USAR supply chain intelligence for USA Rare Earth, Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| CARESTER-SAS | CARESTER-SAS | 92% | the Company has entered into a term sheet with respect to a minority investment in Carester SAS, a leader in rare earth processing and separation, and a supply arrangement for heavy rare earth feedst… |
| MP | MP Materials Corp. | 72% | Reciprocal relationship from MP graph: Reciprocal relationship from USAR graph: Reciprocal relationship from MP graph: Reciprocal relationship from USAR graph: Reciprocal relationship from MP graph: … |
| MP | MP Materials Corp. | 72% | ent, with a goal to complete the remaining phase 1 capacity (representing a total of 1,200 tpa nameplate capacity in phase 1) in 2026. The Company believes this will make the Stillwater Facility one … |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| CUSTOMER-1 | CUSTOMER-1 | 92% | Customer 1 accounted for 49% of the Company's revenue. |
| CUSTOMER-2 | CUSTOMER-2 | 92% | Customer 2 accounted for 16% of the Company's revenue. |
| CUSTOMER-3 | CUSTOMER-3 | 92% | Customer 3 accounted for 16% of the Company's revenue. |
| CUSTOMER-4 | CUSTOMER-4 | 92% | Customer 4 accounted for 13% of the Company's revenue. |
| ARNOLD-MAGNETIC-TECHNOLOGIES-CORPORATION | ARNOLD-MAGNETIC-TECHNOLOGIES-CORPORATION | 85% | with Solvay SA (“Solvay”), a multinational chemical company, to supply rare earth metals to Permag LLC, a leader in high-precision magnets and magnetic assemblies, and Arnold Magnetic Technologies Co… |
| AUSTRALIAN-STRATEGIC-MATERIALS-LTD | AUSTRALIAN-STRATEGIC-MATERIALS-LTD | 85% | n downstream magnet manufacturing, we face competition from Noveon Magnetics Inc. and VACUUMSCHMELZE GmbH & Co. KG (VAC), both of which operate established U.S. magnet‑making capabilities. We also co… |
| ENERGY-FUELS-INC | ENERGY-FUELS-INC | 85% | n downstream magnet manufacturing, we face competition from Noveon Magnetics Inc. and VACUUMSCHMELZE GmbH & Co. KG (VAC), both of which operate established U.S. magnet‑making capabilities. We also co… |
| UUUU | Energy Fuels Inc. | 85% | Reciprocal relationship from UUUU graph: Reciprocal relationship from USAR graph: Reciprocal relationship from UUUU graph: Reciprocal relationship from USAR graph: Reciprocal relationship from UUUU g… |
| MP | MP Materials Corp. | 72% | Reciprocal relationship from MP graph: Reciprocal relationship from USAR graph: d magnets at subsidized prices, often undercutting other producers. Moreover, Chinese companies have invested heavily i… |
| MP | MP Materials Corp. | 72% | d magnets at subsidized prices, often undercutting other producers. Moreover, Chinese companies have invested heavily in improving their processing capabilities, giving them a technological and cost … |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| USAR-DEBT-6650 | Warrants outstanding: 23800000 | 90% | xbrl warrant detail from xbrl 2025-12-31. |
| USAR-DEBT | Debt stack $1.3M | 90% | Market cache reports total debt of $1.3M. |
| USAR-DEBT-6651 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2024-09-30. |
| Acquired Entity | Name | Confidence | Evidence |
|---|---|---|---|
| USAR-ACQ-0001970622-25-000081 | USA Rare Earth, Inc. completed the acquisition of Indian Ocean Rare Metals Pte Ltd, issuing 6.54... | 85% | USA Rare Earth, Inc. completed the acquisition of Indian Ocean Rare Metals Pte Ltd, issuing 6.54 million shares as part of the purchase price. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| USAR-OWNER-VANGUARD-GROUP-INC | Vanguard Group Inc | 95% | 13F/ownership overlay lists Vanguard Group Inc; shares held 6,036,486; ownership 2.77%; value $154.3M; as of 2025-12-31. |
| USAR-OWNER-BANK-OF-AMERICA-CORPORATION | Bank of America Corporation | 95% | 13F/ownership overlay lists Bank of America Corporation; shares held 1,600,123; ownership 0.73%; value $40.9M; as of 2025-12-31. |
| USAR-OWNER-SUSQUEHANNA-INTERNATIONAL-GROUP-LLP | Susquehanna International Group, LLP | 95% | 13F/ownership overlay lists Susquehanna International Group, LLP; shares held 1,391,669; ownership 0.64%; value $35.6M; as of 2025-12-31. |
| USAR-OWNER-INFLECTION-POINT-HOLDINGS-II-LLC | Inflection Point Holdings II LLC | 95% | 13F/ownership overlay lists Inflection Point Holdings II LLC; shares held 3,125,000; ownership 1.43%; value $79.9M; as of 2025-12-31. |
| USAR-OWNER-BAYSHORE-CAPITAL-ADVISORS-LLC | Bayshore Capital Advisors, LLC | 95% | 13F/ownership overlay lists Bayshore Capital Advisors, LLC; shares held 8,743,216; ownership 4.01%; value $223.5M; as of 2026-03-31. |
| USAR-OWNER-CITIGROUP-INC | Citigroup Inc. | 95% | 13F/ownership overlay lists Citigroup Inc.; shares held 1,297,394; ownership 0.60%; value $33.2M; as of 2025-12-31. |
| USAR-OWNER-BLACKROCK-INC | Blackrock Inc. | 95% | 13F/ownership overlay lists Blackrock Inc.; shares held 6,386,077; ownership 2.93%; value $163.2M; as of 2025-12-31. |
| USAR-OWNER-ALYESKA-INVESTMENT-GROUP-L-P | Alyeska Investment Group, L.p. | 95% | 13F/ownership overlay lists Alyeska Investment Group, L.p.; shares held 7,797,613; ownership 3.58%; value $199.3M; as of 2025-12-31. |
| USAR-OWNER-STATE-STREET-CORPORATION | State Street Corporation | 95% | 13F/ownership overlay lists State Street Corporation; shares held 5,032,866; ownership 2.31%; value $128.6M; as of 2025-12-31. |
| USAR-OWNER-GEODE-CAPITAL-MANAGEMENT-LLC | Geode Capital Management, LLC | 95% | 13F/ownership overlay lists Geode Capital Management, LLC; shares held 2,170,097; ownership 1.00%; value $55.5M; as of 2025-12-31. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| GM | General Motors Company | 100.00 | 2 | |
| PBH | Prestige Consumer Healthcare Inc. | 100.00 | 2 | |
| UUUU | Energy Fuels Inc. | 100.00 | 1 | ['customer'] |
| AUST | Austin Gold Corp. | 50.00 | 2 | |
| WM | Waste Management, Inc. | 50.00 | 2 | |
| EU | enCore Energy Corp. | 50.00 | 2 | |
| WSTRF | Western Uranium & Vanadium Corp. | 50.00 | 2 | |
| CC | The Chemours Company | 50.00 | 2 | |
| MP | MP Materials Corp. | 38.88 | 1 | ['customer', 'supplier'] |
| SVYSF | Solvay SA | 38.88 | 1 | ['receiving'] |
| TMRC | Texas Mineral Resources Corp. | 38.88 | 1 | ['receiving'] |
| CODI | Compass Diversified | 38.88 | 1 | ['receiving'] |
| APPLE | APPLE | 24.13 | 2 | |
| AAPL | Apple Inc. | 24.13 | 2 | |
| HOFT | Hooker Furnishings Corporation | 14.78 | 2 |