Montreal, Quebec--(Newsfile Corp. - December 17, 2025) - Geomega Resources Inc. (TSXV: GMA) ("Geomega" or the "Corporation") is pleased to announce that it has secured a $750,000 repayable contribution from Canada Economic Development for Quebec Regions (CED) to support the development of Geomega's new integrated laboratories and piloting facilities, (the "Project") at the Corporation's Saint-Hubert site, where the rare earth magnet recycling demonstration plant is currently being built. This strategic inv ...

Key Takeaways MP Materials has posted eight straight adjusted losses since Q4 2023 after starting separated REO production.MP faces elevated costs from NdPr metal ramp-ups, keeping margins pressured.MP Materials expects profitability in Q425, supported by higher volumes and a DoW price protection agreement.MP Materials Corp. (MP) has reported adjusted losses for eight straight quarters, reflecting cost pressures as it advances its downstream expansion strategy.  The last adjusted profit was recorded by MP M ...

Core Points - The Trump administration is engaging in a significant shift towards federal ownership in private companies, particularly in sectors deemed critical for national security, such as semiconductors and defense [2][3][4] - The administration's strategy includes acquiring equity stakes in various companies, which raises concerns about government influence on corporate decision-making and market dynamics [5][14][19] Group 1: Government Interventions - The administration has engineered deals to acquire stakes in companies like xLight, MP Materials, Intel, and others, indicating a trend towards partial nationalization [2][5][10] - A notable deal includes the government taking a 10% equity stake in Intel, making it the largest shareholder, which could influence the company's operations and strategic decisions [5][10][19] - The administration's actions are seen as a move towards "state capitalism," where the government directly influences corporate behavior under the guise of enhancing domestic capacity [4][5][27] Group 2: Economic Implications - The government's involvement in private companies may distort corporate decision-making, as seen with Intel's response to pressure from the administration regarding its operations [14][19] - The acquisition of stakes in companies could create an uneven playing field, disadvantaging smaller firms and startups that do not receive government backing [16][19] - The administration's approach may lead to inefficiencies and complacency in companies that are partially state-owned, reminiscent of past government enterprises [20][21] Group 3: Legislative and Political Context - The establishment of a U.S. sovereign wealth fund (SWF) was proposed, but critics argue that the U.S. does not need such a fund given its existing capital markets and significant national debt [7][8][11] - Congressional Republicans have largely remained passive in response to these developments, despite traditionally opposing such government interventions [2][35][36] - The potential for future Democratic administrations to leverage these government equity stakes for progressive agendas raises concerns about the long-term implications of current policies [37][38]

We recently published 10 Firms Stealing the Spotlight; 4 Are Climbing to Record Highs. USA Rare Earth Inc. (NASDAQ:USAR) is one of the best performers on Thursday. USA Rare Earth rebounded by 12.13 percent on Thursday to finish at $18.77 apiece as investors cheered plans to accelerate the commercial production of its Round Top heavy rare earth deposit in Texas two years earlier than projected. In a statement, USA Rare Earth Inc. (NASDAQ:USAR) said that it now plans to kick off commercial operations of t ...

China spent decades tightening its grip on global critical-minerals supply chains, especially the 17 rare earths that power high-performance magnets in vehicles, electronics, energy systems, and defense technology. As tariff tensions continue, the United States is accelerating its push to rebuild domestic mining and processing, aiming to chip away at China’s commanding 90% share of rare-earth refining. This step positions rare earths at the heart of the Trump administration’s push to expand domestic prod ...

Core Insights - USA Rare Earth, Inc. has accelerated the commercialization timeline for its Round Top heavy rare earth deposit in Texas, now planning to begin commercial production in late 2028, two years earlier than previously expected [1][2] - The Round Top deposit is recognized as the richest known deposit of heavy rare earth elements in the United States and is central to the company's integrated mine-to-magnet value chain [1][4] - The company is also developing a 310,000 sq ft magnet manufacturing facility in Stillwater, Oklahoma, which is expected to be the largest outside of China [1][5] Commercial Production and Facilities - The acceleration of the Round Top project is attributed to the expected operation of the Hydromet demonstration facility in Colorado by early 2026, which will utilize five solvent-extraction circuits to generate operational data for commercial plant design [2][3] - The Hydromet facility will focus on extracting heavy rare earth elements, particularly dysprosium and terbium, which are crucial for high-performance permanent magnets, along with other critical minerals like hafnium and zirconium [2][3] Financial and Strategic Implications - The novel parallel-process approach is anticipated to save the company tens of millions of dollars and enable the completion of the definitive feasibility study by early 2027, facilitating the earlier move to commercial production [3][4] - The company's commitment to building a resilient, fully integrated U.S. rare earth supply chain is emphasized, aligning with national priorities for securing domestic supply of critical materials [4][5] Industry Context - The rising global demand for rare earth magnets and increasing geopolitical risks highlight the necessity for accelerated domestic production to maintain the competitiveness of U.S. manufacturing [2][5] - USA Rare Earth aims to serve various sectors, including defense, automotive, aviation, industrial, AI robotics, medical, and consumer electronics, by providing high-quality neo magnets [5]

Key Takeaways USAR's LCM unit signed a supply pact with Solvay and Arnold to bolster rare earth supply chains.The deal uses LCM's alloy-making expertise to give Arnold a stable ex-China source for magnet materials.LCM will also feed alloys to USAR's Oklahoma magnet plant set for commissioning in early 2026.USA Rare Earth Inc. (USAR) announced that its recently acquired subsidiary, Less Common Metals (“LCM”), has inked a supply agreement with Solvay and Arnold Magnetic Technologies Corporation. This move wil ...

Core Insights - USA Rare Earth Inc. (NASDAQ:USAR) has seen a significant increase in stock price, rising by 28.03% week-on-week due to a new rare earth supply agreement [1][2] - The company’s subsidiary, Less Common Metals (LCM), has secured a supply agreement with Solvay and Arnold Magnetic Technologies Corp. for rare earth metals [2][4] - The CEO of USA Rare Earth emphasized the importance of industrial partnerships in strengthening the rare-earth ecosystem outside of China [3][4] Company Developments - LCM, a newly formed subsidiary of USA Rare Earth, completed its merger last month and is focused on providing alloy feedstock for the parent company's magnet manufacturing facility in Stillwater, Oklahoma, which is set to begin operations in Q1 2026 [4][5] - The collaboration with Solvay and Arnold Magnetic Technologies is aimed at ensuring sustainable access to critical rare-earth materials for global magnet manufacturers [4][5]

We came across a bullish thesis on MP Materials Corp. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on MP. MP Materials Corp.'s share was trading at $58.10 as of December 1st. MP’s trailing and forward P/E were 20.97 and 67.11 respectively according to Yahoo Finance. Richest Countries in the World by Natural Resources Pixabay/Public Domain James Litinsky’s journey from a teenage ticket scalper in South Florida to the founder of MP Materials illustrates ...

We recently published 10 Stocks With Effortless 14-25% Gains. USA Rare Earth, Inc. (NASDAQ:USAR) is one of the best performers on Thursday. USA Rare Earth soared for a third straight day on Thursday, adding 24.68 percent to finish at $17.48 apiece as investors took heart from a new rare earth supply agreement with Solvay and Arnold Magnetic Technologies Corporation. In a statement, USA Rare Earth, Inc. (NASDAQ:USAR) said that the deal was inked through its subsidiary Less Common Metals (LCM), under which ...