InvestingSuccess

(this post originally appeared on this site July 8, 2026)

Further to the coming January 1, 2027 procurement ban in which Chinese rare earths, magnets and other critical minerals will not be allowed to find their way into U.S. defense applications, in my July 8 issue of the Bull, Bear, & Planets Report, I examined several companies that are involved in pursuing rare earth metals.

U.S. Rare Earths (N: USAR)

USAR is taking big, bold steps to establish itself as the dominant player in the global Rare Earth sector.

USAR has purchased ($300 million cash + 126.849 million shares  = $2.8 billion) the Serra Verde project in Brazil. The deal should be wrapped up right in September. This project has REE mineralization in an ionic clay formation. The mining project has been in production since 2024. USAR has inked a 15 year deal with the U.S. government in which Nd, Pr, Dy and Tb rare earths will be purchased subject to a floor price.

USAR is constructing a magnet-making facility in Nebraska.

USAR has bought a mining project in west Texas. In a couple years from now, this project should be ready to start mining operations providing all government approvals fall into place. Price paid for the project was 4.98 million shares.

USAR bought U.K.-based Less Common Metals ($100 million). The Company makes alloys that are used in magnet making.

USAR started trading for the first time March 14, 2025. On that date, both Mercury and Venus were at their latitude maxima.

Take a look at this chart. Mercury parallel and contra-parallel latitude events align to price pivot points. The Mercury latitude event of early June aligns to the 225-day cycle that underpins USAR. The coming Mercury latitude minimum event in late July will align to the end of the 88-day cycle that also underpins USAR.

Use these cycles and these Mercury latitude events to your advantage if you are planning on getting into USAR.

This chart also shows that according to Bayer’s Rules, July 13 is a date to be alert to. After that, August 2 is a date to watch. Typically, there is a price trend change at these Bayer projected dates.

What Has Happened Since

Momentum on USAR started to tail off at the Mercury latitude maximum event in late August. A Bayer’s Rule 11-A projection from mid-August suggests that mid-October is a key time to watch. This also happens to be the end of the current 88-day cycle.