USA Rare Earth Surges 81% in First Half 2026 on Rare Earth Production Breakthrough

According to Sun Media, USA Rare Earth's stock surged 81.3% in the first half of 2026, significantly outpacing last year's 3.7% gain. The rally was driven by multiple operational milestones announced in early 2026: the company established a partnership with the French government to build a metal and alloy production facility slated for end-2026 commissioning, secured approximately $1.6 billion in federal funding from the U.S. Department of Commerce and Energy Department, and selected Fluor to conduct final feasibility studies for its Round Top Rare Earth Project in Texas.

In April, the company's subsidiary successfully produced commercial-grade yttrium at its U.K. facility, making USA Rare Earth one of the few non-Chinese producers to achieve this milestone. The same month, the company agreed to acquire Serra Verde Group for approximately $2.8 billion, expanding its capacity in key rare earth elements including dysprosium and terbium.