USA Rare Earth (USAR) has started building a $1.2 billion rare-earth metal and magnet facility in Blacksburg, South Carolina, expected to span roughly 800,000 square feet. The project moves the company closer to being a vertically integrated producer, following expansion of its Texas mining site and its acquisition of Brazil-based miner Serra Verde. The article notes China dominates rare-earth mining and processing, and that these materials are vital for missile defense, sensors and electric vehicles, making domestic supply increasingly important for the U.S. The company is positioned with the U.S. government as its core customer, and comprehensive sourcing can reduce supply-chain complexity and the number of vendors agencies must rely on. If the refining plants run efficiently, the article says the company could sell materials and magnets at higher margins than outsourcing processing to third parties.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
USA Rare Earthrare earthsminingsupply chain
Open a keyword to see other news on the same topic.
Related news
- Could Investing $10,000 in USA Rare Earth Make You a Millionaire?
The article argues that investing $10,000 in USA Rare Earth (USAR) could be worthwhile for long-term wealth building but is unlikely to turn into $1 million on its own. Reaching $1 million would require a 100-fold return, implying a $380 billion valuation from its current market cap of about $3.8 billion, which the author considers unlikely given limited demand and competition from MP Materials (MP). The company holds the Round Top deposit in Texas, plans magnet manufacturing in Oklahoma and rare earth production from a mine in Brazil. The author says he would not expect to become a millionaire but might consider adding shares to a diversified portfolio for potential long-term upside.
- USA Rare Earth: Millionaire Maker or Market Hype? The Honest Truth.
The article examines USA Rare Earth (USAR), a US mining company that owns the Round Top deposit in Texas and aims to become a vertically integrated rare-earth producer, from mining to permanent magnets. Round Top is not yet operating and commercial production is targeted for late 2028, while the company has a magnet factory in Stillwater, Oklahoma and has acquired Serra Verde and Less Common Metals. The company is still burning cash and barely generating revenue, although the White House has given it access to up to $1.6 billion in funding and it says it is in talks with over 100 potential customers. The author argues the stock is not empty hype, but calling it a millionaire maker seems premature because the company has not yet turned a profit or manufactured magnets at scale.
- USA Rare Earth Climbs 4% as Month-Long Selloff Pauses; MP Materials Ticks Up, United States Antimony Dips
USA Rare Earth (USAR) rose 4% to $10.77 as a month-long selloff in domestic rare earth stocks paused, though the shares are still down 31% over the past month. United States Antimony (UAMY) slipped 0.9% to $2.76, MP Materials (MP) gained 2% to $40.82, and the VanEck Rare Earth and Strategic Metals ETF (REMX) fell 0.9% to $55.26, while the SPDR S&P 500 ETF Trust (SPY) rose 0.1% to $770.43. The article notes USA Rare Earth is building capacity to process rare earths and produce magnets, so its value depends on plants that have not yet started production. Its government-backed funding is released in stages tied to construction and production milestones, making project progress central to the stock.
- Robot Wars – How China Has the Robotics Industry in Its Grip
China's requirement for export licenses on rare earth magnets has affected production of Tesla's Optimus robot, since each humanoid robot needs up to 4.5 kg of these magnets and China supplies over 90% of the world's supply. REalloys (NASDAQ: ALOY) is building a rare earth supply chain outside China, from processing in Saskatchewan to metal-making in Ohio. Goldman Sachs now expects about 6.5 million humanoid robots to be sold annually by 2035, nearly five times its earlier forecast. Humanoid robots are moving onto factory lines, with Tesla installing Optimus production lines at Fremont and IDC counting nearly 25,000 units shipped globally in the first half of 2026, mostly from China. The article also notes that rare earth companies, not robot makers, were the top performers in Morgan Stanley's 'Humanoid 100' list, and that REalloys has secured about 80% of the output from the Saskatchewan Research Council's upgraded facility.
- Critical Minerals Stocks Rally as Sector Bid Broadens: United States Antimony and USA Rare Earth Jump 11%, Critical Metals Climbs 8%
Critical minerals stocks rallied together: United States Antimony and USA Rare Earth both rose 11% to $3.17 and $9.89, Critical Metals gained 8% to $6.91, and the VanEck Rare Earth and Strategic Metals ETF (REMX) rose 4%. United States Antimony released a technical report valuing the measured and indicated resources at its wholly owned Nolan Creek gold and antimony property in Alaska at more than $314 million, with mining tentatively planned to begin by year-end. Critical Metals completed its acquisition of European Lithium, though its reports still flag substantial doubt about its ability to continue as a going concern. Despite the gains, shares remain down year to date: United States Antimony 37%, USA Rare Earth 17%, Critical Metals 0.6%, and REMX 27%. The article notes investors may consider keeping position sizes modest until the Nolan Creek plans are clearer.
- Is MP Materials Stock a Millionaire Maker?
The article asks whether MP Materials stock can make investors millionaires, noting the company's valuation of nearly $7 billion and a 22.7% share price decline since January. The author calls the stock speculative, with potential for large moves on news about expanding the Mountain Pass rare-earth site in California. Last quarter, NdPr production reached 840 metric tons, up 41% year over year, while NdPr sales rose 127% to 1,006 metric tons; the company also plans major magnet shipments to General Motors and Apple in Q4 2026 and Q1 2027. MP Materials reports earnings on Nov. 5, but the author notes much of its future potential is already reflected in its valuation and forecasts only reach $1 billion in sales two years out. The author suggests considering a small speculative position, as execution risks remain.
Related markets
Latest news
- The value of audit is measured by positive changes in national governance
National Assembly Chairman Tran Thanh Man received heads of delegations from 16 Supreme Audit Institutions (SAIs) attending an international seminar hosted by the State Audit of Vietnam on October 27, which drew about 250 delegates and 13 papers on institutions, vision and innovation. Insights from the seminar will inform the State Audit's development strategy to 2035, its vision to 2045 and proposed amendments to the State Audit Law. On behalf of the international delegations, K. Sanjay Murthy, Comptroller and Auditor General of India and ASOSAI chair, said audit value lies in recommendations that help agencies fix shortcomings, and that SAIs must adopt AI and data analysis to shift toward early risk warnings. Chairman Tran Thanh Man stressed that independence must go with accountability and that audit value is measured by positive changes in governance.
- Indian investors rush to Nvidia, SpaceX, Apple as local trading apps roll out access to U.S. stocks
Major Indian platforms Groww, Zerodha and Angel One are opening U.S. stock trading to retail investors, previously available mainly to wealthier Indians through global banks. Groww, which accounts for more than 29% of the country's 46 million active investors, offers access to more than 10,000 U.S. stocks, ETFs and fractional shares, with NVIDIA, SpaceX and Apple among the most popular among early users. Demand is driven by Indian underperformance: the Nifty 50 has fallen nearly 13% since the start of the year while the S&P 500 has gained over 12%, and foreign investors have pulled a record $32.5 billion from Indian equities this year. Resident Indians sent over $321 million abroad for equity and debt investment in August, up 111% from a year earlier. Kotak Mahindra's Nitin Jain cautioned that regulators could have second thoughts about retail access to U.S. markets as participation grows.
- Gold bar and gold ring prices on the morning of October 28 at SJC, Bảo Tín Mạnh Hải, DOJI and PNJ
On the morning of October 28, SJC, Bảo Tín Mạnh Hải, DOJI and PNJ all quoted gold bars at 139 million VND per tael to buy and 142 million VND to sell, unchanged from the previous close, while gold rings were quoted between 135 and 141.3 million VND per tael. World gold rebounded on October 27 (U.S. time) as crude oil fell, reaching around 4,058.20 USD per ounce, up 42 USD (1.05%). Gains were capped by a stronger U.S. dollar and the 10-year U.S. Treasury yield near 4.99%. Investors are focused on the Fed's rate decision expected on October 28 (U.S. time), with markets leaning toward the Fed holding rates steady.
- Why Hawkins Stock Crushed the Market on Tuesday
Hawkins reported record second-quarter fiscal 2027 revenue of just under $314 million, up 12% year over year, with all three segments growing: water treatment rose 16%, industrial solutions 10%, and food and health sciences 5%, although agricultural product sales slumped. Net income was just under $27.8 million, or $1.34 per share, up nearly 23%, with both revenue and EPS beating analyst estimates of under $303 million and $1.19. The company also retired $15 million of debt and repurchased $12 million of its own stock during the quarter. Shares rose almost 14% on Tuesday, versus 0.6% for the S&P 500, but the author notes the rally makes the stock somewhat pricey and says investors should keep an eye on organic growth.
- Earnings from Google and Microsoft and a Fed rate decision: What to Watch
This market preview for Wednesday, October 28 highlights key events to watch: Alphabet (GOOG) and Microsoft (MSFT) are reporting quarterly results, with investors focused on the cost of financing AI investments. Microsoft is offering buyouts to upward of 60,000 eligible employees as it seeks to trim expenses amid its massive AI buildout. Outside of AI, FedEx, T-Mobile, Ford and Chipotle are expected to report after the market close. The Federal Reserve announces its policy decision at 2:00 p.m. Eastern, with rates expected to hold steady; one guest called it a hawkish hold despite hot inflation, while Fed Chair Warsh has neither endorsed nor pushed back on colleagues' signals that they want to wait for more data.
- 59 Remarks, Markets Spinning Like a Weathervane: Divisions Within the Fed Exposed
Fed Chair Kevin Warsh wants to limit signals on interest rates, yet according to the WSJ, 16 Fed officials made 59 speeches, interviews or public comments from the September meeting until the pre-October quiet period, versus about 54 in the same period last year. The probability of a Fed rate hike at the Oct. 27-28 meeting fell from about 70% a month earlier to 15% by Oct. 16, after two other senior Fed leaders signaled no need to act hastily. Governor Waller argued that statements reducing expectations of a hike are themselves a form of forward guidance, while Cleveland Fed President Beth Hammack said explaining how officials assess the economy does not amount to a commitment to a decision. Disagreement also appears over whether rates are too low and need to rise, with some officials viewing hikes as a precaution against prolonged inflation.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.