#United States #Critical Minerals #Missouri #US Strategic Metals #RareX Limited

U.S. Strategic Metals Partners with RareX Limited

Introduction
On October 29, 2025, U.S. Strategic Metals (USSM) announced a significant non-binding Memorandum of Understanding (MOU) with Australia's RareX Limited (ASX: REE). This partnership, witnessed by representatives from the U.S. Department of State, aims to strengthen both nations' critical mineral supply chains. The initiative aligns with Executive Order 14241, enhancing American mineral production to support the nation's economic and security interests.

Strategic Objectives
The newly formed MOU facilitates collaboration on the processing of critical minerals and energy resources, aiming to meet the Trump Administration's goal of achieving dominance in the critical minerals sector. This agreement also enhances ties with the Quadrilateral Security Dialogue (QUAD), creating a more resilient supply framework for essential minerals and rare earths.

Collaboration Framework
The agreement establishes a structured approach for USSM and RareX to align their efforts in rare earth and critical mineral production. Special attention will be given to heavy rare earth elements like dysprosium and terbium along with other vital elements such as gallium and scandium.
USSM's Missouri facility will assess its processing capabilities for products from RareX's operations.
RareX's Cummins Range project in Western Australia is pivotal to this collaboration, positioned to contribute to the supply of rare earths and critical minerals.

Leadership and Vision
Stacy W. Hastie, Founder and CEO of USSM, expressed enthusiasm about the partnership: “We are excited to collaborate with RareX to strengthen the allied critical minerals network. Our processing capabilities are designed to meet America’s domestic needs while supporting partners committed to sustainable sourcing.”

James Durrant, CEO of RareX Limited, highlighted the integration of Australia’s upstream mineral production capabilities with the U.S.’s growing downstream industrial base. The joint efforts will foster transparent supply chains, emphasizing the importance of sustainability and reliability in mineral sourcing.

Operational Focus
USSM is on track to become a leading domestic producer of critical minerals in the United States. Their Missouri facility is fully permitted for multi-metallic processing, with aims to produce several crucial minerals including cobalt, nickel, lithium, and rare earth elements. The company’s advanced processing technology, coupled with its commitment to ethical sourcing, positions it as a leader in both U.S. and global markets for strategic metals.

Future Developments
As both companies embark on this partnership, they will pursue opportunities in technology development, strategic funding, and supply chain collaboration. Their unified goal is to strengthen the critical minerals supply chains between the U.S. and Australia while minimizing dependence on non-allied nations.

Next Steps
A working group will be established to further feasibility and technical assessments at USSM’s Missouri location. Additional updates on progress and developments will be communicated as the collaboration matures. This partnership is poised to reshape the landscape of critical minerals sourcing, reinforcing U.S. and Australian interests in this vital sector.

Conclusion
The agreement between USSM and RareX marks a critical step towards building a sustainable, Western-aligned supply chain for essential minerals. As geopolitical dynamics continue to evolve, strategic partnerships like this are invaluable in securing resources necessary for both nations' future economic and technological growth.