MP Materials

International Business and Trade Mining and Drilling

Critical Metals Stock Surges 103% Amid New China Trade Tensions

Critical Metals stock has surged 103% in two days as new China trade tensions create rare earth supply concerns. The mining company benefits from potential US government investment and sector focus.

Critical Metals stock is surging dramatically amid renewed US-China trade tensions, with shares skyrocketing 103% over just two trading days as investors bet on domestic rare earth suppliers. The mining company reached an intraday high of $30.48 on Tuesday while broader markets struggled, creating a remarkable divergence in stock performance across the materials sector.

Trade Tensions Fuel Rare Earth Stock Rally

by Natalie BrooksOctober 14, 2025November 2, 2025

International Business and Trade Mining and Drilling

U.S. Rare Earth Stocks Surge Amid Trade Dispute Over Critical Minerals

Rare earth mining stocks surged dramatically as U.S.-China trade tensions intensified over critical minerals. The Defense Department accelerates $1 billion stockpiling initiative while JPMorgan commits $10 billion to national security sectors. Market analysts see sustained momentum in domestic rare earth production.

U.S. rare earth mining stocks experienced dramatic gains in early trading Monday as trade tensions escalated between Washington and Beijing over critical minerals export controls. The surge followed President Donald Trump’s threats of retaliatory tariffs against China’s strict export restrictions on rare earth elements, highlighting the growing strategic importance of domestic supply chains for national security and advanced technologies.