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USA Rare Earth, Inc.
USAR · XNCM · Other Industrial Metals & Mining · United States
USA Rare Earth, Inc. is a mining and manufacturing company specializing in the extraction, processing, and production of rare-earth elements and critical minerals in the United States. It focuses on developing a domestic mine-to-magnet supply chain, encompassing mining, separation, metal production, and sintered neodymium magnet manufacturing. The company explores for neodymium, dysprosium, terbium, gallium, beryllium, lithium, and other heavy rare-earth elements at its Round Top Mountain deposit near Sierra Blanca, Texas, which hosts 15 of the 17 rare-earth elements plus high-tech metals like hafnium, zirconium, and lithium. USA Rare Earth, Inc. operates facilities including a magnet manufacturing site and Innovations Lab in Stillwater, Oklahoma, for prototyping high-performance permanent magnets, and an R&D lab in Wheat Ridge, Colorado, for processing advancements. Its products serve industries such as defense, electric vehicles, renewable energy including wind power, robotics, consumer electronics, appliances, and advanced manufacturing. Through the acquisition of Less Common Metals, a UK-based rare-earth metals and alloys manufacturer, it strengthens its supply chain for ethically produced, high-performance components. Founded in 2019 and headquartered in Stillwater, Oklahoma, USA Rare Earth, Inc. plays a key role in reducing U.S. reliance on foreign sources for these essential materials.
Industry
Other Industrial Metals & Mining
Basic Materials sector · United States
Stories
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Key Metrics
This company does not currently pay dividends.
Valuation7
Coordination
Supply Chain
Lithium Supply Chain
The lithium supply chain is shaped by three structural constraints that most commodity systems do not face simultaneously: extraction methods diverge so fundamentally that brine evaporation and hard-rock mining produce different timelines, geographies, and cost structures from the same element; chemical refining is concentrated in China regardless of where lithium is mined; and demand grows on EV product cycles while new mine development takes five to seven years, creating a timing mismatch the system cannot resolve through price alone.
Rare Earth Elements Supply Chain
The rare earth supply chain is governed by three structural constraints that most industries never encounter: rare earth elements occur together in ore and cannot be mined individually, separation requires toxic acid-based processes that produce radioactive waste, and China controls roughly sixty percent of mining and ninety percent of processing capacity worldwide.
Copper Supply Chain
The copper supply chain is shaped by three structural constraints that compound over time: ore grades are declining, forcing more energy and processing per ton of output; smelting and refining capacity is concentrated in China, which processes roughly forty percent of global copper; and new mines take ten to fifteen years from discovery to production, meaning supply cannot respond to demand on any timeline shorter than a decade.