U.S. Trade Proclamation Reinforces Importance of Domestic Rare Earths Supply Chain

American Rare Earths (ADR: AMRRY) commented on a U.S. trade proclamation issued Jan 14, 2026 under Section 232 to adjust imports of processed critical minerals and support domestic processing capacity.

Rhea-AI Summary

American Rare Earths (ADR: AMRRY) commented on a U.S. trade proclamation issued Jan 14, 2026 under Section 232 to adjust imports of processed critical minerals and support domestic processing capacity. The proclamation targets reduced reliance on foreign rare earth processing and seeks negotiated trade measures plus increased U.S. production to strengthen defense and advanced manufacturing supply chains.

American Rare Earths highlights its Dec 2025 technical milestone producing a mixed rare earth oxide (MREO) from the Halleck Creek ore and cites a multi‑generational light and heavy rare earths resource as relevant to U.S. supply‑chain resilience.

Positive

• U.S. proclamation (Jan 14, 2026) aims to boost domestic rare earth processing
• Produced MREO from Halleck Creek in Dec 2025
• Halleck Creek has a multi‑generational light and heavy rare earths resource

Negative

• Proclamation outlines measures but details and negotiated actions remain unspecified
• No disclosed binding offtake, financing, or production scale figures tied to MREO milestone

Argus Jan 21 session

+1.55% close to close Open Argus

Details

News Market Reaction – AMRRY

On Jan 21, the day this news came out, AMRRY closed 1.55% above the previous close.

Data tracked by StockTitan Argus for the Jan 21 session.

Market Context

This announcement connects AMRRY’s Halleck Creek advances with a U.S. trade proclamation under Secti...

Analysis

This announcement connects AMRRY’s Halleck Creek advances with a U.S. trade proclamation under Section 232, emphasizing domestic rare earth processing and supply chain security. The company previously reported high MREO recoveries and significant resource estimates, plus funding initiatives and technical partnerships. Investors following this story may focus on progress toward prefeasibility, demonstration plant delivery, and concrete government funding outcomes as indicators of how policy support translates into project execution.

Key Figures

REE recovery: 97% recovery Magnet-REE recovery: 98% recovery Cowboy State resource: 547.5 million tonnes +5 more

REE recovery

97% recovery

Bench MREO processing results from Halleck Creek ore

Magnet-REE recovery

98% recovery

Bench MREO magnet-REE recovery at 110% stoichiometry

Cowboy State resource

547.5 million tonnes

CSM mineral resource at 1,000 ppm TREO cut-off

Resource upgrade

63.9 million tonnes

Tonnage reclassified from inferred to indicated at CSM

JORC resource

2.63 billion tonnes at 3,292 ppm TREO

Halleck Creek JORC resource disclosed at 2025 AGM

Test mining tonnage

3,080 tonnes

Test mining completed at Cowboy State Mine in Sept 2025

Equity placement

A$15m at A$0.32

Capital raise disclosed in 2025 AGM address

Finance LOI

US$456m

Non-binding letter of interest for project finance

Historical Context

5 past events · Latest: Dec 16

5 events

1. Dec 16

   Processing milestone

   24h Move

   -2.5%

   Reported high MREO and magnet-REE recoveries from Halleck Creek ore.

2. Dec 08

   Leadership change

   24h Move

   -5.2%

   Appointed new CEO to lead transition toward U.S. rare earths production.

3. Nov 20

   Funding partnership

   24h Move

   -2.7%

   Expanded Tetra Tech role to pursue U.S. Government funding for Halleck Creek.

4. Nov 19

   Resource update

   24h Move

   +0.0%

   Upgraded Cowboy State Mine resource with new sampling and permits.

5. Nov 13

   AGM update

   24h Move

   -1.9%

   AGM address detailed large JORC resource and funding initiatives.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

section 232 of the trade expansion act, mixed rare earth oxide, neodymium-praseodymium, permanent magnets

4 terms

section 232 of the trade expansion act regulatory

"trade proclamation issued on January 14, 2026 to adjust imports... under Section 232 of the Trade Expansion Act"

Section 232 of the Trade Expansion Act allows the U.S. government to investigate whether imports threaten national security and, if a risk is found, to impose tariffs, quotas or other limits on those goods. Like a referee changing the rules mid-game, these measures can quickly raise input costs, disrupt supply chains and alter competitive advantages, so investors monitor Section 232 actions for abrupt risks or opportunities to company profits and valuations.

mixed rare earth oxide technical

"announcement of producing a mixed rare earth oxide (“MREO”) from its flagship Halleck Creek ore"

A mixed rare earth oxide is a commercial powder made by combining the oxide forms of several rare earth elements—metals used in high-tech and clean-energy products—into a single intermediate material. For investors it matters because this blend is a basic building block whose composition and supply influence the cost and availability of downstream items like permanent magnets, batteries and catalysts, so changes in production, quality or trade can affect company margins and market demand much like shifts in the price or supply of a mixed bag of ingredients would alter food manufacturers’ costs.

neodymium-praseodymium technical

"value-added rare earth products (i.e. Neodymium-Praseodymium “NdPr”, Dysprosium “Dy” and Terbium “Tb”)"

A neodymium-praseodymium blend is a combination of two rare-earth metals used as a raw material for making powerful permanent magnets found in electric motors, wind turbines and many high-tech devices. For investors, it matters because the availability and price of this “ingredient” can change manufacturing costs and supply chains the same way a spike in flour or steel prices would affect food or construction businesses, influencing profits and investment risk.

permanent magnets technical

"rare earth-derived products such as permanent magnets essential to electronics, defense systems, and clean technology"

Permanent magnets are materials that produce a steady magnetic field without needing electricity, like a fridge magnet that always sticks. Investors care because these magnets are key parts in electric motors, generators and sensors across industries such as electric vehicles, wind turbines and consumer electronics, so changes in their cost, availability or technology can affect manufacturing costs, product performance and company profits.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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DENVER, Jan. 21, 2026 (GLOBE NEWSWIRE) -- American Rare Earths (ASX: ARR | OTCQX: ARRNF | ADR: AMRRY) recognizes the significance of a U.S. trade proclamation issued on January 14, 2026 to adjust imports of processed critical minerals and their derivative products under Section 232 of the Trade Expansion Act. The proclamation is aimed at strengthening domestic supply chains and reducing strategic vulnerabilities in national defense and advanced manufacturing supply chains.

The proclamation acknowledges that heavy reliance on foreign sources of processed critical minerals, including rare earths and rare earth-derived products such as permanent magnets essential to electronics, defense systems, and clean technology presents a significant national security risk. It outlines measures intended to address these risks through negotiated trade measures and increased domestic production. Further details are publicly available through U.S. Government publications relating to the proclamation issued under Section 232 of the Trade Expansion Act on January 14, 2026.

This policy direction underscores the strategic importance of developing secure, sovereign sources of critical minerals processing within the United States. American Rare Earths’ December 2025 announcement of producing a mixed rare earth oxide (“MREO”) from its flagship Halleck Creek ore, representing a significant technical milestone, demonstrates the Company’s advancing capability to contribute to U.S. rare earth supply chain resilience, supported by a multi-generational light and heavy rare earths resource.

Producing MREO is a key precursor step needed for downstream separation and value-added rare earth products (i.e. Neodymium-Praseodymium “NdPr”, Dysprosium “Dy” and Terbium “Tb”), which can then be developed into the magnets required to power all important robotics and advanced technology, aligning directly with the U.S. policy objectives to bolster domestic processing capacity and support defense-critical materials independence.

Investors can follow the Company’s progress at www.americanree.com

About American Rare Earths Limited:

American Rare Earths (ASX: ARR | OTCQX: ARRNF | ADR: AMRRY) is a critical minerals company at the forefront of reshaping the U.S. rare earths industry. Through its wholly owned subsidiary, Wyoming Rare (USA) Inc. (“WRI”), the company is advancing the Halleck Creek Project in Wyoming—a world-class rare earth deposit with the potential to secure America’s critical mineral independence for generations. Located on Wyoming State land, the Cowboy State Mine within Halleck Creek offers cost-efficient open-pit mining methods and benefits from streamlined permitting processes in this mining-friendly state.

With plans for onsite mineral processing and separation facilities, Halleck Creek is strategically positioned to reduce U.S. reliance on imports—predominantly from China—while meeting the growing demand for rare earth elements essential to defense, advanced technologies, and economic security. As exploration progresses, the project’s untapped potential on both State and Federal lands further reinforces its significance as a cornerstone of U.S. supply chain security. In addition to its resource potential, American Rare Earths is committed to environmentally responsible mining practices and continues to collaborate with U.S. Government-supported R&D programs to develop innovative extraction and processing technologies for rare earth elements.

For more information:

Media Contact:

Susan Assadi
sassadi@americanree.com
347 977 7125

Investor Relations US Contact:

Beverly Jedynak
Beverly.jedynak@viriathus.com
312 943 1123

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did the U.S. trade proclamation on Jan 14, 2026 mean for AMRRY?

The proclamation seeks to strengthen domestic processing of critical minerals and aligns with AMRRY's focus on supplying rare earth feedstock for U.S. supply‑chain resilience.

When did American Rare Earths produce MREO from Halleck Creek and what is its significance for AMRRY (AMRRY)?

AMRRY produced a mixed rare earth oxide (MREO) from Halleck Creek in Dec 2025, a precursor step toward downstream separation and magnet‑grade products.

How does the Jan 14, 2026 proclamation affect domestic rare earth processing opportunities for AMRRY (AMRRY)?

The proclamation prioritizes measures to increase U.S. production and processing, potentially supporting companies like AMRRY pursuing domestic value‑chain roles.

Does the press release announce contracts or financing for AMRRY following the proclamation?

No; the release does not disclose any binding offtake agreements, financing, or production scale commitments tied to the MREO milestone.

Where can investors follow American Rare Earths (AMRRY) progress after the Jan 21, 2026 announcement?

Investors are directed to follow company progress at the corporate website provided in the announcement.