# U.S. Steelmaker looking into rare earths

**URL:** <https://discussion.fool.com/t/u-s-steelmaker-looking-into-rare-earths/121715>\
**Category:** Macro Economic Trends and Risks\
**Created:** [October 20, 2025, 1:18pm UTC](https://discussion.fool.com/t/u-s-steelmaker-looking-into-rare-earths/121715 "2025-10-20T13:18:47Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![LakeEffect](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/lakeeffect/32/3374_2.png) [@LakeEffect](https://discussion.fool.com/u/LakeEffect)\
**Post date:** [October 20, 2025, 1:18pm UTC](https://discussion.fool.com/t/u-s-steelmaker-looking-into-rare-earths/121715/1 "2025-10-20T13:18:47Z")

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> **[Cleveland-Cliffs surges after saying it will expand presence in rare earth...](https://seekingalpha.com/news/4505553-cleveland-cliffs-surges-after-saying-it-will-expand-presence-in-rare-earth-production)**
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> Cleveland-Cliffs surges after saying it will seek to expand its presence in the production of rare earth metals and is examining existing mining sites in Michigan and Minnesota.

The share price of U.S steel producer Cleveland Cliffs is up this morning after the CEO indicated they are looking into expanding their mining operations to include recovering rare earths in addition to iron ore.

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**Author:** ![LakeEffect](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/lakeeffect/32/3374_2.png) [@LakeEffect](https://discussion.fool.com/u/LakeEffect)\
**Post date:** [October 22, 2025, 12:51pm UTC](https://discussion.fool.com/t/u-s-steelmaker-looking-into-rare-earths/121715/2 "2025-10-22T12:51:59Z")

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Well, that didn’t take long. Cleveland Cliffs gave back all of it’s double digit gain the very next day. 😀

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**Author:** ![HohumYNWA](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/hohumynwa/32/1511_2.png) [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\
**Post date:** [October 22, 2025, 1:32pm UTC](https://discussion.fool.com/t/u-s-steelmaker-looking-into-rare-earths/121715/3 "2025-10-22T13:32:01Z")

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@LakeEffect- Noticed the jump and subsequent decline too. Saw a Seeking Alpha post suggesting “all is good” after the Monday jump. Me, I shook my head, “won’t be next month, or next year”

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**Author:** ![pauleckler](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/pauleckler/32/2906_2.png) [@pauleckler](https://discussion.fool.com/u/pauleckler)\
**Post date:** [October 22, 2025, 4:51pm UTC](https://discussion.fool.com/t/u-s-steelmaker-looking-into-rare-earths/121715/4 "2025-10-22T16:51:25Z")

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Major investment required. And to succeed financially must be low cost producer vs China or have iron clad sales contracts to resist undercuts from China.

Good PR but a very tall order.