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Just For You Can These 3 Rare Earth Stocks Gain From Iran War Disruption?Authored by Nathan Reiff. Article 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 navigate what could be a potentially devastating impact on global energy supplies. But those who overlook the conflict's wider implications may miss potential disruptions to 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, with China continuing to dominate global rare-earth resources, any closer alignment between China and Iran could further disrupt the flow 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 meet that objective. MP Materials' Infrastructure and Growth Trajectory Put It in a Dominant Position After nearly five decades on Wall Street, Louis Navellier says a major currency shift is already underway - and the wealthiest Americans, including Musk, Zuckerberg, and Ellison, are quietly moving money out of dollars and into a different type of asset entirely. It's not bitcoin or any other crypto. Navellier has identified 7 companies he believes are positioned at the center of this trend - the last time he spotted a setup like this, Nvidia climbed as high as 10,000%. Watch Navellier's urgent briefing and get all 7 company names There's a reason MP Materials Corp. (NYSE: MP) is one of the first names that comes to mind for domestic rare-earth operations—it's the largest producer of these minerals in the western hemisphere and one of the few fully integrated producers in the United States. MP remains a solid Buy, with 15 of 16 Wall Street analysts rating the shares favorably. Despite a roughly 115% gain over the past year, average price targets still imply about 37% upside. Supported by military financing and a price-floor agreement on certain rare-earth metals, MP's revenue rose 10% year over year in 2025, and the company swung to net income in the final quarter of the year after a loss a year earlier. Adjusted EBITDA also improved substantially year over year in the latest quarter. Scale is a critical advantage for MP. The company expects to reach 6,000 tons of refining capacity by the end of the year, and heavy rare-earth separation facilities are scheduled to be commissioned by mid-year. That level of infrastructure gives potential competitors a significant hurdle to overcome. USA Rare Earth's High-Risk, High-Reward Profile USA Rare Earth (NASDAQ: USAR) presents one of the highest risk/reward profiles among domestic rare-earth firms. As of the latest quarter, the company is pre-revenue and reported nearly $157 million in net losses, with management expecting higher adjusted operating expenses as buildout continues. Those losses largely reflect major investment in infrastructure and acquisitions, including the early-March 2026 deal for Texas Mineral Resources Corp. (OTCMKTS: TMRC). The TMRC acquisition is particularly 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 for defense applications. Another potential tailwind is a significant government stake: the U.S. government acquired a 10% equity position in the company, providing capital and a degree of stability during this pre-revenue phase. Still, USA Rare Earth's early-stage status means upside—analysts point to about 87% potential—comes with commensurate risk. Energy Fuels Offers Exposure to Both Rare Earths and Uranium Diversified critical-minerals producer Energy Fuels Inc. (NYSEAMERICAN: UUUU) provides exposure to both uranium and rare earths, giving investors a way to play two essential markets through a single company. The firm reported a loss per share of $0.38 for 2025, wider than the $0.28 loss in 2024. Production, however, is accelerating, and analysts are generally bullish. The company increased uranium mining, production, and sales last year while reducing unit costs year over year and generating $48 million in uranium revenue. For investors focused specifically on rare earths, Energy Fuels remains an early-stage player in that segment. In January 2026 the company reported positive results from a feasibility study for a Phase 2 expansion into light and heavy rare-earth elements. Energy Fuels' neodymium-praseodymium (NdPr) oxide capabilities are particularly noteworthy because NdPr is used to make specialized magnets for electric and hybrid vehicle motors. | 
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