Stock Taper 
MP Materials Corp. owns and operates the Mountain Pass rare earth mine and processing facilities, producing key minerals like neodymium and praseodymium, and is based in Las Vegas, Nevada.
MP Materials produces high-performance permanent magnets, vital for EVs, wind turbines, robotics, and defense, establishing the first US-based, end-to-end rare earth supply chain from mine to magnet.
MP Materials entered the spotlight in 2025 after securing a transformational partnership with the U.S. Department of Defense (DOD). The deal included a $400 million investment from the DOD, a 10-year price floor for its rare earth products, and a guarantee that all magnets from its future '10X Facility' will be purchased, significantly de-risking the company's expansion and solidifying its role in the U.S. strategy to build a domestic rare earth supply chain independent of China.
MP Materials secured a multi-billion dollar investment and long-term commitments from the U.S. Department of Defense (DoD) to establish an end-to-end domestic rare earth magnet supply chain. This partnership aims to significantly reduce U.S. dependency on foreign suppliers, primarily China, for materials critical to defense and commercial technologies.
The Pentagon placed a massive bet on a single American company to break China's stranglehold on rare earth magnets, and General Motors is first in line to find out if that wager pays off.
Law and lobbying firms in Washington, D.C., are telling companies to prepare for a new level of scrutiny, since most modern midterm elections result in some loss of congressional control for the party that holds the White House.
MP Materials Corp. (NYSE: MP - Get Free Report)'s stock price shot up 4.3% on Wednesday. The company traded as high as $48.67 and last traded at $47.3610. 6,034,286 shares traded hands during trading, a decline of 7% from the average daily volume of 6,463,722 shares. The stock had previously closed at $45.43. More MP Materials
Stocks are lower to kick off October and Q4, with investors eyeing yields, crude, and fresh earnings reports
MP Materials (NYSE:MP) stock surged 6% to $48.29 on Wednesday as traders weighed the company's critical minerals growth story. USA Rare Earth (NASDAQ:USAR) shares rose 3% to $14.44, while Critical Metals (NASDAQ:CRML) stock stayed essentially flat, up 0.1% to $7.
MP Materials and USA Rare Earth have no direct exposure to Greenland's rare-earth assets. Critical Metals Corp. and REalloys are the main beneficiaries of the Greenland deal.
This rare-earth investment is like a diamond in the rough.
Rare earth stocks just had a rough month, and MP Materials (NYSE:MP) sits right in the middle of the damage. MP Materials stock is at $46.75, down 21% over the past month.
Overall rating: D+
| PEER | PRICE | |
|---|---|---|
 RGLD | $234.64 | COMPARE |
 CDE | $17.66 | COMPARE |
 JHX | $24.99 | COMPARE |
 ALB | $104.59 | COMPARE |
 AA | $41.95 | COMPARE |
 HMY | $17.38 | COMPARE |
 SUZ | $8.50 | COMPARE |
 WLK | $63.50 | COMPARE |
