USA Rare Earth advances mine-to-magnet platform amid stock volatility

USA Rare Earth reportedly broke ground on its planned South Carolina facility, targeting 5,000 tpa of metal/alloy capacity and 6,400 tpa of NdFeB magnets from 2028; DOE support remains subject to final negotiations. Financing, dilution, deliveries, margins, and Serra Verde integration are key watchpoints; claims that the selloff is overdone remain opinion.