USA Rare Earth Hits New High After CEO Talks With White House

USA Rare Earth Negotiates Potential Deal With Trump Administration

  • USA Rare Earth stock surged 9.8% in after-hours trading following CEO comments about ongoing talks with the White House.
  • The company’s shares rose 26.3% over the past week and reached a new all-time high, driven by a key acquisition and new CEO appointment.
  • Trading volume hit a record of 24.64 million shares, with investor sentiment reaching highly positive levels.
  • The U.S. government continues to support domestic rare earth initiatives, investing in both MP Materials and Lithium Americas.
  • USA Rare Earth is expanding via a UK acquisition and plans to launch domestic magnet production in 2026.

USA Rare Earth shares jumped 9.8% in extended trading on Thursday. The move followed CEO Barbara Humpton’s comment to CNBC that the company is in close contact with the White House. The rare earth miner has seen increased market attention after a recent acquisition and leadership change.

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The company’s stock has climbed 26.3% during the last week and set a fresh record high. On Thursday, trading volume reached 24.64 million shares. In the same period, investor sentiment rose to highly bullish territory as message volume increased more than 420%.

U.S. President Donald Trump has prioritized building a domestic supply chain for rare earth minerals. These minerals are critical for electronics and defense manufacturing. The U.S. government recently took a 15% stake in MP Materials, the country’s largest rare earth producer, and purchased a 5% stake in Lithium Americas this week.

When questioned about discussions with the Trump administration, Humpton stated, “We are in close communication with the administration.” She emphasized that developing the rare earth sector “will not be a zero-sum game… It’s going to take a lot of players to build out this marketplace.”

USA Rare Earth is working with Texas Mineral Resources to develop a mine in Sierra Blanca, Texas, and is also establishing a magnet manufacturing facility in Stillwater, Oklahoma. Earlier this week, the company announced an agreement to acquire UK-based Less Common Metals through a cash-and-stock deal, aiming to strengthen its supply chain and support a planned U.S.-based magnet factory by 2026.

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Investors on social media have compared USA Rare Earth to sector leader MP Materials, noting potential for growth but a need to demonstrate production capability. Year-to-date, USA Rare Earth shares are up 63.7%.

Further details and updates can be found by contacting the newsroom.

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