Geopolitics Alpha

8-K - USA Rare Earth, Inc. (0001970622) (Filer)

Published . Updated .

Key takeaways

  • 8-K - USA Rare Earth filed an 8-K with the SEC on Nov 9 (a notice of a material company event).
  • Exposed: USAR, REMX, MP, CLNE, UUUU
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA8-K - USA Rare Earth, Inc.(0001970622) (Filer)USARGEOPOLITICS ALPHA

8-K - USA Rare Earth filed an 8-K with the SEC on Nov 9 (a notice of a material company event).

Directly affected

  • USAR USA Rare Earth-45.0% 30d

    Named in this report.

Indirectly affected

  • REMX VanEck Rare Earth and Strategic Metals ETF-29.0% 30d

    VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story.

  • MP MP Materials-27.5% 30d

    MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.

  • CLNE Clean Energy Fuels+15.8% 30d

    Clean Energy Fuels (gas and other services combined): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.

  • UUUU Energy Fuels-39.8% 30d

    Energy Fuels (mining and quarrying of nonmetallic minerals (no fuels)): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.

  • XLB Materials Select Sector SPDR+0.8% 16d

    Materials Select Sector SPDR holds the materials sector that USA Rare Earth belongs to, so it often moves with news about it.

  • SCCO Southern Copper-17.5% 30d

    Southern Copper is a peer of USA Rare Earth in metal mining; rivals often move on the same news.

  • FCX Freeport-McMoRan-17.4% 30d

    Freeport-McMoRan is a peer of USA Rare Earth in metal mining; rivals often move on the same news.

  • HBM Hudbay Minerals-7.2% 15d

    Hudbay Minerals is a peer of USA Rare Earth in metal mining; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USAR-0.80%-15.72%baseafter closeafter closeafter closeafter close
REMX-7.24%-5.92%baseafter closeafter closeafter closeafter close
MP+0.29%-10.67%baseafter closeafter closeafter closeafter close
CLNE-18.86%-21.71%baseafter closeafter closeafter closeafter close
UUUU-0.62%-9.92%baseafter closeafter closeafter closeafter close
XLB-0.73%-1.14%baseafter closeafter closeafter closeafter close
SCCO-1.42%-6.09%baseafter closeafter closeafter closeafter close
FCX-0.92%-7.11%baseafter closeafter closeafter closeafter close
HBM-5.90%-9.72%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-09 AccNo: 0001970622-26-000066 Size: 515 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

USA Rare Earth (USAR)

CompanyWhenAverageLargest gainLargest dropPrices
MP Materials Corp. / DE (MP)the next day+11.94%+11.94%+11.94%1
Clean Energy Fuels (CLNE)the next day+27.72%+27.72%+27.72%1

The price since 9 Nov 2026: USA Rare Earth (USAR) versus the S&P 500

CompanyWhenMoveStatus
Clean Energy Fuels (CLNE)three days earlier-21.71%final price
Clean Energy Fuels (CLNE)five days earlier-18.86%final price
Freeport-Mcmoran (FCX)three days earlier-7.11%final price
Freeport-Mcmoran (FCX)five days earlier-0.92%final price
Hudbay Minerals (HBM)three days earlier-9.72%final price
Hudbay Minerals (HBM)five days earlier-5.90%final price
MP Materials Corp. / DE (MP)three days earlier-10.67%final price
MP Materials Corp. / DE (MP)five days earlier+0.29%final price
Vaneck Rare Earth And Strategic Metals Etf (REMX)three days earlier-5.92%final price
Vaneck Rare Earth And Strategic Metals Etf (REMX)five days earlier-7.24%final price
Southern Copper Corp/ (SCCO)three days earlier-6.09%final price
Southern Copper Corp/ (SCCO)five days earlier-1.42%final price
USA Rare Earth (USAR)three days earlier-15.72%final price
USA Rare Earth (USAR)five days earlier-0.80%final price
Energy Fuels (UUUU)three days earlier-9.92%final price
Energy Fuels (UUUU)five days earlier-0.62%final price
Select Sector Spdr Tr (XLB)three days earlier-1.14%final price
Select Sector Spdr Tr (XLB)five days earlier-0.73%final price

Who gains and who loses around USA Rare Earth (USAR)

Companies tied to this story

  • USAR USA Rare Earth

    For “8-K - USA Rare Earth, Inc. (0001970622) (Filer),” USA Rare Earth (USAR) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> USAR

  • REMX Vaneck Rare Earth And Strategic Metals Etf

    In “8-K - USA Rare Earth, Inc. (0001970622) (Filer),” Vaneck Rare Earth And Strategic Metals Etf (REMX) is linked, with no stored direction, medium confidence. Reason on file: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story

  • MP MP Materials Corp. / DE

    In “8-K - USA Rare Earth, Inc. (0001970622) (Filer),” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story

  • CLNE Clean Energy Fuels

    In “8-K - USA Rare Earth, Inc. (0001970622) (Filer),” Clean Energy Fuels (CLNE) is linked, with no stored direction, medium confidence. Reason on file: Clean Energy Fuels (gas and other services combined): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story

  • UUUU Energy Fuels

    In “8-K - USA Rare Earth, Inc. (0001970622) (Filer),” Energy Fuels (UUUU) is linked, with no stored direction, medium confidence. Reason on file: Energy Fuels (mining and quarrying of nonmetallic minerals (no fuels)): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story

  • XLB Select Sector Spdr Tr

    Select Sector Spdr Tr (XLB) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “8-K - USA Rare Earth, Inc. (0001970622) (Filer).” Reason on file: Materials Select Sector SPDR holds the materials sector that USA Rare Earth belongs to, so it often moves with news about it

  • SCCO Southern Copper Corp/

    In “8-K - USA Rare Earth, Inc. (0001970622) (Filer),” Southern Copper Corp/ (SCCO) is linked, with no stored direction, medium confidence. Reason on file: Southern Copper is a peer of USA Rare Earth in metal mining; rivals often move on the same news

  • FCX Freeport-Mcmoran

    For “8-K - USA Rare Earth, Inc. (0001970622) (Filer),” Freeport-Mcmoran (FCX) is linked, with no stored direction, medium confidence. Reason on file: Freeport-McMoRan is a peer of USA Rare Earth in metal mining; rivals often move on the same news

How “8-K - USA Rare Earth, Inc. (0001970622) (Filer)” reaches USA Rare Earth (USAR)

On 9 Nov 2026, “8-K - USA Rare Earth, Inc. (0001970622) (Filer)” is the story that connects USA Rare Earth (USAR) to this story.

USA Rare Earth (USAR) is on the page because SEC 8-K filing -> direct issuer disclosure -> USAR

Vaneck Rare Earth And Strategic Metals Etf (REMX) is here too. Its reason reads: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story

The price range for USA Rare Earth (USAR), and the dates in the story

MP traded between 31.92 and 46.74 across 20 sessions. The latest close on file is 35.41. REMX traded between 49.38 and 64.22 across 20 sessions. The latest close on file is 50.38. USAR traded between 8.58 and 13.37 across 20 sessions. The latest close on file is 8.71.

What the saved facts support for USA Rare Earth (USAR)

46 out of 100

“8-K - USA Rare Earth, Inc. (0001970622) (Filer)” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.