On December 3, 2024, the ban on rare earth minerals was a retaliation of the United States to dilute US efforts to accelerate the specific technology of the computer, technology sector and aerospace category. In other words, exports of antimon, germanium, and gallium to the United States were immediately blocked. These are essential materials that China has a dominant position in processing and to produce semiconductors, solar power, optical fiber, ammunition, and electric vehicles (EVs).
Currently, this is a rare earth mining in the United States, the only active and produced in the United States owned by MP Materials Co. Mp。 There are three shares gained as President Trump is trying to strengthen the US supply chain, the rare earth elements, as demand rises.
NEO Performance Materials: Canadian rare earth processor
Canada -based NEO Performance Materials Inc. NOPMF Magnier phenches, chemicals, oxides, and rare metals of rare earth producers running in three segments. NEO’s performance is not a minor, but a processor.
They procure raw materials from other mining companies and process them into rare earth elements and metals.
There is a US problem: processing.
U.S. rare earth digging: The real task is in processing
In the United States, there are rare earth mines such as mountain pass in Sambar Nadino, Bearrodge in Wyoming, and Round Top in Texas, so the processing was the strictest part. The processing of rare earth is a complex process that includes multiple stages of separating individual rare earth elements and removing impurities. Some rare earth ore contains radioactive materials, which can generate dangerous waste and pollutants, causing environmental concerns. The most important thing is that it can be expensive and costly. Therefore, it is common to ship rare earth ore to China for processing.
Neo Performance owns one of the only rare earth processing facilities in Europe in Estonia. This not only makes US supply chains very vulnerable, but also in Europe. Recently, France and Sweden have built rare earth processing facilities, and Belgium’s Sorbay aims to supply up to 30 % of the permanent magnet needs by 2030. China is estimated to supply 95 % of European rare earth.
Adjustable EBITDA growth will increase by 50 % year -on -year.
NEO performance increased by 50 %, adjusted by $ 19.6 million, published in the third quarter. From the beginning of the year (YTD), the adjusted EBITDA rose to $ 43.7 million compared to $ 34.1 million. Adjusted EBITDA YTD margins have increased to 12.8 % from the previous year to 12.8 %.
Rahim Sulemon of Neo Performance CEO commented: Rare metal business units reconfirm their business strategies and approaches. The company has also raised $ 30 million cash from recent asset disposal.
25 % of Trump in Canada can be a problem
Trump’s intention to collect 25 % of tariffs in Canada and Mexico from February 1, 2025 may hinder the relationship. It can also increase the cost of rare earth materials in the United States, which will further affect the supply chain.
Lynas: Rare earth mining workers and processor down
In addition, there is Lynas Rare Earths LTD across the Pacific Ocean in Australia. lyscf。 From Australia and Malaysia’s mount welding projects and Kalgulie projects, extraction, and processes.
The company is trying to expand the mine. Kalgoorlie was recently entrusted in November 2024, but the mine expansion in the mount welding has not yet been completed. Linus is under construction of rare earth processing facilities in Texas, USA. This is one way to bypass the future tariff.
The harsh year of the rare earth of 2024
Despite the tension with China, the price setting of rare earth elements was weak in 2024, and demand did not move the needle. As a result, Lynas fell from $ 739 million to $ 463 million in view of a rapid decrease in revenue, and net income sank from $ 311 to $ 85 million in 2023.
2025 can be an unstable year
President Trump targeted a deadline for collecting 25 % tariffs in Canada and Mexico on February 1, 2025 and a 10 % tariff on importing China. As China did on December 4, 2025, they were able to retaliate again with further restrictions or ban on rare soil. Such movements can increase the mineral prices of rare earth and strengthen Linus stock prices in the growing demand.
Pilbara: The possibility of this lithium minor in Australia
Meanwhile, Pilbaraminerals Limited Pilbf It is a major player in the lithium industry and may be a rare earth mining.
Pilbara is 100 % interested in the Pilgangan Alitium Tantarium Project in West Australia.
This is one of the largest hard lock lithium deposits on the earth, producing sponsen concentrates and tantalite concentrates.
It is known that this area has a rare earth. As a result, if President Trump eliminates the delegation of the US electric vehicle (EV), the demand of lithium collapses, which will be a potential source of rare earth minerals.
“When China strengthens the exports of rare soil, these three shares focus on it,” first appeared on MarketBeat.
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