Comments on: USA Rare Earth Goes Public: A Milestone and Now the Work Starts https://rareearthexchanges.com/news/domestic-rare-earth-supply-chain/ Rare Earth Insights & Industry News Thu, 05 Jun 2025 19:36:47 +0000 hourly 1 https://wordpress.org/?v=6.9.1 By: Helmut Beintner https://rareearthexchanges.com/news/domestic-rare-earth-supply-chain/#comment-177 Thu, 05 Jun 2025 19:36:47 +0000 https://vpzajoti4c.onrocket.site/news/domestic-rare-earth-supply-chain/#comment-177 Plans? It is needed now, not 5 years down the road.

]]> By: Rare Earths Investor https://rareearthexchanges.com/news/domestic-rare-earth-supply-chain/#comment-13 Mon, 17 Mar 2025 14:57:05 +0000 https://vpzajoti4c.onrocket.site/news/domestic-rare-earth-supply-chain/#comment-13 Agreed, there are a lot of issues surrounding the claims of USARE. $50 million backing is not going to cut it for moving Roundtop, the processing intentions and magnet-making to fruition. No mention of any strategic backing or offtakes other than an ASM magnet feed supply agreement.

The competition within US borders will be intense with ARR, REEMF, Ucore, Ramaco and NioCorp, etc with potential RE mines in the US (plus MP producing). Then we have MP, Lynas, Ucore, REEMF with strategic processing backing and Aclara and Rainbow with US processing ambitions declared.

Now throw in the potential US magnet maker sector on which USARE seems presently most focused and you have the big boys E-VAC and Star group arriving as well as MP and private Noveon to produce.

Darn right! It is going to be one scrap to see who supplies what to whom and who gets those all-important major end-line offtakes this decade within US borders.

GLTA – REI

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