MP Materials operates the only integrated rare earth mine and processing facility in the Western hemisphere, positioning it at the center of US-China critical minerals decoupling. DPA Title III funding and offtake commitments from defense primes accelerate downstream magnet capacity. China NdPr export curbs have ignited Western pricing premiums. AI server and EV magnet demand provide volume tailwind through 2030.
Thesis reviewed May 29, 2026
MP Materials Corp. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States69REDUCEView United States risk detail →⛏Mining6WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| CX | CEMEX S.A.B. de C.V. | 14 | +5% | ↓62% | NEUTRAL |
| AG | First Majestic Silver Corp. | 14 | +13% | ↓62% | EARLY |
| RIO | Rio Tinto plc | 14 | +10% | ↓62% | EARLY |
| NEM | Newmont Corporation | 14 | +10% | ↓62% | EARLY |
| SAND | Sandstorm Gold Royalties Ltd. | 14 | +10% | ↓62% | EARLY |
| GOLD | Barrick Gold Corporation | 14 | +11% | ↓62% | EARLY |
| FM | First Quantum Minerals Ltd. | 14 | -7% | ↓62% | AVOID |
Investors who hold MP may also have indirect exposure through these country funds.
China tightens NdPr export licensing on national security grounds
DOD awards MP Materials $250M for magnet plant expansion
Estimates · Yahoo Finance · Not audited figures
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