New York, January 6, 2026, 12:47 EST — Regular session
- USA Rare Earth shares rise nearly 5% as the rare-earth rally extends into a second session
- Traders point to Venezuela turmoil and fresh policy focus on critical minerals
- Next catalysts include G7 talks on January 12 and the company’s next earnings update
USA Rare Earth shares rose 4.8% to $16.56 in midday trade on Tuesday, extending a sharp rally in U.S.-listed rare-earth names after Washington’s seizure of Venezuela’s leader jolted commodity-linked stocks. The Nasdaq-listed stock hit an intraday high of $17.31, with about 9.2 million shares traded.
The gains come as investors reassess supply risks for rare earths — a group of metals used in high-strength permanent magnets found in everything from electric motors to military hardware. U.S. forces captured Venezuelan President Nicolas Maduro over the weekend and moved him to New York to face criminal charges, Reuters reported. Reuters
Policy headlines are also crowding the tape. Finance ministers from the Group of Seven nations will meet in Washington on January 12 to discuss rare-earth supplies, and one source said “price floors” — minimum prices meant to support investment outside China — would be on the agenda. Reuters
USA Rare Earth rose 11.7% on Monday, Barron’s reported, as traders grouped the company with other U.S. rare-earth plays on bets that a shake-up in Venezuela could eventually reshape access to minerals in the Western Hemisphere. Shares of peer MP Materials also climbed on Monday. Barron’s
China’s diplomatic pushback has added to the sense that geopolitics is back in the driver’s seat for critical minerals. Beijing accused Washington of acting like a “world judge” after the Maduro capture, Reuters reported, underscoring a wider contest over strategic resources and supply chains. Reuters
USA Rare Earth is working to build a “mine-to-magnet” supply chain in the United States, with a sintered neodymium magnet manufacturing facility in Stillwater, Oklahoma planned to go commercial in the first half of 2026, according to the company. Chief Executive Barbara Humpton has said there is “nothing more critical … than securing a domestic supply chain for rare earth minerals and magnets.” Usare
Broader markets have been more restrained. “It’s a reasonable reaction from the markets to largely ignore the geopolitics around Venezuela,” Oliver Pursche, senior vice president at Wealthspire Advisors, told Reuters on Monday, adding that U.S. economic data later this week will matter for rate expectations. Reuters
But the rare-earth pop is being driven more by narrative than new company-specific numbers, and the Venezuela story remains fluid. Any shift in mining policy or foreign access could take time, while high-beta critical-miner stocks have a track record of sharp reversals when momentum fades.
