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USA Rare Earth ($USAR) is a company focused on building a domestic rare earth magnet supply chain in the United States. It operates a rare earth mining site at Round Top Mountain ($TMRC) in West Texas. This site contains valuable minerals like neodymium, dysprosium, terbium, gallium, beryllium, and lithium. These materials are essential for industries such as defense, automotive, aviation, industrial, medical, and consumer electronics. Recent updates here …
The company is also constructing a 310,000-square-foot rare earth magnet manufacturing facility in Stillwater, Oklahoma. Production is expected to begin in early 2026. This aims to reduce U.S. dependence on China, which currently dominates rare earth magnet production. USA Rare Earth has signed agreements with companies like Moog Electric Motion Solutions. They will supply neo magnets for data center cooling solutions.
Financially, USA Rare Earth is publicly traded under the ticker $USAR. It has been attracting attention from investors, particularly in options trading. The company has also secured $75 million in PIPE financing to support its expansion.
Updates:
Originally posted in June, 2025, $USAR requires constant updates:
UPDATE
President Trump signed S.1071, the National Defense Authorization Act for Fiscal Year 2026, on Thursday, December 18, 2025
The 2026 NDAA is especially important for rare earths and critical minerals, elevating them from industrial commodities to strategic assets.
Here’s why $USAR is drawing serious government attention—and why investment seems increasingly likely:
Driving Potential Government Investment in $USAR
National Security & Supply Chain Independence
- Rare earths are essential for defense tech: guidance systems, radar, drones, and advanced weaponry.
- China controls ~85% of global rare earth refining capacity.
- The U.S. government is actively seeking to diversify away from Chinese supply chains to avoid strategic vulnerabilities.
Executive-Level Mandates
- President Trump issued an executive order in April 2025 directing agencies to reduce reliance on foreign rare earth imports.
- The Pentagon has already taken a 15% stake in MP Materials ($MP), signaling willingness to directly invest in domestic producers.
US-Australia $1 Billion Pact
- A recent bilateral agreement includes a $1 billion investment to boost rare earth mining and processing in the U.S. and allied countries.
- $USAR is one of the few companies positioned to benefit directly from this pact, given its domestic footprint and strategic relevance.
Rumored White House Interest
- $USAR and Critical Metals are reportedly on the Trump administration’s shortlist for direct investment, following similar moves with Intel ($INTC), Lithium Americas ($LAC), and Trilogy Metals (TMQ).
- Past investments led to massive stock surges—MP Materials ($MP) rose 150% after its DoD deal.
DOE’s $1 Billion Critical Minerals Initiative
- The Department of Energy is rolling out competitive grants and funding opportunities for domestic mining, processing, and manufacturing of rare earths.
- $USAR is a prime candidate for these funds, especially if it can secure offtake agreements or partnerships.
Execution Risks to Watch
- $USAR is still pre-revenue and has an untested management team.
- Government funds may be delayed or diluted, and execution challenges could impact timelines.
