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U.S. Trade Proclamation Spurs Domestic Rare Earths Push

1/21/2026, 6:30:54 PM | China | United States

Mining

U.S. Section 232 action and American Rare Earths' MREO milestone strengthen domestic rare-earth processing and supply security.

A U.S. trade proclamation issued Jan. 14, 2026 invokes Section 232 to tighten imports of processed critical minerals, aiming to strengthen supply chains and reduce national security exposure from heavy reliance on foreign sources.
The measure specifically highlights rare earth elements and derivative products, including permanent magnets used in electronics, defense systems and clean technology.
American Rare Earths reported producing mixed rare earth oxide (MREO) from Halleck Creek ore in December 2025, a technical milestone that can enable downstream separation into neodymium-praseodymium, dysprosium and terbium. MREO serves as the precursor feedstock for producing high-value magnet materials used in robotics, propulsion and advanced electronics, directly supporting policy goals to expand domestic processing capacity.
The Halleck Creek project, advanced through Wyoming Rare (USA) Inc., sits on Wyoming state land at the Cowboy State Mine and is designed for cost-efficient open-pit mining with plans for onsite processing and separation facilities. The development aims to reduce U.S. dependence on imports—predominantly from China—while collaborating with government R&D programs and pursuing environmentally responsible extraction and processing methods.

Recent Developments

2/10/2026

American Rare Earths Advances Halleck Creek Amid U.S. Policy Tailwinds

American Rare Earths Limited has reported key technical milestones at its Halleck Creek project, including rare earth oxide production and test mining, while targeting a 2026 Pre-Feasibility Study and mining permit submission. Mixed price reactions persist despite positive news, buoyed by rising rare earth prices and U.S. critical minerals support.

2/3/2026

American Rare Earths Advances Amid U.S. Policy Shifts

American Rare Earths Limited (ASX:ARR) sees positive momentum from technical milestones and U.S. trade policies, boosting market sentiment despite volatile trading, with analysts eyeing growth potential.

1/28/2026

American Rare Earths reaches MREO milestone at Halleck Creek

American Rare Earths produced MREO from Halleck Creek, advanced flowsheet and resource work, appointed a new CEO and prepared PFS, permits and drilling.

1/28/2026

American Rare Earths achieves MREO milestone at Halleck Creek

American Rare Earths produced MREO at Halleck Creek using an updated flowsheet, advanced resource modelling and strengthened finances for studies.

1/28/2026

American Rare Earths posts quarterly cash flow report

ASX-listed American Rare Earths filed its quarterly activities and Appendix 5B cash flow report; shares unchanged at A$0.475.

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American Rare Earths Limited

ARR
American Rare Earths Limited (ASX: ARR) is a Sydney-based mineral exploration and development company focused on advancing large-scale rare earth projects in the United States to establish a secure, domestic supply chain for critical minerals.
Australian Securities Exchange (ASX)