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USA Rare Earth aims to lead rare earth mining with $1.8B EBITDA by 2029 and two mines by decade's end.

Market News
26 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

USA Rare Earth, Inc. is rapidly expanding to become a key player in the rare earth industry by developing a mine-to-magnet supply chain. The company plans to control two rare earth mines by 2030 and expects to generate over $1.8 billion in adjusted EBITDA by fiscal year 2029, with the Serra Verde mine contributing $600 million in 2028. Valued at an enterprise value of $9 billion, USA Rare Earth aims to produce 10,000 metric tons of rare earth magnets by 2030, positioning itself as a low-cost leader outside China. This growth strategy highlights the company's potential in the critical minerals market amid increasing demand for rare earth elements.

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New report warns US auto market faces a 3-year new model drought, with hybrids rising and EVs stalling.

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New Murphy Automotive Partners report warns of a tough product slump and brand survival risks in US auto industry.

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Murphy Automotive Partners, led by veteran analyst John Murphy, launched MAPP™, a new research platform analyzing US auto product pipelines through 2031. The report highlights a severe short-term product development slump, a shift from pure electric ...

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New MAPP report predicts a tough product cycle and hybrid vehicle rise in US auto market through 2031.

New MAPP report predicts a tough product cycle and hybrid vehicle rise in US auto market through 2031.

John Murphy, a veteran Wall Street auto analyst, launched Murphy Automotive Partners and its flagship product MAPP™, which forecasts the US vehicle pipeline through 2031. The report highlights a historic low in new model introductions, leading to an ...

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