Critical Metals Rallies 5% on Tanbreez Refinery Study Projecting Up to $2.2B in Annual Revenue; USA Rare Earth Inches Higher, MP Materials Unmoved

A refinery study just gave Critical Metals investors a concrete dollar figure to argue over, and the stock is moving while its better-established peers barely flinch. Whether that gap reflects genuine rerating or a speculative overshoot depends on what happens at a shareholder meeting next month.