Welcome to our dedicated page for USA Rare Earth news (Ticker: USAR), a resource for investors and traders seeking the latest updates and insights on USA Rare Earth stock.
USA Rare Earth, Inc. (Nasdaq: USAR) generates news that spans mining, materials processing, and advanced magnet manufacturing, reflecting its stated goal of building a vertically integrated rare earth and critical minerals supply chain. Company announcements frequently highlight progress at its Stillwater, Oklahoma rare earth sintered neo (NdFeB) magnet manufacturing facility, development milestones at the Round Top heavy rare earth and critical minerals deposit in West Texas, and advances in processing and separation work at its Wheat Ridge, Colorado lab.
Investors following USAR news can expect updates on project timelines, such as the company’s stated acceleration of its Round Top commercialization schedule and plans for a Hydromet demonstration facility with multiple solvent-extraction circuits targeting heavy rare earth elements like dysprosium and terbium. News releases also cover technical and organizational developments, including appointments to key mining and engineering roles intended to support the transition from project development to planned production.
Another recurring theme in USAR’s news flow is corporate and strategic activity. The company has reported on the acquisition of Less Common Metals Ltd. (LCM), a UK-based producer of rare earth metals and alloys, and on related regulatory approvals, integration plans, and the role of LCM in supplying metal and strip-cast alloy to the Stillwater magnet facility. Press releases detail LCM’s customer and government relationships across defense, automotive, electric vehicle, industrial, aerospace, and technology sectors in multiple countries.
USAR’s news also addresses financing and capital markets events, including private placements, equity investments, warrant redemptions, and registration statements, as well as index-related developments such as preliminary inclusion in the Russell 2000 Index. Readers can use the USAR news page on Stock Titan to monitor these operational, strategic, and financial updates in one place and to track how the company’s mine-to-magnet plans and partnerships evolve over time.
USA Rare Earth (USAR) completed its combination with Serra Verde Group on September 3, 2026, creating a fully integrated rare earth and permanent magnet platform across Brazil, the United States, the United Kingdom and France.
Serra Verde operates a heavy-rare-earth mine and processing facility in Goiás, Brazil, which began production in January 2024. The first optimization stage is expected to reach a run-rate of about 4,000 tpa of TREO by the end of 2026. A second expansion stage, now under construction, targets average production of 6,400 tpa of TREO, with commissioning expected to start within 12 months. Serra Verde is described as the only scaled producer of all four magnetic and other critical heavy rare earth elements outside Asia.
Former Serra Verde CEO Thras Moraitis becomes President and a director of USA Rare Earth and is slated to succeed CEO Barbara Humpton upon her retirement on October 1, 2026. Serra Verde Chairman Sir Mick Davis also joins the USA Rare Earth Board.
USA Rare Earth (Nasdaq: USAR) announced completion of an upsized $1.55 billion capitalization for the special purpose vehicle (SPV) that will purchase 100% of Phase 1 rare earth production from Serra Verde under a 15-year offtake agreement.
The U.S. Department of War committed $750 million to the SPV, a $250 million increase over the original plan. The SPV also obtained a Tier‑1 bank commitment letter for a senior secured borrowing‑base revolving credit facility of up to $500 million, and the U.S. government entered a forward purchase contract for not less than $300 million of rare earth products over five years. This capitalization satisfies a closing condition for USAR’s proposed merger with Serra Verde, which is expected to close promptly after the August 28, 2026 stockholder meeting, subject to remaining conditions.
SelectREE (OTC: USAR) reported an initial technical milestone in its effort to replace conventional solvent extraction in rare earth separation with a modular electrochemical process. Laboratory work over several weeks produced clear, distinct and repeatable electrochemical responses for four elements across the company’s electrode systems, indicating the platform can consistently distinguish between individual elements.
According to SelectREE, this forms the basis for the next development stages: validating the process with real-world feed materials and then deploying a pilot unit at a customer site. The technology is being designed for use with primary ore, end-of-life magnets, manufacturing swarf and other material streams, and may be extended beyond rare earths.
A1R water, an atmospheric water generation company, closed its business combination with SPAC Inflection Point Acquisition Corp. III (Nasdaq: IPCX), following shareholder approval on July 29, 2026 and closing on August 14, 2026. The combined company will list on Nasdaq under ticker “WATR” starting August 17, 2026.
The transaction includes a fully committed $96 million PIPE anchored by Inflection Point, existing A1R water investors, Southern Glazer’s Wine & Spirits and institutional investors, to scale atmospheric water production and expand retail distribution. A1R water has launched in South Florida, including partnerships at the Miami HEAT’s Kaseya Center and Inter Miami CF’s NU Stadium.
USA Rare Earth (Nasdaq: USAR) reported Q2 2026 revenue of $5.8 million and a loss from operations of $46.3 million, with net cash used in operating activities of $56.9 million. Cash and cash equivalents totaled approximately $1.53 billion at June 30, 2026.
According to the company, it executed definitive agreements with the U.S. Department of Commerce for up to $1.6 billion in CHIPS Act funding, agreed to acquire Serra Verde Group for about $2.8 billion, and commissioned a hydrometallurgical facility in Colorado. USAR also selected Blacksburg, South Carolina, for a new magnet and metals plant, secured grants of up to $14.2 million in Texas and $19.3 million from the U.S. DOE, closed the acquisition of Texas Mineral Resources, and announced a CEO transition effective October 1, 2026.
USA Rare Earth (Nasdaq: USAR) will release its financial results for the quarter ended June 30, 2026 after U.S. markets close on Monday, August 10, 2026. The company will host a live conference call the same day at 5 p.m. ET to discuss the quarterly results and related matters.
Investors can join via US/Canada toll-free at +1 (833) 890-8030 or internationally at +1 (412) 564-6268. A replay will be available until September 10, 2026 by phone and via the Events page of the company’s investor website.
USA Rare Earth (Nasdaq: USAR) entered definitive agreements to acquire a strategic minority stake of approximately 13.6% in French rare earth processor Carester, with InfraVia’s Critical Metals Fund acquiring a similar stake. The agreements formalize the strategic investment and commercial framework announced in April 2026.
According to USA Rare Earth, it and subsidiary LCM Europe will be able to purchase a portion of Carester’s rare earth oxide output from the Caremag facility and access Carester’s engineering capabilities and intellectual property. Carester will gain access to USA Rare Earth feedstock from Serra Verde and the Round Top deposit in Texas.
Carester’s Caremag plant in Lacq, France is scheduled for commissioning in late 2026, targeting annual output of 800 tpa NdPr oxide, 500 tpa Dy oxide and 100 tpa Tb oxide, with Dy and Tb volumes expected to represent about 15% of current global production. Funding of the investment is expected in Q3 2026, subject to customary conditions, with proceeds primarily supporting Carester’s growth and a buyout of certain minority shareholders. USA Rare Earth and LCM Europe are also developing a 3,750 mtpa metal and alloy facility in Lacq, supported by French C3IV credits of up to 45% of eligible costs (up to €130 million) and potential state-backed debt guarantees.
USA Rare Earth (Nasdaq: USAR) announced a leadership transition in connection with its planned combination with Serra Verde. CEO and Board Director Barbara Humpton will retire effective October 1, 2026. The Board has appointed Thras Moraitis, current CEO of Serra Verde, as her successor.
Moraitis will become CEO on October 1, 2026, following the anticipated completion of the Serra Verde combination by the end of August, and will oversee operations as President in the interim. Michael Blitzer, current Chairman and a significant shareholder, has been elected Executive Chairman, effective immediately. The company highlights Humpton’s role in advancing its mine-to-magnet strategy and Moraitis’s experience leading Serra Verde and his prior transaction and integration background at Xstrata, EuroChem and X2 Resources.
USA Rare Earth (Nasdaq: USAR) reported that its Wheat Ridge, Colorado hydrometallurgical facility has produced commercial-grade dysprosium (Dy) oxide and neodymium-praseodymium (NdPr) oxide samples from recycled NdFeB magnet swarf sourced from its Stillwater, Oklahoma magnet plant. According to USA Rare Earth, this validates its ability to separate heavy rare earths, positioning the company among the few Western producers able to perform this process outside Asia and establishing swarf as a feedstock stream back into its value chain.
The company stated that swarf could support up to 30% of future magnetic rare earth oxide feedstock needs and that the produced oxides are expected to be sent to subsidiary Less Common Metals (LCM) in the UK for qualification and conversion into rare earth metals and strip cast, which are expected to feed its U.S. magnet manufacturing. USA Rare Earth added that additional campaigns at Wheat Ridge are underway to process material from its Round Top project and from Serra Verde’s Pela Ema mine, aiming to demonstrate capability across mining, separation and processing, metal and alloy production, and permanent magnet manufacturing.
USA Rare Earth (NASDAQ:USAR) announced that Chief Financial Officer William Robert Steele Jr. will present at the J.P. Morgan Natural Resources Conference on June 23, 2026 at 10:55 a.m. Eastern Time.
A replay will be available on the company’s investor relations website at https://investors.usare.com/.