Lithium may dominate the headlines, but it’s no longer the most interesting story in critical minerals. A quieter rally is building—one driven by AI demand, defense needs, and tightening supply. And this time, the action is shifting to minerals most investors barely track.
Rare Earths Step Into The Spotlight
“The biggest moves are in rare earths and key strategic minerals,” Harvey Kaye, Executive Chairman of U.S. Critical Materials, told Benzinga exclusively in an email interview.
That includes lesser-known names like dysprosium, terbium, praseodymium, yttrium, and gallium—materials increasingly critical across EVs, advanced manufacturing, and defense systems.
The setup is simple but powerful. “Supply is tight and demand is strong,” Kaye said, adding that “even small disruptions push prices up quickly.”
Unlike lithium, where new supply has eased prices at times, rare earths remain structurally constrained—both …
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