USA Rare Earth Gets Win From Washington

USA Rare Earth woke up to a government-sized vote of confidence this Monday morning. USA Rare Earth stock rose nearly 62% in premarket trading on January 26, 2026 after reports that the Trump administration is taking a 10% stake in the company as part of a $1.6 billion debt-and-equity investment package. This is part of the Trump administration's broader efforts of securing critical minerals for national defense and technology supply chains.

The deal, plus a separate $1 billion private investment, would be unveiled Monday on a company-planned morning conference call. According to what we know so far, a 10% stake would make the administration the largest public shareholder — a rare instance where “Washington is involved” is actually a funding line item and not a risk factor.

Operationally, USA Rare Earth is pursuing the familiar “mine-to-magnet” storyline investors keep asking the U.S. to write in ink instead of PowerPoint. The company has been developing a mine in Sierra Blanca, Texas, with company Texas Mineral Resources, that is slated to open by 2028. USA Rare Earth also has a magnet manufacturing facility in Stillwater, Oklahoma that is expected to launch later this year.

And yes—this fits a broader policy pattern rather than a one-off cameo. This investment is the latest step in the Trump administration’s push deeper into critical minerals, following equity stakes last year in MP Materials, Lithium Americas, and Trilogy Metals - with a senior official previously signaling more “historic deals” ahead. So the world of rare-earth trade just got an unexpected new archetype — the federal government as anchor shareholder — and the markets are going nuts.

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