REalloys utilizes its first-to-market processing and metallization capabilities to secure a sovereign supply of heavy rare earths for U.S. defense agencies on an accelerated timeline. Strategic alliance would establish the United States’ first fully domestic mine-waste-to-magnet ecosystem, leveraging federally funded upstream innovation to break reliance on foreign supply chains. DALLAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Blackboxstocks (NASDAQ: BLBX) Merger Target, REalloys Inc. (“REalloys”) announced today ...

Key Takeaways MP stock surged 168.7% in a year, far outpacing the industry, sector and the broader market's returns.MP Materials secured Apple and DoW partnerships to strengthen a U.S. rare earth supply chain.MP Materials hit record NdPr output and expects return to profitability in 2026.MP Materials (MP) is trading at a forward 12-month price/sales multiple of 22.93X, a significant premium to the industry’s 1.44X. It has a Value Score of F, which suggests that the stock appears expensive and reflects a str ...

Key TakeawaysU.S. imports of rare-earth magnets from China fell by 11% in November 2025, highlighting ongoing supply vulnerabilities despite a surge in China's overall rare-earth magnet exports.The decline comes amidst China's strategic export controls on critical rare earth elements and magnets, which have been a key point of contention in escalating U.S.-China trade tensions throughout 2025.The U.S. is accelerating efforts to build a domestic "mine-to-magnet" supply chain, with companies like MP Materials ...

Core Viewpoint - Tronox Holdings received letters of support from the Export-Import Bank of the United States and Export Finance Australia for potential financing of up to $600 million to enhance its rare earth supply chain [1][2]. Group 1: Financing and Support - The financing will support the development of Tronox's rare earth supply chain, including mine extensions, infrastructure support, and cracking and leaching capacity [2]. - The letters of support align with the US-Australia Critical Minerals Framework and EFA's Single Point of Entry Framework, which includes Australia's $4 billion Critical Mineral Facility established in 2021 [4]. Group 2: Company Operations and Market Impact - Tronox is advancing a definitive feasibility study for a proposed cracking and leaching facility in Western Australia, aimed at producing mixed rare earth carbonate containing both light and heavy rare earth elements [3]. - The company's stock surged over 32%, increasing its market capitalization to $782.4 million [4].

Core Viewpoint - MP Materials' recent stock pullback presents a potential buying opportunity for long-term investors in the context of the U.S. supply chain for rare earth elements [1] Company Overview - MP Materials is the only owner and operator of a scalable rare earth mine in the U.S., specifically the Mountain Pass mine in California [2] - The company received a $400 million investment from the Department of Defense (DOD) to expand its magnet factories, which led to a significant increase in stock price [2] Stock Performance - Current stock price is $61.20, with a market cap of $11 billion [3] - The stock has seen a 52-week range from $15.56 to $100.25, indicating significant volatility [3] - Following the DOD investment, shares peaked at $100 but have since dropped below $60, raising questions about potential buying opportunities [3] Future Prospects - MP Materials is expected to benefit from several tailwinds leading into 2026, including support from the DOD and partnerships with major companies like Apple [3] - The company plans to begin shipping U.S.-made NdFeB permanent magnets by the end of the year, marking a significant shift in the magnet supply chain previously dominated by China [4] Revenue Growth - Recent financial performance showed a smaller-than-expected loss and record output of NdPr-oxide, along with nearly $22 million in magnet precursor revenue [6] - The company plans to commission a heavy rare-earth separation facility in mid-2026, which will enable the production of essential metals like dysprosium and terbium [6] Investment Considerations - While there are growth prospects, the company faces challenges in expanding its magnet manufacturing capacity, which is crucial for profitability [7] - If MP Materials meets its milestones and continues to receive government support, purchasing shares under $65 could be a strategic entry point for investors [7]

Key Takeaways USA Rare Earth is advancing its Stillwater magnet facility toward early-2026 commissioning.The company raised more than $400M to upgrade the plant and expand capacity to about 1,200 metric tons.USAR's acquisition of Less Common Metals secures alloy feedstock for scaling Stillwater output.USA Rare Earth, Inc. (USAR) is working to move its Stillwater magnet manufacturing facility in Oklahoma closer to commercial production. The plant is designed to produce Neodymium Iron Boron (NdFeB) magnets, w ...

Core Insights - USA Rare Earth, Inc. has completed the acquisition of Less Common Metals Ltd., enhancing its position in the rare earth supply chain [1][2][3] Group 1: Acquisition Details - The acquisition of LCM is a significant step in USAR's strategy to create a fully integrated rare earth supply chain, from magnet production to mining [2][4] - LCM is recognized as a leading manufacturer of rare earth metals and alloys outside of China, particularly in Samarium, Samarium Cobalt, and Neodymium Praseodymium [1][3] Group 2: Strategic Importance - This acquisition strengthens the U.S. rare earth supply chain, which is crucial for various sectors including defense, semiconductors, and aerospace [4][6] - The integration of LCM's capabilities will allow USAR to produce high-quality rare earth metals and alloys, essential for its Stillwater magnet facility [2][4] Group 3: Market Position and Capabilities - LCM's established customer relationships with defense contractors and automotive manufacturers enhance USAR's market access and supply reliability [8] - The acquisition provides USAR with critical rare earth metal and alloy capabilities, positioning it as a unique player in the market with direct control over essential inputs [8] Group 4: Sustainability and Circular Manufacturing - LCM's ability to process recycled rare earth oxides supports a more sustainable supply chain, reducing reliance on virgin materials [8] - The focus on circular manufacturing aligns with industry trends towards sustainability and cost efficiency [8]

Company Performance - Cable One's shares fell 6.2% after the third-quarter report revealed a significant loss of broadband subscribers and revenue that missed Wall Street expectations, despite a large earnings beat [1][2] - The company's revenue for the quarter was $376 million, representing a 4.5% decline from the previous year and falling short of analyst forecasts [2] - Cable One lost 149,100 residential data subscribers year-over-year, indicating underlying weakness in demand [2] Market Reaction - The stock market's reaction suggests that the news is considered meaningful but not fundamentally altering the perception of Cable One's business [4] - Cable One's shares have shown extreme volatility, with 35 moves greater than 5% over the last year, indicating a sensitive market environment [4] Broader Market Context - Recent comments from President Trump regarding trade relations with China have injected volatility into the broader markets, particularly affecting sectors sensitive to economic sentiment [5] - China's announcement of new export controls on critical minerals has raised concerns about economic headwinds and potential impacts on consumer spending, which could affect revenues in various sectors [6]

Core Insights - Ucore Rare Metals Inc. has signed a Memorandum of Understanding (MOU) with Vacuumschmelze GmbH & Co. KG and eVAC Magnetics LLC to develop a collaborative supply agreement for high-purity rare earth oxides (REOs) [1][4][6] - The partnership aims to secure a stable supply of REOs critical for various industries, including automotive, industrial automation, and defense systems [3][6][7] - Ucore's RapidSX™ refining technology will play a vital role in producing the necessary REOs for VAC and eVAC's operations [6][10] Company Overview - Ucore is advancing North American rare earth separation and refining through its Louisiana Strategic Metals Complex and commercialization of RapidSX™ separation technology [10] - The company received a follow-on award of US$18.4 million from the U.S. Department of Defense in 2025, bringing total funding under its current agreement to US$22.4 million [10] Strategic Importance - The collaboration is expected to enhance the strategic position of VAC and eVAC in the global rare earth supply chain, ensuring long-term access to critical raw materials [7] - The MOU was signed at the G7 Energy and Environment Minister's Summit, highlighting its significance on an international platform [8] Future Plans - The parties will define the structure and commercial terms for a definitive long-term agreement within nine months, supported by regular progress reviews [9]

Company Overview - USA Rare Earth (Nasdaq: USAR) has appointed Dr. Alex Moyes as Vice President of Mining to lead mining operations and development at the Round Top deposit, which is the richest heavy rare earth, gallium, and beryllium deposit in the United States [1][2] - The company is focused on securing and growing America's supply chain for heavy rare earth minerals, metals, alloys, and magnets, with a vision for a resilient American rare earths industry [3] Leadership and Expertise - Dr. Moyes brings nearly 20 years of experience in mining, geology, and critical minerals development, previously serving as Director of Critical Minerals and Planning at Ramaco Resources, Inc. [2] - His expertise includes geology, mining engineering, and techno-economic modeling, which will support the company's exploration, extraction, and processing of rare earth elements [2] Strategic Vision - The company aims to develop a rare earth sintered neo magnet manufacturing plant in Stillwater, Oklahoma, to establish domestic supply and processing capabilities [4] - Rare earth magnets are critical to various sectors, including defense, automotive, aviation, industrial, AI robotics, medical, and consumer electronics, indicating a broad market approach [4] - The focus on domestic rare earth production aligns with national priorities, offering potential for a sustainable and secure supply of materials essential to key industries [4]