USAR news & sentiment — USA Rare Earth, Inc.

MAY 25·247wallst.comMed

China Against Everybody: The New Geopolitics of Rare Earth Elements

The article argues rare earths are now a China-dominant geopolitical leverage point, with China controlling most supply-chain steps. It cites REalloys CEO Lipi Sternheim saying “China against everybody” and notes U.S. capacity takes years due to permitting. It highlights MP Materials’ Q1 2026 revenue of $90.65M (+49% YoY), USA Rare Earth’s $2.8B Serra Verde deal and $1.6B CHIPS funding, and Energy Fuels’ monazite-linked uranium operations.

MAY 24·finance.yahoo.com

China Against Everybody: The New Geopolitics of Rare Earth Elements

MP Materials reported Q1 2026 revenue of $90.65M (+49% YoY) and adjusted EPS of $0.03 vs -$0.01 estimate, with NdPr output up to 917 metric tons and Magnetics revenue up 306% YoY; DOE price protection contributed $42.3M. MP also ended direct concentrate sales to China from July 2025. USA Rare Earth posted Q1 2026 first revenue of $5.70M and -$0.12 adjusted EPS, with $1.75B cash after a $1.5B PIPE, and plans to buy Serra Verde (~$2.8B) plus $1.6B CHIPS funding.

NOV 26·GlobeNewswire

USA Rare Earth Announces Preliminary Inclusion in the Russell 2000® Index

STILLWATER, Okla., Nov. 26, 2025 ( GLOBE NEWSWIRE ) -- USA Rare Earth, Inc. ( Nasdaq: USAR ) ( USAR or the Company ) , today announced that it has been included on the preliminary list for addition to the Russell 2000® Index as published in the FTSE Russell Preliminary List of IPO Additions and ...

$USAR

China Against Everybody: The New Geopolitics of Rare Earth Elements

China Against Everybody: The New Geopolitics of Rare Earth Elements

USA Rare Earth Announces Preliminary Inclusion in the Russell 2000® Index

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