Rare Earths Market Fluctuates: Stock Prices Plummet as Export Restrictions Ease
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 27 2025
0mins
Should l Buy UAMY?
Source: Benzinga
Market Reaction to China’s Export Controls: Rare earth and critical mineral stocks fell sharply due to expectations that China may pause its export control measures, with significant declines in companies like MP Materials and USA Rare Earth.
U.S.-China Trade Deal Developments: Treasury Secretary Scott Bessent announced that a trade deal has been drafted between the U.S. and China, potentially averting the threat of 100% tariffs on Chinese imports set for November 1.
Temporary Easing of Export Restrictions: Reports indicate that Chinese regulators may temporarily ease enforcement of export restrictions, leading to a pullback in rare-earth mining stocks, although this may not resolve underlying tensions in resource management.
Future Market Implications: While a pause in China's export controls may alleviate immediate market concerns, ongoing demand for EVs and renewable energy could strain supply chains, benefiting domestic producers as the U.S. invests in mining and processing initiatives.
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Analyst Views on UAMY
Wall Street analysts forecast UAMY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UAMY is 10.00 USD with a low forecast of 9.75 USD and a high forecast of 10.25 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 7.470
Low
9.75
Averages
10.00
High
10.25
Current: 7.470
Low
9.75
Averages
10.00
High
10.25
About UAMY
United States Antimony Corporation is engaged in the production and sale of antimony, precious metals, primarily gold and silver, and zeolite products. The Company has two reportable segments: antimony and zeolite. Its antimony segment consists of its facility located in the Burns Mining District of Sanders County in Montana that processes ore primarily into antimony oxide, antimony metal, antimony trisulfide, and precious metals, and its two facilities in its US Antimony de Mexico, S.A. de C.V. (USAMSA) subsidiary located in Mexico that process ore primarily into antimony metal and a lower grade of antimony oxide. Its zeolite segment includes its vertically integrated Bear River Zeolite (BRZ) facility located in Preston, Idaho that mines, processes, and sells zeolite. Its zeolite has been used in soil amendment and fertilizer, water filtration, and sewage treatment. The Company also operates Fostung Tungsten Property located near Sudbury, Ontario, Canada, near the town of Espanola.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Share Price Surge: Shares of U.S. rare earth miners rose in pre-market trading following President Trump's announcement of a $12 billion critical mineral reserve, indicating a positive market response to the initiative.
- Project Context: Known as Project Vault, this critical mineral reserve aims to counter China's dominance in rare earth minerals, protecting U.S. tech firms and automakers from supply shocks while reducing reliance on Chinese resources.
- Funding Structure: The plan combines $2 billion in private funding with a $10 billion loan from the U.S. Export-Import Bank, with Trump stating that American taxpayers are expected to profit from the interest on the loan, highlighting the project's potential economic benefits.
- National Security Strategy: The new reserve is modeled after existing strategic petroleum and critical stockpiles, intended to support U.S. industry and prevent future supply disruptions, thereby enhancing national security and economic resilience.
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- Rare Earth Stocks Surge: President Trump's plan to launch a $12 billion strategic stockpile of critical minerals to reduce reliance on China has led to a rise in US rare earth stocks, with USA Rare Earth up over 12% and United States Antimony Corp up over 6%, indicating a positive impact from supportive policies on the sector.
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- Chip Stock Rebound: The S&P 500 index rose by 0.25% as chip makers and AI infrastructure stocks rebounded from last Friday's losses, indicating a renewed market confidence in tech stocks that could drive overall market gains.
- Rare Earth Stocks Surge: President Trump's plan to launch a $12 billion strategic stockpile of critical minerals to reduce reliance on China has led to a surge in US rare earth stocks, with USA Rare Earth up over 9%, highlighting the positive impact of policy support on related industries.
- Energy Stocks Under Pressure: WTI crude oil prices fell by more than 4% due to easing geopolitical risks, putting pressure on energy producers like ConocoPhillips and Chevron, which saw declines of over 2%, reflecting market concerns about energy demand.
- Weakness in China's Economy: China's January manufacturing PMI unexpectedly dropped to 49.3, indicating signs of economic slowdown, with the Shanghai Composite Index falling over 2%, which could negatively impact global growth prospects, prompting investors to closely monitor upcoming data.
See More
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- Reducing Reliance on China: This decision contradicts the administration's strategy to reduce dependence on Chinese rare-earth production, which is crucial for defense, electronics, and clean energy technologies, as the lack of price guarantees poses greater challenges for U.S. projects.
- Technical Analysis: Despite a short-term decline of 18.23% to $13.96, the long-term trend remains bullish, with the 50-day moving average crossing above the 200-day moving average, indicating a strong upward trajectory with a 78.06% gain over the past year.
- Market Caution Signals: Currently, CRML's stock is at 42.2% of its 52-week range, closer to highs than lows, suggesting a relatively strong position; however, the absence of clear support and resistance levels necessitates vigilance for potential reversal signals.
See More
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- Policy Shift Impact: The Trump administration informed industry leaders that future rare earth projects must demonstrate “financial independence” without federal price supports, marking a significant reversal from last year's aggressive rhetoric, which could undermine the competitiveness of the U.S. rare earth supply chain.
- Market Reaction: The news triggered a steep sell-off in rare earth and critical minerals stocks, with companies like MP Materials and U.S. Antimony experiencing significant declines, reflecting strong market concerns over policy uncertainty that may affect investor confidence.
- Industry Pushback: MP Materials labeled the report as “fake news” on social media, emphasizing that its existing government contract, which includes a price floor of $110/kg, remains intact, demonstrating the company's determination to counter misleading narratives and protect its interests.
- Clarification Controversy: Following the report's publication, Reuters edited the content, initially implying that existing agreements were being rescinded, later clarifying that the pivot applies only to future projects, raising questions among industry observers about the media's influence on market sentiment.
See More
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- Microsoft Performance Decline: Microsoft (MSFT) shares fell over 5% in pre-market trading due to disappointing quarterly results, despite a 39% growth in Azure cloud revenue and a 66% increase in capital expenditures, highlighting a tension between significant AI investments and market concerns.
- AI Investment Confidence: CEO Satya Nadella reassured investors that Microsoft's AI business has surpassed some major franchises, indicating strong future growth potential, especially as cloud orders exceed capacity, despite fears of an AI bubble.
- Mineral Stocks Drop: Stocks like MP Materials and United States Antimony Corp fell nearly 10% in early trading after the U.S. government walked back plans to guarantee minimum prices for critical minerals, reflecting a negative impact on market confidence due to policy shifts.
- Consumer Spending Shift: Tractor Supply (TSCO) dropped over 5% after reporting results below expectations, citing a shift in consumer spending as net income remained flat year-over-year, indicating pressure on the retail sector from the current economic environment.
See More
U.S. Rare Earth Miners' Shares Rise on New Reserve Plan
- Share Price Surge: Shares of U.S. rare earth miners rose in pre-market trading following President Trump's announcement of a $12 billion critical mineral reserve, indicating a positive market response to the initiative.
- Project Context: Known as Project Vault, this critical mineral reserve aims to counter China's dominance in rare earth minerals, protecting U.S. tech firms and automakers from supply shocks while reducing reliance on Chinese resources.
- Funding Structure: The plan combines $2 billion in private funding with a $10 billion loan from the U.S. Export-Import Bank, with Trump stating that American taxpayers are expected to profit from the interest on the loan, highlighting the project's potential economic benefits.
- National Security Strategy: The new reserve is modeled after existing strategic petroleum and critical stockpiles, intended to support U.S. industry and prevent future supply disruptions, thereby enhancing national security and economic resilience.
See More
US Stocks Rise as Chip and Rare Earth Stocks Rebound
- Market Recovery: The S&P 500 index rose by 0.39%, the Dow Jones Industrial Average increased by 0.84%, and the Nasdaq 100 climbed by 0.64%, reflecting positive market sentiment driven by strong economic signals, particularly following the expansion of the manufacturing index.
- Rare Earth Stocks Surge: President Trump's plan to launch a $12 billion strategic stockpile of critical minerals to reduce reliance on China has led to a rise in US rare earth stocks, with USA Rare Earth up over 12% and United States Antimony Corp up over 6%, indicating a positive impact from supportive policies on the sector.
- Energy Stocks Under Pressure: WTI crude oil prices fell by more than 4%, primarily due to easing geopolitical risks, putting pressure on energy producers, with companies like ConocoPhillips and Chevron seeing declines of over 2%, reflecting market concerns about energy demand prospects.
- Cryptocurrency Market Retreats: Bitcoin prices dropped over 7% to a 9.75-month low, leading to widespread declines in cryptocurrency-related stocks, with Galaxy Digital Holdings down more than 4%, highlighting a weakening market confidence in crypto assets.
See More
US Stocks Rise Slightly as Chip Stocks Rebound
- Chip Stock Rebound: The S&P 500 index rose by 0.25% as chip makers and AI infrastructure stocks rebounded from last Friday's losses, indicating a renewed market confidence in tech stocks that could drive overall market gains.
- Rare Earth Stocks Surge: President Trump's plan to launch a $12 billion strategic stockpile of critical minerals to reduce reliance on China has led to a surge in US rare earth stocks, with USA Rare Earth up over 9%, highlighting the positive impact of policy support on related industries.
- Energy Stocks Under Pressure: WTI crude oil prices fell by more than 4% due to easing geopolitical risks, putting pressure on energy producers like ConocoPhillips and Chevron, which saw declines of over 2%, reflecting market concerns about energy demand.
- Weakness in China's Economy: China's January manufacturing PMI unexpectedly dropped to 49.3, indicating signs of economic slowdown, with the Shanghai Composite Index falling over 2%, which could negatively impact global growth prospects, prompting investors to closely monitor upcoming data.
See More
Trump Administration Abandons Mining Price Support Plan
- Withdrawal of Price Support: The Trump administration has abandoned the price support plan for U.S. critical mining projects due to limited congressional funding, meaning future projects will need to secure financing independently, which could hinder competitiveness in the mining sector.
- Reducing Reliance on China: This decision contradicts the administration's strategy to reduce dependence on Chinese rare-earth production, which is crucial for defense, electronics, and clean energy technologies, as the lack of price guarantees poses greater challenges for U.S. projects.
- Technical Analysis: Despite a short-term decline of 18.23% to $13.96, the long-term trend remains bullish, with the 50-day moving average crossing above the 200-day moving average, indicating a strong upward trajectory with a 78.06% gain over the past year.
- Market Caution Signals: Currently, CRML's stock is at 42.2% of its 52-week range, closer to highs than lows, suggesting a relatively strong position; however, the absence of clear support and resistance levels necessitates vigilance for potential reversal signals.
See More
Trump Administration's Policy Shift on Rare Earths Shakes Market
- Policy Shift Impact: The Trump administration informed industry leaders that future rare earth projects must demonstrate “financial independence” without federal price supports, marking a significant reversal from last year's aggressive rhetoric, which could undermine the competitiveness of the U.S. rare earth supply chain.
- Market Reaction: The news triggered a steep sell-off in rare earth and critical minerals stocks, with companies like MP Materials and U.S. Antimony experiencing significant declines, reflecting strong market concerns over policy uncertainty that may affect investor confidence.
- Industry Pushback: MP Materials labeled the report as “fake news” on social media, emphasizing that its existing government contract, which includes a price floor of $110/kg, remains intact, demonstrating the company's determination to counter misleading narratives and protect its interests.
- Clarification Controversy: Following the report's publication, Reuters edited the content, initially implying that existing agreements were being rescinded, later clarifying that the pivot applies only to future projects, raising questions among industry observers about the media's influence on market sentiment.
See More
Microsoft Shares Drop as Spending Surges
- Microsoft Performance Decline: Microsoft (MSFT) shares fell over 5% in pre-market trading due to disappointing quarterly results, despite a 39% growth in Azure cloud revenue and a 66% increase in capital expenditures, highlighting a tension between significant AI investments and market concerns.
- AI Investment Confidence: CEO Satya Nadella reassured investors that Microsoft's AI business has surpassed some major franchises, indicating strong future growth potential, especially as cloud orders exceed capacity, despite fears of an AI bubble.
- Mineral Stocks Drop: Stocks like MP Materials and United States Antimony Corp fell nearly 10% in early trading after the U.S. government walked back plans to guarantee minimum prices for critical minerals, reflecting a negative impact on market confidence due to policy shifts.
- Consumer Spending Shift: Tractor Supply (TSCO) dropped over 5% after reporting results below expectations, citing a shift in consumer spending as net income remained flat year-over-year, indicating pressure on the retail sector from the current economic environment.
See More
