To The Moon

Hi Tigers, The Great Reshoring Race Has Started—And These 40+ Tickers Are Miles Ahead

Washington just declared rare earths, lithium and uranium “critical to national security.” Translation: a tidal wave of subsidies, export bans and Pentagon contracts is about to hit the sector. Morgan Stanley’s freshly-minted National Security Index pinpoints the cash-flowing incumbents and micro-cap explorers best positioned to ride the scramble. If you missed the EV run of 2020-21, consider this your second-mover advantage—before the next export restriction lights up every screen on Wall Street.

Nuclear Energy and Uranium

• $Energy Fuels(UUUU)$ : Energy Fuels is one of the leading U.S. uranium producers. It participates in uranium mining, recovery, processing, and also in rare earth element and vanadium operations.

• $Centrus(LEU)$ : Centrus (formerly USEC) is a U.S. nuclear fuel supply company focused on uranium enrichment, especially development of high-assay low-enriched uranium (HALEU) needed for next-generation reactors, and related services.

• $Cameco(CCJ)$ : Cameco is one of the largest publicly traded uranium companies; it mines uranium, handles refining/conversion, fuel services, and has interests in nuclear technology via Westinghouse and enrichment ventures.

• $BWX Technologies Inc(BWXT)$ : BWX supplies nuclear reactor components, operates in both commercial and government nuclear markets, offers reactor services, and supports medical isotope production.

• $Uranium(UEC)$ : Uranium Energy is a U.S.-based uranium explorer and producer using in-situ recovery and conventional mining, focusing on low-cost uranium projects.

• $NANO Nuclear Energy Inc(NNE)$ : NANO is a technology company aiming to design and commercialize microreactors, also working in fuel fabrication, fuel transport, and related nuclear services.

• $Mirion(MIR)$ : Mirion provides instruments, detectors, and systems used for radiation detection, measurement, monitoring, imaging, and nuclear safety/security applications. (Mirion is well-known in its niche of nuclear measurement and instrumentation.

• $Nexgen Energy Ltd.(NXE)$ : NexGen is a uranium-focused development company with projects in stages approaching production, acquiring and advancing uranium deposits.

• $Oklo Inc.(OKLO)$ : Oklo develops compact fast reactors / advanced nuclear systems, aiming to design, build, and operate modular nuclear power plants.

• $Lightbridge(LTBR)$ : Lightbridge works on advanced nuclear fuel designs (e.g. metallic or high-performance fuel) for improved reactor performance, safety, and economics.

• $ASP Isotopes Inc.(ASPI)$ : ASP Isotopes focuses on uranium enrichment and related nuclear fuel technologies. (It’s often categorized under “enrichers/fuel tech” in nuclear stock lists.

• $Uranium Royalty Corp.(UROY)$ : Uranium Royalty acts as a royalty/streaming company, investing in uranium mining projects and collecting royalty or streaming payments rather than operating mines themselves.

• $ENCORE ENERGY CORP(EU)$ : enCore Energy is an exploration/development stage uranium company, advancing uranium properties (often in the U.S.) toward production.

  

Batteries and Energy Storage

• $Eos Energy Enterprises Inc.(EOSE)$ : Eos develops and manufactures energy storage systems based on aqueous zinc battery technology. Their systems are aimed at 3–12+ hour storage durations (intra-day).

• $Solaris Energy Infrastructure, Inc.(SEI)$ : Solaris provides equipment-based infrastructure for distributed power generation, backup, and bridging power (e.g., for oil and gas sites, remote installations).

• $Tesla Motors(TSLA)$ : Tesla is a leading EV manufacturer. In addition, it has a strong presence in stationary energy storage (Powerwall, Powerpack, Megapack) and solar/solar + storage systems.

• $Amprius Technologies Operating Inc(AMPX)$ : Amprius develops and manufactures lithium-ion battery cells with advanced technology (notably silicon anodes/nanowires) to push energy density and performance.

• $Microvast Holdings, Inc.(MVST)$ : Microvast designs, develops, and makes battery systems (cells, modules) for electric commercial vehicles and utility-scale energy storage.

• $Ballard Power(BLDP)$ : Ballard specializes in fuel cell technologies (proton exchange membrane – PEM – fuel cells) used for stationary, mobility, and backup power applications.

• $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ : ABAT works on the full lithium-ion battery lifecycle: extraction, refining, recycling, materials separation, and possibly battery manufacturing.

Lithium

• $Albemarle(ALB)$ : Albemarle is one of the world’s largest lithium producers. It operates lithium extraction (both brine and hard rock), conversion (to lithium carbonate, lithium hydroxide), and processing of battery-grade materials. Beyond lithium, Albemarle also has chemical specialties, catalysts, and flame-retardant businesses. It is also moving into lithium recycling to create a circular battery supply chain.

• $Sigma Lithium Corporation(SGML)$ : Sigma Lithium is a Brazilian company that owns and operates the Grota do Cirilo hard-rock lithium operation. Their strategy emphasizes high-purity lithium concentrate, sustainable operations (e.g. minimal use of potable water, no tailings dams, etc.).

• $Lithium Americas Corp.(LAC)$ : Lithium Americas is a North American‐focused lithium company, primarily known for advancing its Thacker Pass project in Nevada to produce battery-grade lithium (carbonate/hydroxide). They aim to build out the full value chain (mining → processing) to supply the U.S. critical minerals and battery supply chain.

• $Standard Lithium(SLI)$ : Standard Lithium is developing lithium brine resources (particularly in the Smackover region in the U.S.) using a Direct Lithium Extraction (DLE) technology to reduce environmental impact and increase recovery efficiency. They aim to be a lower-cost, sustainable lithium producer using modern extraction and processing techniques.

• $LITHIUM ARGENTINA AG(LAR)$ : Lithium Argentina (formerly Lithium Americas Argentina) is focused on developing low-cost lithium brine operations in Argentina. Their flagship is the Cauchari–Olaroz brine project, one of Argentina’s larger brine resources.

  

Rare Earths and Strategic Metals

• $Ramaco Resources Inc.(METC)$ : Ramaco is primarily known as a metallurgical coal operator (producing “met coal” used in steelmaking). However, it has also been advancing efforts into rare earth / critical minerals, particularly via its Brook Mine project (REE/critical minerals).

• $United States Antimony(UAMY)$ : UAMY is a vertically integrated company that mines, mills, smelts, and sells antimony and related products. It also owns operations in zeolite (a specialty mineral) and recovers precious metals (gold, silver) as by-products.

• $USA Rare Earth Inc.(USAR)$ : As its name suggests, USA Rare Earth focuses on discovering, developing, and processing rare earth element (REE) deposits in the U.S. (or North America) to supply magnet, specialty, and strategic uses. (Note: specific project details may vary or be in the development stage.)

• $NioCorp Developments Ltd.(NB)$ : NioCorp is a development-stage critical minerals company with projects targeting niobium, scandium, titanium, rare earths, and other specialty metals. Their goal is to bring these to market for use in high-tech, aerospace, energy, and defense applications.

• $CRITICAL METALS CORPORATION(CRML)$ : CRML is a mining development company exploring and advancing projects with a critical metals (rare earths, lithium) focus. Its flagship project is the Tanbreez rare earth deposit in Southern Greenland.

• $MP Materials Corp.(MP)$ : MP Materials operates the Mountain Pass rare earth mine in California (the only large-scale REE mine in the U.S.) and focuses on extracting, separating, and producing rare earth oxides (especially NdPr oxide for permanent magnets) and advancing the U.S. REE supply chain.

• $Idaho Strategic Resources Inc(IDR)$ : IDR is focused on precious metals and rare earth / critical mineral exploration and development in Idaho and nearby regions. Projects often involve rare earth elements, specialty minerals, and precious metals.

• $Ivanhoe Electric Inc.(IE)$ : Ivanhoe Electric is an exploration/development company aiming to develop critical mineral resources (including rare earth elements, battery metals, etc.) often in jurisdictions with favorable geology.

• $Carpenter Technology(CRS)$ : Carpenter is not a pure miner — instead, it is a specialty materials / advanced metals company. They produce and process high-performance alloys, specialty metals, powders, and components used in aerospace, defense, industrial, energy, medical, and high-end applications.

• $Ivanhoe Mines Ltd.(IVPAF)$ : Ivanhoe Mines is a diversified mining company with projects in copper, nickel, platinum group elements, and associated metals. It is not primarily a rare earths company but has exposure to critical metals through its broader mining portfolio.

• $Wheaton Precious Metals(WPM)$ : Wheaton is a precious metals streaming / royalty company — it provides financing to mining companies in exchange for future rights to purchase precious metals (silver, gold, etc.), sometimes also with exposure to base / critical metals.

• $FMC Corp(FMC)$ : First Quantum is a large base-metals miner with operations in copper, nickel, gold, and related metals. While not a pure rare earths company, its “strategic metals” relevance comes from its role in supplying base and battery metals.

• $Freeport-McMoRan(FCX)$ : FCX is one of the world’s largest publicly traded copper producers (also produces gold, molybdenum, etc.). Its importance in the strategic metals / battery supply space is via copper — a critical infrastructure and energy storage metal.

• $A-Mark Precious Metals(AMRK)$ : A-Mark is in the trading, refining, logistics, and services side of precious metals (gold, silver, platinum, etc.). It may not directly mine, but provides market access, storage, and value chain services for precious and strategic metals.

  

Risk Disclosure: This analysis is based on public market data and historical patterns, and does not constitute investment advice. Investors should make decisions based on their own risk tolerance.

🏦For SG users only, open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!

Find out more here：

• 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

• Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!

• 🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!

• Your first trade of the day = 1 lucky draw chance!

• 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?