USA Rare Earth, Inc. 8K

USA Rare Earth, Inc. entered into definitive agreements for a strategic minority investment in Carester SAS, establishing long-term supply, technology access, and an integrated rare earth industrial platform in Lacq, France, with funding expected in Q3 2026 subject to customary conditions.

On July 23, 2026, USA Rare Earth, Inc. announced that it entered into definitive agreements to acquire a strategic minority stake of approximately 13.6% in French rare earth processing company Carester SAS, alongside an equivalent investment by InfraVia through its Critical Metals Fund, formalizing a previously announced April 2026 strategic investment and commercial framework. The agreements grant USA Rare Earth and its subsidiary LCM Europe rights to purchase a portion of rare earth oxide output from Carester’s Caremag facility in Lacq, France, as well as access to Carester’s engineering capabilities and intellectual property for separation, processing, and recycling, while providing Carester with access to USA Rare Earth feedstock from Serra Verde and the Round Top deposit. Proceeds from the investment will primarily fund Carester’s growth, including expansion of its Caremag platform, R&D, working capital, and the buyout of certain minority shareholders, with funding expected to occur in the third quarter of 2026 subject to customary conditions; this investment underpins a broader partnership to create an integrated rare earth industrial ecosystem in Lacq, supported by French government incentives for LCM Europe’s planned 3,750 mtpa metal and alloy facility co-located with Carester’s plant, positioning one of Europe’s most complete rare earth industrial platforms outside China.

Filing Facts

CIK

1970622

Ticker

-

Form

8K

Source Type

sec

Accession

0001213900-26-080645

Alert Tier

7