| Asset | YTD | Catalyst |
|---|---|---|
| MP Materials (MP) | +300% | DoD deal; magnet ramp |
| Lynas (LYC) | +249% | Mt Weld expansion |
| Aclara (ARA) | N/A (private) | $277M Louisiana plant — watch IPO |
| REMX ETF | +86% | Geopolitical hedge |
Sources: Yahoo Finance, MP Materials (NYSE: MP) Historical Prices (Nov 3, 2025) [finance.yahoo.com]; TradingView, Lynas (ASX: LYC) & REMX ETF (Oct 31, 2025) [tradingview.com]; Aclara Resources Press Release (Oct 2025) [aclara-re.com]; DoD MP Materials Deal (Jul 2025) [defense.gov]. YTD as of Nov 3, 2025.