Shares of U.S.-listed companies related to the rare earth supply chain climbed on Monday as investors continued to weigh the impact of export restrictions on domestic producers.

Rare earths are minerals that are essential to many aspects of modern life, particularly for the technology sector and the energy transition, as they are used in everything from semiconductors, fighter jets to the motors of electric vehicles.

U.S. Treasury Secretary Scott Bessent told CNBC in an exclusive interview last week that the President Donald Trump's administration will set a price floor for rare earths to combat market manipulation by China. Shares of rare earth and critical mineral miners have rallied over the past several sessions as investors consider which firms might be future targets for the gove

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