Speculative Stocks on the Rise – USA Rare Earth Jumps on Board. Equity Interests in Companies in the Critical Minerals Sector Expected to Become "the Norm."

On Thursday (December 4), speculative stocks surged one after another. Among them was the stock of USA Rare Earth (USAR;i). The company pursues a fully integrated "Mine-to-Magnet” business model along the entire value chain. China dominates the global rare-earth market with over 90% of production and processing, which the USGS rates as the highest supply-chain risk – particularly for samarium as critical mineral number 1 for defense and medical applications. Current trends are driving a massive reshoring effort: The US government supports this...