Friday’s market sell-off was the start of a new wave of opportunity for traders who are paying attention.
President Trump threatened massive tariffs after China dropped a bombshell on global trade markets: New export controls on rare earth minerals.
- Markets dipped.
- Rare-earth stocks spiked.
- And tensions are rising fast.
China controls 70% of the world’s rare earths. And they just made it a lot harder to export these minerals.
That means U.S. companies and defense contractors are left to scramble for materials. And it’s causing a lot of volatility in the rare earth sector.
This is exactly the kind of momentum that we look for.
I’ve got eyes on several rare-earth tickers that are already making big moves.
This is NOT a drill. You either get ahead of this sector momentum, or you get left behind.
Table of Contents
My Trade Process
This isn’t my first rare-earth watchlist.
In mid-September, I wrote a blog with a few stocks as this momentum started to gain steam.
And they’re all trading higher now.
Today I have some names to add to the list:
Rare-Earth Stock #1: Critical Metals Corp. (NASDAQ: CRML)
This stock already spiked 2,100%* in 2025.
And the momentum reached a new level this week.
On the chart below you can see CRML turned vertical in the last few days.
Every candle represents one trading day:
CRML is a mining exploration and development company in Austria and Southern Greenland. It explores lithium and rare earth element deposits.
The company’s Wolfsberg Lithium project is on track to become an indispensable supplier for the European battery supply chain.
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And the stock’s share price is still relatively cheap when we compare it to the most valuable companies from the AI boom over the last two years, like NVIDIA’s +$100 per share price tag.
Rare-Earth Stock #2: USA Rare Earth Inc. (NASDAQ: USAR)
This stock spiked 220%* since mid-September.
And similar to CRML, it just turned vertical.
On the chart below, every candle represents one trading day:
It’s literally in the name: “USA Rare Earth Inc.”.
The company is focused on building a domestic rare earth supply chain in Oklahoma. And its materials are used in a wide array of sectors: Defense, automotive, aviation, consumer electronics, etc.
The new breakout level is at $44 per share.
Look for this stock to find a solid base before another rally toward the highs.
Rare-Earth Stock #3: Aqua Metals Inc. (NASDAQ: AQMS)
Since mid-September, this stock spiked 630%*.
On the AQMS chart below, every candle represents one trading day:
This is a recycling company that focuses on reusing materials from lead batteries.
It’s a little different from the mining companies on this watchlist when it comes to business, but the price action this week is undeniable.
Also, unlike the earlier picks on this list, the stock is fairly early in its spike. We could see a lot more volatility from this play in the next few days.
Stay vigilant!
Rare-Earth Stock #4: Trilogy Metals Inc. (AMEX: TMQ)
This stock spiked 440%* already in October.
It initially jumped on October 7, then it surged past those highs on October 14 after multiple days of tight consolidation.
On the TMQ chart below, every candle represents one trading day.
This is a mining company. But the real catalyst is the 10% stake the U.S. Government bought on October 7.
Not only is it in the right sector … The Government holds shares of this stock and has vested interest in its success.
The share price hit $11.29 the morning of October 14. That’s the new breakout level.
This price action is not random.
All of the stocks on this watchlist are capable of following my specific trade patterns.
And thanks to the intense volatility, there’s a lot of cash on the table.
Attention: We don’t need to time these spikes perfectly. We just need to get on the right side of this momentum.
Learn my entire trade process to take full advantage of these moves.
And make sure to keep these tickers on your watchlist as the rare-earth trade war intensifies.
Cheers
*Past performance does not indicate future results
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