Who are USA Rare Earth, Inc.'s main suppliers?

USA Rare Earth, Inc. (USAR) key suppliers include: CARESTER-SAS, Texas Mineral Resources Corp., Texas Mineral Resources Corp., Inflection Point Acquisition Corp. V, MP Materials Corp. and 1 more. View the full supplier network at chainsifter.com/chain/USAR.

Who are USA Rare Earth, Inc.'s major customers?

USA Rare Earth, Inc. (USAR) key customers include: CUSTOMER-1, CUSTOMER-2, CUSTOMER-3, CUSTOMER-4, ARNOLD-MAGNETIC-TECHNOLOGIES-CORPORATION and 25 more. View the full customer network at chainsifter.com/chain/USAR.

What sector is USA Rare Earth, Inc. in?

USA Rare Earth, Inc. (USAR) operates in the general sector. ChainSifter tracks its verified supply chain relationships including suppliers, customers, and strategic partners.

USA Rare Earth, Inc. Supplier List (USAR): 6 Verified Suppliers

6Suppliers

30Customers

3Debt Items

20Related Chains

Source-Backed Evidence Depth

USA Rare Earth, Inc. (USAR) is shown with relationship data already present in ChainSifter's database. Counts below come from stored supply-chain records and filing/source URLs where available; missing source URLs are not filled in or estimated.

67Total relationships

5Distinct source URLs

25High confidence

0.745Average confidence

2026-09-13Latest database update

ChainSifter does not infer unreported suppliers, customers, ownership, acquisitions, debt exposure, revenue dependency, or future supply-chain events on this public page.

USA Rare Earth, Inc. Suppliers

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…
TMRC	Texas Mineral Resources Corp.	85%	Reciprocal relationship from TMRC graph: Reciprocal relationship from USAR graph: Reciprocal relationship from TMRC graph: Reciprocal relationship from USAR graph: Reciprocal relationship from TMRC g…
TMRC	Texas Mineral Resources Corp.	85%	In the event that USARE does not cover the shortfall, the capital call will be withdrawn.
IPEX	Inflection Point Acquisition Corp. V	72%	Reciprocal relationship from IPEX graph: Reciprocal relationship from USAR graph: Reciprocal relationship from IPEX graph: quisition company, from July 2025 until the completion of its business combi…
MP	MP Materials Corp.	72%	Reciprocal relationship from MP graph: Reciprocal relationship from USAR graph: ent, with a goal to complete the remaining phase 1 capacity (representing a total of 1,200 tpa nameplate capacity in ph…
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 …

USA Rare Earth, Inc. Customers

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: n downstream magnet manufacturing, we face competition from Noveon Magnetics Inc. and VACUUMSCHMELZE GmbH & Co. KG (V…
CODI	Compass Diversified	72%	The Grant Agreement terminates upon the completion of the grant project, on December 31, 2028, or upon the depletion of grant funds, whichever occurs first. First Quarter 2026 Business Highlights Com…
CODI	Compass Diversified	72%	Reciprocal relationship from CODI graph: Reciprocal relationship from USAR graph: The Grant Agreement terminates upon the completion of the grant project, on December 31, 2028, or upon the depletion …
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: d magnets at subsidized prices, often u…
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 …
SVYSF	Solvay SA	72%	Reciprocal relationship from SVYSF graph: Reciprocal relationship from USAR graph: Reciprocal relationship from SVYSF graph: Reciprocal relationship from USAR graph: Reciprocal relationship from SVYS…
SVYSF	Solvay SA	72%	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…
TMRC	Texas Mineral Resources Corp.	72%	Reciprocal relationship from TMRC graph: Reciprocal relationship from USAR graph: demand from both commercial and government customers for domestically sourced magnets should be substantial and grow …
TMRC	Texas Mineral Resources Corp.	72%	demand from both commercial and government customers for domestically sourced magnets should be substantial and grow over time. However, we have no history of commercial magnet manufacturing, and the…
ACCELERATED-MINING-PLAN-FLUOR-CORPORATION	ACCELERATED-MINING-PLAN-FLUOR-CORPORATION	62%	The Grant Agreement terminates upon the completion of the grant project, on December 31, 2028, or upon the depletion of grant funds, whichever occurs first. First Quarter 2026 Business Highlights Com…
ARNOLD-MAGNETIC-TECHNOLOGIES-CORP	ARNOLD-MAGNETIC-TECHNOLOGIES-CORP	62%	The Grant Agreement terminates upon the completion of the grant project, on December 31, 2028, or upon the depletion of grant funds, whichever occurs first. First Quarter 2026 Business Highlights Com…
BARCLAYS-BANK-PLC	BARCLAYS-BANK-PLC	62%	ating losses until we achieve profitable commercial operations at our Stillwater Facility, the Round Top Project, and/or our Less Common Metals – Europe manufacturing facility located in Lacq, France…
BCS	Barclays PLC	62%	Reciprocal relationship from BCS graph: Reciprocal relationship from USAR graph: Reciprocal relationship from BCS graph: Reciprocal relationship from USAR graph: Reciprocal relationship from BCS grap…
COMPREHENSIVE-LOSS-USA-RARE-EARTH-INC	COMPREHENSIVE-LOSS-USA-RARE-EARTH-INC	62%	. Contract liabilities are customer deposits that are measured at fair value and represent advance payments for undelivered goods or services, the fair value does not include any historical contract …
C-USA-RARE-EARTH-INC	C-USA-RARE-EARTH-INC	62%	control systems, and directed energy weapons, as well as mobility or traction motors where magnets must maintain performance levels above 150°C. USA Rare Earth, Inc. \| 2025 Annual Report (Form 10-K) …
ESA-USA-RARE-EARTH-INC	ESA-USA-RARE-EARTH-INC	62%	global rare earth value chain that encompasses extraction and separation of rare earth oxides; conversion of oxides into metals, alloys and strip-cast; and production of sintered NdFeB permanent magn…
FLR	Fluor Corporation	62%	Reciprocal relationship from FLR graph: Reciprocal relationship from USAR graph: Reciprocal relationship from FLR graph: Reciprocal relationship from USAR graph: Reciprocal relationship from FLR grap…
FRANCE-USA-RARE-EARTH-INC	FRANCE-USA-RARE-EARTH-INC	62%	itical mineral oxides into metals and alloys. This includes neodymium, praseodymium, dysprosium, terbium, samarium, yttrium, gallium, and other related REE metals and alloys used in high‑performance …
INDIAN-OCEAN-RARE-METALS-PTE-LTD	INDIAN-OCEAN-RARE-METALS-PTE-LTD	62%	mination of the FPAs, the Sellers remitted cash to the Company at the initial price of $ 11.00 per each FPA share, resulting in cash proceeds received in the amount of $ 20.8 million from the Sellers…
INDIAN-OCEANS-RARE-METALS-PTE-LTD	INDIAN-OCEANS-RARE-METALS-PTE-LTD	62%	valuation costs are expensed as incurred. These costs include employee compensation, materials and supplies, drilling costs, contractor payments, and other costs directly associated with exploration …
INFLECTION-POINT-ACQUISITION-CORP	INFLECTION-POINT-ACQUISITION-CORP	62%	itical mineral oxides into metals and alloys. This includes neodymium, praseodymium, dysprosium, terbium, samarium, yttrium, gallium, and other related REE metals and alloys used in high‑performance …
INFLECTION-POINT-USA-RARE-EARTH-LLC	INFLECTION-POINT-USA-RARE-EARTH-LLC	62%	itical mineral oxides into metals and alloys. This includes neodymium, praseodymium, dysprosium, terbium, samarium, yttrium, gallium, and other related REE metals and alloys used in high‑performance …
IPXX-MERGER-SUB-LLC	IPXX-MERGER-SUB-LLC	62%	itical mineral oxides into metals and alloys. This includes neodymium, praseodymium, dysprosium, terbium, samarium, yttrium, gallium, and other related REE metals and alloys used in high‑performance …

USA Rare Earth, Inc. Debt Obligations

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.

USA Rare Earth, Inc. Acquisitions

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.

USA Rare Earth, Inc. Ownership

Holder	Name	Confidence	Evidence
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-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-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-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-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-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-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-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.
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-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.

USA Rare Earth, Inc. Extended Supply Chain Network

Ticker	Name	Chain Index	Hops	Relationship Types
GM	General Motors Company	100.00	2
IPEX	Inflection Point Acquisition Corp. V	100.00	1	['supplier']
UUUU	Energy Fuels Inc.	100.00	1	['customer']
BCS	Barclays PLC	100.00	1	['customer']
FLR	Fluor Corporation	100.00	1	['customer']
PBH	Prestige Consumer Healthcare Inc.	100.00	2
HOOD	Robinhood Markets, Inc.	50.00	2
BCLYF	Barclays PLC	50.00	2
HAIAF	Healthcare AI Acquisition Corp.	50.00	2
EME	EMCOR Group, Inc.	50.00	2
CRCL	Circle Internet Group	50.00	2
BP	BP p.l.c.	50.00	2
CHWY	Chewy, Inc.	50.00	2
GEVO	Gevo, Inc.	50.00	2
AUST	Austin Gold Corp.	50.00	2
EU	enCore Energy Corp.	50.00	2
CRML	Critical Metals Corp.	50.00	2
CGBD	Carlyle Secured Lending, Inc.	50.00	2
TSHA	Taysha Gene Therapies, Inc.	50.00	2
CC	The Chemours Company	50.00	2

USA Rare Earth, Inc. Supply Chain