Key Takeaways MP Materials will supply Apple with rare earth magnets made from recycled materials starting in 2027. MP is building a recycling line at Mountain Pass and scaling its Fort Worth magnet facility for the deal. The partnership advances U.S. rare earth supply chains and circular production in critical materials.MP Materials (MP) announced a landmark long-term agreement to supply Apple (AAPL) with rare earth magnets manufactured in the United States entirely from recycled materials. The $500 mill ...

For $400m, the Department of Defence has acquired a 15% stake in MP Materials, making it the largest shareholder in the country’s sole producer of rare-earth metals https://t.co/ohwWo8LFrS ...

Group 1 - MP Materials' shares have surged over 275% since the beginning of the year, driven by strong investor interest in rare earth metals and magnets [1][3] - The company's growth prospects have been positively reframed due to the Trump administration's focus on ensuring a domestic supply of rare earth materials and magnets [3][5] - A significant 10-year deal with the Department of Defense (DOD) has been established, along with an agreement with Apple, highlighting the importance of rare earths in various industries [4][11] Group 2 - The DOD's commitment is expected to derisk MP Materials' planned investment in the 10X Facility and expand its rare earth capabilities, potentially leading to more deals [5][12] - However, the company faces execution risks in constructing facilities and needs to secure $1 billion in financing from JPMorgan and Goldman Sachs before the 10X Facility begins commissioning in 2028 [6][7] - As the only fully integrated rare earth materials producer in the U.S., MP Materials holds a significant competitive advantage over other U.S. rare earth producers [12] Group 3 - The partnership with Apple underscores the urgent need for rare earths in manufacturing consumer electronics, healthcare technologies, and defense applications [11] - Investors are divided on whether now is a good time to buy MP Materials, with some suggesting profit-taking while others see potential for further gains [13] - The stock's recent rise may lead to a leveling off or pullback, making it crucial for investors to assess their risk tolerance before making decisions [10][13]

Investment Rating - The report provides a positive outlook on the rare earth materials industry, particularly focusing on MP Materials and its strategic partnerships, indicating a favorable investment environment [13]. Core Insights - MP Materials has established a public-private partnership with the U.S. Department of Defense, which includes significant investments and commitments for domestic manufacturing of rare earth magnets [11][51]. - The company has signed a long-term supply agreement with Apple, valued at $500 million, to produce magnets using recycled rare earth materials [11][53]. - The report highlights the increasing demand for rare earth elements and the strategic importance of domestic production in the U.S. due to geopolitical factors [13]. Summary by Sections Historical Context - Mountain Pass was the world's leading rare earth supplier until 1986 when China surpassed U.S. production [4][20]. - Molycorp, the previous owner, faced multiple operational challenges leading to bankruptcy in 2015, after which MP Materials took over [7][39]. Recent Developments - MP Materials has successfully ramped up production, achieving a rare earth oxide (REO) output of 45,455 tons in 2024, with a focus on cost reduction and efficiency [10][41]. - The company plans to expand its production capacity to 60,000 tons of REO through strategic investments over the next three years [41]. Strategic Partnerships - The partnership with the U.S. Department of Defense includes plans for a new magnet manufacturing facility, "10X," expected to be operational by 2028, enhancing domestic supply capabilities [11][51]. - The agreement with Apple involves the development of a recycling facility to produce rare earth elements from industrial and consumer waste [11][53]. Future Outlook - The report anticipates that MP Materials will play a crucial role in the U.S. rare earth supply chain, especially with the expected increase in demand from defense and technology sectors [13]. - The establishment of the "10X" facility and the ongoing expansion of the Independence Facility are expected to significantly boost production capabilities [11][52].

Core Viewpoint - July has been a significant month for rare earth mineral stocks, particularly for MP Materials, which saw substantial share price increases following major announcements from the Department of Defense and a partnership with Apple [1][2]. Group 1: MP Materials - MP Materials' shares surged nearly 51% after announcing a multi-billion-dollar commitment from the Department of Defense on July 10 [1]. - Following a $500 million partnership with Apple to supply 100% recycled rare earth magnets, shares rose another 20% on July 15 [1]. Group 2: Critical Metals - Critical Metals' stock rose 7% after MP's DOD deal and saw a significant increase on July 15 due to its own announcement regarding drilling at the Tanbreez Rare Earth Project in Greenland [2][3]. - The company expects the newly installed drilling rig to enhance its Mineral Resource Estimate (MRE), which could increase the project's value [3]. - Shares rose nearly 34% following the drilling announcement, with production expected to start in 2026 [4]. Group 3: Ramaco Resources - Ramaco Resources' shares increased nearly 73% since the announcement of MP's DOD deal, with notable rises of 30% on July 10 and 15% on July 14 and 15 [6]. - The company is focusing on its Brook Mine in Wyoming, which has substantial quantities of rare earth elements and is expected to be commercially viable [8]. - If operational, the Brook Mine could meet 30% of the U.S. defense industry's demand for rare earth magnets [9]. Group 4: USA Rare Earth - USA Rare Earth's shares rose approximately 59% since July 10, despite not releasing new information, likely benefiting from the momentum of MP Materials [10][11]. - The company is developing a vertically integrated rare-earth supply chain in the U.S., including a magnet production facility in Oklahoma and a planned mine in Texas [12].

Shares in rare-earth materials and magnets company MP Materials (MP 3.16%) blasted higher by 33.6% in the week to Friday morning.Why MP Materials surged again this weekIt's not hard to see why the stock has surged this year. The ongoing need to secure domestic provision of rare earths and the growing trade conflict with China (the country produces about 70% of global rare-earth elements) is driving the U.S. administration, via the Department of Defense, to enter into a partnership with MP Materials.The $400 ...

After nearly doubling in value over the last week and closing at a record high Wednesday, shares of MP Materials are sinking premarket Thursday after the rare earths miner announced plans to sell new stock. https://t.co/7z2Oz3UvPe ...

Watch These MP Materials Price Levels After Apple, DOD Investments Send Stock Soaring https://t.co/2edSqBvNdL ...

MP Materials, which has the only operational rare earths mine in the U.S., has drawn interest as a challenger to China's dominance from investors ranging from the Pentagon to tech giant Apple in recent days. https://t.co/E4TqEOffLY ...

Economic Indicators - The Producer Price Index (PPI) showed flat wholesale prices in June, missing expectations for a 0.2% increase, with Core PPI also flat [1][2] - The recent Consumer Price Index (CPI) data indicates that tariffs are not currently reigniting inflation, although this could change as businesses adjust to tariff impacts [2] Federal Reserve and Interest Rates - Continued soft inflation presents challenges for Federal Reserve Chairman Jerome Powell, making it difficult to defend a "wait and see" approach on interest rates [3] - The consensus suggests that the Fed will not cut rates in the upcoming July meeting, but a dovish statement may signal a potential rate cut in September [4] Market Movements and Investment Opportunities - A significant investment from the Pentagon into MP Materials, amounting to $400 million, has positioned the company as a strategic player, leading to a 51% stock increase [11] - Following this, Apple announced a $500 million investment in MP Materials, causing shares to rise another 10% [12] Trading Strategies - Jonathan Rose's trading approach focuses on Unusual Options Activity (UOA), which has led to substantial returns for subscribers, including a 700% return on a recent trade [7][14] - A new trading opportunity has been identified in NioCorp Developments Ltd., which is advancing a critical minerals project in Nebraska, aligning with increasing demand in defense and energy sectors [15][16] Seasonal Trading Insights - The seasonality trading tool developed by TradeSmith analyzes historical patterns to identify optimal trading windows, providing a potential edge for investors [22][23] - Examples include Amazon's stock, which has historically risen from May 24 to July 13, with an average return of +10.2% over the last 15 years [23][24]