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Form 8-K · Current Report · Filed 2026-07-23

USA Rare Earth Announces Strategic Investment in Carester SAS

USA Rare Earth, Inc. has entered into a Share Purchase and Investment Agreement with Carester SAS, a French company specializing in rare earth processing and separation. The agreement involves the issuance of preferred shares and the acquisition of ordinary shares, with USA Rare Earth and InfraVia each acquiring a 13.6% stake in Carester. The investment is expected to strengthen USA Rare Earth's European rare earth platform and provide access to Carester's engineering capabilities and intellectual property. The transaction is part of a broader strategic partnership aimed at building an integrated rare earth industrial ecosystem in Lacq, France.

Filer
USA Rare Earth, Inc. USAR · NASDAQ
Filed
Accession
0001213900-26-080645
CIK
0001970622
Signal
Medium impactBasic Materials

Items reported

Item events

Reported Item

Investment Agreement Strategic Partnership

Market reaction

Close before filing

$15.82

Next session

-10.6%

Since filing

+13.7%

Latest close

$17.99

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from USAR reporting the same item, with the next session's move:

USA Rare Earth Announces Leadership Transition with New CEO and Executive Chair+1.0%
USA Rare Earth, Inc. Amends Merger Agreement with SVRE Holdings Ltd.-9.6%

Insider tape

Within 45 days of this filing, USAR insiders reported 5 Form 4 transactions — net selling of $296K.

Full USAR insider history →

About USA Rare Earth, Inc.

USA Rare Earth, Inc. is a materials company focused on mining, processing, and supplying rare earth elements and other critical minerals. The company concentrates on heavy rare earth elements and the production of permanent magnets, key inputs for advanced technologies and electrified systems. Its activities span a vertically integrated value chain, from resource development at the Round Top deposit in Texas to downstream processing and magnet manufacturing in the United States and selected international locations. USA Rare Earth’s products are used across sectors such as defense, electric vehicles, renewable energy, semiconductors, data centers, industrial automation, and healthcare. By emphasizing domestic and allied-sourced materials and magnet production, the company plays a significant role in efforts to diversify and secure supply chains for critical minerals that underpin modern electronics, energy transition technologies, and strategic industries. Founded in 2019 and headquartered in Stillwater, Oklahoma, USA Rare Earth operates within the broader materials sector as a specialized provider of rare earth–based inputs to manufacturers and system integrators globally.

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