Hedge Funds up Shorts Against US Critical Minerals Companies

Short sellers target US rare earth stocks

HEDGE funds are ramping up bets against US critical minerals companies, wagering that Trump administration support won’t be enough to loosen China’s grip on global supply, said the Financial Times citing data from S&P Global Market Intelligence. Short interest has climbed this year in US Antimony Corporation, American Resources Corporation and MP Materials. Shares in these firms surged last year after Washington pumped billions into the sector v…

Hedge Funds Challenge U.S. Critical Minerals Initiative

London, 30 July 2026 — EBM Newsdesk Analysis — By Katie Winearls Hedge funds are increasing their bets against some of the largest beneficiaries of Washington’s critical-minerals strategy, exposing a widening divide between what the United States considers strategically essential and what investors consider commercially viable. Short positions have risen against United States Antimony Corporation, American Resources Corporation and MP Materials,…

Hedge Funds up shorts against US critical minerals companies

Hedge funds are increasing bearish positions in several US critical minerals companies, betting that strong government backing for the sector will not be enough to overcome China’s long-standing dominance of global supply chains, according to a report by the Financial Times. The report cites data from S&P Global Market Intelligence as showing that short interest has climbed this year in companies including US Antimony Corporation, American Resou…

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Hedge funds have been increasing their bets against US critical minerals companies, in the belief that backing from the Trump administration that has turbocharged the sector will be insufficient to break China 's stranglehold on global supply. Short positions have risen this year against groups incl... Article link