EL7.AI
StocksMedium•11 November 2026•
1 min read

USA Rare Earth Starts Rare Earth Shipments from Brazil to Pentagon

Key Facts

1USA Rare Earth started commercial-scale shipments of mixed rare earth carbonate from its Serra Verde operations in Brazil to the Pentagon.
2The company's shares rose 10.8% to $8.78 following the announcement of the shipment commencement.
3The company aims to ramp up annual production to 6,400 tonnes of TREO by the end of 2027.

USA Rare Earth started commercial-scale shipments of mixed rare earth carbonate from its Serra Verde operations in Brazil to the Pentagon. Mining.com reported that the company's shares rose 10.8% to $8.78 following the announcement of the shipment commencement, which falls under a 15-year take-or-pay offtake agreement to secure critical minerals for U.S. defense applications. The company aims to ramp up annual production to 6,400 tonnes of total rare earth oxides (TREO) by the end of 2027.

USAR closed at $7.92 on November 10, 2026, prior to the news of the commercial shipments intended to establish a non-China supply chain for heavy rare earths. The current operations in the Brazilian state of Goiás are scaling toward an initial run rate of 4,000 tonnes per annum by the second quarter of 2027. This operational milestone follows a trading session on November 10, 2026, where the stock saw a daily high of $8.6 and a low of $7.62.

Open on chart