The emergence of critical minerals as a new arena of geopolitical competition has coincided with a dizzying rally in U.S.-listed rare earths mining stocks. Despite paring gains in recent weeks, shares of Critical Metals have advanced 241% over the last three months, while NioCorp Developments , Energy Fuels and Idaho Strategic Resources have all surged well above 100% over the same period. The eye-watering gains are even more remarkable year-to-date. Energy Fuels' stock price has quadrupled