United Statesrareearth

China's near-total control of the rare earths industry has become one of its most potent geopolitical levers. Chris Kennedy, who leads economic statecraft analysis at Bloomberg Economics, says President Donald Trump is expected to prioritize retaining US access to these industrial inputs, which are vital to the auto, defense and tech sectors.

Barbara Humpton, CEO of USA Rare Earth, joins Dani Burger on "Bloomberg Deals." USA Rare Earth agreed to acquire Brazil's Serra Verde Group in a $2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare-earths industry.

USA Rare Earth (NASDAQ:USAR) has announced a definitive agreement to acquire Serra Verde Group for a total consideration of approximately $2.8 billion.

USA Rare Earth (NASDAQ:USAR) and InfraVia announced on April 9, 2026, that they have entered into an investment term sheet to each acquire approximately 12.5% equity interests in Carester SAS, a leading French specialist in rare earth processing.

USA Rare Earth (NASDAQ:USAR) reported a transformative shift in its financial position and operational footprint for the full year 2025, underpinned by a massive capital injection that establishes the company as a primary contender in the race to build a non-Chinese permanent magnet supply chain.

Traditional allies see the US under Donald Trump as an unreliable partner. Now they're looking to hedge their bets by way of China, just as Xi Jinping positions his nation as the "adult in the room."

Energy Fuels (NYSE:UUUU) has successfully produced its first kilogram of terbium oxide at 99.9% purity, marking what the company describes as the first primary production of the heavy rare earth material in the United States in decades.

The Pentagon is pushing to develop a domestic supply of antimony, a metal critical to making weapons and often found alongside gold. That may be a bonanza for billionaire Trump supporter John Paulson.

Donald Trump's threat to annex Greenland has intensified doubts about the integrity of NATO. We step back to take a closer look at the president's public justifications for the proposed US land grab.