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USA Rare Earth (USAR) Stock News, Jan-Mar 2026

USAR Nasdaq

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.

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USA Rare Earth (Nasdaq: USAR) commissioned Phase 1a commercial magnet production at its Stillwater, Oklahoma facility and will begin fulfilling orders for sintered NdFeB permanent magnets in 2Q 2026. Phase 1a is expected to ramp to 600 mtpa by end of Q4 2026, with combined Phase 1b capacity targeting 1,200 mtpa in Q1 2027. The line is operated by over 100 employees and covers powder formation, jet milling, wet pressing, machining, coating and magnetizing to make commercial-grade high-temperature magnets.

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Arnold Magnetic Technologies (NYSE: CODI) announced a mutual sales and distribution agreement with USA Rare Earth (Nasdaq: USAR) on March 23, 2026 to strengthen the U.S. rare earth magnet supply chain.

Under the non-exclusive deal, each company may sell and distribute the other’s magnets and materials while remaining independent contractors; each party retains responsibility for its product quality, warranties, and liabilities. The partnership pairs Arnold’s finished SmCo and NdFeB magnets with USAR’s U.S.-based NdFeB processing, aiming to reduce foreign dependence and support domestic manufacturing resilience.

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USA Rare Earth (Nasdaq: USAR) announced a mutual sales and distribution agreement with Arnold Magnetic Technologies on March 23, 2026 to expand U.S.-made rare earth magnet supply.

The non-exclusive partnership permits each company to sell the other’s products, links USAR’s NdFeB production with Arnold’s finished-magnet capabilities, and aims to strengthen domestic supply for aerospace, defense, semiconductors, and advanced technology.

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Critical Metals Corp (NASDAQ:CRML) is highlighted within a broader market commentary on Western rare earth supply chains and battery raw materials on March 16, 2026. The piece contrasts Japan's stockpiles with Western just-in-time reliance on China and profiles Western projects rebuilding processing and magnet supply chains.

Key facts: REalloys holds an 80% exclusive offtake from SRC's processing facility, initial commercial production of ~400 t/yr (scaling to ~600 t by late 2028), a Phase 2 target of 20,000 t/yr, and an $200M Export-Import Bank letter of interest.

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USA Rare Earth (Nasdaq: USAR) appointed Dr. Thomas Caulfield to its Board of Directors, effective March 9, 2026. Dr. Caulfield joins from GlobalFoundries and succeeds Tready A. Smith after five years of service, leaving an eight-member board.

The appointment coincides with USAR's recent progress: a $1.6 billion letter of intent for CHIPS Act access, a concurrent plan to raise $1.5 billion in private investment, and a definitive agreement to become sole operator and 100% economic beneficiary of the Round Top Project.

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USA Rare Earth (Nasdaq: USAR) appointed three senior executives and announced strategic funding and government collaboration plans on March 9, 2026. The company named Valerie Ford Jacob C.L.O., Gregory Bowman Chief Global Policy Officer, and J.B. Lowe VP, Head of Investor Relations.

USAR cited a Letter of Intent with the U.S. government, an associated $1.5 billion PIPE, and access to more than $3 billion in public and private capital. The Department of Commerce CHIPS Program could provide up to $1.6 billion in milestone-based funding, while DOE NETL signed a LOI to advance heavy rare earth separation technologies.

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USA Rare Earth (NASDAQ: USAR) agreed to acquire Texas Mineral Resources (OTCQB: TMRC) for 3,823,328 USAR shares, an implied value of approximately $73 million (based on March 4, 2026 close). The deal secures TMRC’s 18.6% interest, long-term leases (~950 acres) and prospecting rights (~9,345 acres), making USAR the sole operator and 100% economic beneficiary of the Round Top project. USAR expects commercial production in 2028 under its Accelerated Mining Plan and projects ~40,000 metric tons/day feedstock extraction by 2030.

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USA Rare Earth (Nasdaq: USAR) announced on Jan 29, 2026 the closing of a $1.5 billion PIPE financing anchored by Inflection Point. The financing issued approximately 69.8 million common shares at $21.50 per share. Proceeds will fund the company’s mine-to-magnet value chain build-out, including mining, processing, metal-making and magnet manufacturing, plus working capital and general corporate purposes. Cantor Fitzgerald acted as lead placement agent and Moelis as co-placement agent; legal advisors were White & Case and DLA Piper. Securities remain unregistered under the Securities Act and subject to resale restrictions.

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USA Rare Earth (Nasdaq: USAR) announced a non-binding Letter of Intent with the U.S. Department of Commerce CHIPS Program proposing $1.6 billion in support (including $277 million of federal funding and a $1.3 billion senior secured loan) and a concurrent $1.5 billion PIPE anchored by Inflection Point. The combined government and private capital would total $3.1 billion. The LOI is subject to diligence, final agreements, and approvals. Targets include commercial production at Round Top in late 2028, feedstock extraction of 40,000 metric tons per day by 2030, processing 8,000 tpa of third-party HREEs/oxides, reshoring 10,000 tpa heavy REE metal/alloy capacity, and expanding NdFeB magnet capacity to 10,000 tpa. The PIPE (69.8M shares at $21.50) is expected to close on Jan 28, 2026. Preliminary year-end 2025 figures show cash > $350 million, expected operating expenses/loss of $56–62 million, and capex of $37–43 million.

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USA Rare Earth (Nasdaq: USAR) selected Fluor and WSP as EPCM partners to advance the Definitive Feasibility Study (DFS) for the Round Top rare earth project in Sierra Blanca, Texas. The company is following an Accelerated Mine Plan, using solvent extraction pilot results for a first-phase DFS and a planned 2,000-hour demonstration run in Wheat Ridge, Colorado expected to finish in October 2026. Confirmatory and geotechnical drilling plus a heap leach optimization study are planned for H1 2026. The company targets commercial production of heavy rare earth oxides in late 2028.

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FAQ

What is the current stock price of USA Rare Earth (USAR)?

USA Rare Earth (USAR) last closed at $10.09.

What is the market cap of USA Rare Earth (USAR)?

The market cap of USA Rare Earth (USAR) is approximately $3.8B.