๐ข ๐๐๐๐ ๐๐: Trump signed an executive order tightening the conditions under which U.S. defense contractors can obtain waivers to use banned foreign-sourced critical minerals and materials.
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USA Rare Earth
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๐ข ๐๐๐๐ ๐๐: $USA Rare Earth(USAR.US) USA Rare Earth Produces Commercial-Grade Dy and NdPr Oxides from Recycled Magnet Scrap
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ ๐๐๐ซ๐ ๐๐๐ซ๐ญ๐ก produces commercial-grade ๐๐ฒ and ๐๐๐๐ซ oxides.โค Production used recycled ๐ซ๐๐ซ๐ ๐๐๐ซ๐ญ๐ก ๐ฆ๐๐ ๐ง๐๐ญ ๐ฌ๐๐ซ๐๐ฉ (swarf).โค Milestone positions USAR among few ๐๐๐ฌ๐ญ๐๐ซ๐ง heavy rare earth separators.โค Dy oxide and NdPr oxide produced at ๐๐ก๐๐๐ญ ๐๐ข๐๐ ๐, Colorado facility.โค Swarf could supply up to ๐ญ๐ก๐ข๐ซ๐ญ๐ฒ ๐ฉ๐๐ซ๐๐๐ง๐ญ of future magnetic rare earth feedstock.โค Oxide samples will be sent to ๐๐๐ฌ๐ฌ ๐๐จ๐ฆ๐ฆ๐จ๐ง ๐๐๐ญ๐๐ฅ๐ฌ for qualification.โค LCM will convert oxides into ๐ซ๐๐ซ๐ ๐๐๐ซ๐ญ๐ก ๐ฆ๐๐ญ๐๐ฅ๐ฌ and strip cast products.โค Additional processing campaigns will use ๐๐จ๐ฎ๐ง๐ ๐๐จ๐ฉ and ๐๐๐ซ๐ซ๐ ๐๐๐ซ๐๐ feedstock.โค Milestone advances USAR's integrated ๐ซ๐๐ซ๐ ๐๐๐ซ๐ญ๐ก ๐ฏ๐๐ฅ๐ฎ๐ ๐๐ก๐๐ข๐ง outside Asia. - H
๐ข ๐๐๐๐ ๐๐: $USA Rare Earth(USAR.US) USA Rare Earth Commissions Colorado Facility for Heavy Rare Earth Oxide Production
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ ๐๐๐ซ๐ ๐๐๐ซ๐ญ๐ก commissioned its hydrometallurgical demonstration facility in ๐๐จ๐ฅ๐จ๐ซ๐๐๐จ.โค First production of separated rare earth oxides targeted for ๐๐ ๐๐๐๐.โค Facility expected to produce commercial-quality ๐๐ฒ๐ฌ๐ฉ๐ซ๐จ๐ฌ๐ข๐ฎ๐ฆ, ๐๐๐ซ๐๐ข๐ฎ๐ฆ, and ๐๐ญ๐ญ๐ซ๐ข๐ฎ๐ฆ oxides.โค Could position USAR among the few ๐ง๐จ๐ง-๐๐ก๐ข๐ง๐ companies producing separated heavy rare earth oxides.โค Expands USARโs integrated platform spanning ๐ฆ๐ข๐ง๐ข๐ง๐ , ๐ฉ๐ซ๐จ๐๐๐ฌ๐ฌ๐ข๐ง๐ , ๐ฆ๐๐ญ๐๐ฅ๐ฌ, ๐๐ฅ๐ฅ๐จ๐ฒ๐ฌ, and ๐ฆ๐๐ ๐ง๐๐ญ๐ฌ.โค Feedstock sources include ๐๐๐ซ๐ซ๐ ๐๐๐ซ๐๐, ๐๐จ๐ฎ๐ง๐ ๐๐จ๐ฉ, and potential third-party suppliers.โค Initial campaigns will validate processing of ๐๐จ๐ฎ๐ง๐ ๐๐จ๐ฉ ore, MREC feedstock, and magnet recycling.โค Program targets production of ๐๐๐๐ซ, ๐๐ฒ, ๐๐, and ๐ oxides from external feedstocks.โค Results will support the ๐๐จ๐ฎ๐ง๐ ๐๐จ๐ฉ Definitive Feasibility Study due by ๐๐ ๐๐๐๐.โค USAR aims to build the only fully integrated ๐ซ๐๐ซ๐ ๐๐๐ซ๐ญ๐ก ๐ฏ๐๐ฅ๐ฎ๐ ๐๐ก๐๐ข๐ง outside China. - H
๐ข ๐๐๐๐ ๐๐: $USA Rare Earth(USAR.US) USA Rare Earth Secures Up to $๐.๐๐ in U.S. CHIPS Program Funding
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค USA Rare Earth finalizes agreements for up to $๐.๐๐ in federal funding.โค Package includes up to $๐๐๐๐ in grants and $๐.๐๐ loan capacity.โค Company now cites approximately $๐.๐๐ in committed capital.โค Funding supports development of the ๐๐จ๐ฎ๐ง๐ ๐๐จ๐ฉ rare earth project in Texas.โค Commercial production targeted for ๐๐๐๐, focusing on heavy rare earth elements.โค Plans include ๐๐,๐๐๐ ๐ญ๐จ๐ง๐ฌ annual rare earth metals and magnet capacity.โค Initiative strengthens U.S. ๐๐ซ๐ข๐ญ๐ข๐๐๐ฅ ๐ฆ๐ข๐ง๐๐ซ๐๐ฅ and magnet supply chains.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค โThis partnership with the U.S. Government is the largest of its kind in our industry,โ said ๐๐ข๐๐ก๐๐๐ฅ ๐๐ฅ๐ข๐ญ๐ณ๐๐ซ, Chairman of USA Rare Earthโs Board. - H
๐ข ๐๐๐๐ ๐๐: $USA Rare Earth(USAR.US) USA Rare Earth policy chief joins Defense Department innovation board
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$USA Rare Earth(USAR.US) Double Beat
Adj EPS: $(0.12) vs $(0.14) estREV: $5.698M vs $4.233M est๐ฉ +4.35%
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CSCO Earnings LIVE: Cisco Q3 2026 Results, Call & Reaction + USAR, ENVX & DOCS With Dougie
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Finally i cut my position of USAR after buying it at its peak.. lesson for a novice green.
Cut loss and move on.
Break even is some times too hefty a burden
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$USA Rare Earth(USAR.US) | ๐๐๐ ๐๐๐ซ๐ ๐๐๐ซ๐ญ๐ก: Northland ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, sets ๐๐ ๐๐ญ $๐๐
Analyst sees strategic rare earth positioning outside China, supported by strong liquidity and long-term EBITDA growth potential.Source: Hardik Shah
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$USA Rare Earth(USAR.US) | ๐๐๐ ๐๐๐ซ๐ ๐๐๐ซ๐ญ๐ก: Canaccord reiterates ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees transformational acquisition and long-term offtake deal unlocking EBITDA growth, positioning USAR as a key Western rare earth supplier.Source: Hardik Shah
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Can we pleaseโฆ just secure our rare earths supply chains first before we do this?
How are we able to spend billions on glass towers in Miami?But not subsidize all our most important AI, Robotics, and Space rare earth upstream supply chainsโฆ That are entirely dependent on China/Russia? We literally have no domestic processing at scale for some of the most vital chokepoints from Humanoids bodies to indium/germanium/gallium for AI applications.Picking a few like $MP Materials(MP.US) to $USA Rare Earth(USAR.US) and saying โwe did somethingโ is not enough.The Rare Earths chokepoint is a ticking time bomb that China set over the US.America has its prioritizes completely wrongSource: Serenity
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This is the most egregious headline Iโve read from FT.
โUS BETS BILLIONS OF DOLLARS ON UNPROVEN GROUPS IN RARE EARTHS DEALSโNo sht. Maybe theyโre โunprovenโ since we have nothing??$USA Rare Earth(USAR.US) to $MP Materials(MP.US) are incredibly important. Since US rare earths supply is the #1 national security priority right now. The United States owns almost none of the upstream capacity/refineries for AI, Robotics, to Space, as we rely on other countries from Canada to China. This is probably the best domestic policy move from the Trump administration to fund these unprofitable efforts.In order to secure US supply chain sovereignty instead of relying on Russia and China?Itโs almost like FT is trying to make the US public madโฆAt genuinely great efforts to secure Americanโs independence by how they word these articles.Source: Serenity
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From a short-term perspective, the volatility of rare earth concept stocks like USAR is really intense. Whenever news related to critical mineral security, military magnetic materials, or EV supply chains emerges, funds will rush in during trading hours. Recently, market discussions about the US's domestic rare earth processing capacity have heated up, naturally driving up this stock. However, it's important to note that the company is still in the development and advancement stage, and its profitability has not been fully realized. For short-term trading, you can follow the trend, but you must set a stop-loss. Don't mistake a policy-driven concept for a stable cash flow business. When trading this stock, you must adopt a quick-in, quick-out mentality.$USA Rare Earth(USAR.US)
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Why did U.S. rare earth stocks surge today?
U.S. rare earth stocks suddenly surged today, and there are actually several key reasons behind it. First, there was positive news on the policy front, with reports that the U.S. government is planning to increase subsidies for the domestic rare earth supply chain, which directly boosted the stock prices of related companies. Second, the demand from the new energy vehicle and wind power industries continues to grow, and rare earths, as a critical raw material, are expected to face a supply shortage in the future. Additionally, recent global supply chain instability has led many companies to increase their rare earth inventories, further driving up prices. Finally, from a technical perspective, some rare earth stocks had undergone sufficient adjustments earlier, and capital flowed in to capitalize on the positive news. How long do you think this rally will last?
Feel free to share your thoughts in the comments!
$USA Rare Earth(USAR.US)
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The rare earth predicted yesterday has already started soaring in the night market
Many stocks are not randomly chosen, but based on the strategic logic for 2026
The market has now entered the era of "hard tech hegemony". The upward momentum of these targets in early 2026 is no longer solely based on financial data, but on their irreplaceability in the national interest chain
Rare earth is not just for batteries, but also essential for F-35 and guided weapons. These companies are the only trump card for "domestic supply in the US"
Although this does not guarantee a "buy with eyes closed" market, standing on the side of policy trends will be more favorable for investment
