Rarely -earth reserves come up among China B.A. News ad

The ban in China of rare earth minerals on December 3, 2024 was a response step aimed at diluting the United States efforts to accelerate certain technologies in the computer and technological sector and aerospace sector. Namely, the Chinese export of Surma, Germany and Gaul in the United States were immediately cut off. These are materials that China has a dominant position in processing and are necessary for the production of semiconductors, solar panels, fiber -optimization, ammunition and electric vehicles (EV).

This is currently the only active and producing rare -earth mines in the United States, belonging MP Materials Co. NYSE: MPThe field since President Trump seeks to support the supply chain of the United States of these rare -earth elements, these are three shares that can be obtained for them, since demand rises for them.

Neo Performance Materials: Canadian processor with rare earth

Is based from Canada, Neo Performance Materials Inc. OTCMKTS: Nopmf He is a manufacturer of rare -earth resources operating in three segments: magnec, chemicals and oxides and rare metals. Neo performance is not a miner, but a processor.

They seek raw materials from other mining companies and process them in rare earth elements and metals.

This is the problem in the United States: Processing.

Rarely -Earth production in the USA: this problem is to process

The processing was the most complex part, since the United States has rare -earth mines, such as Mountain Pass in San Bernadino, Bear Lodge in Weyoming and a round peak in Texas. Processing of rare -earth elements is a complex process that includes several stages of separation of individual rare -earth elements from each other and removal of impurities. It can generate hazardous waste and pollutants, causing environmental problems, since some rare earth ores contain radioactive materials. The most important thing is that it can be expensive and appropriate, so it is usually to send rare earth ores to China for processing.

Neo Performance owns one of the only means for treating rare earth land in Europe located in Estonia. This makes not only the united states supply chain extremely fragile, but also in Europe. Recently, France and Sweden built funds for the processing of a rare earth system, and in Belgium Solvay seeks to satisfy up to 30% of Europe’s needs in permanent magnets by 2030. According to estimates, China will provide 95% of the rare earth lands in Europe.

Growing adjusted EBITDA by 50% year

Neo Performance published the adjusted EBITDA in the quarter of 2024 in the amount of $ 19.6 million. USA, increasing by 50% year. Based on the year (YTD), adjusted EBITDA increased to 43.7 million dollars. USA compared to $ 34.1 million. USA. The adjusted EBITDA YTD margin increased to 12.8%, which is 510 bits / s from the previous year.

Neo Performance, General Director Rakhim Suleman commented: “Neo is glad to report another solid quarter, with adjusted EBITDA, by about 50% compared to last year until 19.6 million dollars. And business departments of rare metals confirm our business strategy and approach. ” The company also raised $ 30 million in cash from recent assets.

25% Trump tariffs for Canada may be a problem

President Trump’s intention to levy 25% of the tariffs for Canada and Mexico, starting on February 1, 2025, may impede relations. It can also increase the costs of rare -earth materials entering the United States, which will further affect its supply chain.

Lynas: rarely -earth miner and processor below under

Further through the Pacific Ocean, located in Australia, is located Lynas Mare Earths Ltd. OTCMKTS: LyscfThe Lynas Mines field, extracts and processes of rare -earth minerals from the Mount Weld project and Kalgoorlie project in Australia and Malaysia.

The company tried to expand its mines. Kalgoorlie was recently ordered in November 2024, while the expansion of the mine on the Weld Mountain was still not completed. Lynas is in the process of constructing rare -earth processing in Texas, the USA, which is one of the ways to bypass future tariffs.

Rough year for rare earth in 2024

Despite the tension with China, in 2024 the pricing of rare earth elements was weak, and demand did not move the needle. This led to a sharp decrease in Lynas income, decreasing to $ 463 million. USA with $ 739 million. USA, and net profit plunges up to $ 85 million. USA from 311 million dollars. USA in 2023. However, Lynas was still profitable, earned 9 cents per share in 2024.

2025 may be an unstable year

President Trump aimed on February 1, 2025 as an extreme period of levy of 25% of tariffs for Canada and Mexico and 10% tariff for Chinese imports. Like China on December 4, 2025, they could again take revenge with further restrictions or prohibitions on rare land. Such a step will become a knee record rare earth mineral higher and potentially increase the price of Linas shares against the background of growing demand.

Pilbara: rare -earth potential for this lithium -shahter in Australia

While Pilbara Minerals Ltd OTCMKTS: Pilbf It is a large player in the lithium industry, there is a rare prey.

Pilbara owns 100% interests in the Pilgangoora Lithium-Tantalium project in Western Australia.

This is one of the largest hard-rock literary deposits on the globe, creating a spadumen concentrate and tantalite concentrate.

It is known that the region has rare earth potential. This makes them a potential source of rare -earth minerals, especially if the demand for lithium collapses from the fact that President Trump eliminates the mandate for an electric car (EV) in the United States.

Before considering the minerals of Pilbara, you will want to hear it.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before the wider market wins … and Pilbara minerals were not on the list.

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View five shares here