US Rare Earth Investment

The White Mesa Mill in Utah is positioned to lead U.S. rare earth processing by 2027, addressing China's 90% global dominance in refined output. As...

The Department of Energy will support two rare earth element projects to bolster the U.S. domestic supply chain.

St. John the Baptist Parish will receive a $67 million DOE grant to support ElementUSA's $850 million project extracting gallium, scandium, and other...

The Department of Energy awarded $67 million to Colorado School of Mines and ElementUSA to build a rare earth processing plant in Gramercy, Louisiana,...

• AREC holds $72.5M cash and a 19% stake in ReElement Technologies while repositioning from coal to U.S. rare earth supply chain.
• Zero revenue...

Investment Signals

• 🔥 REalloys Analyst Target: New $19 price target for REalloys (ALOY) tied to Pentagon catalyst and DoD plans for OH Sm/Gd.
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U.S. defense agencies are shifting from subsidies to direct project stakes and funding to close the rare earth midstream gap.

• Pentagon anchor role:...

REalloys (ALOY) stands out as a U.S. rare earth processor with exclusive long-term supply deals and a domestic edge over Chinese dominance. The...

ElementUSA's planned commercial plant targets recovery of 1,000 tons of rare earth elements yearly from Gramercy bauxite residue, supported by a $29.9...

Both companies target 10,000 MT annual U.S. NdFeB magnet capacity by 2028.

• MP Materials leads with record Q1 output of 917 MT NdPr and 12,983 MT...

• $1.2 billion facility at Bailey Industrial Site will produce 6,400 tpa NdFeB magnets and 5,000 tpa alloys starting 2028.
• Duke Energy’s Site...

CHIPS Act Funding Finalized

• 🔥 USA Rare Earth Secures $1.6B: USA Rare Earth finalized agreements for up to $1.6 billion in CHIPS Act funding to...

• $1.2 billion facility in Blacksburg will create 490 jobs and open in April 2028
• Produces neodymium-iron-boron magnets and refined metals for...

American Rare Earths' Halleck Creek stands out as the largest rare earth deposit in the US by total rare earth oxide content, spanning state and...

Two major federal awards highlight expanding government support for domestic rare earth processing capacity.

• USA Rare Earth finalized access to up...

Energy Fuels' Q1 2026 revenue more than doubled to $35.8 million, beating estimates, driven by first U.S. commercial production of 99.9% pure terbium...

• Starting January 1, 2027, the U.S. military bans weapon systems using rare earth magnets from China, Russia, Iran or North Korea, impacting...

DOE Processing Project Funding

• 🔥 Louisiana Red Mud Facility: Colorado School of Mines and ElementUSA awarded $67M to build an REE demonstration...

Project Vault's $12B funding enables it to counter China's dual tactics of scarcity and oversupply in rare earths.

• Rather than only stockpiling, it...

The DOE's $134 million award to two demonstration facilities signals strong federal backing for domestic rare earth processing from unconventional...