美国稀土产业链的“闭环时刻”? 稀土新势力USA Rare Earth(USAR.US)正式吞并LCM

Core Viewpoint - USA Rare Earth's acquisition of Less Common Metals has received formal regulatory approval from the UK, marking a significant milestone in establishing a complete rare earth supply chain in the U.S. [1][4] Group 1: Acquisition Details - The acquisition allows USA Rare Earth to enhance its capabilities from mining to refining and manufacturing magnets, achieving a "magnet-to-mine" strategy [1][3] - Less Common Metals will expand its production capacity and supply neodymium-iron-boron (NdFeB) metal and alloy to USA Rare Earth's magnet factory in Stillwater, Oklahoma [2][3] Group 2: Industry Significance - This acquisition is pivotal for USA Rare Earth and the U.S. rare earth industry, transitioning from merely having mining and magnet production to mastering the entire supply chain from oxides to metals and alloys [4] - The acquisition positions USA Rare Earth as a key player in the U.S. rare earth ecosystem, especially in securing critical metals and alloys that are scarce and difficult to replicate in the West [3][4] Group 3: Market Context - Rare earth elements are crucial for various high-tech industries, including semiconductors, electric vehicles, and defense, with the U.S. aiming to reduce reliance on China, which dominates the global rare earth supply chain [5][6] - The U.S. government, under the Trump administration, has been actively seeking to establish a domestic rare earth supply chain to mitigate dependence on Chinese sources, which control approximately 60%-70% of global rare earth mining and up to 90% of refining and metal production [6]