USAR

Formalizes the Strategic Investment and Commercial Framework Between the Companies Announced in April 2026 Strengthens USA Rare Earth's Midstream Rare Earth Platform in Europe and the Integrated Industrial Ecosystem Forming in Lacq, France Carester's Caremag Facility to Commence Operations in Q4 2026 Provides LCM Europe and USA Rare Earth Access to Carester's Rare Earth Oxides; Gives Carester Access to USA Rare Earth Feedstock from Serra Verde and Round Top STILLWATER, Okla., July 23, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (the “Company”) today announced that it has entered into definitive agreements to acquire strategic minority stakes representing approximately 13.6 percent each in Carester SAS (“Carester”), a French leader in rare earth processing and separation.

USA Rare Earth named Serra Verde Group Chief Executive Thras Moraitis to lead the company following the completion of a $2.8 billion combination of the two mining companies.

USA Rare Earth said on Monday that Barbara Humpton will retire as ​chief executive officer and board director ‌effective October 1, with Serra Verde CEO Thras Moraitis set to succeed her.

Barbara Humpton to retire and Thras Moraitis to become CEO, both effective October 1, 2026 Michael Blitzer elected Executive Chairman, effective immediately STILLWATER, Okla., July 20, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (“USAR”, “USA Rare Earth”, or the “Company”), announced today that Barbara Humpton will retire as Chief Executive Officer and Board Director on October 1, 2026.

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.

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.

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.

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.

The physical economy is undergoing a structural shift. The global race to secure critical minerals sits squarely at the center of this transformation.

USA Rare Earth remains a Strong Buy, driven by rapid midstream buildout and significant government funding de-risking execution. USAR secured $1.6 billion in low-cost government funding, and with $1.7 billion in cash, USAR is now very well-capitalized. Serra Verde is expected to deliver $550–$650 million annualized EBITDA by 2027, with USAR trading at a 24% EV/EBITDA discount to sector averages.