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News  ›  Benzinga

Critical Metals' 100% Run Puts Rare Earth Stocks In Play For 2026's Top Trade

Benzinga Logo Benzinga By Erica Kollmann
Critical Metals' 100% Run Puts Rare Earth Stocks In Play For 2026's Top Trade

Rare earth stocks are experiencing a significant bull run in early 2026, driven by geopolitical tensions and the Trump administration's focus on mineral sovereignty and reducing dependence on China. Critical Metals has surged 100% year-to-date, while other domestic rare earth producers and related ETFs have also rallied substantially. Key catalysts include Trump's interest in acquiring Greenland for its mineral resources and China's tightening of rare earth export restrictions, signaling the sector's critical importance to U.S. national security.

Insights
HPE   positive

Viewed the platform as enabling faster, smarter, and more secure infrastructure


CRML   positive

Stock has surged 100% since the beginning of 2026, described as the 'breakout star' in the sector, driven by investor interest in its Tanbreez project in Greenland and government focus on mineral sovereignty.