Uncommon earth parts (REEs) are vital for a lot of of right this moment’s applied sciences and tomorrow’s carbon-free financial system.
Buyers is probably not accustomed to the metals individually, however the group of parts is present in expertise throughout us, generally within the type of uncommon earth magnets, that are utilized in every part from electrical automobiles (EVs) to smartphones to wind generators. As expertise advances, they’re anticipated to stay in excessive demand.
In 2026, the uncommon earths market is navigating a unstable but strategically essential part that’s being formed by provide issues, demand fluctuations and intensifying US-China commerce tensions.
Uncommon earth metals demand continues to be pushed by makes use of akin to clear vitality applied sciences — significantly everlasting magnets utilized in EVs and wind generators — in addition to by the protection and electronics industries.
In 2025, roughly 40 % of uncommon earths demand was tied to magnets. By 2035, Benchmark expects that determine to exceed 50 %.
On the provision facet, China’s affect stays vital, accounting for over 60 % of the world’s uncommon earths mining and 90 % of processing. Beijing’s export controls on the strategic minerals, which got here in response to tariffs enacted by US President Donald Trump, has intensified issues about world provide chain vulnerability.
These measures have particularly impacted US and European producers, prompting renewed efforts to diversify provide, put money into recycling applied sciences and speed up home manufacturing initiatives.
In response to China’s uncommon earths export measures, the Trump administration initiated a Part 232 nationwide safety probe into the uncommon earths provide chain in April, sparking renewed curiosity in miners, producers and refiners.
Right here the Investing Information Community appears to be like on the Canadian uncommon earth metals firms on the TSX, TSXV and the CSE with the largest share value positive aspects over the previous 12 months. Shares with market caps above C$10 million had been thought-about. This high Canadian uncommon earths shares record was compiled utilizing TradingView’s inventory screener, and information was gathered on July 7, 2026.
Yearly achieve: 76.04 %
Market cap: C$930.97 million
Share value: C$3.82
Aclara Sources is constructing a vertically built-in uncommon earth provide chain for everlasting magnets. The corporate is advancing its two uncommon earth initiatives, the Carina venture in Brazil and the Penco Module venture in Chile, in direction of manufacturing from ionic clay deposits.
Additional alongside the worth chain, its wholly owned subsidiary Aclara Applied sciences is creating a heavy uncommon earth parts (HREE) separation plant in Louisiana, US. By a three way partnership partnership with Chilean mining conglomerate CAP, refined uncommon earth oxides produced on the plant will likely be transformed into alloys for fabricating everlasting magnets.
Shares of Aclara ended 2025 at C$2.16, and greater than doubled its share value to C$4.45 per share by January 28 as uncommon earths costs rallied on tightening Chinese language export quotas.
A sequence of constructive information circulate in March and April alongside China’s 45 % hike in uncommon earth focus costs helped enhance the inventory additional to a year-to-date excessive of C$5.22 on April 27.
In mid-March, Aclara introduced the opening of its uncommon earth separation pilot plant situated at Virginia Tech in Blacksburg, Virginia.
On April 1, the corporate reached the ultimate levels of the allowing course of for the Penco Module venture with the submission of the Extraordinary Addendum to the Environmental Evaluation Service of Chile as a part of the environmental influence evaluation (EIA).
Additionally in April, Aclara accomplished its feasibility examine for the Carina venture. It’s anticipated to provide a median of 4,378 metric tons of uncommon earth oxides yearly, containing a mixture of dysprosium and terbium (DyTb), neodymium and praseodymium (NdPr), samarium, gadolinium and extra. As for venture economics, the corporate reported an after-tax internet current worth (NPV) of US$1.7 billion and inside fee of return (IRR) of 26.9 %, with a payback interval of two.9 years.
Aclara additionally had some funding success within the second quarter with the completion of a US$50 million personal placement in mid-Could, and the approval of US$20 million in tax exemptions from the Louisiana authorities for its US uncommon earth facility in late June.
The Chilean authorities accredited Penco’s EIA in mid-June, marking a major milestone for the venture. Aclara is now working in direction of finishing a feasibility examine for the venture by the tip of the 12 months, and is anticipating to start commissioning the operation by mid-2028.
Aclara ended Q2 with information that it accomplished improvement of its tremendous pure uncommon earth carbonate product, which incorporates about 99 % uncommon earth parts.
Yearly achieve: 33.33 %
Market cap: C$19.79 million
Share value: C$0.30
Neotech Metals is exploring and creating wholly owned uncommon earths and demanding minerals initiatives in Canada. In Ontario, the corporate has the Hecla-Kilmer REE-niobium-phosphate venture and the lately acquired Torrance venture, which is potential for niobium, tantalum and uncommon earths. The Torrance acquisition was introduced on April 29. It additionally owns the TREO and Foothills initiatives in British Columbia.
The corporate’s inventory began out 2026 buying and selling at C$0.24 per share, and later rallied alongside uncommon earth metals to a year-to-date excessive of C$0.36 on April 27.
In late March, Neotech acquired an as much as C$200,000 grant for exploration expenditures at its Hecla-Kilmer venture from the Authorities of Ontario’s Ontario Junior Exploration Program. The funding will likely be utilized to the corporate’s 2025 exploration work.
By late-April and mid-Could, Neotech launched a sequence of drill outcomes from its 2025 drill marketing campaign at Hecla-Kilmer, which it plans to include right into a maiden useful resource estimate later this 12 months.
Highlights from the April 21 and April 27 assay outcome releases, respectively, embody 214 meters of 0.67 % whole uncommon earth oxide (TREO), 21.2 g/t gallium oxide, 21.9 g/t tantalum and 0.1 % niobium on the Southern Pike Zone; and 408.4 meters of 0.53 % TREO, 4.2 % phosphate, 21.5 g/t gallium and 0.13 % niobium on the Central Pike Zone.
Extra exploration outcomes on Could 11 confirmed that the corporate’s efforts had confirmed a 600 meter northern extension of the Pike Zone mineralization, extending the pattern to a strike of just about 1,600 meters. In its closing launch of assays from the 2025 marketing campaign on Could 13, outcomes confirmed additional broad intervals of mineralization, with one together with a 17.4 meter size grading 0.95 % TREO.
3. Main Edge Supplies (TSXV:LEM)
Yearly achieve: 24.49 %
Market cap: C$83.7 million
Share value: C$0.305
Main Edge Supplies is concentrated on creating three essential uncooked supplies initiatives situated within the EU. Its portfolio consists of the wholly owned Norra Kärr heavy uncommon earth parts venture and the Woxna graphite mine in Sweden. The corporate additionally has a 90 % stake within the Bihor Sud nickel-cobalt exploration alliance in Romania, which it elevated from 51 % in Could.
In keeping with the Geological Survey of Sweden, the Norra Kärr deposit is among the highest-grade uncommon earths deposits in Europe, together with HREEs dysprosium, terbium and yttrium.
Main Edge’s shares had been buying and selling at C$0.25 on the high of 2026, and spiked to C$0.36 on January 23.
In early February, the corporate introduced the signing of a memorandum of understanding (MoU) with Ascension Earth Sources to collaborate on a larger-scale pilot plant venture to evaluate new restoration strategies for HREEs from Norra Kärr if the analysis part of the venture proves profitable.
Shares of Main Edge hit a year-to-date excessive of C$0.40 on March 10, following information that the Swedish Mining Inspectorate had submitted the exploitation license for Norra Kärr to the Swedish authorities for approval.
Just a few months later, the company granted the license, masking a 25 12 months interval, on June 28. As it really works in direction of an up to date pre-feasibility examine (PFS) for the venture, Main Edge’s subsequent steps will even embody advancing environmental allowing and dealing to safe funding to carry Norra Kärr into manufacturing by means of talks with potential offtake companions and financiers.
The corporate can also be contemplating reapplying for Strategic Mission designation beneath the EU Crucial Uncooked Supplies Act.
4. Resouro Strategic Metals (TSXV:RSM)
Yearly achieve: 22.92 %
Market cap: C$27.67 million
Share value: C$0.295
Resouro Strategic Metals is an exploration and development-stage firm with a portfolio of initiatives in Brazil. Its flagship property is the Tiros titanium and uncommon earths venture in Minas Gerais state. The corporate can also be creating the Novo Mundo gold venture in Mato Grosso state.
Resouro launched an up to date mineral useful resource estimate for Tiros in April 2025, reporting measured sources of 367 million metric tons of ore grading 12 % titanium oxide and 4,100 components per million (ppm) TREO, and indicated sources of 1 billion metric tons at 12 % titanium oxide and 4,000 ppm TREO.
Shares of the corporate started the 12 months at C$0.24 and jumped to C$0.32 on January 26 as uncommon earths rallied. The inventory rose increased over the course of the subsequent month to succeed in its year-to-date excessive of C$0.40 on February 20.
On February 27, the corporate launched the outcomes of metallurgical testwork performed as a part of preparations for a preliminary financial evaluation (PEA).
The accomplished PEA introduced on June 14 focuses on a smaller operation with room to scale, based mostly on an annual processing throughput of 500,000 metric tons over an preliminary mine lifetime of 20 years. Over the lifetime of the mine, feedstock is anticipated to have a median grade of 26.3 % titanium oxide and 10,832 ppm TREO with a 2.7 strip ratio. The financial highlights embody an after-tax NPV of US$714.9 million and IRR of 44.2 %, with a payback interval of 1.3 years.
FAQs for uncommon earth investing
What are uncommon earth minerals?
Uncommon earths are a class of parts that share many chemical properties. Actually, all however two — yttrium and scandium — are additionally known as lanthanides. These parts are generally present in the identical deposits and are vital for numerous technological purposes akin to uncommon earth magnets.
What number of uncommon earth parts are there?
In whole there are 17 parts that make up the uncommon earths class, and they’re break up into mild and heavy uncommon earths. On the sunshine facet, there are cerium, lanthanum, praseodymium, neodymium, promethium, europium, gadolinium and samarium, and on the heavy facet there are dysprosium, yttrium, terbium, holmium, erbium, thulium, ytterbium, yttrium and lutetium.
The place are uncommon earth metals discovered?
By way of each reserves and manufacturing, China is the frontrunner for uncommon earth metals by an extended shot, with 44 million metric tons of reserves and 270,000 metric tons of manufacturing in 2025. Nevertheless, Brazil additionally has vital reserves above 11 million MT. Close to uncommon earth manufacturing, the US is in second place at 51,000 metric tons as a result of Mountain Move mine in California.
Remember to comply with us @INN_Resource for real-time updates!
Securities Disclosure: I, Melissa Pistilli, maintain no direct funding curiosity in any firm talked about on this article.
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