Is USA Rare Earth Stock a Once-in-a-Generation Reshoring Opportunity?

USA Rare Earth (USAR) is positioned to help the U.S. reduce reliance on Chinese rare-earth minerals amid geopolitical tensions. While China's export bans demonstrate real demand for domestic sourcing, USAR remains a high-risk, pre-revenue business (excluding recent Brazil acquisition). The stock has fallen 74% from its October 2025 peak but may offer compelling risk-reward for investors betting on critical minerals reshoring, with the company targeting $1.8B in EBITDA by 2030.