On October 10, 2025, US rare earth stocks experienced a strong rebound, becoming the market's focal point this week. According to market data, Critical Metals Corp (CRML.US) saw its stock price soar to a peak of $19.25 this week, with a weekly increase of more than 500%. The trading volume surged to 579 million shares. Technically, the stock has gained over 10 times since its low of $1.23 at the beginning of the year, becoming the leader in the rare earth sector of US stocks in 2025.

(Source: uSMART HK app)

Looking back at the year’s performance, CRML.US has been on an upward trajectory since early 2025, with continuous capital inflow pushing its stock price steadily higher along the 5-week and 20-week moving averages. In the third quarter, with rising rare earth prices and the implementation of key US domestic mineral policies, the sector’s sentiment was fully ignited. Technical analysis shows that the stock price has broken through its long-term resistance zone, with increasing trading volume, indicating that institutional capital is still actively positioning.

Overview of US Rare Earth Stocks and Market Structure

Rare Earth Elements (REE) are critical materials for the production of electric vehicles, wind turbines, precision electronics, and military equipment, often referred to as "industrial gold in the new energy era."

In the US stock market, rare earth concept stocks are mainly concentrated in three areas: mineral mining, separation and purification, and supply chain materials. The following is an overview of key representative companies:

The US and its allies are accelerating the establishment of an independent rare earth supply system to reduce reliance on a single market. Meanwhile, the expansion of green energy and AI high-end chip industries is continuously driving the demand for rare earths.

Outlook: The Rare Earth Market May Enter a New Structural Bull Market

The rare earth industry chain is expected to enter a new growth cycle driven by policy support, technological breakthroughs, and supply restructuring. Multiple institutions forecast that global demand for rare earths will grow by more than 35% by 2026, with the fastest growth in demand for neodymium-iron-boron magnets and rare earths used in new energy motors. The supply chain security policies in the US and Europe will continue to provide valuation support and capital pursuit for related listed companies.

For investors, the rare earth sector presents a mix of high volatility and high growth. Short-term adjustments may occur, but the long-term fundamentals remain solid. The strong performance of CRML.US is not only a signal of individual stock performance but also a sign that the rare earth industry is once again becoming the focus of global capital.