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Exclusive Article from MarketBeat.com Can These 3 Rare Earth Stocks Gain From Iran War Disruption?By Nathan Reiff. Date Posted: 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.
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Weeks into the war in Iran, many investors have focused on oil prices and are trying to anticipate the conflict's potential damage to global energy supplies. But those who don't take a broader view may underestimate the war's potential to disrupt the rare-earth and critical-minerals market. According to estimates by the Iranian government, the country holds more than $27 trillion in mineral reserves. Further, because China continues to dominate global rare-earth production, any conflict that draws China closer to Iran could further restrict flows of these materials to the United States and other markets. There are U.S. rare-earth producers operating domestically, but the country has historically relied heavily on imports. Notably, the U.S. military announced in late February that securing domestic rare-earth elements is a key national security priority. The companies below may be best positioned to help achieve that goal. 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 production. It 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 favorably. Despite a 115% gain over the past year, shares still have about 37% upside to the consensus price target. Supported by military financing and a price-floor agreement on rare-earth metals, revenue rose 10% year over year in 2025, and the company swung to net income in the final quarter after a loss in the prior-year period. Adjusted EBITDA also improved significantly on a year-over-year basis in the latest quarter. A key advantage for MP is scale. The company expects to reach 6,000 tons of refining capacity by year-end, and heavy rare-earth separation facilities are slated to be commissioned by mid-year. That level of infrastructure presents a substantial barrier for potential competitors. USA Rare Earth's Advantageous Operations and Government Investment Still Yield High Risk/Reward USA Rare Earth (NASDAQ: USAR) carries one of the highest risk/reward profiles among domestic rare-earth firms. As of the latest quarter, the company remains pre-revenue and reported a net loss of nearly $157 million, with management forecasting higher adjusted operating expenses going forward. Those losses largely reflect heavy investment in infrastructure and acquisitions, including the early-March 2026 deal for Texas Mineral Resources Corp. (OTCMKTS: TMRC). That acquisition 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 for defense applications. Another important factor is substantial government backing: the U.S. government acquired a 10% equity stake in the company, a move that should provide capital and stability during this pre-revenue phase. Still, USA Rare Earth's early-stage status means investors attracted by the 87% upside potential should carefully weigh the elevated risks. 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 earths in a single company. The firm reported a loss of $0.38 per share for 2025, wider than the $0.28 loss in 2024, reflecting pressure on both the top and bottom lines. At the same time, production is accelerating and analysts are generally bullish. The company increased uranium mining, production, and sales last year while lowering unit costs year over year and generating $48 million in uranium revenue. For investors focused specifically on rare earths, note that Energy Fuels is an emerging player in that market. 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. Energy Fuels could be worth watching for its neodymium-praseodymium (NdPr) oxide capabilities—NdPr is used to produce high-performance magnets for electric and hybrid vehicles. Bottom line: geopolitical tensions that threaten traditional supply chains could boost demand for U.S.-based rare-earth producers, but investors should balance the potential upside against company-specific execution risks, capital needs, and the broader market environment. | 
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