MP
The government is flooding the critical minerals sector with dumb money, handing Mountain Pass a $110/kg price floor that guarantees speculative upside.
We are holding MP Materials to lock in long-term exposure to the physical AI supply chain as they pump out a record 917 metric tons of rare-earth materials.
MP Materials is building a $1.25B Texas plant to expand magnet capacity by 2.5x, supplying data center cooling motors to break China's 90 percent grip.
China's grip on rare earth processing persists; processing not mining is the bottleneck
OFAC/FCC actions force US drone makers to dual-source domestic, lifting US neo-magnet suppliers MP and Vulcan
China controls 70% of rare earth mining and 90% of refining and is weaponizing it via export controls
MP Materials is the best structure in the stack: government floor under downside, market prices output
MP Materials is the US rare earth play as China controls the supply chain and Trump invested in it
Pentagon owns 10% and guarantees a $110/kg price floor on 78% of MP's revenue
MP Materials breaks out from consolidation as the US backs domestic rare earths over China.
MP Materials rides the US rare-earth reshoring push and government-backed industrial bets over the next 30 days.
US-based rare earth miners keep rising as the US builds independent supply lines distrusting China