USAR

Rare earth miners slid into Tuesday's close as investors dump AI-adjacent trades.

Shares of U.S. rare earth and critical minerals producers are broadly higher in Friday's midday session.

The critical-minerals theme has a compelling strategic foundation, but strategic importance doesn't automatically translate into attractive stock returns.

USA Rare Earth is scaling a non-China rare earth chain, with Serra Verde, Stillwater magnet sales and Round Top milestones driving its next phase.

USA Rare Earth NASDAQ: USAR reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China.

USA Rare Earth, Inc. (USAR) Q2 2026 Earnings Call Transcript

The United States is finally starting to dig itself out of a rare earth metals hole it spent decades digging. The effort got a boost on July 29, when Energy Fuels announced that construction has begun on a commercial-scale expansion at its White Mesa Mill in Utah.

USAR more than doubled after my April call before giving it all back, but Serra Verde leaves the long-term thesis stronger than where it started. The deal fills the biggest hole in the mine-to-magnet story by adding a producing upstream asset. The dilution only works financially if Serra Verde moves beyond MREC and toward higher-value oxide sales.

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.