Shares of Critical Metals (CRML) have surged over 120% in 2025 as investors flock to America’s potential rare-earth minerals supplier. The Trump administration is reportedly considering a direct equity stake in CRML under the Defense Production Act, reflecting a growing interest in securing domestic supplies of critical minerals.

CRML’s rally showcases how political momentum can spark speculative interest in resource companies. With the U.S. aiming to reduce dependence on Chinese rare-earth processing, CRML’s ownership of Greenland’s Tanbreez deposit positions it strategically in the global supply chain for electric vehicles, renewable energy, and defense technologies.

Critical Metals (CRML) is a mining company focusing on strategic metals like rare earth elements. The company’s flagship project is the Tanbreez deposit in Greenland, a large untapped source for magnets, batteries, and military applications. CRML has a market cap of $1.24 billion and is headquartered in New York.

The Trump administration is reportedly in negotiations to acquire an equity stake in Critical Metals through the Defense Production Act. This follows CRML’s request for a $50 million grant, with talks now revolving around an 8% equity investment. A $120 million loan from the U.S. Export-Import Bank is also being considered.

Critical Metals recently renegotiated with Rimbal Pty Ltd. to increase its ownership in the Tanbreez deposit from 42% to 92.5% by issuing shares. This move secures CRML’s control of the mine ahead of potential government involvement. The U.S. aims to promote domestic access to key minerals through such agreements.

Speculation surrounds CRML’s future as talks with the Trump administration may not materialize. The stock’s euphoric pricing could see a correction if deals fall through. CRML’s story revolves around energy security and national defense, with execution and funding risks remaining until official agreements are signed.

CRML’s market capitalization has surged to $1.24 billion, driven by high-momentum trading and political rumors. Limited analyst coverage reflects the company’s early development stage. Whether CRML’s upward trajectory will continue hinges on government deals materializing and sustaining investor confidence.

Read more at Yahoo Finance: This Little-Known ‘Trump Stock’ Is Up 120% in 2025. Should You Buy Its Shares Now?