May. 12 at 9:27 PM
$USAR is an interesting development here
The company just received a ~
$14.2M grant from Texas to accelerate its heavy rare earth project.
The scale is not small — roughly 260 new jobs and over
$1.4B in expected capital investment.
What stands out more is the resource base itself: one of the largest domestic heavy rare earth deposits in the U.S., covering 15 out of 17 rare earth elements.
The strategy is straightforward — building a full mine-to-magnet supply chain across defense, AI, semiconductors, data centers, and industrial use cases.
This kind of “resources + policy + supply chain” setup doesn’t usually stay quiet for long.
The question now is whether this is still early stage… or already being re-rated by the market.
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