---
symbol: "USAR"
name: "USA Rare Earth"
date: 2026-08-13
change_pct: -5.537950023377832
direction: "down"
event_type: "sector_sympathy"
url: "https://perplo.app/why/USAR/2026-08-13"
updated_at: 2026-08-13T13:06:33.991Z
---

# Why USA Rare Earth (USAR) fell 5.54% on August 13, 2026

USA Rare Earth (USAR) fell 5.54% on August 13, 2026 — Rare earths tumble in commodities rout.

## What happened

USA Rare Earth fell 5.5% alongside a broad commodities selloff triggered by Trump's geopolitical rhetoric on the Strait of Hormuz, which spooked risk sentiment and energy-linked sectors.

## Why it moved

Rare earth prices are sensitive to macro risk sentiment and energy costs; Trump's assertion of US control over a critical chokepoint signaled escalating geopolitical tensions, causing a flight from commodities and…

## Why it matters

Within Industrial Metals, rare earths are caught in the crossfire as China's slowdown and macro headwinds have already stalled the electrification cycle — geopolitical noise and energy volatility add fresh downside…

## What would break the thesis

If geopolitical tensions de-escalate or energy stabilizes, rare earths could recover; a fresh demand impulse from EV or defense spending would restart the cycle, but near-term sentiment remains fragile.

## Sources

- [Trump says US has 'total control' over Strait of Hormuz - Reuters](https://news.google.com/rss/articles/CBMilwFBVV95cUxOS2o4cWFmWUZQNXN2WUhmYU1GVFpxdk9WM3d1YzhtS3lkQVpFdUoyNjJZMG9oSXpRNkk2VXM3X2FlTXp2T2V2VldGR3dBMGczQ0JQQkM2YjJTT2VkRkFBMVpOamlFNTBocGtvR2ZJUWJ2TnRtYVhnTVMzM1RkRks0MzV0MFQ5RWxrdmlTZThMUXh1emcycXdz?oc=5) — Reuters

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