Group 1 - The core of the U.S. rare earth revival is centered around the Mountain Pass mine, which is the only rare earth mine in the U.S. and aims to restore the country's dominance in the industry [4] - MP Materials signed a significant agreement with the U.S. Department of Defense in July 2025, which includes a $400 million preferred stock investment, a $1 billion loan commitment, and a price guarantee for neodymium-praseodymium (NdPr) oxide at $110 per kilogram [3][5] - The 2023 Rare Earth Magnet Manufacturing Production Tax Credit Act provides a tax credit of $20 per kilogram for U.S.-made magnets, which can increase to $30 if 90% of components are sourced from U.S. suppliers, aiming to create a complete rare earth supply chain [3][5] Group 2 - MP Materials has produced 45,455 tons of rare earth oxide concentrate and 1,294 tons of NdPr oxide in 2024, accounting for 15% of global supply [5] - The company aims to become the only vertically integrated rare earth magnet producer globally, covering the entire supply chain from mining to refining to magnet manufacturing [5][6] - Other companies like USA Rare Earth and Energy Fuels are also benefiting from government support and market enthusiasm, with USA Rare Earth's stock rising over 13% following MP Materials' agreement [6][7]