Project Vault Lifts USA Rare Earth as White House Unveils $12 Billion Minerals Stockpile
The program signals demand support for critical materials to reduce reliance on China.
Overview
- USA Rare Earth shares jumped roughly 16–17% to about $25.69–$25.97 following the stockpile announcement.
- Project Vault’s reported financing pairs about $1.67 billion in private capital with a $10 billion Export‑Import Bank loan.
- Reporting indicates the inventory could span more than 50 minerals and use purchaser prepayment and repurchase commitments.
- USA Rare Earth has over $400 million in cash after a $1.5 billion PIPE and is targeting early‑2026 commissioning of its Stillwater NdFeB magnet line.
- The company is scheduled to report fourth‑quarter 2025 results on February 5, with a consensus forecast for a loss of $0.12 per share.