Key US Rare Earth Stocks Lose $400 Million in Market Value in One Day

USA Rare Earth Inc. (NASDAQ: USAR) closed at $26.38 on the U.S. stock market, down 7.76% from the previous day, pushing its market capitalization down to approximately $5.75 billion (about ₩7.8 trillion). In a single trading session, the company lost roughly $414 million in market value (around ₩560 billion).

Recently, USA Rare Earth announced a stock-for-stock transaction valued at about $73 million, issuing approximately 3.82 million shares to acquire Texas Mineral Resources Corporation. This deal strengthens its controlling interest in the Round Top rare earth project in Texas. (Source: nasdaq.com)

At the end of March, the company reported its full-year 2025 results and confirmed that commercial production at Round Top is now slated for late 2028. It also reaffirmed plans to invest across the integrated value chain—from ore processing to magnet production. (Source: investors.usare.com)

USA Rare Earth is targeting U.S. government and defense demand by reducing reliance on China through a “mine-to-magnet” strategy that combines domestic rare earth mining, refining and permanent magnet manufacturing. Since its Nasdaq listing in 2023, the company has focused on building its supply chain around assets in the U.S. and the U.K. (Source: usare.com)