U.S. Accelerates Rare Earth Supply Chain Independence with $2.5 Billion Strategic Reserve Bill
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Benzinga
- Policy Push: The U.S. government is accelerating its rare earth supply chain independence as President Trump directs negotiations for price floors and considers tariffs on rare earths in response to a 2025 investigation highlighting national security threats.
- Legislative Progress: A bipartisan coalition in Congress plans to introduce the SECURE Minerals Act, establishing a $2.5 billion Strategic Resilience Reserve to insulate the economy from price manipulation and supply shocks, reflecting a strong commitment to economic security.
- Benefiting Companies: MP Materials, as the only integrated mine-to-magnet producer in the Western Hemisphere, has secured hundreds of millions in government-backed investments, solidifying its leadership in the domestic rare earth sector.
- Market Outlook: With increasing government focus on rare earths and critical minerals, companies like CRML, USAR, and LAC are expected to benefit from policy support, accelerating production to meet national security demands.
Analyst Views on CRML
Wall Street analysts forecast CRML stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRML is 14.00 USD with a low forecast of 14.00 USD and a high forecast of 14.00 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.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 17.250
Low
14.00
Averages
14.00
High
14.00
Current: 17.250
Low
14.00
Averages
14.00
High
14.00
About CRML
Critical Metals Corp. is a mining development company. The Company is focused on mining critical metals and minerals and producing strategic products essential to electrification and technologies for Europe and its partners. Its flagship Project, Tanbreez, consists of rare earth deposits and is located in Southern Greenland. The Wolfsberg Lithium Project is located 270 km southwest of Vienna, in Austria’s Carinthia region. The Wolfsberg Lithium Project is a fully permitted mine in Europe and is strategically located with access to established road and rail infrastructure. With its strategic asset portfolio, the Company supplies critical minerals essential for defense applications, the clean energy transition, and technologies.
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.
