Prediction: USA Rare Earth Doubles Before 2028

USA Rare Earth (USAR) is positioned to benefit significantly starting in 2027 when Chinese rare-earth magnets will be barred from U.S. military systems. The company owns Round Top, one of the largest rare-earth deposits in the U.S., and is building magnet factories in Oklahoma and South Carolina. While the mine won't be operational until 2028, defense contractors are expected to lock in future supply agreements before the 2027 mandate takes effect, potentially driving the stock higher from its current depressed levels.