Geopolitics Alpha

Rare earths recycler opens first US facility in Arizona

Published . Updated .

Cyclic Materials’ $20 million site can recover magnets from wasted automotive parts, robotics and other electronics and repurpose them into rare earths and critical minerals.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USAR USA RARE EARTH INC COM

    GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earths, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CRDO CREDO TECHNOLOGY GROUP HOLDING

    GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • DJT TRUMP MEDIA & TECHNOLOGY GROUP COM

    GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A

    GA selected FIGR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USAR———————
ABAT———————
ACM———————
CRDO———————
DJT———————
FIGR———————

Cyclic Materials’ $20 million site can recover magnets from wasted automotive parts, robotics and other electronics and repurpose them into rare earths and critical minerals.

Source: Manufacturing Dive

The price since 12 Sep 2026: USA Rare Earth (USAR) versus the S&P 500

Since the first closing price after “Rare earths recycler opens first US facility in Arizona,” USA Rare Earth (USAR) is -35.86%. The S&P 500 fund (SPY) is +0.77% over the same days, a -36.63% difference versus the market.

USAR
SPY

Filings that name USA Rare Earth (USAR) around 12 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “Rare earths recycler opens first US facility in Arizona”

Companies tied to this story

  • USAR USA Rare Earth

    For “Rare earths recycler opens first US facility in Arizona,” USA Rare Earth (USAR) is linked, with no stored direction, high confidence. Reason on file: GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earths, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    For “Rare earths recycler opens first US facility in Arizona,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “Rare earths recycler opens first US facility in Arizona,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CRDO Credo Technology Group Holding

    For “Rare earths recycler opens first US facility in Arizona,” Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DJT Trump Media & Technology Group

    For “Rare earths recycler opens first US facility in Arizona,” Trump Media & Technology Group (DJT) is linked, with no stored direction, medium confidence. Reason on file: GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FIGR Figure Technology Solutions

    In “Rare earths recycler opens first US facility in Arizona,” Figure Technology Solutions (FIGR) is linked, with no stored direction, medium confidence. Reason on file: GA selected FIGR as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Rare earths recycler opens first US facility in Arizona” reaches USA Rare Earth (USAR)

The 12 Sep 2026 story “Rare earths recycler opens first US facility in Arizona” names USA Rare Earth (USAR) because of this story.

The link for USA Rare Earth (USAR) is this: GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earths, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

American Battery Technology (ABAT) is here too. Its reason reads: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for USA Rare Earth (USAR)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. USAR traded between 9.82 and 17.10 across 20 sessions. The latest close on file is 10.08.

How strong the case is around USA Rare Earth (USAR)

46 out of 100

“Rare earths recycler opens first US facility in Arizona” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.