2025 has been quite the year so far for rare earths producer MP Materials (NYSE: MP ) with its 340% YTD uptick triggered by the Trump administration's disruptive trade policy that ended up in a series ofThe profile is run by Manika Premsingh , who heads the investing group Green Growth Giants and also runs another Seeking Alpha profile in her own name. She is a macroeconomist, with over 20 years of experience in industries including investment management, stock broking, investment banking.Analyst’s Disclosu ...

Core Insights - MP Materials has experienced a significant 340% year-to-date increase in stock value, largely driven by the Trump administration's trade policies affecting the rare earths market [1] Company Overview - MP Materials is a rare earths producer that has seen substantial growth in 2025, indicating strong market performance and investor interest [1] Market Context - The surge in MP Materials' stock price is attributed to disruptive trade policies, which have created a favorable environment for rare earths producers [1]

Core Insights - Rolls-Royce has been highlighted as a strong investment opportunity in the aerospace and defense sector, with its stock price doubling since the last report, significantly outperforming the S&P 500 [1] - The Aerospace Forum, led by an analyst with a background in aerospace engineering, focuses on identifying investment opportunities within the aerospace, defense, and airline industries, emphasizing data-driven analysis [1] Company Performance - The stock price of Rolls-Royce has doubled, indicating robust performance and investor confidence [1] - The company is positioned well within a complex industry that has significant growth prospects, suggesting a favorable outlook for future investments [1] Industry Context - The aerospace and defense industry is characterized by substantial growth potential, with ongoing developments that could impact investment strategies [1] - The analysis provided by The Aerospace Forum aims to contextualize industry developments and their implications for investment theses [1]

美国挖出了稀土，却连炼的地儿都批不下来，最后还得打包送中国加工。你没听错，技术不是没学会，是环保太讲究、工厂没人敢建，光剩一堆热矿石瞪 眼。 这事儿背后，不是技术差，是体系断档，真相一揭开，笑点和痛点全都有！ 为啥干不通？因为美国搞个精炼厂，比选总统都难。环保先横一刀，社区再来一锤，审查排期像春运抢票，一年批不下来不稀奇。更别说稀土精炼还涉及轻 微放射性废料，EPA（环境保护署）一出手，十年起步。 这还不算完。美国的干式尾矿处理虽然环保，却把成本顶得老高。厂子一计算，干一吨赔两吨，谁敢投？谁来干？结果就是：技术在手，却没地方放锅开 火，只能干瞪眼。 所以现在这个局面，说直白点就是——矿在美、链在中、命脉还在人手里攥着。你说美国不着急？着急得很。F-35战斗机一架就要900磅稀土，核潜艇更 狠，9200磅一艘。这玩意没稀土，那不叫高端军工，那叫钢铁漂浮棺材。 在加州南部的荒漠上，有一座矿场叫Mountain Pass。说是矿，其实像个拖拉机嘉年华。矿卡轰鸣、尘土飞扬、设备林立，一派繁忙景象。但干的活，说白了 就是挖稀土。 可问题来了，这些稀土精矿，最后不是自己炼，是打包运回中国加工。美国人自己挖，运中国精炼，再 ...

Trump's Industrial Economy policies just took down their latest scalp, so to speak. One week after Bloomberg reported that the White House was considering a 10% stake in one of the largest North American lithium mining companies, Lithium Americas, on Tuesday afternoon, the US government agreed to acquire a stake in the company, Secretary of Energy Chris Wright said Tuesday on Bloomberg TV, giving a boost to the Canadian company as it develops its Thacker Pass lithium project in Nevada.The deal is the Trump ...

Core Viewpoint - The partnership between MP Materials and the U.S. Department of Defense highlights a significant shift in the rare earth market, with the government committing to purchase neodymium-praseodymium products at approximately double the market price, ensuring a minimum price for 10 years, which reflects a rare interventionist approach by the government [1][9]. Group 1: Rare Earth Market Dynamics - The prices of rare earth elements are experiencing a surge, influenced by China's export controls and the U.S. strategy to secure its own supply chains, particularly affecting the prices of neodymium and praseodymium, which are essential for electric vehicles and wind turbines [1][3][6]. - As of September 18, dysprosium reached $840 per kilogram, approximately three times its price before China's export controls, while terbium hit a record high of $3,600 per kilogram [3]. - The price of neodymium-praseodymium (NdPr) has also risen significantly, with the Chinese price reaching $90,850 per ton in late August, marking a high not seen since March 2023 [6]. Group 2: U.S. Supply Chain and Policy Changes - MP Materials has ceased exporting rare earth concentrates to China due to high tariffs, leading to anticipated shortages of light rare earths in the U.S. market, which is driving up prices [9]. - The U.S. Geological Survey indicates that the U.S. accounts for 12% of global rare earth production, with MP Materials operating the only rare earth mine in the U.S. [6]. - The U.S. government's commitment to purchase NdPr at $110 per kilogram, nearly double the market price, is seen as an unusual socialist-like intervention in the market [9]. Group 3: Geopolitical Implications - The ongoing tensions between the U.S. and China regarding rare earth resources are expected to continue, with strict export licensing from China and decreasing inventories among demand-side players [10]. - China's recent regulations to strengthen control over domestic rare earth mining and refining are likely to further impact global prices and supply dynamics [9][10].

Three months ago, shares of rare earths companies ripped higher after MP Materials (NYSE:MP) unveiled a game-changing deal with the U.S. Department of Defense that marks the most aggressive federal intervention in the rare earths space in decades. The DoD-backed investment package will see the Nevada-based producer build out a fully domestic magnet supply chain and lock in long-term pricing support for neodymium-praseodymium, the critical alloy used in everything from fighter jets to iPhones. MP shares do ...

Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

Key Points MP Materials is a U.S.-based producer of rare earth metals -- a critical area now. The company just got a massive cash infusion from Uncle Sam, Apple, and Wall Street. There's a huge growth opportunity ahead, but there's a lot of work to be done to achieve it. 10 stocks we like better than MP Materials › In the second quarter of 2025, MP Materials' (NYSE: MP) revenue declined sequentially from the first quarter. Its adjusted earnings before interest, taxes, depreciation, and amortizati ...