USA Rare Earth, Inc. SCHEDULE 13D filed 2026-09-11

USA Rare Earth, Inc. (CIK 1970622) is the subject of a Schedule 13D filed on 2026-09-11 under accession number 0000947871-26-000861. According to the joint filing agreement attached as Exhibit 99.2, the Schedule 13D concerns beneficial ownership of USA Rare Earth, Inc. common stock, with a par value of $0.0001 per share, by two reporting entities: VB (Rare Earths) Limited and Vision Blue Resources Limited. The agreement states the filing is made on behalf of each of them under Rule 13d-1(k)(1) of the Securities Exchange Act of 1934, and that later amendments will also be filed on behalf of both. Harry Rouillard signed for VB (Rare Earths) Limited and Sir Mick Davis signed for Vision Blue Resources Limited, both dated September 11, 2026. Exhibit 99.1 describes who controls the filers. VB (Rare Earths) Limited, referred to as VBRE, is controlled by Vision Blue, which owns substantially all of VBRE's issued and outstanding capital stock. Neither entity has executive officers, and both give addresses at 1 Royal Plaza, Royal Avenue, St Peter Port, Guernsey, GY1 2HL. VBRE's directors are Harry Rouillard and Andrew Trahar, with Paul Keltie as alternate director. Harry Rouillard and Paul Keltie are each listed as Client Director at Apex Fund and Corporate Services (Guernsey) Limited. Vision Blue Resources Limited's directors are Srinivasan Venkatakrishnan (independent director; Non-Executive Chairman of Endeavour Mining plc), Sir Mick Davis (Managing Partner, Vision Blue Advisors UK LLP), Viswanathan Shankar and Rahul Goswamy (both Co-Founder and Partner of Gateway Partners Group), and Andrew Trahar (Investment Partner, Vision Blue Advisors UK LLP). Andrew Trahar sits on both boards. For an analyst or journalist, the useful points here are the identity of the holders, the Guernsey control chain, and the people behind it. The key substance of the 13D is not in the filing excerpt available here. That includes the number of shares held, the ownership percentage, the stated purpose of the holding, the source of funds, and any recent transactions. The full document at the source URL may contain those items.