Why are rare earths important for Neo Performance Materials?

Rare earths are crucial for Neo Performance Materials as they are the primary components in the engineered materials and high-performance magnets the company produces.

How has China's rare earth policy affected the market?

China's near-monopoly on rare earth mining and processing, and its export policies, have driven global investment into diversifying supply chains away from China.

What is Neo Performance Materials' stock performance?

As of December 30, 2025, Neo Performance Materials stock has seen a 108% year-to-date gain, reflecting strong investor interest in non-Chinese rare earth companies.

Home / Business and Economy / Investors Eye Non-China Rare Earths

Investors Eye Non-China Rare Earths

1 Jan

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Summary

China dominates global rare earth mining and processing.
Neo Performance Materials stock up 108% year-to-date.
Company reported strong earnings beat in its latest quarter.

China's dominant position in rare earth mining and processing, controlling nearly 70% of mining and 90% of processing, has prompted a global investment shift towards non-Chinese alternatives. This move is driven by supply chain control concerns, especially with materials vital for electric vehicles and electronics.

Neo Performance Materials (NOPMF), a Canada-based producer of rare earth materials and magnets, has emerged as a key public-market proxy. As of December 30, 2025, the company's stock has achieved an impressive 108% year-to-date gain, despite a recent 19% slide in the past three months.

The company's latest earnings report, released on November 13, detailed a significant earnings per share beat for the quarter ending September 25, 2025, and a notable year-over-year revenue increase. This financial strength has contributed to a premium valuation, as investors are willing to pay more for NOPMF's exposure to the rare earth market and its positive earnings momentum.