USA Rare Earth同意收购Carester 13.6%少数股权并获得氧化物采购权

USA Rare Earth (USAR) down 1.7% pre-market Thursday after saying it agreed to acquire a 13.6% stake in Carester, a French company that processes and separates rare earth minerals, which it said will allow it to buy a portion of Carester's oxide output from its Caremag facility; financial terms were not disclosed.
In April, USA Rare Earth (USAR) said it had agreed to pay €40M (~$45.5M) for a stake in Carester, and in June said it would make additional investments in France that could exceed €175M.
Carester is building a magnet recycling and heavy rare earth separation facility in Lacq, France, scheduled for commissioning in late 2026.
The Carester deal will allow USA Rare Earth (USAR) to buy oxide production from the French plant, while Carester will gain access to material from the Serra Verde mine in Brazil, which the U.S. company agreed to buy for $2.8B in April.
InfraVia, a private equity firm with a fund seeded by the French government, will also take a 13.6% stake in Carester.
"Integrating Carester's capabilities into our global platform brings additional advanced processing optionality into our integrated value chain," USA Rare Earth (USAR) CEO Barbara Humpton said. "This is also a highly strategic financial investment, as Carester's position as one of the few facilities outside of China capable of separating heavy rare earths beginning in 2027 can provide a distinct competitive advantage."