December 5, 2025 05:01 AM GMT MP Materials Corp | North America REE Geopolitical Issues Far from Resolved; Upgrade to OW on Strategic Importance | What's Changed | | | | --- | --- | --- | | MP Materials Corp (MP.N) | From | To | | Rating | Equal-weight | Overweight | | Price Target | US$68.50 | US$71.00 | China's one-year pause on rare earth restrictions does not solve critical mineral/REE dependency issues. We think MP is well positioned to benefit as the US looks to develop a robust ex- China supply chain ...