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Featured Story from MarketBeat.com Can These 3 Rare Earth Stocks Gain From Iran War Disruption?Written by Nathan Reiff. Article 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 already made me a "wealthy man"
Weeks into the war in Iran, many investors are focusing on oil prices as they assess the conflict's potential impact on global energy supplies. Those who don't look beyond energy, however, may underestimate how the war could disrupt rare-earth and other critical-minerals markets. According to estimates by the Iranian government, the country holds more than $27 trillion in mineral reserves. Because China already dominates global rare-earth supply, any closer ties between China and Iran could further strain exports to the United States and other markets. The U.S. has domestic rare-earth producers, but it has long 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 meet that objective. MP Materials' Strong Infrastructure and Growth Trajectory Put It in a Dominant Position SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong. According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30. Click here to see the full story MP Materials Corp. (NYSE: MP) is the largest producer of rare-earth minerals in the western hemisphere and the only fully integrated producer in the United States. MP remains a solid Buy—all but one of 16 Wall Street analysts reviewing the shares rate the company favorably. Despite a 115% gain over the past year, average price targets still imply roughly 37% upside. Supported by military financing and a price-floor agreement for rare-earth metals, revenue rose 10% year-over-year in 2025. The company turned to net income in the final quarter of the year after a loss a year earlier, and adjusted EBITDA improved markedly on a year-over-year basis for the latest quarter. MP's scale is a key advantage. The firm expects to reach 6,000 tons of refining capacity by year-end, and heavy rare-earth separation facilities are scheduled to be commissioned by mid-year. That infrastructure gives potential competitors a steep uphill challenge. USA Rare Earth's Advantageous Operations and Government Investment Still Yield High Risk/Reward USA Rare Earth (NASDAQ: USAR) presents one of the highest risk/reward profiles among U.S. rare-earth firms. As of the latest quarter, the company is pre-revenue and reported net losses near $157 million, with management forecasting higher adjusted operating expenses. Those losses reflect heavy spending on infrastructure buildout and recent acquisitions, including Texas Mineral Resources Corp. (OTCMKTS: TMRC), announced in early March 2026. 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-system applications. Another advantage is the U.S. government's investment: a 10% equity stake that should provide capital and stability during the pre-revenue phase. Still, USA Rare Earth is early-stage, and while analysts see about 87% upside potential, the risks are substantial. Energy Fuels Offers Dual Focus on Rare-Earths and Uranium Diversified critical-minerals producer Energy Fuels Inc. (NYSEAMERICAN: UUUU) provides exposure to both uranium and rare earths. The company faces top- and bottom-line challenges: for 2025 it reported a loss of $0.38 per share, wider than $0.28 per share in 2024. However, production is accelerating and analysts are bullish. The company increased uranium mining, production, and sales last year, lowered unit costs year over year, and generated $48 million in uranium revenue. Investors focused on rare earths should note Energy Fuels is an early-stage rare-earth producer. In January 2026 the company reported positive feasibility results for a Phase 2 expansion into both light and heavy rare-earth elements. Its neodymium-praseodymium (NdPr) oxide capabilities are worth watching—NdPr is used to manufacture specialized magnets for electric and hybrid vehicles. | 
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