3 Rare Earth Stocks With Market Caps Over $1 Billion
Published . Updated .
Shell just reported quarterly profit that was almost twice last year’s level as oil and refined fuel markets tightened, underlining how critical access to raw materials can be when supply is strained. That same scramble for secure resources is playing out in rare earth elements
Directly affected
- SHEL Shell+0.1% 13d
Named in this report.
Indirectly affected
- REMX VanEck Rare Earth and Strategic Metals ETF-21.3% 30d
VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story.
- USO United States Oil Fund+7.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- MP MP Materials-16.8% 30d
MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- USAR USA Rare Earth-32.8% 30d
USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- CLNE Clean Energy Fuels-17.5% 30d
Clean Energy Fuels (gas and other services combined): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- UUUU Energy Fuels-29.9% 30d
Energy Fuels (mining and quarrying of nonmetallic minerals (no fuels)): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.
- XOM ExxonMobil Holdings+10.3% 14d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+8.4% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SHEL | +0.66% | +1.71% | base | +2.44% | after close | after close | after close |
| REMXNo price data for this ticker | — | — | — | — | — | — | — |
| USONo price data for this ticker | — | — | — | — | — | — | — |
| MPNo price data for this ticker | — | — | — | — | — | — | — |
| USARNo price data for this ticker | — | — | — | — | — | — | — |
| CLNENo price data for this ticker | — | — | — | — | — | — | — |
| UUUUNo price data for this ticker | — | — | — | — | — | — | — |
| XOMNo price data for this ticker | — | — | — | — | — | — | — |
| CVXNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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3 Rare Earth Stocks With Market Caps Over $1 Billion Yahoo Finance
Source: Yahoo Finance
Earlier semiconductors stories for Vaneck Rare Earth And Strategic Metals Etf (REMX): 7 cases
Vaneck Rare Earth And Strategic Metals Etf (REMX) the next day, across 7 earlier stories: average -3.62%, largest gain -2.64%, largest drop -4.11%, from 3 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Vaneck Rare Earth And Strategic Metals Etf (REMX) | the next day | -3.62% | -2.64% | -4.11% | 3 |
| Vaneck Rare Earth And Strategic Metals Etf (REMX) | three days later | -6.81% | -6.81% | -6.81% | 2 |
| USA Rare Earth (USAR) | the next day | +1.25% | +1.25% | +1.25% | 1 |
| Clean Energy Fuels (CLNE) | the next day | +5.56% | +5.56% | +5.56% | 2 |
| Clean Energy Fuels (CLNE) | three days later | -2.08% | -2.08% | -2.08% | 2 |
- Critical Metals Drops 7% as European Lithium Deal Sets Up New Share Issuance; United States Antimony and USA Rare Earth Decline 3%, MP Materials Eases
- What Do New Rare Earth Rules Mean For General Electric (GE) Aerospace?
- 8-K - ENERGY FUELS INC (0001385849) (Filer)
- 8-K - ENERGY FUELS INC (0001385849) (Filer)
- 8-K - EXPAND ENERGY Corp (0000895126) (Filer)
- 8-K - COMMERCIAL METALS Co (0000022444) (Filer)
How far Vaneck Rare Earth And Strategic Metals Etf (REMX) has moved since 29 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| SHEL | that day | +2.44% | final price |
| SHEL | three days earlier | +1.71% | final price |
| SHEL | five days earlier | +0.66% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought MP Materials Corp. / DE (MP), worth $1,001 - $15,000 on 10 Aug 2026. That is 80 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 59 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 36 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 57 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Vaneck Rare Earth And Strategic Metals Etf (REMX)
Companies tied to this story
- REMX Vaneck Rare Earth And Strategic Metals Etf
For “3 Rare Earth Stocks With Market Caps Over $1 Billion,” Vaneck Rare Earth And Strategic Metals Etf (REMX) is linked, with no stored direction, medium confidence. Reason on file: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story
- MP MP Materials Corp. / DE
For “3 Rare Earth Stocks With Market Caps Over $1 Billion,” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
- USAR USA Rare Earth
In “3 Rare Earth Stocks With Market Caps Over $1 Billion,” USA Rare Earth (USAR) is linked, with no stored direction, medium confidence. Reason on file: USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
- CLNE Clean Energy Fuels
Clean Energy Fuels (CLNE) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “3 Rare Earth Stocks With Market Caps Over $1 Billion.” Reason on file: Clean Energy Fuels (gas and other services combined): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
- UUUU Energy Fuels
Energy Fuels (UUUU) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “3 Rare Earth Stocks With Market Caps Over $1 Billion.” Reason on file: Energy Fuels (mining and quarrying of nonmetallic minerals (no fuels)): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
How semiconductors news reaches Vaneck Rare Earth And Strategic Metals Etf (REMX)
The 29 Oct 2026 story “3 Rare Earth Stocks With Market Caps Over $1 Billion” names Vaneck Rare Earth And Strategic Metals Etf (REMX) because of Semiconductors.
What ties Vaneck Rare Earth And Strategic Metals Etf (REMX) to the headline is this: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story
A second company, MP Materials Corp. / DE (MP), is listed for a different reason: MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story
What this semiconductors story puts on the calendar
MP traded between 37.12 and 48.63 across 20 sessions. The latest close on file is 41.06. REMX traded between 50.66 and 64.22 across 20 sessions. The latest close on file is 54.37. USAR traded between 8.88 and 14.19 across 20 sessions. The latest close on file is 10.49.
The semiconductors score for Vaneck Rare Earth And Strategic Metals Etf (REMX)
40 out of 100
“3 Rare Earth Stocks With Market Caps Over $1 Billion” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.