Stillwater, Oklahoma, January 27, 2026
The U.S. Department of Commerce has announced a landmark investment of $1.6 billion in USA Rare Earth located in Stillwater, Oklahoma. This funding aims to boost domestic production of rare earth minerals, significantly decreasing reliance on Chinese supply chains. The investment will support a mining operation in Texas and a magnet manufacturing facility in Stillwater, enhancing the U.S. rare earth sector and addressing national security concerns amid ongoing trade tensions.
Stillwater, Oklahoma
U.S. Commerce Department Invests $1.6 Billion in Rare Earth Supply Chain
The U.S. Department of Commerce has made a significant investment totaling $1.6 billion in USA Rare Earth, headquartered in Stillwater, Oklahoma. This investment aims to bolster domestic rare earth mineral production and reduce dependence on Chinese supply chains, which currently control over 90% of the global market for critical minerals. The package includes $277 million in federal funds along with $1.3 billion in senior secured loans.
This strategic investment is seen as a proactive measure by the U.S. government to secure its own rare earth supply chains amid ongoing trade tensions and a global race for crucial resources. It also highlights the resilience of American entrepreneurs striving to innovate and diversify the economy in the face of external pressures.
Investment Overview
This substantial investment will support the construction of a rare earth mining operation in Texas, which is projected to extract 40,000 tons of rare earth minerals daily, with commercial production expected to start by 2028. Simultaneously, the funding will also facilitate the establishment of a magnet manufacturing facility in Stillwater, Oklahoma, further enhancing operational capacities in the U.S.
Strategic Importance and Context
The U.S. government has emphasized the need for a robust domestic supply chain for essential minerals, underlining that current reliance on China poses significant risks. As part of this initiative, the Department of Defense has also invested in other rare earth sector players, including a $400 million investment in MP Materials in July 2025, and a $1.4 billion partnership with startups Vulcan Elements and ReElement Technologies in November 2025.
Market Reaction and Future Implications
Following the announcement of this investment, USA Rare Earth shares surged by more than 13% before market opening, a clear indicator of investor confidence in the future of domestic rare earth production. This financial boost exemplifies how governmental initiatives can catalyze private sector growth and investment, particularly in areas crucial for national security and technological advancement.
Conclusion
This momentous investment in the U.S. rare earth sector not only aims to enhance national security by reducing dependency on foreign supply chains but also demonstrates the potential for local entrepreneurs to thrive through innovative practices. As efforts to strengthen domestic industries continue, it is imperative for communities to support and engage actively in the evolving economic landscape. Support for local businesses and investments in key industries will pave the way for future growth and resilience in Jacksonville and beyond.
Frequently Asked Questions
美国商务部向美国稀土公司投资了多少资金？
美国商务部宣布向位于俄克拉荷马州斯图尔沃特的美国稀土公司（USA Rare Earth）投资16亿美元，以支持其在德克萨斯州的稀土矿开采和俄克拉荷马州的磁铁制造设施建设。
这项投资包括哪些具体内容？
这项投资包括2.77亿美元的联邦资金和13亿美元的高级担保贷款。作为交换，商务部将获得1610万股普通股，并有权购买1760万股额外股份。
美国政府为何进行此项投资？
此次投资是美国政府加强国内稀土供应链、减少对中国稀土供应依赖的最新举措。中国目前处理全球90%以上的关键矿物，利用其市场主导地位在贸易战中对美国施加压力。
美国稀土公司计划如何使用这笔资金？
美国稀土公司计划在德克萨斯州的矿区每天开采4万吨稀土矿物，预计于2028年实现商业生产。
美国政府近期还有哪些类似的投资？
美国政府近期还对其他稀土矿业公司进行了投资。2025年7月，国防部向稀土生产商MP Materials投资了4亿美元，成为其最大股东。2025年11月，政府与稀土初创公司Vulcan Elements和ReElement Technologies达成14亿美元的合作协议，旨在扩大美国对关键材料的获取。
投资宣布后，市场反应如何？
在宣布投资后，USA Rare Earth的股价在美国市场开盘前上涨了超过13%。
关键特征
| 特征 | 详情 |
|---|---|
| 投资金额 | 16亿美元 |
| 投资组成 | 2.77亿美元联邦资金，13亿美元高级担保贷款 |
| 投资对象 | 美国稀土公司（USA Rare Earth） |
| 投资目的 | 支持德克萨斯州稀土矿开采和俄克拉荷马州磁铁制造设施建设 |
| 商务部获得的股份 | 1610万股普通股，购买1760万股额外股份的权利 |
| 美国稀土公司计划 | 在德克萨斯州的矿区每天开采4万吨稀土矿物，预计于2028年实现商业生产 |
| 市场反应 | 投资宣布后，USA Rare Earth的股价在美国市场开盘前上涨了超过13% |
Deeper Dive: News & Info About This Topic
HERE Resources
U.S. Proposes $2.5 Billion Agency to Secure Critical Minerals
US and China Shake Hands on Trade Framework for Rare Earth Exports
China’s Rare Earth Export Suspension Impacts U.S. Military Readiness
Ukraine and US Forge Major Minerals Agreement
Author: STAFF HERE JACKSONVILLE WRITER
The JACKSONVILLE STAFF WRITER represents the experienced team at HEREJacksonville.com, your go-to source for actionable local news and information in Jacksonville, Duval County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as the Jacksonville Jazz Festival, Riverside Arts Market, and World of Nations Celebration. Our coverage extends to key organizations like the Jacksonville Chamber of Commerce and JAXUSA Partnership, plus leading businesses in logistics, healthcare, and entertainment that power the local economy such as CSX Corporation, Baptist Health, and VyStar Credit Union. As part of the broader HERE network, including HEREOrlando.com, HEREStPetersburg.com, HERETallahassee.com, and HERETampa.com, we provide comprehensive, credible insights into Florida's dynamic landscape.
