America’s Rare Earth Push Could Create Opportunities for These Five Stocks

Distributed on behalf of Eastport Critical Metals Corp.
America’s
Rare Earth Push Could Create Opportunities for These Five Stocks
The U.S. is in desperate need of rare earths for clean energy transition, electric vehicles, defense systems, and emerging technologies, such as robotics and data centers. All of which is a solid catalyst for stocks, such as Eastport Critical Metals Corp. (TSXV: EVI) (OTCQB: EVIIF), MP Materials (NYSE: MP), USA Rare Earth (NASDAQ: USAR), Critical Metals Corp. (NASDAQ: CRML), and Greenland Mines Ltd. (NASDAQ: GRML).
Helping, in February 2026, the Trump administration announced "Project Vault," a nearly $12 billion strategic reserve for rare earth elements. In June 2026, the Department of Energy announced $134 million to strengthen domestic rare earth supply chains. In fact, the Rare Earth Elements Demonstration Facility Program supports integrated extraction and separation facilities intended to reduce reliance on foreign suppliers. In addition, just recently, President Trump announced that massive oil, gas, and mineral exploration is preparing to begin in Greenland following security and mineral agreements.
Such actions could help break U.S. dependence on China, which controls about 80% of the world’s rare earth supply. After all, without rare earths, the world can’t produce smartphones, computers, flat panel televisions, wind turbines, electric vehicle batteries, computer chips, defense equipment, semiconductors, digital cameras, or catalytic converters.
One of the Beneficiaries is Eastport Critical Metals Corp. (TSXV: EVI) (OTCQB: EVIIF)

Eastport Critical Metals Corp. announced continued positive assay results from the diamond drill program at the Semarule Project, prospective for rare-earth elements, in south-central Botswana. Semarule is located approximately 40km north-west of the capital city, Gaborone.
Drill Hole SEM007:

347m at 0.20% TREO from surface, including:
14.5m at 0.47% TREO from 110.5m, of which MREO are 28.4% of TREO
Daniel Major, Chief Executive Officer, commented;
“Following the success of SEM005, holes SEM006 & SEM007 have again returned hundreds of metres of rare earth mineralisation within a ~15km2 large syenite complex, continuing to support the material scale of the Semarule system.
SEM007 returned 347m at 0.20% TREO from surface, including 14.5m at 0.47% with magnet rare earth oxides averaging ~29% of TREO which is consistently tracking across the holes and is key to unlocking economic value within the TREO-pricing basket where having concentration of high-value metals can often be of more economic value than grade alone.
The drilling thus far, supported by the ongoing mineralogical study and geophysics is supporting mineralisation being associated with altered mafic syenite. Planned Phase 2 developments will look to follow that geology to test the grade variability near-surface or whether the mineralisation and grade profile differ materially at even greater depths.
This has been an excellent start to our exploration campaign. Confirming another mineral discovery within the Eastport asset base further reflects the exceptional geological environment within Botswana.”
Background
The eight hole Semarule diamond drilling progam was designed to target both the exposed syenite geology and the geophysical gravity anomaly cross section (see Figure 1). The Semarule rare earths project hosts several sizeable mineralised syenite-alkaline granite intrusions, including the Semarule Syenite Hill, exposed over a 5 x 3 km area and consisting of syenite with carbonatite dykes.
Archaean Gaborone granite underlies the Semarule area and is host to the intrusions, suggesting that the Semarule syenite resulted from in situ metasomatism or fractionation of the host granite, followed by intrusions of syenite. The syenites host the REE mineralisation, and the results to date confirm that the more mafic syenite intrusions report elevated REE concentrations


Figure 1: Ground Gravity Geophysics Survey and Cross-Section

SEM005 and SEM007 are projected onto the section and refer to plan view.
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8324/318800_eastportfig1.jpg
Based on the exploration completed to date at the Project, including the recent drilling results, reported by the Company support the exploration model that Semarule prospect hosts a significant REE anomaly. The highest grade mineralized intersection reported to date is in hole SEM005, which returned a 47.5m at 0.64% TREO from 20m downhole depth, as reported on September 14, 2026 (link). This intersection coincides with mafic-rich syenite.
The importance of these findings is that mafic-rich syenites host some of the world’s largest REE deposits, including Norra Karr, Lovozero, Strange Lake, Chishan, Longbaoshan and Wicheeda. In these deposits fractional crystallisation, leads to concentration of incompatible elements such as Niobium, Zirconium, and Yttrium in the residual melt, eventually forming REE-bearing minerals. The drilling results received to date confirm the presence of a large REE system with TREO grades reported to over 300 metres in each of the three drill holes reported to date.
The Semarule results to date are supported by historical exploration drilling undertaken by the Botswana Geoscience Institute (BGI)[1]who positioned two boreholes to test geochemical and geophysical anomalies. BGIS dillhole SEM_BH_001 was positioned on a surface geochemical anomaly of ±13,000ppm TREE in mafic-rich syenite. BGI reported that SEM_BH_001 showed prominent enrichment in the mafic rich syenites with 14 samples from 25 samples showing over 3,000 ppm TREE, and with one outlier sample taken from weathered syenite at 11m downhole returning ±36,000ppm TREE (note BGI reported Total Rare Earth Elements (TREE) before they are converted into their oxide forms which report on average 17% higher).


Figure 2 : Rare earth elements interpolated Geochem results, with drilled boreholes.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8324/318800_eastport2.jpg
The significant calculated rare earth oxide downhole depth intersections for drill holes SEM006 and SEM007 are provided in Tables 1 and 2.
Assay results provided by certified laboratory SGS South Africa Pty Ltd (“SGS”) using the ICP/IMS Combination Package (method codes ICP90A/IMS90A), for standard 2.5m length quartered NQ diameter (47.6mm) core samples in the case of SEM006 and with variable sample lengths up to 3.8m based on geological variations for hole SEM007. Sampling was conducted over the entire length of each hole.
Table 1: Drill hole SEM007 significant calculated rare earth oxide downhole depth intersections



Table 2: Drill hole SEM006 significant calculated rare earth oxide downhole depth intersections


QA/QC

Eastport’s Semarule diamond core drill program utilised a NQ size drill bit (47.6 mm core diameter). Collars are located using a hand-held GPS (projection: UTM zone 35 south, WGS84 datum). Core was captured and placed in aluminium core trays and then transported from site to Lobatse, Botswana by Eastport personnel. In Lobatse, the core was XRF scanned using a Vanta Evident hand-held XRF (serial number 994113), measured, logged, ¼ cut and sampled. All cutting used a diamond bladed rock saw.
Each ¼ core sample was collected in unmarked clear plastic bags. Sample tags were stapled inside the plastic bag. Five samples were then placed inside a poly-weave bag, sealed and transported by Eastport personnel to Aramax Couriers in Gaborone, Botswana. The batches were then delivered overnight to the laboratory of SGS South Africa in Randfontein, RSA. All samples are export controlled by the Botswana Government using export permits.
Sample rejects are discarded but sample pulps will be returned to Eastport Ventures Botswana within sixty days of reporting the analytical results. These pulps will be used for quality control procedures.
At SGS South Africa, samples are checked against the submittal form and sample list. The company receives verification of the number and correct sequencing of the samples.
Each entire sample is crushed using a Boyd crusher. The crusher is cleaned using barren material and air after each sample. The crushed sample is then split using an RSD splitter and 250g is subsequently milled down to -75 micron passing 85%.
Five grams of the milled sample is used for ICP analysis using SGS procedure ICP90A/IMS90A. SGS South Africa is accredited to international quality standards of ISO17025.

Other related developments from around the markets include:

MP Materials will release its financial results for the third quarter ended September 30, 2026, after the U.S. markets close on Thursday, November 5, 2026. MP Materials’ management will host a conference call and webcast that afternoon at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). Prior to the conference call and webcast, MP Materials will issue a press release and post a slide presentation at https://investors.mpmaterials.com/.
USA Rare Earth, a rare earth, critical minerals and advanced materials company, today announced the completion of its previously disclosed CEO succession plan. Thras Moraitis, who was previously President of USA Rare Earth, has assumed the CEO position and will focus on integrating the Company’s rare-earth businesses, strengthening execution and reliably serving customers seeking secure supplies of critical materials. “We have assembled the capabilities needed to compete across the rare-earth value chain across multiple countries,” said Thras Moraitis, CEO of USA Rare Earth. “Our immediate priority is to bring these businesses together, establish clear accountability and execute reliably for customers. A relentless focus on implementation will be central to delivering value for our investors, customers, government partners and host communities.” The Company has organized its operations into three business units designed to support faster decision-making, accountability and disciplined execution while maintaining coordination across the platform: Upstream, covering mining, processing and separation; Midstream, covering metals, alloys and powders; and Downstream, covering magnets and derivative products. Moraitis will serve as head of Upstream, Chaitan Kansal will lead Midstream, and David Bushi will lead Downstream. The Company’s priorities include operational performance, customer delivery, capital discipline and the continued development of a secure, Western-aligned rare-earth products supply chain.
Critical Metals Corp., a leading critical minerals exploration and mining company, today announced that the Government of Greenland (Naalakkersuisut) has formally approved the Mining Plan and Closure Plan for the Company’s flagship Tanbreez Project in Southern Greenland – one of the world’s largest heavy rare earth deposits. The approvals build on the exploitation licence granted to Tanbreez in 2020 and set out how the mine will be built, operated and ultimately closed and rehabilitated over a period running through 2050.
The approvals were granted to the Company’s Greenlandic subsidiary, Tanbreez Mining Greenland A/S, under sections 77 and 80 of the Greenland Parliament Act on Mineral Activities and Exclusive Licence No. 2020-54, which covers the exploitation of minerals at Killavaat Alannguat, between Narsaq and Qaqortoq in Southwest Greenland. They were signed on behalf of the Government of Greenland by Múte B. Egede, Minister for Foreign Affairs, Business and Mineral Resources, in Nuuk on September 29, 2026.
Greenland Mines Ltd. applauded President Donald J. Trump’s statement highlighting preparations for expanded mineral exploration in Greenland and the island’s strategic importance to the United States and Europe. The Company believes the President’s comments reinforce the opportunity for responsibly developed Greenlandic mineral resources to support allied industrial capacity, economic resilience and national security. “President Trump’s comments put Greenland’s mineral potential firmly alongside its strategic location in the discussion of allied security,” said Dr. Bo Møller Stensgaard, President of Greenland Mines. “We welcome that recognition. Reliable access to critical minerals is an essential part of a strong industrial and defense base, and Greenland has the potential to make a meaningful contribution. Realizing that potential requires sustained investment, technical execution and close cooperation with Greenland’s authorities and communities. Those priorities are central to our work at Sarfartoq and Skaergaard.” Greenland Mines is advancing two projects relevant to these objectives: Sarfartoq’s neodymium-praseodymium rare earth resources in southwest Greenland and Skaergaard’s palladium, platinum and gold resources in southeast Greenland. Sarfartoq offers potential future supply of magnet rare earth materials, while Skaergaard provides exposure to precious metals and additional potential critical-mineral by-products requiring further evaluation. Sarfartoq’s previously disclosed Initial Assessment estimates a high-case, pre-tax net present value of approximately US$2.05 billion using an 8% discount rate. At Skaergaard, the Company recently completed a substantial field campaign that included 4,480 metres of diamond drilling, supporting the next stages of metallurgical evaluation, engineering and project assessment.

Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for Eastport Critical Metals Corp. by Eastport Critical Metals Corp. We own ZERO shares of Eastport Critical Metals Corp. Please click here for disclaimer.
Contact:
Ty Hoffer
Winning Media
281.804.7972
Ty@winning.media

Related Stories