Rare Earth Trade Is Back: USAR, MP Stocks Climb — Here's Why

Benzinga_recent_news04-21

The deal calls for $300 million in cash plus 126.85 million newly issued USAR shares. CEO Barbara Humpton hit CNBC’s “Squawk Box” Monday morning to pitch the deal as a step-change in breaking China’s ...

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Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-21 01:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/movers/26/04/51921313/rare-earth-trade-usar-mp-stocks-climb><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The deal calls for $300 million in cash plus 126.85 million newly issued USAR shares.\nCEO Barbara Humpton hit CNBC’s “Squawk Box” Monday morning to pitch the deal as a step-change in breaking China’s ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/26/04/51921313/rare-earth-trade-usar-mp-stocks-climb\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"USGG","symbol_name":"Leverage Shares 2X Long USAR Daily 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sector.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"USGG":"Leverage Shares 2X Long USAR Daily ETF","BK4168":"多种金属与采矿","USAR":"USA Rare Earth Inc.","MP":"MP Materials Corp.","USAX":"Tradr 2x Long USAR Daily ETF"},"translate_title":"稀土贸易卷土重来：USAR、MP股票上涨——原因如下","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USAX":0.6,"USGG":0.6,"MP":1.91,"USAR":1.97},"content_text":"The deal calls for $300 million in cash plus 126.85 million newly issued USAR shares.\nCEO Barbara Humpton hit CNBC’s “Squawk Box” Monday morning to pitch the deal as a step-change in breaking China’s chokehold on the rare earth supply chain. \n“The world has become too dependent on a single source and it’s high time to break that dependency,” Humpton said, calling Pela Ema a “one-of-a-kind asset,\" per CNBC. \nCrucially, Serra Verde already carries a 15-year, 100% offtake agreement with a U.S. government-backed special purpose vehicle that includes guaranteed price floors on all four magnetic elements. \nManagement is guiding to $550 million to $650 million of run-rate EBITDA from Serra Verde by year-end 2027, scaling to roughly $1.8 billion in combined EBITDA by 2030.\nAdding fuel, Wedbush analyst Sam Brandeis initiated coverage on both USAR and MP Materials with Outperform ratings Monday — a bullish double-tap that helped extend the sector rally. \nBrandeis slapped a $29 price target on USAR (before the Serra Verde news) — implying roughly 45% upside from Friday’s $19.95 close — citing the company’s heavy rare earth mine-to-magnet platform anchored by the largest HREE deposit, according to MarketWatch. \nFor MP Materials, Wedbush set a $90 target, branding the company “America’s designated rare earth national champion,” according to Investing. \nThe firm highlighted MP’s vertical integration across the Mountain Pass mine and its Independence magnet facility in Fort Worth as the most underappreciated dimension of the bull case, with Mountain Pass standing as the lowest-cost producer of rare earth concentrate outside China. \nPhoto: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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