Full list of rare earth stocks and rare earth element mining stocks

Here’s a comprehensive list of the leading rare earth stocks and their year-to-date performance.

With mainland China locking down exports of rare earth metals, rare earth mining companies on the other side of the Great Wall are scrambling to go into production. Analysts argue that the relatively small size of the rare earth metals market outside of China (which currently controls as much as 95 percent of the world’s supply of rare earths) will only support the emergence of a five or six new mines. The first major rare earth producers to emerge, then, will likely dominate the market outside China for decades to come.

There are a handful of leaders: Avalon Rare Metals (AMEX:AVL), Iluka Resources (PINK:ILKAF), Kenmare Resources (PINK:KMRPF) and Lynas Corp. (PINK:KMRPF). But beyond them, there’s a scrum of juniors furiously trying to get feasibility studies underway. The best finds will likely get gobbled up, or, perhaps, go to production on their own one day. Here’s a comprehensive list of the leading rare earth stocks and their year-to-date performance (in an admittedly crummy market):

Stock Ticker YTD Return
5N PLUS INC. PINK:FPLSF -5%
Alkane Resources Limited ASX:ALK 14%
Arafura Resources Limited ASX:ARU -61%
Artemis Resources Ltd ASX:ARV -63%
Assore Limited JNB:ASR n/a
Astron Limited ASX:ATR 18%
Avalon Rare Metals AMEX:AVL -57%
China Molybdenum Co., Ltd. HKG:3993 -53%
CHINA RARE EARTH HLDGS PINK:CREQF -61%
Companhia de Ferro Ligas Bahia Ferbasa SAO:FESA4 n/a
Compania Minera Autlan SAB de CV MXK:AUTLANB n/a
FORUM URANIUM PINK:FDCFF -73%
FRONTIER RARE EARTHS PINK:FREFF -65%
Galaxy Resources Limited ASX:GXY -58%
General Moly, Inc. AMEX:GMO -55%
Great Western Minerals Group CVE:GWG 17%
Greenland Minerals and Energy Limited ASX:GGG -59%
Hazelwood Resources Limited ASX:HAZ -45%
HUDSON RESOURCES INC PINK:HUDRF -68%
HUNAN NON-FERROUS METALS PINK:HNFRF n/a
ILUKA RESOURCES LTD PINK:ILKAF 34%
KENMARE RESOURCES LT PINK:KMRPF 16%
LYNAS CORP LTD PINK:LYSCY -5%
Matamec Explorations Inc. CVE:MAT -59%
Molibdenos y Metales S.A. SCL:MOLYMET n/a
Molycorp, Inc. NYSE:MCP -34%
Neo Material Technologies Inc. TSE:NEM -19%
North Mining Shares Co Ltd HKG:0433 -23%
Osaka Titanium Technologies Co., Ltd. TYO:5726 -15%
PROPHECY RESOURCE PINK:PCYRF 57%
Quest Rare Minerals Ltd AMEX:QRM -71%
Rare Element Resources Ltd. AMEX:REE -68%
RTI International Metals, Inc. NYSE:RTI -14%
TASMAN METALS LTD. PINK:TASXF -54%
Thompson Creek Metals Company, Inc. NYSE:TC -59%
Titanium Metals Corporation NYSE:TIE -12%
TOHO TITANIUM COMPANY LIMITED TYO:5727 -34%

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Full list of lithium stocks and lithium mining stocks

Here’s an exhaustive list of lithium mining stocks and lithium-related companies as well as their current market caps.

Lithium stocks are frequently compared to oil stocks. While oil powered the vehicles of the past, lithium-ion batteries will likely be integral to almost all forms of transportation in the future (see my post How to invest in lithium stocks). That means lithium mining companies stand to profit handsomely in the years to come. Here’s a full list of the biggest lithium mining stocks and lithium-related companies as well as their current market caps:

Stock Ticker Market Cap
Global X Lithium ETF NYSE:LIT $99 million
Market Vectors Rare Earth/Strategic Metals ETF NYSE:REMX $250 million
Sociedad Quimica y Minera NYSE:SQM $6.7 billion
FMC Corporation NYSE:FMC $4.9 billion
Rockwood Holdings, Inc. NYSE:ROC $3.02 billion
GS Yuasa Corporation TYO:6674 $149 billion
Saft Groupe SA EPA:SAFT $498 million
Galaxy Resources Limited ASX:GXY $198 million
A123 Systems, Inc. NASDAQ:AONE $511 million
Canada Lithium Corp. TSE:CLQ $133 million
Valence Technology, Inc. NASDAQ:VLNC $177 million
Exide Technologies NASDAQ:XIDE $310 million
Advanced Battery Technologies, Inc. NASDAQ:ABAT $87 million
TALISON LITHIUM LTD. TSE:TLH $320 million
Orocobre Limited ASX:ORE $119 million
Avalon Rare Metals AMEX:AVL $257 million
Reed Resources Ltd. ASX:RDR $85 million
Ultralife Corp. NASDAQ:ULBI $85 million
Lithium One Inc. CVE:LI $51 million
Lithium Americas Corp. TSE:LAC $94 million
China BAK Battery Inc. NASDAQ:CBAK $58 million
Electrovaya Inc. TSE:EFL $87 million
Coslight Technology International Group HKG:1043 $733 million
Ener1, Inc. NASDAQ:HEV $33 million
Western Lithium USA Corporation TSE:WLC $44 million
TNR Gold Corp. CVE:TNR $8 million
Latin American Minerals Inc. CVE:LAT $16 million
RODINIA LITHIUM INC. PINK:RDNAF n/a
Greenlight Resources Inc. PINK:PRZCF n/a
FIRST LITHIUM RES INC. PINK:FLNTF n/a
Polypore International, Inc. NYSE:PPO $2.73 billion
Altair Nanotechnologies, Inc. NASDAQ:ALTI $71 million
Lithium Technology Corporation PINK:LTHU $40 million
CANASIA INDUSTRIES CORPORATION CVE:CAJ $5 million
Channel Resources Ltd. CVE:CHU $29 million

In the face of a global economic slowdown, it’s been a rough year for lithium stocks. Of the lithium stocks listed above, only two have posted net gains on the year: Polypore International, Inc. (+44 percent) and Rockwood Holdings, Inc. (+0.064 percent). Here are the top five lithium stocks losers year-to-date:

Company YTD Performance
Ener1, Inc. -94%
Canada Lithium Corp. -73%
RODINIA LITHIUM INC. -71%
Advanced Battery Technologies, Inc.

-70%
TNR Gold Corp. -70%

If I’ve overlooked any lithium stocks, lithium mining stocks, or lithium-related stocks, please note them in the comments section, and I’ll add them to this post.

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How to invest in lithium stocks

As with any emerging industry, investing in lithium stocks requires a lot of homework. Here are three ways to bet on the industry including several lithium stock picks.

Looking at investing from a macroeconomic view, it’s difficult to find arguments against the future of lithium. In the words of Forbes, “The gas engine made petroleum the world’s biggest commodity. The electric car could do the same for (lithium).”

When Tesla Motors Inc. (NASDAQ:TSLA) unveiled the company’s luxury electric car, the Roadster, it took the rest of the car industry by surprise. Chevy and Nissan had banked on enormous lithium batteries in their respective electric cars (the Volt and the Leaf), while the Roadster linked together thousands of small lithium-ion batteries (not unlike what you’ll find in your laptop). The net effect was lower costs and higher performance.

No matter what the end battery looks like though, most of the world’s top electric vehicles rely on lithium battery technology to store and deliver energy. And the demand for lithium carbonate and lithium metal should climb rapidly alongside demand for electric cars and mobile gadgets with long battery lives.

As with any emerging industry, investing in lithium stocks requires a lot of homework. Here are three ways to bet on the industry:

1) Invest in a lithium ETF. There are currently two lithium-related ETFs that trade on the New York Stock Exchange (see my post ETFs explained in pictures for information on ETFs). The first, Global X Lithium ETF (NYSE:LIT) is a pure-play on lithium stocks. It seeks to replicate the yield of the Solactive Global Lithium Index – an index composed of “companies active in exploration and/or mining of Lithium or the production of Lithium batteries.” Buying shares in LIT is like investing in each of the 20+ companies that comprise the Solactive Global Lithium Index.

The second lithium ETF on the NYSE is the Market Vectors Rare Earth/Strategic Metals ETF (NYSE:REMX). REMX invests in companies engaged in the mining of lithium, but also 48 other rare earth and strategic metals companies. That makes REMX far less of a pure play on lithium, but it does distribute risk across several other elements that are increasingly used in high-tech products including wind turbines and hybrid vehicles.

2) Invest directly in lithium stocks. There are a number of companies that are engaged in the mining and production of lithium. The biggest beyond a doubt, though, is Sociedad Quimica y Minera (NYSE:SQM). Based in Chile, SQM produces nearly 30 percent of the world’s lithium carbonate. The company holds rights to huge swaths of the Salar de Atacama – a Chilean lake bed that’s purported to hold 27 percent of the world’s lithium. Here’s a list of the world’s top five biggest lithium stocks (including SQM) and their stock performance year-to-date:

Stock YTD Gain
Sociedad Quimica y Minera (NYSE:SQM) -19.25%
FMC Corporation (NYSE:FMC) -13.8%
Rockwood Holdings, Inc. (NYSE:ROC) +.64%
GS Yuasa Corporation (TYO:6674) -34.7%
Saft Groupe SA (EPA:SAFT) -28%
Galaxy Resources Limited (ASX:GXY) -56.9%

As you can see, it hasn’t exactly been a banner year for lithium stocks, but that could change quickly if and when the global economic gloom starts to lift (or if we suffer through higher crude oil prices). If that happens, you can expect penny lithium stocks to outperform their larger rivals (see my post Top five penny lithium stocks).

3) Invest in car companies that harness lithium technology. The most promising area in lithium technology is the electric vehicle industry. Several companies in the space stand out including:

  • Tesla Motors Inc. (NASDAQ:TSLA): Manufacturer of the all-electric Tesla Roadster
  • General Motors Company (NYSE:GM): Manufacturer of the hybrid Chevy Volt
  • Nissan Motor Co., Ltd. (PINK:NSANY): Manufacturer of the all-electric Nissan Leaf
  • BYD Company Limited (HKG:1211): Manufacturer of the all-electric E6 (see my post BYD Auto IPO: Is the battered Chinese battery and car maker stock a buy?)

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