The U.S. push to cut reliance on China for critical minerals is benefiting related stocks, backed by government support such as grants, loans and tax credits. Freeport-McMoRan posted third-quarter revenue of $7.5 billion, up 8%, and EPS of $0.81, up 76%, with shares up more than 29% this year. MP Materials, the only large-scale U.S. rare-earth processing site, lifted NdPr sales 127% to 1,006 metric tons, but its shares are down more than 19% this year. USA Rare Earth, which has about $1.6 billion in U.S. Commerce Department funding, is still unprofitable and building out facilities, with shares down more than 12%. TMC The Metals Company, which is not yet producing minerals, is the riskiest of the four, with shares down more than 55% this year.
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