USA Rare Earth, Inc. (Nasdaq: USAR), an emerging global leader in rare earth materials and technology, today announced the first commercial pour of 2N–2N5 (99%–99.5% purity) yttrium metal through its wholly-owned subsidiary, Less Common Metals Ltd., at its facility in Cheshire, United Kingdom. This milestone places the Company among a limited number of producers of commercial-grade yttrium metal operating outside of China.

“Producing commercial-grade yttrium metal at LCM marks a significant step in strengthening our position as a global leader in rare earth materials and technology,” said Barbara Humpton, Chief Executive Officer of USA Rare Earth. “Combined with our planned yttrium extraction at Round Top and our oxide processing capabilities, this positions USA Rare Earth to serve the aerospace, defense, and advanced manufacturing customers who can no longer rely solely on Chinese supply.”

Yttrium plays a vital role in a range of high-performance applications where consistency, reliability and performance under extreme conditions are required. It is a key material in thermal barrier coatings used on turbine blades and other high-temperature aerospace components, where it enhances oxidation resistance and improves adhesion, helping extend component life under intense thermal and mechanical stress. Yttrium is also used in electronics, energy systems, lasers, superconductors, and advanced ceramics, where its chemical stability and high-temperature performance are essential.

The Company’s yttrium production capability is built around controlled refining and purification processes designed to deliver consistent, high-purity material suitable for integration into industrial applications. By maintaining tight quality controls and repeatable production standards, USA Rare Earth ensures its yttrium metal meets customer specifications and performs reliably in service.

This milestone builds on the Company’s recent progress, including the successful commissioning of its first commercial magnet production line (Phase 1a) at its facility in Stillwater, Oklahoma, and further advances its vision to build a globally integrated rare earth value chain across the United States, United Kingdom and Europe. Yttrium production further supports the Company’s strategy to operate across the full value chain, from mining, processing, and separation to metal-making, alloy production, and magnet manufacturing — supporting industries critical to national security, technological innovation, as well as advanced manufacturers that require a reliable source of critical mineral materials outside of China. USA Rare Earth’s platform combines the strategic advantages of integration with the commercial flexibility for each link to serve third-party customers and operate with standalone economics.

About USA Rare Earth

USA Rare Earth, Inc. (Nasdaq: USAR) is building a fully integrated rare earth and permanent magnet supply chain across the United States, United Kingdom, and Europe. Through its ownership of Less Common Metals Ltd. and development of magnet manufacturing capacity in Stillwater, Oklahoma, USA Rare Earth operates across the entire value chain—from heavy rare earth processing to metal-making, alloy production, and neodymium magnet manufacturing. By combining domestic feedstock from the Round Top deposit with advanced processing technologies, recycling capabilities, and an expanding European footprint, USA Rare Earth is establishing a secure, sustainable, Western-aligned supply of materials essential to defense, electrification, robotics, renewable energy, and advanced manufacturing.

USAR Investor Contact:
J.B. Lowe, CFA
VP, Head of Investor Relations
IR@usare.com

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Collected Strategies
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