Core Viewpoint - MP Materials is significantly impacted by the current trade conflict and the strategic importance of securing rare earth materials for the U.S., as evidenced by a 21.8% increase in its share price recently [1] Group 1: Company Overview - MP Materials is described as "America's rare earth magnetics champion" and is the only fully integrated rare earth producer in the U.S. [2] - The company has a major customer, Shenghe Resources, which is a majority-owned subsidiary of China's Shenghe Resources Holding Company, indicating a complicated trading position [2] Group 2: Trade Conflict Impact - In mid-April, MP Materials ceased shipments of rare earth concentrate to China due to tariffs and alignment issues with America's national interest, marking a near-term negative for the company [3] - The trade conflict presents challenges for MP Materials, but it also highlights the urgency for the U.S. to develop its own rare earth supply chain [4] Group 3: Long-term Growth Opportunities - Management emphasizes that the real growth opportunity for MP Materials lies in contributing to the development of a domestic rare earth supply chain in the U.S. [4] - Speculation about potential government funding for the company could positively influence its stock performance, as seen in recent trading activity [6]

Most permanent magnets today used in wind turbines or electric car motors come from using rare earth metals, typically neodymium. Rare earths are metals that are only found in the earth's crust in trace amounts, a few parts per million. And 92% of the world's rare earth magnets come from one place, China.So it's not like rare earth metals or neodymium specifically is only found in China. is that China has built over years through government investment and private investment a whole supply chain all the way ...

June 15, 2025 06:00 AM GMT Sunday Start | What's Next in Global Macro M Global Idea A Détente, Not a Deal: The State of US-China Trade While media headlines may have suggested last week's trade agreement between the US and China was a breakthrough, we think investors need to see it more as a détente than a comprehensive deal. The agreement represents a tactical pause in escalating tensions rather than a resolution of fundamental disagreements. Why view it this way? Consider: This limited deal aligns with Mo ...

So joining us now is James Latinsky, founder, chairman, and CEO of MP Materials. Jim, it's great to have you back on the show. I'm going to start right there because rare earths, you've been talking about it for a long time.The fact that this was this was a big issue from trade and supply chain standpoint, from a national security standpoint, that people didn't necessarily realize or understand how dependent we are on China and how close you are to shutting down supply chains if China basically puts up expo ...

USAR to Qualify its Magnets for use in Moog’s CoreMotion™ Liquid Coolant Distribution PumpsSTILLWATER, Okla., June 16, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company) today announced it has signed a memorandum of understanding (MOU) with Moog Electric Motion Solutions (Moog) for delivery of the Company’s neo magnets, of which USAR plans to begin production in early 2026. Moog Electric Motion Solutions provides precision motion and fluid control systems and will begin proto ...

尽管股价当日回调，这家公司股价过去一个月已上涨超过64%。Gianarikas指出，稀土供应问题近年来 持续受到关注，企业和政府均意识到建立可靠、本土化稀土供应体系的战略紧迫性。 总部位于美国的USA Rare Earth正在推动本土磁体制造能力建设，虽然目前尚未实现大规模销售收入， 市场对其发展前景充满期待。Canaccord分析师George Gianarikas在最新报告中指出："美国迫切需要建 立独立的磁体供应链。" 作为高科技设备、电动车电机以及国防系统不可或缺的材料，稀土金属在全球供应链中占据关键位置。 USA Rare Earth除了正加速推进磁体制造能力之外，还拥有德克萨斯州Round Top山的稀土矿产开采 权。 Gianarikas在报告中表示，当前美国面临的挑战是如何以更快的节奏构建稀土及相关零部件的国内产 能。他写道："美国需要一个解决方案，且速度要快。"他给予USA Rare Earth"买入"评级，并设定目标 价为17美元。 智通财经APP获悉，美国稀土企业USA Rare Earth(USAR.US)股价周五下跌近8.9%，报收13.24美元，尽 管有分析师指出该公司在重建美国本 ...

Time exchange at the big board this morning. It is Integrity Specialty Insurance celebrating an IPO at the NASDAQ with that other IPO, Chime, a consumer financial technology company as we try to manage what looked to be a lower open as we're 6022. Market actually didn't trade that well off of Howard's comments.Uh and there's a lot of discussion today about those rare earth licenses which are about six months and it's we'll be back here talking about this again in six months also I mean if you notice and fol ...

High-purity MREC production: Successfully produced a Mixed-Rare-Earth Carbonate (MREC) product that meets quality specifications for conventional solvent-extraction separation circuitsStrong magnetic rare-earth recoveries: High recoveries of magnetic rare earth elements NdPr and DyTb via hydrometallurgical leaching, with TREO extraction rates between 86-90%Uranium co-product recovery: Successful extraction of uranium with precipitation of uranium peroxide (a form of yellowcake)Direct ‘run-of-mine’ mineral-t ...

Hello, good morning, and good afternoon, everyone. It is June 12th, Thursday. Welcome to Morgan Stanley Asia Macro webcast. My name is Crystal Ji, Asian EM market strategist. Before we start, please know that this event is for Morgan Stanley institutional clients and financial advisors only. It is not for members of press. If you are a member of the press, please log off and reach out separately. Please also note that this session, your questions may be recorded. So today for speakers we have Chetan Iyer, C ...

Would you say, Harvey, that the trade spat essentially is about critical minerals and it really is about supply chain warfare. Actually, there are two elements to this. And you are exactly right, because this is an issue that has been going on for probably 20 years.The Chinese, to their credit, have used a long term strategy. And many 15, 40 years ago, they dropped the price of rare earths substantially and made it easy for Western countries to get their supply and to be able to simply order and have it del ...