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Price · 1Y
$48.89
Thesis
MP Materials owns Mountain Pass, the only operating rare-earth mine in the United States, and is integrating downstream into separation and magnet manufacturing. It is the leading Western candidate to build a mine-to-magnet supply chain outside China.
Catalysts
- Ramp-up of domestic magnet production
- Government and customer offtake agreements
- Rare-earth pricing and supply-security policy
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.