3 Rare Earth Stocks Racing to Go Downstream, and Who's Ahead
MP Materials (NYSE: MP), Energy Fuels (NYSEMKT: UUUU), and USA Rare Earth (NASDAQ: USAR) are competing for a bigger role in America's rare-earth supply chain. The bullish opportunity is moving downstream into processing and permanent magnets, where MP leads today, but its rivals could narrow the gap if ambitious expansion plans translate into qualified commercial output.
Stock prices used were the market prices of Aug. 31, 2026. The video was published on Sept. 16, 2026.
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends MP Materials. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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