3 Rare Earth Stocks Racing to Go Downstream, and Who's Ahead
America's rare-earth build-out is moving beyond the mine. See how three companies compare on magnets, processing, customers, capital needs, and the execution hurdles that could decide the winners.
Overview
MP Materials (NYSE: MP), Energy Fuels (NYSEMKT: UUUU), and USA Rare Earth (NASDAQ: USAR) are competing for a bigger role in America's rare-earth supply chain. The bullish opportunity is moving downstream into processing and permanent magnets, where MP leads today, but its rivals could narrow the gap if ambitious expansion plans translate into qualified commercial output.
Stock prices used were the market prices of Aug. 31, 2026. The video was published on Sept. 16, 2026.
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Originally published at www.fool.com.
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