Will the Disruption from the Iran War Benefit These 3 Rare Earth Stocks?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy MP?
Source: Marketbeat
Impact of the Iran War on Global Energy: Investors are focusing on oil prices and the potential disruption to global energy supplies due to the ongoing war in Iran, which could also affect the rare-earth and critical minerals markets.
Iran's Mineral Reserves: Iran reportedly holds over $27 trillion in mineral reserves, and the conflict may further disrupt the flow of these resources, particularly to the U.S. and other markets.
Domestic Rare-Earth Producers: Companies like MP Materials are positioned to benefit from increased demand for domestic rare-earth elements, with MP Materials being the largest producer in the Western Hemisphere and expecting significant growth in refining capacity.
Investment Opportunities in Rare Earths: Energy Fuels Inc. offers a balanced approach to uranium and rare-earth minerals, while investors are advised to consider the high-risk, high-reward potential of rare-earth stocks amidst the geopolitical tensions.
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Analyst Views on MP
Wall Street analysts forecast MP stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 51.800
Low
55.27
Averages
76.13
High
94.00
Current: 51.800
Low
55.27
Averages
76.13
High
94.00
About MP
MP Materials Corp. produces specialty materials that are vital inputs for electrification and other advanced technologies. The Company owns and operates the Mountain Pass Rare Earth Mine and Processing Facility (Mountain Pass) located in California. It is also developing a rare earth metal, alloy and magnet manufacturing facility in Fort Worth, Texas (Independence Facility). The Company’s segments include Materials and Magnetics. The Materials segment operates Mountain Pass, which produces refined rare earth products as well as rare earth concentrate and related products. The Materials segment primarily generates revenue from sales of rare earth concentrate, primarily sold for further distribution to a single, principal customer in China, and sales of neodymium-praseodymium (NdPr) oxide and metal, primarily sold to customers in Japan, South Korea, and broader Asia. The Magnetics segment operates the Independence Facility, where it produces magnetic precursor products.
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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