# USA Rare Earth Targets 1,200 Tons of Annual Stillwater Magnet Capacity

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/53526
Published: 2026-11-11T03:31:56.000Z
Updated: 2026-11-11T03:31:56.000Z
Section: Business

> The company has made its first magnet sale at the facility and expects at least 325 tons of TREO sales in Q4.

USA Rare Earth, Inc. is targeting annual capacity of 1,200 tons at its Stillwater magnet facility as it moves from its first sale into low-volume prototype sales.

The company has made its first magnet sale from the facility and is conducting prototype sales at low volume. Customer qualification and the move from design to production can take six months to two years.

USA Rare Earth expects to sell at least 325 tons of TREO in Q4. At Serra Verde, it plans to begin commissioning the project’s second stage in the third quarter of 2027.

President and CEO Thrasyvoulos Moraitis said third-quarter revenue was $3 million, down from the prior quarter, as shortages of dysprosium oxide and samarium metal constrained output. Revenue to date was $14.5 million.


