USA Rare Earth Inc

USAR

Market cap $2.54B

USA Rare Earth faces rising development costs and losses as it builds U.S. rare earth projects, even as Round Top's commercial start moves up to late 2028.

USA Rare Earth stock tumbled towards the end of 2025 on profit booking. The company, however, expects to start mining at its rich rare-earth deposit in 2028, rather than 2030.

The first two weeks of 2026 have opened the year with a bull run in rare earth stocks, driven by geopolitical tension and aggressive industrial policies. The upward momentum could continue as the U.S. makes definitive moves toward mineral sovereignty.

USAR crosses its 50-day SMA as shares climb 52% in six months, with Stillwater magnet plant advances and a $400M cash boost driving momentum.

The company could conceivably feed its production facility with materials from Venezuela, and receive investment from the U.S. government in the future. The share price rises in recent days are driven by speculation.

USA Rare Earth advances its Oklahoma NdFeB magnet plant, targets early 2026 commissioning, expands capacity to 1,200 tons and builds a $400M+ cash base.

USA Rare Earth (NASDAQ:USAR) increased +12% on January 5th, closing close to $15.80 after reaching a high of $16.14. The widely discussed catalyst was speculation regarding a regime change in Venezuela and the potential for new rare earth mineral sourcing avenues for U.S. firms.

USA Rare Earth (NASDAQ:USAR) increased +12% on January 5th, closing close to $15.80 after reaching a high of $16.14. The widely discussed catalyst was speculation regarding a regime change in Venezuela and the potential for new rare earth mineral sourcing avenues for U.S. firms.

USA Rare Earth stock is soaring today after U.S. forces removed Venezuelan President Nicolás Maduro from power. The change in Venezuela's leadership could open doors for USA Rare Earth in the country.

This company's business model depends on securing a supply of rare-earth materials for its nascent magnet production facility. It's far too early to conclude anything fron recent events in Venezuela.