US Rare Earth Investment

No significant updates today.

M&A Developments

• 🔥 Mobix Labs Acquisition: Mobix Labs announced it will acquire a U.S. rare earth and critical minerals company, signaling new...

Mobix Labs (NASDAQ:MOBX) is acquiring a U.S. rare earth and critical minerals company, marking a distinct M&A move by a tech-focused firm into domestic supply chain security.

This $200M JV marks the first integrated U.S. onshore rare earth separation-to-magnet facility, directly tackling the midstream bottleneck that mining...

Stock Movement

• 🔥 USA Rare Earth Shares Rise: USA Rare Earth stock jumped 11% as investors reacted to signals that China may not ease rare-earth...

US states are deploying tax incentives, grants, and workforce programs to attract rare earth and critical minerals projects, creating a decentralized...

USAR stock surged 11% on investor bets that China will maintain rare-earth magnet export curbs, preserving domestic supply-chain urgency.

• Policy...

Two US firms advance domestic capacity via targeted federal support.

• Vulcan Elements hosted US Army Secretary at its Durham facility, showcasing...

MP Materials stock remains flat in 2026 despite Apple and DoD partnerships and Q1 revenue beats.

Key drivers:

• Valuation reset: Trades at 37x sales...

American Resources CEO Mark Jensen outlined a strategy centered on international mining stakes and ReElement's refining capabilities to supply...

Major U.S. Refining JV

• 🔥 POSCO-ReElement $200M Plant: POSCO International and ReElement Technologies formed a joint venture to build the first...

MP Materials begins 2026 with record production and will reach 10,000 MT total U.S. rare earth magnet capacity by integrating the Independence facility's 3,000 MT. This positions the company for expanded domestic output amid growing demand.

ReElement Technologies and POSCO International formed a joint venture to establish a closed-loop rare earth supply chain spanning feedstock sourcing, separation, purification, and refining.

POSCO International is establishing a rare earth separation and refining plant in the U.S. with 6,000 tons annual capacity, strengthening domestic magnet supply chains for investors focused on U.S. processing infrastructure.

USA Rare Earth shares jumped after selection for up to $19.3 million in DOE funding to support domestic rare earth processing, signaling expanded government backing for U.S. separation capabilities.

Posco International and ReElement Technologies will build a U.S. rare earth refining facility to reduce China dependence.

Posco partners with a U.S. rare earth company to develop a separation and refining facility with 6,000-ton annual capacity.

American Resources affiliate ReElement Technologies and POSCO International are forming a joint venture to develop a fully integrated US rare earth...

POSCO International and ReElement have signed a $200 million joint venture to build the first US rare earth processing facility, targeting 6,000 tons annual capacity once operational.

Evolution Metals & Technologies Corp. is advancing a non-China-dependent supply chain for rare earth permanent magnets, battery materials, and related critical technologies, per its First Quarter 2026 results.