Rare Earth Stocks Momentum Continues

Stocks in the sector have been soaring following last week’s $2.8 billion acquisition along with the growing emphasis on developing secure, China-independent supply chains in response to strong demand and geopolitical factors.

USA Rare Earth, Inc. (Nasdaq: USAR) is trading at $23.06 +1.19 (+5.44%) on volume of over 10 Million shares. Last week USA Rare Earth, Inc. announced a definitive agreement to acquire 100% of Serra Verde Group , owner of the Pela Ema rare earth mine and processing plant in Goiás, Brazil. The transaction consideration consists of $300 million in cash and 126.849 million shares of newly issued USAR common stock, which at USAR’s closing share price of $19.95 as of Friday, April 17, 2026, implies an equity value of c.$2.8 billion for Serra Verde. The acquisition is expected to close in the third quarter of 2026, subject to customary closing conditions and regulatory approvals.

Aclara Resources Inc. (TSX: ARA), focused on building a vertically integrated supply chain for rare earth alloys used in permanent magnets, makes the TSX top gainers list today. The stock is currently trading at $5.05 +0.62 (+14.00%).

Aclara Resources announced in mid-April the filing and results of the feasibility study (the "FS") of the company's flagship asset, the Carina Project ("Carina" or the "Project") based on mineral reserves.

The FS, titled "NI 43-101 Technical Report & Feasibility Study on the Carina Project, Goiás, Brazil" with an effective date of March 20, 2026, was prepared in accordance with National Instrument 43-101 - Standards of Disclosure for Mineral Projects ("NI 43-101") by Hatch Consultoria em Projetos Ltda. ("Hatch") with contributions from L&M Geociencias SpA, Promet 101 Consulting Pty Ltd, Abelco Consulting SpA, LOM Consultoria em Mineração Ltda ("LOMC"), ERM Consultants Canada Ltd., and Argus Media Ltd. ("Argus Media").

The terms "Mineral Resource," "Inferred Mineral Resource," "Indicated Mineral Resource," "Measured Mineral Resource," "Mineral Reserve," "Probable Mineral Reserve," and "Proven Mineral Reserve" referenced in this news release have the meanings given to them in NI 43-101 by reference to the "Definition Standards for Mineral Resources and Mineral Reserves" (2019) of the Canadian Institute of Mining and Metallurgy.

The FS has been filed and can be found under the company's profile on SEDAR+ (www.sedarplus.ca) and on Aclara's website (www.aclara-re.com).

Aclara's COO, Hugh Broadhurst, commented:

"Completing a feasibility study only six months after our pre-feasibility study is a significant achievement, and I want to recognize the dedicated effort of our team and technical partners who made it possible. The level of engineering detail we are presenting today is substantial—and it reflects the considerable work that has gone into the Carina Project from the very beginning." We remain the only company in the world to report heavy rare earth mineral reserves from ionic clays in accordance with NI 43-101. We have demonstrated our metallurgical process via a continuously operated pilot plant. This FS builds on such a foundation with a level of rigor appropriate to the significance of the project. Our path to market via our 100% owned separation facility that is planned to be built in Louisiana, USA, further derisks the Carina Project and supports our strategy to sell reliable and traceable rare earths to high-end customers. This firmly establishes our initial supply chain entirely in the American continent. Our high-purity product, sustainable process design, and integrated mine-to-magnet strategy are now underpinned by engineering from one of the world's leading firms. We will continue to work to improve our technology, which, in the medium term, we also plan to apply in Brazil and other countries where we operate. The world needs a concrete, independent, and resilient supply of heavy rare earths—and Aclara is built to deliver exactly that."

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