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The newspaper highlights that investors are hastening to invest in this sector as Donald Trump seeks to diminish Beijing's dominance over critical metal supplies, thereby revitalizing the sluggish industry.
According to the FT, stocks of American firms like MP Materials, USA Rare Earth, and the Australian company Lynas listed in New York have more than doubled since early 2025. The increase has extended to firms that extract metals like lithium, cobalt, and germanium.
In the last month, the US government took stakes in Canadian mining firms Lithium Americas and Trilogy Metals to bolster their positions; as a result, their stock prices have respectively doubled and tripled, according to the FT.
US officials intend to establish a strategic reserve for minerals and implement a baseline price for rare earth elements. This aims to safeguard producers against sudden price shifts in a relatively minor market that significantly depends on state-owned companies from China, according to the newspaper.
This entails implementing a price floor: this signifies that the government will provide producers extra payments in addition to what buyers pay to guarantee that businesses obtain a set sum.
source: ft.com
According to the FT, stocks of American firms like MP Materials, USA Rare Earth, and the Australian company Lynas listed in New York have more than doubled since early 2025. The increase has extended to firms that extract metals like lithium, cobalt, and germanium.
In the last month, the US government took stakes in Canadian mining firms Lithium Americas and Trilogy Metals to bolster their positions; as a result, their stock prices have respectively doubled and tripled, according to the FT.
US officials intend to establish a strategic reserve for minerals and implement a baseline price for rare earth elements. This aims to safeguard producers against sudden price shifts in a relatively minor market that significantly depends on state-owned companies from China, according to the newspaper.
This entails implementing a price floor: this signifies that the government will provide producers extra payments in addition to what buyers pay to guarantee that businesses obtain a set sum.
source: ft.com