Rare Earths Are Hot. Not All of the Government’s New Buys Will Thrive.

Payne Institute Energy Finance Lab Director Brad Handler, Student Researcher Andrew Bauman, Faculty Fellow Ian Lange, and Morgan Bazilian write about how the Trump administration struck more deals this week with domestic rare earths companies with a $1.4 billion stake in Vulcan Elements and its supply partner, ReElement Technologies.  November 5, 2025.