24/7 Wall Street
09 May 2026, 11:30 UTC · 18w ago
Verdict
Headline takes no side. We score LAC −0.40 across five claims — moderately bearish.
−0.40moderately bearish
More negative than 75% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish
China processes 99% of heavy rare earths and can inflict industrial pain on the U.S. within just six weeks of restricting exports.
More negative than 99% of claims this week
The U.S. national defense stockpile of strategic materials collapsed 96% from $25 billion in 1990 to $900 million last year.
Continue reading
5 related stories
Scored by the NIS engine · methodology.
Top 2 movers · tap to explore
More negative than 96% of claims this week
MP Materials—the U.S. rare earth flagship—trades at a 43.9 price-to-sales ratio with negative $36.2M EBITDA, demonstrating that domestic mining profitability remains elusive.
More negative than 91% of claims this week
U.S. mining value-added shrank from $411.1B in Q1 2025 to $370.9B in Q4 2025, with Q2 2025 posting a -9% growth rate.
More negative than 88% of claims this week
New investable vehicles like the Sprott Rare Earths Ex-China ETF (REXC) and USA Rare Earth (USAR) are racing to build Western processing capacity.
More positive than 85% of claims this week
Which stocks this story touches
More negative than 75% of ticker scores this week
Described as spending at a pace that would make most pre-revenue companies flinch.
More positive than 60% of ticker scores this week
Mentioned as a developer racing to build critical Western processing capacity to reduce China dominance.
More positive than 60% of ticker scores this week
Mentioned as a developer racing to build critical Western processing capacity to reduce China dominance.
More negative than 69% of ticker scores this week
Despite stock price gains and policy support, the company remains unprofitable with negative EBITDA and EPS.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
Reuters
1h ago
More positive than 33% of relationship scores this week
[mutual] Both companies are racing to build Western rare earth processing capacity.
More positive than 33% of relationship scores this week
[mutual] Both companies are racing to build Western rare earth processing capacity.
−48.1%
Price agrees with the score
$2.89 vs $5.57 close before publication (May 8) · not market-adjusted
LAC chart →
