Expansion And PartnershipsUSA Rare Earth has signed over a dozen partnership agreements for magnets and is in active discussions with more than 70 customers.
Government SupportGovernment funding would be positive assuming it was in the right form, with potential for a backstop or floor, which would quickly and considerably change project economics.
Strategic PositioningThe company is uniquely positioned to benefit from continued rare-earth, ferrate, and various other magnet demand, with potential for significant gross and EBITDA margins.