Top Rare-Earths Stocks Poised to Ride the U.S. Reshoring Wave

MP Materials and USA Rare Earth are positioned to benefit from U.S. government efforts to reshore rare-earth magnet production and reduce dependence on Chinese suppliers. Recent developments include a major DOD partnership with MP Materials securing a 10-year price floor and $1.55 billion in commitments, plus a $500 million Apple supply agreement. However, both companies face significant risks and reshoring success is not guaranteed.