USAR’s announcement also clipped MP Materials (NYSE: MP) in the short term, and Lango argued it was more about narrative than fundamentals.Lango’s “why” is the durable part. Rare earths aren’t just another commodity cycle in his view. They’re a strategic input across the AI buildout, including motors, magnets, data center hardware, and physical AI devices. In addition, the United States is trying to reduce dependence on China, which controls most of the processing market.Big, fast repricings like that tend ...