お知らせ • 14h
USA Rare Earth, Inc. Receives USD 14.2 Million Grant from the State of Texas USA Rare Earth, Inc. announced that the State of Texas has awarded the Company a USD 14,177,600 grant from the Texas Semiconductor Innovation Fund (TSIF) to accelerate development of its Round Top Mountain heavy rare earth project in Hudspeth County, Texas. The award supports a project expected to generate approximately 260 new jobs and to represent more than USD 1,400 million in capital investment in West Texas. The Texas Semiconductor Innovation Fund was established under the Texas CHIPS Act, signed into law by Governor Abbott in 2023, to advance the state’s leadership in semiconductor research, design, and manufacturing. The TSIF is administered by the Texas CHIPS Office within the Texas Economic Development & Tourism Office in the Office of the Governor. ライブニュース • May 12
USA Rare Earth Targets Global Supply Chain With US$2.8 Billion Serra Verde Acquisition and US Backing USA Rare Earth agreed to acquire 100% of Brazil’s Serra Verde Group in a cash-and-stock transaction valued at US$2.8b, with the goal of creating a fully integrated mine-to-magnet rare earth company operating across several countries.
The Serra Verde deal includes roughly US$300m in cash, 126.8 million new USA Rare Earth shares, and a 15-year offtake arrangement that features price floor guarantees backed by U.S. government agencies and private capital.
USA Rare Earth secured a US$1.6b funding agreement with the U.S. Department of Commerce and is participating in the Project Vault initiative, which involves U.S. government equity stakes in domestic rare earth developers.
China’s restrictions on rare earth exports have highlighted U.S. supply chain fragility, and companies such as USA Rare Earth are working to build Western processing capacity despite profitability challenges in domestic mining.
The combination of the Serra Verde acquisition, long-term offtake agreements, and U.S. government funding positions the company as a central player in efforts to build a non-Asian rare earth supply chain that spans mining through magnet production.
Investors may wish to weigh this growing government and defense exposure against execution risks related to integrating Serra Verde, meeting offtake commitments, and operating in a sector where economic viability has been difficult. お知らせ • May 07
USA Rare Earth, Inc. to Report Q1, 2026 Results on May 13, 2026 USA Rare Earth, Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026 お知らせ • Apr 21
USA Rare Earth, Inc. (NasdaqGM:USAR) announced a definitive agreement to acquire Serra Verde Pesquisa E Mineracao Ltda for $2.83 billion. USA Rare Earth, Inc. (NasdaqGM:USAR) announced a definitive agreement to acquire Serra Verde Group for $2.83 billion on April 19, 2026. A cash consideration of $300 million will be paid by USA Rare Earth, Inc. The consideration consists of 126.85 million common equity of USA Rare Earth, Inc. to be issued for common equity of Serra Verde Group. USAR’s and Serra Verde’s shareholders will own ~66% and ~34% of the combined company, respectively. The Merger Agreement further provides that, in the event that the Merger Agreement is terminated by either party because USAR Stockholder Approval has not been obtained, USAR shall pay SVRE a termination fee equal to (i) $75 million if USAR’s board of directors has made an adverse recommendation change as described in the Merger Agreement prior to such termination, or (ii) $25 million if no such recommendation change has been made prior to such termination. Thras Moraitis current Chief Executive Officer of Serra Verde, former leadership roles at X2 Resources and Xstrata will also join USAR as President and Mick Davis current Chair of Serra Verde, former CEO of Xstrata plc and Chief Financial Officer of BHP Billiton and Ricardo Grossi will become President of USAR Brazil and remain Chief Operations Officer of Serra Verde's operations.
The transaction is subject to the Clear regulatory path to closing in Brazil and U.S., with no requirements beyond standard U.S. Hart-Scott-Rodino approval, deal is Unanimously approved by both USAR’s and Serra Verde’s Boards, Closing only subject to USAR shareholder approval and other customary closing conditions, Closing is expected in Q3 2026.
Moelis & Company LLC is acting as exclusive financial advisor and Steven B. Stokdyk, David A. Zaheer, Eric Cho, Bryan J. Monson, Maj Vaseghi, Aron Potash, Jessica N. Cohen, Robert Brown, Joshua N. Holian, Kyra K. Bromley, Patrick Campbell English, Philipp Studt, Wesley Lepla, Paul M. Rosen, Andrew P. Galdes, Zachary N. Eddington, Harrison White, and Enrique Covarrubias of Latham & Watkins LLP is acting as legal counsel for USA Rare Earth.Goldman Sachs & Co. LLC is acting as exclusive financial advisor and Keith Hallam,Thomas Pate and Adam Cieply of White & Case LLP is acting as legal counsel for Serra Verde. Bill Nelson and Michael Walraven of Allen Overy Shearman Sterling US LLP is acting as legal counsel for the shareholders of Serra Verde. お知らせ • Apr 18
USA Rare Earth, Inc. Appoints Chaitan Kansal As Chief Commercial Officer USA Rare Earth, Inc. announced the appointment of Chaitan Kansal as Chief Commercial Officer. In this newly created role, Kansal will oversee the Company’s global commercial strategy, including customer engagement, market development, offtake agreements, pricing, and go-to-market execution across the Company’s integrated mine-to-magnet platform. An experienced industry leader, Kansal joins USA Rare Earth at a significant inflection point as the Company accelerates execution across its global value chain. The company recently announced the commission of Phase 1a commercial magnet production at its Stillwater, Oklahoma facility, as well as a strategic investment in Carester SAS, a leading French rare earth separation and processing company. These milestones mark USA Rare Earth’s transition from development to active production, signaling the need for dedicated go-to-market leadership to capture the significant commercial opportunities ahead. Kansal brings more than 25 years of experience across the critical minerals, specialty chemicals, and advanced materials sectors. Most recently, he served as Chief Commercial Officer at Ecobat, a global leader in battery recycling and lead production, where he drove strategic growth initiatives across the company’s international portfolio. Prior to Ecobat, Kansal served as Chief Marketing Officer at Albemarle Corporation, where he led the
Energy Storage Global Business Unit Growth Platforms, developing and executing a comprehensive lithium go-to-market strategy during a period of rapid market expansion. Earlier in his career, Kansal spent seven years at Eastman Chemical Company, holding increasingly senior roles, including Global General Manager of the Specialty Fluids & Energy division, Global Business Director for Adhesive Resins, and Director of Corporate Strategy. He also served as Director of Strategy at Ashland Inc. and spent seven years as a management consultant at Kearney (formerly A.T. Kearney). Kansal began his career as an Engineering Team Lead and Senior Software Design Engineer at MicroStrategy Inc. Kansal holds an MBA in Corporate Strategy and Finance from the Stephen M. Ross School of Business at the University of Michigan and a Bachelor of Engineering in Computer Engineering from the Thapar Institute of Engineering & Technology.