Global inflation expectations in the US have ticked higher, and that keeps energy prices and supply security in sharp focus. Rare earth metal stocks sit right in the middle of this story, because these minerals feed directly into clean energy systems and advanced electronics that can face cost pressure when inflation stays sticky. This article highlights three rare earth metal stocks from our screener that offer targeted exposure to this theme.

The three rare earth metal stocks profiled below are just a sample. The full screen surfaced 25 more companies with equally compelling narratives that are not covered here. If you want to go deeper into this theme right now, use the Rare Earth Metal Stocks screener to identify, compare, and analyze the rare earth metal stocks that best fit your own conviction and risk profile.

MP Materials (MP)

Overview: MP Materials is a fully integrated rare earth producer that mines and processes rare earths at its Mountain Pass facility in California and then turns them into high performance NdFeB magnets for use in electric vehicles, defense systems, and advanced electronics. The company operates through two main segments, Materials and Magnetics, giving it exposure across the supply chain from ore to finished magnets.

Operations: MP Materials generates most of its revenue from the Materials segment at about US$286 million, with the Magnetics segment contributing about US$79 million and a segment adjustment of about US$9 million.

Market Cap: US$10.46b

Investors watching rare earths may pay close attention to MP Materials because it sits at the center of US efforts to secure domestic supply of high value magnets for EVs, defense, and tech hardware. Government backed contracts, including Department of Defense support and a multi year Apple agreement, provide clearer revenue visibility and help support the ramp up of the 10X magnet plant and recycling projects. At the same time, the stock carries risks related to customer concentration, ongoing losses, insider selling, and execution challenges as it scales downstream processing. For investors interested in the mine to magnet theme with strong policy support and who are comfortable with these trade offs, MP Materials is a company that may warrant further research.

MP Materials appears to be a critical rare earth linchpin for US supply, yet the real story lies in how its contracts, losses, and customer concentration fit together. Get the 3 key rewards and 1 important warning sign

Build your rare earths stock shortlist

MP Materials and the other two rare earth stocks in this article all surfaced using a single screener, but your edge comes from tuning the filters to your own style. Use our flexible Screener to combine fundamentals, risks and growth filters into your own shortlist, or tap into our curated Investing Ideas for ready made starting points.

USA Rare Earth (USAR)

Overview: USA Rare Earth is a Stillwater based miner and processor of rare earths and other critical minerals. The Round Top Mountain project in Texas is intended to feed planned mine to magnet supply chains that serve aerospace, defense, semiconductors, data centers, physical AI, energy and mobility customers across the US, Europe and Asia.

Market Cap: US$4.89b

USA Rare Earth sits at the heart of efforts to build rare earth capacity outside Asia, which is why the recent selection for up to US$19.3 million of Department of Energy funding for a pilot REE separations project matters. The company is pursuing an integrated mine to magnet model, with the Round Top project, Serra Verde and Carester deals and a new South Carolina magnet plant targeting initial magnet sales by late 2026. At the same time, USA Rare Earth remains relatively small, with about US$6 million in quarterly revenue, ongoing losses, a short cash runway and higher debt reliance. Investors may wish to weigh these factors against funding, dilution and leadership transition risks that are still playing out.

USA Rare Earth is racing to build a full mine to magnet chain while still relying on modest revenue and more debt. Get the 2 key rewards and 3 important warning signs (2 are major!) to see how that growth plan could still surprise investors.

Lynas Rare Earths (ASX:LYC)

Overview: Lynas Rare Earths is an Australian based producer that mines rare earth ore at Mt Weld, processes it in Western Australia and Malaysia, and sells a mix of light and heavy rare earth materials used in magnets, electronics, and other advanced applications.

Operations: Lynas Rare Earths currently generates all of its A$715.89 million in revenue from its Rare Earth Operations segment.

Market Cap: A$16.47 billion

Lynas Rare Earths sits at the centre of Western efforts to secure rare earth supply outside China, with integrated mining and processing assets and a focus on high value magnet materials that tie directly into electrification and defense demand. Some analysts highlight potential for revenue and earnings growth, but that view depends on smooth expansion of its Kalgoorlie and Malaysian plants, ongoing policy support and no major disruption from regulatory scrutiny such as Malaysia’s current review of its Pentagon related supply. The stock also comes with valuation questions, a relatively low current ROE and a capital structure that leans on higher risk funding sources, which gives you several factors to consider when evaluating how it fits into your rare earths watchlist.

Revenue at Lynas Rare Earths is already substantial, yet the bigger story could be what comes next. Get the analyst forecasts for Lynas Rare Earths and see how policy support and expansion plans might be masking one crucial twist.

Seeking Fresh Alternatives Beyond Rare Earths

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• Identify early-stage growth in critical infrastructure by screening with the 40 power grid technology and infrastructure stocks while these operators are still priced as ordinary utilities.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.