USAR Enhances Rare Earth Supply Chain With LCM's Partnership Deal

Core Insights - USA Rare Earth Inc. (USAR) has acquired Less Common Metals (LCM), which has signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation to enhance the rare earth supply chains in the U.S. and Europe [1][2] Group 1: Company Developments - The partnership will leverage LCM's expertise in metal and alloy production to provide Arnold with a reliable, ex-China supply of rare-earth materials for advanced permanent magnets [2][7] - LCM is the only proven ex-China producer of both light and heavy rare earth permanent magnet metals and alloys at scale, emphasizing its strategic importance in the supply chain [3] - The acquisition supports USAR's mine-to-magnet strategy, establishing a comprehensive rare earth supply chain, with LCM supplying alloy feedstock to USAR's Oklahoma magnet manufacturing plant, set to be commissioned in early 2026 [4][7] Group 2: Market Performance - USAR shares have increased by 26.2% over the past year, outperforming the industry growth of 21.8% [5] - USAR currently holds a Zacks Rank 3 (Hold), while other companies in the basic materials sector, such as OR Royalties Inc., Newmont Corporation, and Agnico Eagle Mines, have higher rankings [8]