Key Takeaways MP stock hit a 52-week high on a DoD deal to expand rare earth magnet production and ensure long-term sales. The 10-year agreement sets a price floor and commits 100% of output to defense and commercial use. Q1 NdPr output soared 330%, but higher costs and halting China shipments widened MP's quarterly loss.MP Materials (MP) stock hit a 52-week high of $48.12 yesterday before closing the session lower at $45.23. The stock’s gain has been fueled by the news that MP has entered into a public-p ...

Core Insights - MP Materials has formed a public-private partnership with the U.S. Department of Defense to develop a domestic rare earth magnet supply chain, supported by a multibillion-dollar investment package [1] - The company is the only fully integrated rare earth producer in the U.S., operating the Mountain Pass Rare Earth Mine and a processing facility [2] - MP Materials plans to construct a second domestic magnet manufacturing facility, the 10X Facility, which will increase its magnet manufacturing capacity to an estimated 10,000 metric tons [3] - The Department of Defense has established a price floor of $110 per kilogram for MP Materials' products and committed to purchasing all output from the 10X Facility for 10 years [4] - Rare earth magnets are essential for various advanced technologies, including defense systems and electric vehicles, leading to increased interest from multiple players in the rare earth sector [5] Company Developments - MP Materials is expanding its production capabilities and will enhance its heavy rare earth separation capabilities at the Mountain Pass facility [3] - The company has seen its stock price increase by 92.5% this year, significantly outperforming the industry average growth of 12.4% [8] - The Zacks Consensus Estimate indicates a projected loss of 46 cents per share for 2025, with a slight recovery expected in 2026 with earnings of three cents per share [10] Industry Context - Energy Fuels has acquired Base Resources Limited, enhancing its position in the rare earth market and aiming to produce critical minerals [6] - Idaho Strategic Resources holds the largest rare earth elements land package in the U.S. and plans extensive exploration in 2025 [7]

With shares climbing 113% through the first half of 2025, there are certainly a lot of new investors in rare earths producer MP Materials (MP 44.99%). But investors are sitting up and taking notice of a notable new investor -- Uncle Sam. The company announced a new deal with the United States Department of Defense, and investors are enthusiastically expressing their approval.As of 10:31 a.m. ET, shares of MP Materials have skyrocketed 50.6% higher. Digging into the deets of the new dealIn an effort to exped ...

USA Rare Earth is building the first and largest fully domestic rare earth magnet supply chain in the U.S. USAR is currently constructing a 310k square foot rare earth sintered neo magnet manufacturing facility in Stillwater, Oklahoma. USAR also controls mining rights to the Round Top Mountain rare earth and critical minerals deposit in West Texas, which holds significant deposits of heavy rare earths, such as dysprosium and terbium, as well as gallium, beryllium, lithium and other critical tech minerals. U ...

New Partnership Signals Continued Interest in American Manufacturers Seeking US-Made Magnets STILLWATER, Okla., May 27, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company), which is building out America's first fully domestic rare earth element magnet production supply chain that includes the mining and processing of heavy rare earths and other critical minerals, today announced it has signed a memorandum of understanding (MOU) with Shoreview, MN-based PolarStar Magnetics (Pol ...