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Rare earths are important. They involve hard-to-mine elements that are vital for many defense and digital needs. China dominates supply. We need to correct that!

Within this world, I’ve been seeing USA Rare Earth as a little brother to MP Materials, for example. That’s because USAR’s flagship property is still being studied.

Recent feasibility study results now suggest USAR’s mine will go commercial in 2028, revised from a prior plan to get going in 2030. Meanwhile….

USAR has been taking other steps, baby steps, to build itself into a fully integrated mine-to-market rare earth company. And a pending Brazilian acquisition will accelerate that.

USAR accomplished a lot in the past six months. Besides the big acquisition, it may wind up getting U.S. funding. With all systems go, I’m reiterating my “Buy” rating.

We Are/DigitalVision via Getty Images

Baby steps.

Surely you’ve heard that expression.…