USAR News & Events

USA Rare Earth announced a significant acceleration of the commercialization timeline for its Round Top heavy rare earth deposit in Texas. The Company now plans to begin commercial production in late 2028, two years earlier than previously anticipated. Round Top is the United States' richest known deposit of heavy rare earth elements, gallium, and beryllium, and is a cornerstone of USAR's integrated mine-to-magnet value chain. That value chain also includes a 310,000 sq ft. magnet manufacturing facility in Stillwater, Oklahoma, which is expected to be the largest metal-and-alloy-making and strip-casting capability outside of China, and a processing and separation laboratory in Wheat Ridge, Colorado.

Jarrod Agen, executive director of the National Energy Dominance Council, said while speaking at a forum in Washington that the U.S. government plans to take more equity stakes in critical minerals companies, reported Bloomberg's Ari Natter. "I think they're the norm from our perspective. There is a broad scope of different companies who are coming to us. They're making the right case," the official is quoted as having said. Companies in the rare earth minerals space include MP Materials (MP), Energy Fuels (UUUU), USA Rare Earth (USAR), and Critical Metals (CRML) and United States Antimony (UAMY).

USA Rare Earth (USAR) announced that its subsidiary, Less Common Metals, signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation, a subsidiary of Compass Diversified (CODI). Leveraging LCM's metal and alloy making expertise, the agreement will ensure a reliable, ex-China source of high-quality rare-earth materials for Arnold's production of advanced permanent magnets. "This collaboration exemplifies the type of industrial partnerships that are rebuilding strength and resilience across the rare-earth ecosystem outside of China," said Barbara Humpton, Chief Executive Officer of USA Rare Earth. "LCM's role demonstrates the strategic importance of secure, reliable sourcing, and how collaboration between trusted partners can guarantee sustainable access to critical rare-earth materials for global magnet manufacturers."

USA Rare Earth announced that it has been included on the preliminary list for addition to the Russell 2000 Index as published in the FTSE Russell Preliminary List of IPO Additions and is expected to become effective December 22, 2025. Final inclusion is subject to FTSE Russell's standard review process.