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  Published in Stocks and Investing on Monday, October 6th 2025 at 14:18 GMT by Business Insider

The race to secure the world’s “critical” metals is heating up, and investors are watching the supply‑chain drama closely.
Business Insider’s October 2025 article dives into the booming market for rare‑earth elements—those small, highly reactive metals that give modern technology its edge. From wind‑turbine magnets to electric‑vehicle batteries, the demand for rare‑earths (neodymium, dysprosium, praseodymium, terbium, and others) is growing faster than supply can keep up. The piece frames the situation as a “critical‑metals stock” opportunity, spotlighting the handful of publicly traded companies that stand to benefit most.

Why rare‑earths matter

Rare‑earth elements (REEs) aren’t actually rare in the Earth’s crust; what’s rare is the economic extraction of them. They are essential to high‑performance magnets, catalysts, phosphors, and advanced batteries. The article explains that the United States and Europe are trying to reduce dependence on China, which controls roughly 80 % of global REE production and 70 % of downstream processing. China’s dominance has become a strategic vulnerability, especially as the world accelerates its shift to clean energy.

The piece highlights that REEs are now on the list of “critical minerals” that the U.S. government has earmarked for a supply‑chain review. Congress has even introduced legislation to create a national “critical minerals strategy,” including incentives for domestic mining and processing.

The stocks at the center of the story

Carmot Rare Earths (CRML). The article calls CRML “the darling of the rare‑earth sector.” The London‑listed company is a U.S.‑based miner with a joint venture in China that aims to build a “green” production facility. Its focus is on neodymium and praseodymium—key constituents of permanent magnets. The Insider piece notes that CRML’s 2025 earnings guidance is already up 30 % compared with the same period a year ago, and analysts are betting that the company will win more of China’s “green” mining contracts.

MP Materials (MP). Another focal point is MP Materials, the U.S. owner of the Mountain Pass mine in California, which is the only domestic rare‑earth mine in the world. The article cites the company’s recent attempt to acquire the Canadian Rare‑Earths Company, an effort that would expand its processing capacity and secure a foothold on the Canadian supply chain.

Lynas Corporation (LYC). The Australian company is highlighted for its near‑shore processing facility in Malaysia. Lynas is the only non‑Chinese REE producer that processes the ore into high‑purity products. The article points out that Lynas has recently won a contract to supply rare‑earths for a U.S. defense project, underscoring the strategic angle.

Newmont Corporation (NEM). While primarily a gold miner, Newmont is mentioned for its planned acquisition of a U.S. rare‑earth processing plant. The article suggests that the move could diversify Newmont’s commodity portfolio and tie it into the growing “green” economy.

Supply‑chain bottlenecks and geopolitical flashpoints

The Insider piece spends a good deal of space explaining the complex journey of a rare‑earth element from ore to finished product. Mining is only the first stage; the ore must be crushed, separated, and then refined—processes that require sophisticated chemistry and generate significant waste. Because China controls the majority of both mining and refining, it has a near‑total hold over the entire chain.

The article references a 2024 report from the U.S. Congressional Research Service that warns about “inadequate domestic capacity” and the potential for supply disruptions. It also notes that the U.S. Treasury has issued a “critical minerals” list, which is a pre‑emptive measure to identify which materials should be targeted for domestic production.

In the geopolitical arena, the piece discusses the “China‑US rivalry” over critical minerals. The U.S. has introduced the “Critical Minerals Act” which offers tax incentives to domestic REE producers, but the real challenge remains the cost of mining and refining. Meanwhile, China has announced plans to build new processing facilities, and its state‑owned enterprises have been investing heavily in the “green” transition.

What investors should look for

The article outlines several key indicators that might signal a winning play in the critical‑metals space:

1. Mining-to-processing pipeline – Companies that can mine and refine domestically avoid the bottleneck that keeps prices high.
2. Strategic contracts – Deals with governments, defense ministries, or major tech firms can lock in long‑term demand.
3. Regulatory momentum – Legislation that supports domestic critical‑metal production can lower barriers to entry.
4. Environmental compliance – As REE production is notoriously polluting, firms that adopt cleaner technologies could win “green” subsidies.

The Insider piece concludes that while the market is still highly volatile, the long‑term trajectory favors companies that can close the supply‑chain gap. It urges investors to keep an eye on earnings calls, new mining permits, and any policy changes in the U.S. and China.

Bottom line

Business Insider’s article paints a picture of a rapidly evolving market in which rare‑earth metals have moved from niche to strategic. The combination of booming demand, geopolitical risk, and a fragmented supply chain creates a fertile ground for investors who can spot companies that combine mining prowess with advanced processing. CRML, MP, Lynas, and Newmont are just a few names that the piece identifies as front‑line candidates in this race to secure the world’s “critical” metals. For those willing to navigate the mine‑to‑markets complexities, the sector promises both opportunity and volatility in equal measure.