4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China
Published . Updated .
Covered by 2 outlets: Yahoo Finance, The Motley Fool.
Who covered it: Center 1 · Not rated 1. How we rate outlets
Freeport-McMoRan, MP Materials, TMC The Metals Company, and USA Rare Earth are all potential answers to a lack of U.S.-produced critical minerals.
Directly affected
- FCX Freeport-Mcmoran-13.4% 30d
Named in this report.
- TMC TMC the metals-2.0% 16d
Named in this report.
- USAR USA Rare Earth-42.7% 30d
Named in this report.
Indirectly affected
- REMX VanEck Rare Earth and Strategic Metals ETF-28.8% 30d
VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “critical minerals” (rare earths) in this story.
- PICK iShares MSCI Global Metals & Mining Producers ETF-7.0% 30d
iShares MSCI Global Metals & Mining Producers ETF: it holds metals and mining companies. Linked by “metals” (metals & mining) in this story.
- FXI iShares China Large-Cap ETF-5.0% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- MP MP Materials-20.9% 30d
MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “critical minerals” (rare earths) in this story.
- UUUU Energy Fuels-37.2% 30d
Energy Fuels (mining and quarrying of nonmetallic minerals (no fuels)): rare-earth producers gain when supply is restricted. Linked by “critical minerals” (rare earths) in this story.
- CLNE Clean Energy Fuels-16.6% 30d
Clean Energy Fuels (gas and other services combined): rare-earth producers gain when supply is restricted. Linked by “critical minerals” (rare earths) in this story.
- BHP BHP Group-6.6% 30d
BHP Group (metal mining): miners' profits move with metal prices. Linked by “metals” (metals & mining) in this story.
- RIO Rio Tinto Group
Rio Tinto Group (metal mining): miners' profits move with metal prices. Linked by “metals” (metals & mining) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FCX | +4.37% | +6.68% | base | after close | after close | after close | after close |
| TMC | -7.92% | +8.49% | base | after close | after close | after close | after close |
| USAR | -7.58% | +8.99% | base | after close | after close | after close | after close |
| REMX | +3.68% | +8.81% | base | after close | after close | after close | after close |
| PICKNo price data for this ticker | — | — | — | — | — | — | — |
| FXI | -1.87% | -2.01% | base | after close | after close | after close | after close |
| MP | -5.31% | +3.79% | base | after close | after close | after close | after close |
| UUUU | -2.07% | +8.87% | base | after close | after close | after close | after close |
| CLNE | +0.70% | +0.00% | base | after close | after close | after close | after close |
| BHPNo price data for this ticker | — | — | — | — | — | — | — |
| RIONo 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.
Market Call
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4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Vaneck Rare Earth And Strategic Metals Etf (REMX)
| Company | When | Move | Status |
|---|---|---|---|
| Clean Energy Fuels (CLNE) | three days earlier | 0.00% | final price |
| Clean Energy Fuels (CLNE) | five days earlier | +0.70% | final price |
| FCX | three days earlier | +6.68% | final price |
| FCX | five days earlier | +4.37% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | -2.01% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -1.87% | final price |
| MP Materials Corp. / DE (MP) | three days earlier | +3.79% | final price |
| MP Materials Corp. / DE (MP) | five days earlier | -5.31% | final price |
| Vaneck Rare Earth And Strategic Metals Etf (REMX) | three days earlier | +8.81% | final price |
| Vaneck Rare Earth And Strategic Metals Etf (REMX) | five days earlier | +3.68% | final price |
| TMC | three days earlier | +8.49% | final price |
| TMC | five days earlier | -7.92% | final price |
| USA Rare Earth (USAR) | three days earlier | +8.99% | final price |
| USA Rare Earth (USAR) | five days earlier | -7.58% | final price |
| Energy Fuels (UUUU) | three days earlier | +8.87% | final price |
| Energy Fuels (UUUU) | five days earlier | -2.07% | final price |
Trades by members of Congress and officials in the stocks in this story
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
Vaneck Rare Earth And Strategic Metals Etf (REMX) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China.” Reason on file: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “critical minerals” (rare earths) in this story
- FXI Ishares China Large-Cap Etf
Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- MP MP Materials Corp. / DE
MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China.” Reason on file: MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “critical minerals” (rare earths) in this story
- USAR USA Rare Earth
For “4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China,” 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 “critical minerals” (rare earths) in this story
- UUUU Energy Fuels
For “4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China,” Energy Fuels (UUUU) is linked, with no stored direction, medium confidence. Reason on file: Energy Fuels (mining and quarrying of nonmetallic minerals (no fuels)): rare-earth producers gain when supply is restricted. Linked by “critical minerals” (rare earths) in this story
- CLNE Clean Energy Fuels
For “4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China,” Clean Energy Fuels (CLNE) is linked, with no stored direction, medium confidence. Reason on file: Clean Energy Fuels (gas and other services combined): rare-earth producers gain when supply is restricted. Linked by “critical minerals” (rare earths) in this story
Vaneck Rare Earth And Strategic Metals Etf (REMX)
“4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China” (1 Nov 2026) reaches Vaneck Rare Earth And Strategic Metals Etf (REMX) through this story.
Vaneck Rare Earth And Strategic Metals Etf (REMX) is on the page because VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “critical minerals” (rare earths) in this story
Also listed, Ishares China Large-Cap Etf (FXI): iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
Dates and price levels for Vaneck Rare Earth And Strategic Metals Etf (REMX)
FXI traded between 32.14 and 34.36 across 20 sessions. The latest close on file is 33.13. MP traded between 37.12 and 48.63 across 20 sessions. The latest close on file is 39.55. REMX traded between 49.38 and 64.22 across 20 sessions. The latest close on file is 50.02.
How strong the case is around Vaneck Rare Earth And Strategic Metals Etf (REMX)
54 out of 100
“4 Critical Minerals Stocks That Could Benefit as the U.S. Reduces Reliance on China” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.