects. USA Rare Earth's shares have delivered a total return of 60.65% over the past year, surpassing both the US market's 16.1% return and the US Metals and Mining industry's 18.7% return.

The surge in US rare earth stocks can be attributed to several factors, including strategic developments, market optimism, and the ongoing efforts to re-shore the supply chain. As the demand for rare earth metals continues to rise, driven by technological advancements and the green energy transition, the potential for growth in this sector remains significant.

References:
1. [https://www.mining.com/vulcan-elements-enters-us-rare-earth-magnet-manufacturing-race/](https://www.mining.com/vulcan-elements-enters-us-rare-earth-magnet-manufacturing-race/)
2. [https://finance.yahoo.com/news/usa-rare-earth-usar-reports-172431311.html](https://finance.yahoo.com/news/usa-rare-earth-usar-reports-172431311.html)
3. [https://discoveryalert.com.au/news/indonesia-rare-earth-development-2025-ambitions/](https://discoveryalert.com.au/news/indonesia-rare-earth-development-2025-ambitions/)