USA Rare Earth Subsidiary LCM Partners with Arnold Magnetic Technologies to Secure Rare Earth Metals Supply
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Rhea-AI Summary
USA Rare Earth (Nasdaq: USAR) announced that subsidiary Less Common Metals (LCM) signed a supply agreement with Solvay and Arnold Magnetic Technologies (a Compass Diversified subsidiary) to provide a reliable, ex-China source of high-quality rare-earth materials for advanced permanent magnet production.
The deal aims to strengthen U.S. and European rare-earth supply chains and support sectors including aerospace, defense, automotive, and energy. USA Rare Earth completed its acquisition of LCM in November 2025. LCM will provide alloy feedstock for USAR’s Stillwater, Oklahoma magnet facility, which the company says remains on track for first-quarter 2026 commissioning.
Positive
- Signed supply agreement securing an ex-China rare-earth source
- LCM acquisition completed in November 2025
- Provides alloy feedstock for Stillwater magnet facility
- Magnet facility on track for first-quarter 2026 commissioning
- Partnership supports aerospace, defense, automotive, and energy supply chains
Negative
- None.
Details
News Market Reaction – USAR
On Dec 4, the day this news came out, USAR closed 24.68% above the previous close.
Data tracked by StockTitan Argus for the Dec 4 session.
Key Figures
- LCM acquisition timing
- November 2025
- USA Rare Earth completion of Less Common Metals acquisition
- Magnet plant timeline
- First-quarter 2026
- Target commissioning for Stillwater, Oklahoma magnet facility
Historical Context
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Accelerated Round Top commercial production timeline and DFS schedule.
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LCM supply deal with Solvay and Arnold for ex‑China rare earth materials.
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Preliminary addition to the Russell 2000® and related indexes.
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LCM–Solvay agreement to supply Samarium materials to Permag.
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Closing of LCM acquisition, adding rare earth metal and alloy capacity.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
rare-earth materials technical
permanent magnets technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
STILLWATER, Okla., Dec. 04, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company) today announced that its subsidiary, Less Common Metals (LCM), signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation (Arnold), a subsidiary of Compass Diversified (NYSE: 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 partnership marks yet another step forward in strengthening the U.S. and European rare earth supply chains and ensuring long-term stability for key sectors including aerospace, defense, automotive, and energy.
“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 completed its acquisition of LCM in November 2025. LCM continues to serve its global customer base while providing alloy feedstock for USAR’s Stillwater, Oklahoma, magnet manufacturing facility, which remains on track for first-quarter 2026 commissioning.
About USA Rare Earth
USA Rare Earth, Inc. (Nasdaq: USAR) is developing a rare earth sintered neo magnet (NdFeB or neo) manufacturing plant in Stillwater, Oklahoma, and intends to establish domestic rare earth and critical minerals supply, extraction, and processing capabilities to both supply its magnet manufacturing plant and market surplus materials to third parties. Rare earth magnets are critical to various business sectors and industries, including the defense, automotive, aviation, industrial, AI Robotics, medical, and consumer electronics industries, among others. USAR is planning to take a broad approach to the industries it serves with the intention of providing high quality neo magnets to a variety of industries and customers. USAR's focus on developing domestic rare earth production aligns with national priorities, offering the potential of a sustainable and secure domestic supply of materials critical to key industries.
Investor Relations Contact:
Lionel McBee
VP, Investor Relations
IR@usare.com
Media Relations Contacts:
Tucker Elcock
Teneo
Tucker.Elcock@teneo.com
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