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Research snapshot · 6/30/26

USARUSA Rare Earth

Sintered NdFeB Permanent Magnets (Heavy-REE)

Open USAR in Robinhood ↗
HOLD
Conviction●●●●○4 of 5
Research target45Snapshot target
Thesis statusWEAKENEDLast reviewed 6/30/26
Market cap5.26BSnapshot value
The thesis

Critical Materials → Reshoring: heavy-REE (Dy/Tb) separation scarcity → domestic magnets

Catalysts

China Dy/Tb export controls; DFARS Jan-2027 mandate; magnet plant commissioning; France expansion

What breaks it

DFARS slips/waived; financing fails; magnet plant delays; REE prices collapse

Social sentiment

bullish: X confirms 1st commercial NdFeB magnets Mar 2026. $1.2B SC plant + $1.6B CHIPS funding. DFARS Jan 2027 positioning. Pre-revenue but well-capitalized.

Snapshot · 6/30/26
Smart money

🟢 Confirmed · 13F 21+/3- · short↓0.2

Snapshot · 6/30/26