USA Rare Earth Inc.'s stock surged 15.67% during intraday trading on Monday, reflecting a significant upward movement for the rare earth mining company.

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

The stockpile plan 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, technology firms, and other manufacturers. This represents a major commitment to securing supply chains deemed critical to the industrial economy, particularly for sectors like automotive, aerospace, and energy.