Stocks To Trade
Jul. 11, 20257 min read

Watchlist: An End to China’s Chokehold

Tim BohenAvatar
Written by Tim Bohen
Reviewed by Jeff Zananiri Fact-checked by Ellis Hobbs

When most traders think about the next big boom, they default to the usual suspects: AI, electric vehicles (EVs), and clean energy.

But it’s time to start paying attention to the critical sector powering all of it.

Hopefully, they will after last week’s big news…

In other important news, have you heard about my Monday Setup?

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Last week’s major announcement should make all traders turn their focus to a certain sector.

If you’re smart, you’ll do it too…

Here’s a Thursday headline from The Wall Street Journal:

 

 

Unsurprisingly, MP Materials (NYSE: MP) jumped after the news hit.

MP 2-Day, 5-Minute Candles Chart; SteadyTrade

MP 2-Day, 5-Minute Candles Chart; SteadyTrade

I especially like MP as a swing trade. Look for a breakout of $45 per share as your entry point. 

Why Rare Earth Elements Deserve Your Attention

Rare earth elements (REEs) aren’t flashy. You won’t see neodymium trending on Reddit.

But if you’re looking to get in early on a sector that’s quietly powering the future, this is it.

And now that the U.S. government is investing in domestic supply, rare earths are no longer niche…

They’re necessary.

What Are Rare Earth Elements?

Rare earths refer to a group of 17 metals. Some examples are Neodymium, Praseodymium, and Dysprosium.

You may not recognize the names, but you rely on these materials every single day.

Rare Earths are used in:

  • EV motors
  • Wind turbines
  • Smartphones
  • Military weapons systems
  • Advanced semiconductors
  • Hard disk drives

The U.S. is investing in MP Materials to build a secure, domestic rare earth supply chain and reduce reliance on China.

Why the Rare Earth Sector Is Heating Up

For years, China has controlled a majority of the global rare earth market. That gave them massive leverage, economically and politically.

But now, the U.S. is pushing back, and fast.

Here’s What’s Changing:

  • REEs have been added to the U.S. Critical Materials List.

  • The Department of Defense is funding REE processing facilities.

  • Major manufacturers are scrambling to secure a domestic supply chain.

This is no longer a fringe corner of mining… 

It’s the foundation of every major tech advancement in the next decade.

Rare Earth Stocks to Watch

Beyond MP Materials, here are some key REE stocks on my watchlist, including under-the-radar sympathy plays that could pop on headlines or other big catalysts.

Energy Fuels Inc. (NYSE: UUUU):

Traditionally recognized as a uranium play, and already a staple on my nuclear stock watchlist, Energy Fuels is making a bold push into the rare earth space. 

The company has already begun producing rare earth carbonate and is aggressively expanding its processing capabilities.

With its dual exposure to uranium and rare earths, any news of government contracts or strategic partnerships could act as a powerful catalyst for a sharp move higher.

UUUU 2-Day, 5-Minute Candles Chart; SteadyTrade

UUUU 2-Day, 5-Minute Candles Chart; SteadyTrade

Texas Mineral Resources Corp. (OTC: TMRC):

A true microcap, TMRC holds a stake in the Round Top rare earth project based in Texas. While still in the early stages of development, this stock has the potential to attract speculative volume if rare earths return to the spotlight.

As an OTC low-float play, TMRC comes with high risk and high reward, which is perfect for nimble traders, but only if you stay disciplined and manage your risk.

TMRC 2-Day, 5-Minute Candles Chart; SteadyTrade

TMRC 2-Day, 5-Minute Candles Chart; SteadyTrade

NioCorp Developments Ltd. (NASDAQ: NB):

NioCorp is advancing the Elk Creek Project in Nebraska, a resource-rich site focused on niobium, scandium, and a mix of rare earth elements. 

The company also has exposure to superalloy metals, making it a multi-material critical minerals play.

Any announcement of government partnerships, large-scale funding, or collaborations with major industry players could serve as a powerful catalyst for this stock.

NB 2-Day, 5-Minute Candles Chart; SteadyTrade

NB 2-Day, 5-Minute Candles Chart; SteadyTrade

Wrapping It Up…

Rare earths are just starting to hit the mainstream radar, but the smart traders will already be in position.

As the EV, clean energy, and defense sectors continue expanding, demand for REEs will skyrocket, and supply is limited.

If you’re tired of chasing late-stage hype plays, this is your chance to get ahead of a sector that’s just beginning to show its potential.

Add REE stocks to your watchlist, watch the news, and be ready to strike when volume and momentum align. 

Want to level up your trading game even more for the summer?

Listen up…

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He and his millionaire students will share their EXACT plans to make $100k this summer.

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Here’s what you’ll see over the two full days:

  • The exact tickers on their radar this summer, with specific price targets.
  • Entry and exit strategies for squeezing gains out of slower, choppier markets.
  • How to manage risk before a trade goes sideways.
  • How they’re adapting to current market conditions.
  • And the specific patterns that historically perform best in the summer months.

They’re not just talking theory… They’re showing you the setups, the plans, the execution.

Get ready to see exactly how they’re going to make this their most successful summer yet!

Grab your $100k Summer Summit spot below!

Have a great day, everyone. See you back here tomorrow. 

 

Tim Bohen

Lead Trainer, StocksToTrade

P.S.

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