Some Chinese Rare Earth Suppliers Stop Shipping to the US Over Geopolitical Risk
Tight supply may help listed firms like MP, USAR and UUUU.
Tight supply may help listed firms like MP, USAR and UUUU.
Cash stands at $1.53B with CHIPS funding and key rare-earth milestones ahead.
USA Rare Earth reports first-ever revenue of $5.7M in Q1 2026, beats estimates, holds $1.75B cash, and commissions Stillwater magnet facility.
USA Rare Earth buys Serra Verde for $2.8B, gaining a key Brazil mine to secure rare earths supply from mine to magnets, outside China.
USA Rare Earth and Arnold Magnetic Technologies partner to expand U.S.-made rare earth magnets for aerospace, defense, semiconductors, and advanced tech.
USA Rare Earth buys Texas Mineral Resources Corp. in a $73M deal, gaining total ownership of North America's top heavy rare earth deposit to strengthen US supply chains for tech and defense.