USA Rare Earth Soars to Records as China Tightens Exports and Trump Threatens Tariffs

Overview

• Shares of USA Rare Earth jumped about 19% to a 52-week high of $37.85 on Friday after President Trump threatened tariffs in response to China’s new rare‑earth export rules, according to Wall Street Pit.
• China’s Ministry of Commerce now requires licenses for products containing rare earths worth at least 0.1% of a good’s value and for use of its extraction, refining, or magnet‑recycling technology.
• The stock had already hit fresh highs this week, including an intraday peak of $32.59 on Thursday and $30.92 on Tuesday, as traders piled into the name.
• CEO Barbara Humpton said the company is in close communication with the White House, but no U.S. equity stake or other federal investment in USA Rare Earth has been confirmed.
• Investor expectations are shaped by recent U.S. government equity purchases in critical‑minerals firms such as MP Materials and Lithium Americas, even as commentators note USA Rare Earth remains a speculative, pre‑revenue play.