MP Materials Corp (NYSE:MP) and USA Rare Earth Inc (NASDAQ:USAR) shares are on the rise today, as investors monitor the rare earths sector while the U.S. and Europe clash over the sale of Greenland. President Donald Trump threatened to impose tariffs on countries that oppose the move, including duties of 10% starting on Feb. 1 that may rise to 25% on June 25.     MP was last seen up 1.4% to trade at $69.93, while boasting a 233.5% year-over-year lead. The security has rallied since the start of the month, e ...

Split image of satellite, rare-earth mine, and nuclear plant, symbolizing volatile stocks and insider selling. Key Points MP Materials and Oklo have seen sizable insider selling, but a meaningful portion occurred under 10b5-1 plans, which reduces the near-term bearish read. Non-10b5-1 selling at MP Materials and Oklo occurred below current prices, creating a moderately bearish signaldespite strong prior-year gains. Redwire’s January 2026 insider selling stands out most because it is large, concentrated ...

Key Points MP Materials is America's most prominent producer of rare-earth minerals, a critical strategic resource. The company saw fair revenue growth over the past five years, but that's expected to explode in the future thanks to its partnership with the U.S. government. MP is already up 33% this year, and with the military guaranteeing a price floor for its NdPr products, I foresee that run continuing. 10 stocks we like better than MP Materials › Rare earth minerals is a case of a funny misn ...

Group 1 - The U.S. government has signed two executive orders imposing tariffs on certain semiconductors and critical minerals under the national security clause of the Trade Act, specifically Section 232 [1] - The tariffs are expected to have exemptions for specific uses, including chips for artificial intelligence and some domestic procurement [1] - Analysts anticipate that the tariffs on semiconductors and critical minerals were expected, as previous tariffs have been implemented on aluminum products and auto parts [1] Group 2 - The U.S. Treasury has been coordinating with officials from France, Australia, South Korea, and the UK to enhance supply chain security for critical resources like rare earths [2] - The specific scope and implementation details of the tariffs have not yet been clarified by the White House, indicating ongoing uncertainty in trade policy [2] - Following the announcement, semiconductor stocks generally declined, with notable drops in Nvidia, Oracle, and Broadcom, while rare earth stocks saw significant gains [2]

A Defense Department agreement derisked MP's growth plans and lifted analyst price targets. ...

Core Viewpoint - MP Materials is strategically positioned in the U.S. rare earth supply chain, making it a potential beneficiary of the AI infrastructure buildout [1][2][3]. Company Overview - MP Materials has transitioned from a rare earth mining and processing company to a vertically integrated entity, covering upstream mining, midstream separation and refining, and downstream production of high-performance permanent magnets [4]. - The company operates Mountain Pass, the only major rare-earth mining and processing site in the U.S., which is essential for producing high-performance magnets used in electric vehicles, defense systems, AI data centers, and semiconductor manufacturing [4]. Production and Financial Performance - In Q3, MP Materials' NdPr oxide production increased by 51% year-over-year to 721 metric tons, while overall rare earth oxides production reached a record 13,254 metric tons [7]. - The company aims for an annual output of 60,000 metric tons, with rapid production capacity expansion expected to boost the downstream magnet business [7]. Strategic Partnerships - In July 2025, MP Materials secured a public-private partnership with the U.S. Department of Defense, which includes a 10-year price floor protection agreement at $110 per kilogram for NdPr products, enhancing earnings visibility and cash flow predictability [8]. - Apple has committed $500 million to MP Materials for long-term purchases of American-made rare-earth magnets and the establishment of a dedicated rare-earth recycling line, improving demand visibility and reducing downside risk [9]. - MP Materials is collaborating with General Motors for the commercial-scale qualification of permanent magnets, with sales expected to begin in the second half of 2026 [10]. Market Performance - MP Materials' shares have increased by over 242% in the past year, reflecting its critical role in the rare-earth supply chain and improving earnings visibility [10].

Win McNamee / Getty Images Quick Read The Trump administration invested over $10B in Intel (INTC), MP Materials (MP), Lithium Americas (LAC) and Trilogy Metals (TMQ) to secure domestic supply chains. Intel generated a 122.6% return since its $8.9B government purchase in August 2025. MP Materials returned 106.5% since the $400M investment to fund rare earth magnet production at Mountain Pass. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement ...

Core Insights - MP Materials has experienced significant stock volatility, with an 18.5% decline in December followed by a 23.7% rise in 2026, influenced by geopolitical factors and trade relations [1][4]. Company Performance - The current stock price of MP Materials is $62.00, with a market capitalization of $11 billion and a trading volume of 9.2 million shares [2]. - The stock has a 52-week range of $18.64 to $100.25, indicating substantial fluctuations in value [2]. Geopolitical Influences - The easing of trade tensions with China, which controls 90% of global rare-earth magnet production, contributed to the stock price decline in December [4]. - Recent developments in Venezuela, a country rich in rare-earth materials, may improve trading relations and benefit MP Materials, particularly regarding resource availability [5][6]. Strategic Partnerships - MP Materials has secured a transformative public-private partnership with the Department of Defense and a $500 million partnership with Apple, positioning the company favorably in the market [2]. Future Outlook - The company plans to build the "10X Facility" by 2028, which could enhance its production capabilities and supply chain resilience [6]. - Investors should anticipate continued volatility in MP Materials' stock as geopolitical dynamics evolve, particularly concerning trade relations with China and Venezuela [7].

Investment Rating - The report assigns an "Outperform" rating to MP Materials, expecting a relative increase of over 10% compared to the benchmark index within the next 12-18 months [10]. Core Insights - The rare earth market fundamentals are improving, with potential for more favorable factors and strategic partnerships to emerge [1]. - Recent market pullbacks are viewed as a buying opportunity, as the market is tightening and the government is setting a price floor for rare earth prices [1]. - The company has established a collaboration with the U.S. Department of Defense and is forming a strategic joint venture with Saudi Arabia's Ma'aden to develop a rare earth refining facility [1]. - The demand for neodymium-praseodymium (NdPr) is expected to grow at an annual rate of 6-8% over the next decade, with supply growth slightly lagging behind this demand [2]. - NdPr prices have increased by nearly 40% year-to-date, driven by strong downstream demand, with further price increases anticipated [2]. Summary by Sections Market Overview - NdPr market fundamentals are robust, with both Chinese and international midstream producers actively expanding [2]. - The price of neodymium oxide is projected to reach $80 per kilogram in 2026, $85 in 2027, and $90 in 2028 [2]. Company Developments - The U.S. Department of Defense has set a price floor of $110 per kilogram for NdPr products, with a profit-sharing mechanism for any price increases above this level [3]. - The company is accelerating its magnet manufacturing capacity in the U.S. from 1,000 tons per year to 10,000 tons per year [3]. Production Guidance - The company expects NdPr concentrate production to remain flat year-over-year in Q4 2025, with a slight increase in NdPr oxide production [4]. - NdPr prices have reached $61 per kilogram in Q4 2025, with expectations for continued cost reductions [4]. - The company plans to start commissioning its new heavy rare earth separation facility in mid-2026, with an annual production capacity of 3,000 tons of dysprosium and terbium [4]. Supply Chain Dynamics - The geopolitical tensions surrounding the rare earth supply chain are viewed as a temporary relief, with China holding 90% of rare earth resources concentrated in two major deposits [4].

Core Viewpoint - MP Materials' stock price increased over 3% to $60.54 amid news of potential export control measures by the Chinese government on heavy rare earth materials due to Japan's poor performance [1] Group 1: Company Impact - MP Materials (MP.US) saw a pre-market stock price rise, indicating positive market sentiment towards the company [1] - The company's stock performance is influenced by geopolitical factors, particularly China's export policies on rare earth materials [1] Group 2: Industry Context - The Chinese government is considering tightening export license reviews for heavy rare earth materials, which could impact global supply chains [1] - Effective April 4, 2025, China will implement export control measures on seven categories of heavy rare earth materials, including samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium [1]