US Rare Earth Investment

U.S.-China talks now tie rare earths directly to AI and tech competition, with Treasury Secretary Bessent set to raise the issues with Vice Premier He...

Cyclic Materials' $75 million Series C, led by T. Rowe Price, strengthens the U.S. rare earth recycling narrative through recovery of elements from...

Can quantum machine learning deliver commercially viable solutions to U.S. rare earth separation bottlenecks?

• Project scope: USA Rare Earth,...

• China's share reaches 91% in refining/separation and 94% in sintered magnets, versus 60% mining.
• Multi-stage separation, metal refining, and...

USA Rare Earth has partnered with Pasqal and Riven to apply quantum machine learning for discovering more effective rare earth extractants, aiming to...

Rep. Van Epps' co-sponsorship of the Critical Materials Future Act creates a DOE pilot program using contracts for differences and advanced market...

• Pentagon support for Ucore reached $27 million total after a $4.6–6.4 million modification, expanding RapidSX work to samarium and gadolinium at the...

U.S. and Malaysian investment reduced China’s rare-earth refining share from over 90% in 2023 to 85% in 2025, yet China’s average non-rare-earth...

China already wields rare-earth leverage through export licensing delays, controlling roughly 70% of global mining, 90% of processing, and over 90% of...

• Funding scale-up: Additional $4.6M DoW award brings total OTA grants to $27M, expanding RapidSX for samarium and gadolinium separation
• Defense...

Only 170 mining engineers graduate annually from U.S. accredited programs, far below the 6,000 forecast to be needed this decade, creating a potential...

Pentagon's $450 million deal secures rare earth magnets for defense use and signals parallel tungsten procurement, pointing to sustained demand for U.S. strategic-metals equities.

• Four testbeds funded across Virginia, Arizona, Missouri and Texas to validate advanced mining technologies in operational settings.
• Extraction...

Public funding for mining technology, such as the DOE's $73 million Mine of the Future initiative, targets commercialization of automation, sensing...

Dr. Sanja Miskovic's appointment as Chief Technical Advisor at American Rare Earths targets process optimisation and recovery improvements to advance...

American Rare Earths has named Dr Sanja Miskovic chief technical advisor to lead flowsheet development, beneficiation and hydrometallurgical...

MP Materials trades at a 14.29X forward P/S multiple, far above the 1.43X industry average and peers USA Rare Earth (8.31X) and Lynas (9.43X).

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A letter of interest from EXIM Bank for up to $750 million exceeds the $277 million projected plant cost, suggesting room for downstream expansions...

• Laurynas Veckys brings Tesla scaling experience to Solcoa's Alameda NdPr metal line.
• Company ramps capacity from 10 to 500 tonnes per year amid...

USA Rare Earth has completed its US$2.8 billion acquisition of Mineração Serra Verde, including a 15-year offtake contract. The transaction directly links Brazilian heavy-rare-earth production to U.S. supply-chain strategy.