
President Trump has made strengthening critical U.S. supply chains a clear priority. This is particularly true when it comes to rare earth metals and elements like lithium.
For investors, Trump’s efforts have led to extremely impressive returns in several stocks. Most notably, rare earth metals stock MP Materials (NYSE: MP) has returned over 370% YTD, thanks to the government's 15% stake in the company. Lithium Americas (NYSE: LAC) was the next company in which the government took a stake, and sent shares up more than 180% in the past 30 days.