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Further Reading from MarketBeat Can These 3 Rare Earth Stocks Gain From Iran War Disruption?Author: Nathan Reiff. Originally 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 have focused on oil prices and the potential disruption to global energy supplies. But looking only at energy risks missing another important consequence: the conflict could disrupt the rare-earth and critical minerals markets. According to estimates by the Iranian government, the country holds more than $27 trillion in mineral reserves. Further, with China still dominant in global rare-earth production, any closer alignment between China and Iran could further interrupt the flow of these materials to the United States and other markets. The U.S. does have domestic rare-earth producers, but it has historically relied heavily on imports. Notably, the U.S. military announced in late February that securing domestic rare-earth elements is a national security priority. The companies below may be best positioned to help meet that objective. MP Materials' Infrastructure and Scale Put It in a Leading Position For a moment… Forget about Trump's ties to Israel. Forget about reports of Iran's nuclear program. Because my research has led me to believe we're risking World War 3 with Iran for a completely different reason. Click here to find out what it is. There's a reason MP Materials Corp. (NYSE: MP) is one of the first names investors mention when discussing domestic rare-earth operations. The company is the largest producer in the western hemisphere and is the only fully integrated rare-earth producer in the United States. Fifteen of 16 Wall Street analysts covering the stock rate it a Buy. Despite a roughly 115% gain over the past year, consensus price targets imply about another 37% of upside. Supported by military financing and a price-floor arrangement for certain rare-earth metals, revenue grew 10% year-over-year in 2025, and the company swung to net income in the final quarter of the year, compared with a loss in the prior-year period. Adjusted EBITDA also improved markedly on a year-over-year basis in the most recent quarter. A central advantage for MP is scale. The firm expects to reach roughly 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 significant challenge. USA Rare Earth: High Risk, High Reward Supported by Government Investment USA Rare Earth (NASDAQ: USAR) presents perhaps the most pronounced risk/reward profile among U.S. rare-earth names. As of the latest quarter, the company was pre-revenue and reported net losses approaching $157 million, with management expecting higher adjusted operating expenses as buildout continues. Those losses reflect heavy investment in infrastructure and acquisitions, including the announced acquisition of Texas Mineral Resources Corp. (OTCMKTS: TMRC) in early March 2026. The TMRC deal is significant 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 important factor is substantial U.S. government support: the government acquired a roughly 10% equity stake in the firm, providing capital and a degree of stability during this pre-revenue phase. Still, investors attracted by the stock's 87% upside potential should remember the risks remain high. Energy Fuels: Exposure to Both Rare Earths and Uranium Diversified critical-minerals producer Energy Fuels Inc. (NYSEAMERICAN: UUUU) offers exposure to both uranium and rare-earth elements, giving investors participation in two strategic markets. The company faces some top- and bottom-line pressure: it posted a loss of $0.38 per share for 2025, wider than the $0.28 loss in 2024. At the same time, production is accelerating and analysts are generally bullish. Energy Fuels expanded uranium mining, production, and sales last year, lowered unit costs year-over-year, and generated $48 million in uranium revenue. Investors focused specifically on rare earths should note Energy Fuels is an emerging producer in that segment. In January 2026 the company announced positive results from a feasibility study for a Phase 2 expansion into both light and heavy rare-earth elements. Energy Fuels is worth watching for its neodymium-praseodymium (NdPr) oxide capabilities — NdPr is used to make high-performance magnets for electric and hybrid vehicles. | 
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