Shares of rare earth and critical minerals companies surged on Tuesday after the European Union signaled plans to pursue a strategic partnership with the United States, reinforcing momentum sparked by President Donald Trump’s $12 billion critical minerals stockpile initiative announced a day earlier.

The coordinated policy signals boosted investor confidence in domestic and allied supply chains for strategic metals, which are essential for defense, clean energy, and advanced manufacturing.

📈 Top gainers included:

USA Rare Earth surged 16%

NioCorp Developments jumped 16%

United States Antimony climbed 15%

Critical Metals and Energy Fuels gained 14% each

MP Materials added 9%

Broader strength was also seen across the sector:

Trilogy Metals rose 11%

Ramaco Resources advanced 8.9%

TMC the metals company increased 4.5%

💡 Market context:

The rally reflects growing expectations that Western governments will accelerate efforts to reduce reliance on China-dominated mineral supply chains, channeling funding and policy support toward domestic producers and strategic allies.

With geopolitical risks rising and demand for critical minerals accelerating, the sector is quickly moving back into focus for institutional and retail investors alike.

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