Overview
- USA Rare Earth rose 10.9% Tuesday to close at $17.52, adding to a roughly 12% jump on Jan. 5.
- Traders reacted to reports that the U.S. captured Venezuela’s Nicolás Maduro, fueling bets on potential access to the Orinoco Mining Arc’s rare-earth deposits.
- The Orinoco region is cited as holding about 300,000 metric tons of rare-earths including neodymium, a key input for high-performance magnets.
- Trading data showed volume near average and short interest around 11.9% of float, with high retail ownership estimates indicating a retail-led move.
- The company remains development-stage with its Stillwater, Oklahoma magnet facility targeting first-half 2026 operations and no confirmed Venezuelan feedstock; sector peers like MP Materials and Texas Mineral Resources also gained.