MP Materials, Albemarle lead huge rally in rare earth stocks on U.S.-China tensions

Oct. 13, 2025 10:21 AM ETMP Materials Corp. (MP) Stock, ALB Stock, LIT, URA, , , , , , , , , , , , , , , , , , , , , By: Carl Surran, SA News Editor
Lithium abstract concept

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Albemarle (NYSE:ALB) +7.1% as one of the largest gainers on the S&P 500, and MP Materials (NYSE:MP) +24.1% to an all-time high $93.50, in early trading Monday, as fresh tensions between the U.S. and China

Quick Insights

  • Tensions have triggered large price increases in U.S. and allied-listed critical mineral stocks as investors bet on alternative suppliers.
  • The U.S. may retaliate, plans investment via banks, and Australia is considering floor prices and funding for new projects.
  • J.P. Morgan views them as critical to U.S. national security and is working with the government on related investments.

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