USA Rare Earth Inc.'s stock surged 6.07% in pre-market trading on Monday, reflecting strong investor interest in the rare earth sector.

The rally follows reports that the Trump administration is launching a strategic critical-minerals stockpile dubbed "Project Vault" with $12 billion in seed money. The initiative aims to insulate U.S. manufacturers from supply shocks and reduce reliance on Chinese rare earths and other critical metals, providing a significant boost to domestic rare earth companies.

The venture combines a $10 billion loan from the U.S. Export-Import Bank with $1.67 billion in private capital to procure and store minerals for automakers, tech firms, and other manufacturers, highlighting a major commitment to secure supply chains deemed critical to the industrial economy.