USA Rare Earth (NASDAQ: USAR) experienced an 11% stock increase due to speculation about improved U.S.-Venezuela trading relations, which may allow the company to source rare-earth elements for its Stillwater, Oklahoma facility. This aligns with USA Rare Earth’s need for non-China materials to produce magnets and support the development of the Round Top deposit in Texas by 2028. The stock’s movement reflects broader market trends influenced by political tensions surrounding China’s control of rare-earth resources. Investors are considering potential government support and investments to secure domestic magnet supplies amidst these tensions.
