Every month we host a Stock Battle on our X page between two competing companies. Which one is the favorite of our followers? And find out which one we believe has the stronger fundamentals.
This round brings you Lynas Rare Earths vs. MP Materials — the two leading players in the Western world powering the rare earths race ⛏️⚡
Both stocks have risen incredibly this year — Lynas +212% and MP Materials +437% 🚀 — driven by strong demand for critical minerals used in EVs, wind turbines, and advanced chips.
As countries rush to build supply chains outside China, rare earth stocks are red-hot this year 🔥
Who wins the race for rare earth dominance? 🌍
Lynas Rare Earths and MP Materials play a crucial role in building the West’s rare earth supply chain.
Lynas Rare Earths, founded in Australia in 1983, has spent decades building expertise in mining and processing critical minerals like neodymium and praseodymium — essential for EV motors, wind turbines, and advanced electronics. It’s one of the few rare earth processors outside China, making it an important link in the global supply chain and a key supplier for the clean-tech industry.
MP Materials, founded in 2017, restarted production at the historic Mountain Pass mine in California — once the world’s largest source of rare earths. The company has since become the main producer in the United States and is expanding beyond mining into refining and magnet manufacturing. Its goal is to create a fully integrated rare earth supply chain within the U.S., supporting the growing demand from EV and clean-energy industries.
Both companies are essential to reducing the world’s dependence on China for critical minerals — materials needed to build EVs, wind turbines, and advanced chips.
We asked our followers which company they believe has the stronger long-term potential and one stood out:
With 65% of the votes, you crowned MP Materials as the winner of this stock battle! 👑
Curious which company we believe has the stronger fundamentals — and how they score on our 0 – 100 fundamental scoring model?
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