Core Viewpoint - Investors are increasingly skeptical about USA Rare Earth's potential to secure government subsidies, especially in comparison to its competitor MP Materials, which has established operations and partnerships [1][6]. Company Comparison - USA Rare Earth has not generated any revenue, while MP Materials reported over $200 million in revenue last year, with expectations of 30% growth this year and nearly doubling revenue by 2026 [4]. - MP Materials has active mining operations and a refining business, whereas USA Rare Earth lacks these capabilities and is projected to start generating revenue only in 2026 [4][5]. Profitability Outlook - Analysts predict that USA Rare Earth may not achieve adjusted profits until 2028, with no clear timeline for when it might earn a GAAP profit [5]. - In contrast, MP Materials has secured a 10-year deal with the Pentagon and a $500 million partnership with Apple, highlighting its strong market position [6].

MP Materials stock may be 26% overvalued after soaring in the wake of Pentagon ownership and a $500 million Apple contract. Here’s why. https://t.co/GTLhK3DKMi https://t.co/GTLhK3DKMi ...

In this issue of Forbes Daily:- Nvidia CEO Jensen Huang became the sixth-richest person in the world Tuesday- MP Materials’ stock closed up 20% on Tuesday- Trump admin will withdraw half of the National Guard troops deployed to LA last monthRead more: https://t.co/N7SlhnOR8l https://t.co/Mb7Hbij5pC ...

MP Materials Stock Up 255% On Apple’s $500 Million Deal — Avoid MPhttps://t.co/TXN9VC8VzV https://t.co/LhivzlObL1 ...

2025.07. 16 本文字数：1115，阅读时长大约2分钟 作者 | 第一财经 孙卓 美国在加快其稀土供应链建设。 当地时间周五（7月11日），美国能源部长赖特与怀俄明州州长戈登出席了位于该州东北部兰切斯特 附近、由拉马科资源公司开发的布鲁克煤矿（Brook Mine）稀土项目的剪彩仪式。 "这将是美国七十多年来首个新的稀土矿，也是怀俄明州五十多年来首个新的煤矿。" 拉马科资源公 司在一份新闻稿中说。 苹果公司本周也宣布，他们已与美国唯一稀土生产商、刚刚获得五角大楼支持的MP Materials公司 达成一项价值5亿美元的投资协议。 州政府注资610万美元 2023年，美方在对布鲁克煤矿的勘探过程发现了稀土，使该矿区成为美国自1962年以来发现的第一 个稀土矿。据报道，按当时价格计算，该矿价值可达370亿美元。 拉马科资源公司在7月1日致股东的一封信中称，美国国家实验室的分析表明，布鲁克矿区的煤炭含 有宝贵的稀土元素钕、镨、镝和铽，以及关键矿物镓、钪和锗。 "我们打算在怀俄明州开采，在怀俄明州加工，出售给美国政府在内的国内客户。"拉马科资源公司首 席执行官阿特金斯（Randall Atkins）表示。 此 ...

MP Materials (NYSE: MP ) has more than tripled in stock price since the first time I covered it last September . I had noted as key growth catalysts at that time a ramp-up in NdPr production, macroeconomic I am always on the lookout for strongly undervalued stocks, in the dirt and under the rocks. Following me will allow you to read about little known, forgotten and underrated stocks, in any geography and sector.My name is Akim and I am a professional portfolio manager for investment funds.I live in beautif ...

Apple’s $500 Million Deal With MP Materials — Only Rare Earths Mine In U.S. — Sends Stock Soaring https://t.co/r2sA8q86fn ...

7月15日，据路透社报道，苹果公司已与美国国防部支持的MP Materials（简称：MP）签署了一项价值5 亿美元（约35.9亿人民币）的协议以供应稀土磁铁。 该外媒认为，此举体现了苹果对美国唯一运营中的稀土矿业公司MP的大力支持。就在几天前，美国政 府宣布将成为MP的最大股东。这两件事都标志着MP的处境发生了惊人的转变。而去年，为了生存， MP曾考虑与一家澳大利亚竞争对手合并，并开设了新的业务。 去年2月，据路透社报道，澳大利亚莱纳斯稀土公司表示，与美国MP Materials公司就可能的合并进行的 秘密谈判已经结束。业内消息人士称，双方很难就价值达成一致。 莱纳斯是除中国外全球最大的稀土生产商，而MP则是美国最大的稀土生产商。此次谈判正值西方国家 寻求实现稀土磁性金属供应链多元化之际。 上周，MP与美国国防部达成了一项价值数十亿美元的协议，五角大楼将成为MP的最大股东和资金后 盾。虽然该协议确实要求使用回收材料制成的磁铁，以符合苹果公司长期以来摆脱对采矿业依赖的目 标，但苹果并未透露该协议的具体期限和供应磁铁的具体数量。 稀土元素是由17种金属组成的，用于制造将电能转化为动能的磁铁，其中包括使手机产生振 ...

Core Insights - Apple has committed to a multi-year agreement worth $500 million with MP Materials, the only U.S. company that fully completes rare earth mining, processing, and manufacturing, to strengthen its domestic supply chain for critical materials, particularly neodymium magnets [3] - The partnership includes the purchase of rare earth magnets manufactured at MP Materials' flagship facility in Fort Worth, Texas, and the establishment of a new rare earth recycling production line in Mountain Pass, California [3][5] - The Texas facility is expected to begin operations in 2027 and will significantly increase production capacity to meet global demand for magnets [4] Group 1: Investment and Economic Impact - The expansion of the Texas facility is projected to create dozens of jobs in advanced manufacturing and R&D, with training programs to develop a skilled workforce for rare earth magnet production [4] - This collaboration follows a recent agreement with Saudi Arabian Mining Company aimed at reducing reliance on Chinese rare earth supplies, which have been subject to risks due to previous U.S. trade policies [4] Group 2: Recycling and Sustainability - The new recycling facility in Mountain Pass will process rare earth materials recovered from electronic waste and industrial scrap, aiming to reintroduce these materials into Apple's supply chain at high-performance standards [5] - Apple has been integrating recycled rare earth elements into its products since 2019, starting with the Taptic Engine in the iPhone 11, and now nearly all magnets in Apple products are made from 100% recycled rare earth materials [5] Group 3: Broader Commitment - This partnership is part of Apple's broader commitment to invest over $500 billion in the U.S. over the next four years, emphasizing the company's dedication to American manufacturing and innovation [5] - The U.S. government is also supporting MP Materials through price guarantees for critical rare earth elements, further solidifying the domestic supply chain [5]

"这将是美国七十多年来首个新的稀土矿，也是怀俄明州五十多年来首个新的煤矿。" 美国在加快其稀土供应链建设。 阿特金斯表示，他们最初设想将其作为亚烟煤发电厂的燃料来源，类似于怀俄明州的其他大型露天煤 矿。在发现该煤矿内含有稀土矿后，该公司在今年获得了怀俄明州610万美元的拨款，用于建造一座稀 土和关键矿物加工厂。 "在能源配套补贴基金的支持下，怀俄明州的煤炭和稀土矿产的巨大潜力将得以发挥，这值得我们庆 祝，这些矿产将在我们州能源经济中发挥着一定的作用。"怀俄明州州长戈登（Mark Gordon）在一份声 明中表示："怀俄明州将继续在能源创新方面处于领先地位，包括我们在关键矿产产业的扩展。" 当地时间周五（7月11日），美国能源部长赖特与怀俄明州州长戈登出席了位于该州东北部兰切斯特附 近、由拉马科资源公司开发的布鲁克煤矿（Brook Mine）稀土项目的剪彩仪式。 "这将是美国七十多年来首个新的稀土矿，也是怀俄明州五十多年来首个新的煤矿。"拉马科资源公司在 一份新闻稿中说。 苹果公司本周也宣布，他们已与美国唯一稀土生产商、刚刚获得五角大楼支持的MP Materials公司达成 一项价值5亿美元的投资协议。 州政府 ...