Investors in the rare earth and industrial metals sector have been closely watching USA Rare Earth, Inc. ($USAR) as it continues to show steady growth. Over the past six months, the stock has demonstrated resilience, with notable movements tied to geopolitical developments—particularly the Ukraine minerals deal.
Key Price Movements:
- March 18, 2025: $17.17
- April 16, 2025: $18.50
- Year-to-Date (YTD): +22.74%

The recent uptick aligns with increased demand for rare earth elements, driven by supply chain disruptions and strategic mineral agreements. The Ukraine deal, in particular, has bolstered investor confidence, as it underscores the growing importance of securing non-Chinese sources for critical minerals.
Long-Term Trend:
Over the past year, $USAR has shown a consistent 1-2% weekly increase, reflecting steady accumulation. While short-term volatility is expected in this sector, the long-term trajectory remains bullish due to:
- Geopolitical tailwinds (e.g., U.S. and EU efforts to reduce reliance on China).
- Growing demand for rare earths in green energy, defense, and tech.
Trading Strategy:
Given the stock’s upward trend, waiting for a strategic dip could present an optimal entry point. The current pullback from recent highs may offer such an opportunity.
Final Thought:
$USAR is a stock to watch closely. For those positioned for medium- to long-term gains, accumulating on weakness could pay off as global mineral supply dynamics continue to evolve.
Stay tuned to NPPSC.com for more updates on rare earth and mining stocks!