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Exclusive Content from MarketBeat Can These 3 Rare Earth Stocks Gain From Iran War Disruption?Author: Nathan Reiff. Published: 3/23/2026. 
Key Points - Domestic production of rare earth elements could become increasingly important amid surging geopolitical tensions surrounding the war in Iran.
- MP Materials is likely the best-established and most popular of the rare earth producers based in the United States, with an estimated 6,000 tons of mining capacity expected by the end of the year.
- USA Rare Earth and Energy Fuels are both up-and-coming rare earths companies worth a closer look as demand shifts.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Weeks into the war in Iran, many investors are focused on oil prices and the potential disruption to global energy supplies. But those who don't consider the broader implications may overlook the possible impact on the rare-earth and critical minerals market. Estimates by the Iranian government put the country's mineral reserves at more than $27 trillion. With China already dominating global rare-earth production, any closer alignment between China and Iran could further disrupt supplies to the United States and other markets. There are U.S. rare-earth producers operating domestically, but the country has historically depended heavily on imports. In late February, the U.S. military identified securing domestic rare-earth elements as a national security priority. The companies below may be well positioned to help meet that objective. MP Materials' Strong Infrastructure and Growth Trajectory Put It in a Dominant Position There's a reason MP Materials Corp. (NYSE: MP) is one of the first names investors associate with domestic rare-earth operations. The company is the largest producer of these minerals in the Western Hemisphere and the only fully integrated producer in the United States. MP remains a solid Buy, with 15 of 16 Wall Street analysts covering the stock rating it positively. Despite a 115% gain over the past year, shares still show roughly 37% upside to current analyst price targets. Supported by government financing and a price-floor agreement on certain rare-earth metals, revenue rose about 10% year-over-year (YOY) in 2025, and the company swung to net income in the final quarter of the year after a prior-year loss. Adjusted EBITDA also improved significantly on a YOY basis in the latest quarter. MP's scale is a major competitive advantage. The firm expects to reach 6,000 tons of refining capacity by year-end, and heavy rare-earth separation facilities are scheduled to come online by mid-year. That infrastructure edge will make it difficult for new domestic competitors to close the gap. USA Rare Earth's Advantageous Operations and Government Investment Still Yield High Risk/Reward USA Rare Earth (NASDAQ: USAR) arguably offers the highest risk/reward of the domestic rare-earth names. As of the latest quarter, the company remained pre-revenue and reported nearly $157 million in net losses, with management expecting higher adjusted operating expenses as it scales. Those losses largely reflect heavy spending on infrastructure and acquisitions, including the announced early-March 2026 acquisition of Texas Mineral Resources Corp. (OTCMKTS: TMRC). The TMRC acquisition is notable because it gives USA Rare Earth sole operator access to the Round Top deposit—North America's richest known source of terbium and dysprosium, two elements critical to defense applications. Another key advantage is direct government support: the U.S. government acquired a 10% equity stake in the company, providing capital and stability during this pre-revenue phase. Still, investors attracted by the 87% upside potential should be mindful that the risk remains substantial. Energy Fuels Offers Dual Focus on Rare-Earths and Uranium Diversified critical-minerals producer Energy Fuels Inc. (NYSEAMERICAN: UUUU) offers exposure to both uranium and rare-earth markets. The company faced top- and bottom-line pressure in 2025: losses widened to $0.38 per share from $0.28 per share in 2024. Production is accelerating, however, and analysts are generally bullish. Energy Fuels increased uranium mining, production and sales last year, lowered unit costs YOY and generated $48 million in uranium revenue. Investors focused specifically on rare earths should note that Energy Fuels is an emerging rare-earth producer. In January 2026 the company reported positive results from a feasibility study for a Phase 2 expansion into both light and heavy rare-earth elements. Its neodymium-praseodymium (NdPr) oxide capabilities are particularly noteworthy—NdPr is used to produce specialized magnets for electric and hybrid vehicles, making Energy Fuels a company to watch as it scales its rare-earth operations. |
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