USA Rare Earth Shares Rise as Magnet Plant Nears Startup and Processing Pilot Moves Forward

Overview

• USA Rare Earth closed up 9.66% at $18.28 after investors positioned ahead of expected commercial operations at its Stillwater, Oklahoma magnet facility.
• The company reported promising solvent-extraction piloting and plans to run a Hydromet demonstration in Colorado this year with five continuous solvent-extraction circuits to generate design data.
• Round Top in Texas is now targeted for late-2028 commercial production, an acceleration of two years from the prior timeline.
• Market chatter also referenced unconfirmed speculation that U.S. actions in Venezuela could eventually open access to Orinoco Mining Arc minerals, which influenced some trading.
• Benchmark reiterated a Buy rating on USA Rare Earth with a $15 price target, citing progress on the integrated rare-earth and magnet strategy.