Shares of rare earth element-related companies are trading lower after reports suggesting that Chinese shipments of yttrium to the U.S. in July were the second highest since export curbs went into place in April 2025. More Chinese exports to the U.S. ahead of a September U.S.-China meeting may presage a trade reprieve that lowers the need for heightened domestic U.S. production and processing.

Greenland Rare Earth Project Books Its First Indicated Resource

Greenland Mines Ltd. announced the first S-K 1300 technical report for its Sarfartoq neodymium-praseodymium rare earth project in Greenland, achieving a landmark classification of 6.9 million tonnes at Indicated resource status—the first in 15 years of project history. The report models combined open pit and underground mining scenarios (Hybrid case) and includes a strategic partnership with Neo Performance Materials, which gains offtake rights on up to 60% of future production. This regulatory milestone enables the project to support preliminary economic assessment studies, addressing a critical gap in Western rare earth feedstock development.

Shares of precious metal-related companies are trading higher as gold prices continue to rise. The U.S. Treasury's recent expansion of its debt repurchase program weighed on yields and dollar strength.

REalloys shares are trading higher after the company reported better-than-expected Q2 sales results.

Critical Minerals Replace Oil As Top Geopolitical Battleground: Canada, China Look To Squeeze US Supply Chains

Critical minerals now rival oil in geopolitical importance as Canada and China tighten pressure on US supply chains, sparking fresh national security concerns.

Jensen Huang Sees a $50 Trillion Physical AI Opportunity — Here Are 4 ‘Picks and Shovels’ Stocks That Should Be on Investors’ Radar

Jensen Huang sees a $50T robotics market. Discover how actuator stocks like MOG.A, MP, SYM, and KOID power physical AI.

MP Materials vs. Enterprise Products: Which "Boring" Business Actually Has the Better Growth Case?

MP Materials and Enterprise Products Partners both demonstrate strong revenue growth, but offer different investment profiles. MP Materials, a rare-earth miner backed by DoD funding, shows 89% YoY revenue growth and is approaching profitability, while Enterprise Products Partners offers stable, diversified revenue streams with a well-covered 5.66% dividend and 28 consecutive years of dividend increases. The article concludes Enterprise Products Partners is the better investment due to more stable revenue and lower risk.