MP Materials and USA Rare Earth Rallied on a Greenland Deal Neither Company Has Any Exposure To. Here's the Reality Check.

Key Points MP Materials and USA Rare Earth have no direct exposure to Greenland's rare-earth assets. Critical Metals Corp. and REalloys are the main beneficiaries of the Greenland deal. 10 stocks we like better than MP Materials › If any investor had doubts that rare-earth stocks were subject to volatility due to political events, the recent "Greenland bounce" would go a long way toward dispelling that notion. USA Rare Earth (NASDAQ: USAR) and MP Materials (NYSE: MP) stocks soared and slumped in response to recent events, even though they're unlikely to affect the fundamental case for the stocks. Here's the how, why, and what of the real investment case for the stocks.