稀土概念股MP Materials(MP)跌4.7%,Energy Fuels(UUUU)跌3.7%,NioCorp Developments(NB)跌2.9%,AMR RAR ERTH ORD粉单市场(ARRNF)涨1.71%。加拿大上市的Ucore Rare Metals(UCU)涨4.05%,Aclara Resources(ARA)涨2%,Mkango Resources(MKA)持平,Neo Performance Materials Inc.(NEO)则跌1.1%。核电概念股/铀矿概念股Sam Altman持股的Oklo跌9.67%,SMR跌6.88%,DNN跌4.52%,Vistra跌4.26%。据英国金融时报报道,在美国放弃最严厉的要求后,乌克兰同意了美方的矿产协议。