USA Rare Earth Sees 9x Premium for Non-China Dysprosium as Customers Rush to Secure Supply
USAR sits 68% above its 52-week low of $11.45.
Summary
On its Q2 call, USA Rare Earth revealed a stark two-tier rare-earth market: Western dysprosium oxide prices have surged over 90% this year to nearly $2,000/kg—nine times China's price—while yttrium oxide commands a 200x premium. CEO Barbara Humpton said customers are now prioritizing supply security over cost, with over 30 potential buyers engaged for non-magnetic products and 100+ for magnets. The company has already raised prices, and CFO Rob Steele expects the impact to flow through in coming quarters. This follows the recent 10-Q and CHIPS Act funding, reinforcing USAR's position as a key domestic supplier. The August 28 shareholder vote on the SVRE acquisition remains a critical catalyst.
At the time of this announcement, USAR was trading at $19.27 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $4.7B. The 52-week trading range was $11.45 to $43.98. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Benzinga.