For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Price · 180d
$64.70
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