Rare Earths as a Security Good: Why USA Rare Earth is Gaining Strategic Importance. The Start of the Year Attracts Attention

On Friday (January 2), there were several impulses at the end of the week and simultaneously at the start of the year, after the year-end concluded with consolidations for numerous high-flying stocks. In the commodities sector, USA Rare Earth (USAR) stood out. It is a key player in the U.S. efforts to establish a fully integrated domestic supply chain for rare earth magnets (Mine-to-Magnet). The company occupies three critical links in the value chain. The issue is not necessarily that "rare earths" are becoming scarce, but that states are treating...