Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona
Published . Updated .
Mesa operation provides US companies with a domestic destination for magnet-bearing products that would otherwise be exported as waste.
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
Mesa operation provides US companies with a domestic destination for magnet-bearing products that would otherwise be exported as waste.
Source: Mining.com
USA Rare Earth (USAR) compared with technology stocks (XLK) since 12 Sep 2026
Since the first closing price after “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant 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. technology stocks (XLK) is +9.09%, a -44.95% difference versus that group of stocks.
How busy Taiwan Strait has been lately
Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona.” The recent pace is rising.
Who collects and who pays in semiconductors
Companies tied to this story
- USAR USA Rare Earth
In “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant 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, earth, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- HL Hecla Mining
In “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona,” Hecla Mining (HL) is linked, with no stored direction, medium confidence. Reason on file: GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MP MP Materials Corp. / DE
In “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona,” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: GA selected MP as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- RYAM Rayonier Advanced Materials
Rayonier Advanced Materials (RYAM) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona.” Reason on file: GA selected RYAM as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ARIS Aris Mining
For “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona,” Aris Mining (ARIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARIS as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ATCX Atlas Critical Minerals
Atlas Critical Minerals (ATCX) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona.” Reason on file: GA selected ATCX as a RELATED security because its canonical security name directly matches this event's themes: critical minerals. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
USA Rare Earth (USAR) and the semiconductors link
On 12 Sep 2026, “Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona” is the story that connects USA Rare Earth (USAR) to Taiwan Strait.
USA Rare Earth (USAR) is on the page because GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earth, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, Hecla Mining (HL): GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
What this semiconductors story puts on the calendar
HL traded between 14.65 and 19.29 across 20 sessions. The latest close on file is 15.04. MP traded between 38.61 and 51.35 across 20 sessions. The latest close on file is 38.97. USAR traded between 9.82 and 17.10 across 20 sessions. The latest close on file is 10.08.
What the saved facts support for USA Rare Earth (USAR)
46 out of 100
“Site visit: Cyclic Materials opens commercial-scale rare earth recycling plant in Arizona” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.