USA Rare Earth Surges 23.32% on 85.74% Volume Spike to 324th U.S. Equity Rank with Enduro Partnership

On August 12, 2025, USA Rare Earth (USAR) surged 23.32% as trading volume spiked 85.74% to $0.33 billion, ranking 324th in U.S. equity activity. The rally followed a strategic partnership with Enduro Pipeline Services, a Tulsa-based pipeline inspection firm. The agreement involves supplying neodymium magnets for Enduro’s "intelligent pigs," which use high-powered magnets to detect corrosion and debris in pipelines. Production of these magnets is slated to begin at USAR’s Stillwater, Oklahoma facility in early 2026.

The deal marks USAR’s fourth memorandum of understanding for its Oklahoma operations, joining partnerships with Moog, PolarStar, and StudBuddy. USAR’s Innovations Lab, which mirrors the capabilities of its 2026 commercial plant, is advancing magnet prototypes for diverse industrial applications. The company also controls mining rights to Texas’ Round Top Mountain deposit, rich in heavy rare earths critical for high-tech and defense sectors.

Enduro’s CEO highlighted the economic benefits of sourcing magnets domestically, emphasizing job retention and supply chain resilience. USAR’s CEO underscored the strategic alignment with U.S. manufacturing goals, noting the facility’s modular design enables production of magnets in any size or shape for multiple industries. The collaboration reinforces a broader trend of domestic rare earth supply chain development amid global demand for critical minerals.

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