USA Rare Earth Subsidiary LCM Partners with Arnold Magnetic Technologies to Secure Rare Earth Metals Supply

Core Insights - USA Rare Earth, Inc. announced a supply agreement between its subsidiary Less Common Metals and Solvay and Arnold Magnetic Technologies Corporation, enhancing the supply chain for rare-earth materials outside of China [1][2] Group 1: Supply Agreement - The agreement ensures a reliable, ex-China source of high-quality rare-earth materials for Arnold's advanced permanent magnets production [2] - This partnership aims to strengthen the U.S. and European rare earth supply chains, ensuring long-term stability for key sectors such as aerospace, defense, automotive, and energy [2][3] Group 2: Strategic Importance - The collaboration highlights the importance of industrial partnerships in rebuilding resilience in the rare-earth ecosystem outside of China [3] - USA Rare Earth emphasizes the strategic role of secure sourcing and collaboration among trusted partners to guarantee sustainable access to critical rare-earth materials for global magnet manufacturers [3] Group 3: Company Developments - USA Rare Earth completed its acquisition of Less Common Metals in November 2025, which continues to serve its global customer base while providing alloy feedstock for the company's magnet manufacturing facility in Stillwater, Oklahoma [3] - The Stillwater facility is on track for commissioning in the first quarter of 2026, aligning with the company's goal to establish domestic rare earth and critical minerals supply capabilities [4] Group 4: Industry Context - USA Rare Earth is developing a rare earth sintered neo magnet manufacturing plant in Stillwater, Oklahoma, intending to supply its plant and market surplus materials to third parties [4] - Rare earth magnets are critical to various sectors, including defense, automotive, aviation, industrial, AI robotics, medical, and consumer electronics [4]