Why One $2.8 Billion Deal Just Repriced the Critical Metals Sector
The critical minerals sector spent the past three years talking about strategic importance. It is now starting to act on it. After years of fragmented development, scattered financing, and policy rhetoric racing ahead of commercial activity, the industry has entered a consolidation phase where companies with advanced-stage assets, secure jurisdictions, and multi-metal exposure are being repriced as strategic.That inflection point arrived in April, when USA Rare Earth (NASDAQ: USAR) announced a $2.8 billion agreement to acquire Serra Verde Group, creating the only scaled producer of all ...