USA Rare Earth Inc

USAR

Market cap $3.83B

USA Rare Earth CEO Barbara Humpton joins 'Mornings with Maria' to discuss securing up to $1.6B in Commerce funding, expanding U.S. rare earth production and reducing America's reliance on China's critical minerals supply chain.

Positions USA Rare Earth as one of few companies outside of Asia with the capability to separate heavy rare earths Represents important step toward an integrated value chain that secures global supply for advanced manufacturing and critical industries Broadens Company's feedstock options to include recycled material, complementing planned oxide production from Round Top and Serra Verde concentrates Samples to be sent to LCM for qualification; produced oxides to serve as feedstock to rare earth metal production, which supplies the Company's magnet manufacturing facilities in the United States WHEAT RIDGE, Colo., July 14, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) ("USAR", "USA Rare Earth", or the "Company"), a rare earth, critical minerals and advanced materials company, today announced that its hydrometallurgical facility in Wheat Ridge, Colorado, has produced commercial-grade dysprosium (Dy) oxide and neodymium-praseodymium (NdPr) oxide samples from recycled rare earth magnet scrap, known in the industry as "swarf.

USA Rare Earth underperformed the S&P 500 in 2025. The company announced several positive developments, including a sizable acquisition.

It's not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:

Critical minerals stocks are ripping higher this morning on the back of a powerful macro catalyst: unprecedented direct US military-industrial integration. On July 7th, the US Army said it has selected REalloys (ALOY) to build and operate the first-ever commercial critical mineral processing facility directly on a US military installation.

The company and its stock faces key risks include share overhang, China blacklisting, and a legal dispute. USA Rare Earth's long-term prospects depend on execution and its ability to help ensure a domestic supply of rare earth materials and magnets.

TMC The Metals Company is attempting to build a mining operation under the ocean. USA Rare Earth has rare-earth metals processing assets and is looking to build a rare-earth metals mine.

USA Rare Earth, Inc. is positioned as a future rare earth industry leader with a developing mine-to-magnet supply chain. The company now plans to control 2 rare earth mines by the end of the decade. The business is forecast to throw off $1.8+ billion in adjusted EBITDA by FY29 when expansion plans are fully operational, while the Serra Verde mine adds $600 million in 2028.

USA Rare Earth has federal backing to produce and supply rare-earth magnets. Archer Aviation could win the race to put eVTOL aircraft in U.S. skies.

Among the various corners of the stock market, few have attracted as much attention as rare-earth element companies. This comes as the global economy looks to loosen China's grip on this market by investing in non-Chinese supply chains.