The share price of a rare earth company has recently performed very brightly, almost doubling since July!

It is the only rare earth producer in the United States - $MP Materials(MP.US)$ , most recently because US national hedge fund investments have become a focus of the market. However, it is not possible to start early, and the country's defense is most important to MP's land resources. Other popular materials are key materials in High End Technology manufacturing, used in New energy Fund Cars, Consumer Electronics, Industrial Electronics, Industrial Robotics, Wind Power Aeronautics, Aerospace Robotics, Wind Power Generation, Aerospace Robotics, etc., Power Generation, Aerospace Power Supply Chain In IndustryChain.

In other words, land resources are extremely important, and the speech rights of the Land Industry Chain can reduce the cost of goods manufactured and production expansion of related industries.

Så,$MP Materials(MP.US)$ What kind of company is it? Does it really have the potential to become the World Trade Mark of the United States Earthmoving Industry Chain?

MP Materials' History of Destruction

MP was born in 1952, at the time still a mine called Mountain Pass, and its abundant “” elements supplied the majority of the world's electricity market, known as the world's rare-earth dominator.

AS EARLY AS 1980, CHINA'S RAREEARTH GREW RAPIDLY THANKS TO LOW COST AND HIGH YIELDS, SURPASSING THE UNITED STATES IN 1986, BECOMING THE LARGEST PRODUCER AND SUPPLIER OF RAREEARTH. Although the Mountain Pass started out in 15 years and ended up becoming a waste of money in 2015, the investment took off in 2015.

In 2017, one of JHL Capital's Conflict Funds at the low price of Mountain Pass, formed MP Materials。 In May 2021, Mountain Pass was successfully exported. However, today's MP still has precious earth resources, but lacks precision cutting technology, and cannot directly process raw materials into ferrous iron.

Therefore, MP made a big decision to partner with Shenghe Resources Holding, China's largest mining company, to sell the mineral separately and to list its shares in MP, which is now MP's fourth largest shareholder, holding a stake of 7.75%.

In this way, becoming a lifesaver for an MP and allowing the MP to survive smoothly.

The attractions of MP Materials

The MP seems to depend on the opponent and actually harbors greater ambitions.

The current MPP is a company whose power is to cover the entire Earthmoving Industry Chain, including the Upstream Mountain Pass Mining, the Mid-Sea Soil Oxide Materials Industry, and the Downstream Geomagnetic Iron Processing Industry.

At present, MP is moving to upstream and downstream products with higher added value, including the production of rare earth minerals refined into rare earth oxide (REO) and neodymium oxide (NdPR). Taken together, MP has achieved REO production of 0.0454 million tons in 2024 and neodymium oxide (NDPr) 1,294 tons. Combined with the quarterly data, REO production has entered a stable phase at present; NDPr production growth was evident, reaching 560 tons in Q1 2025, an increase of 330% year-on-year.

In terms of Magnetic Materials Business, MP's goal is to achieve commercial production of ferrous magnets by the bottom of 2025. Elsewhere in Fort Worth, Texas, Independence Facility has begun testing Class Car Magnets and received a $50 million upfront payment from General Motors. The Company expects the Magnetic Materials Business to see EBITDA in 2025, becoming another new growth driver.

What does the Defense Department's investment mean?

The United States defends its investment in MP Materials, in response to the US government's emphasis on the autonomy of the land industry.

This time, the country has registered 0.4 billion USD in the form of preferential shares in the form of MP, with an additional 15% stake expected to become the largest shareholder. The Ministry of National Defense will support MPP to expand its agricultural processing and to build a new magnet manufacturing plant in the United States, with an annual output of 10,000 tons planned to begin in 2028. In addition, the country's defense ministry has promised to buy 100% of the new factory produced in 10 years, setting a low price of $110 per kilogram for carbon dioxide, two of the current Chinese market levels.

This reflects the urgency of the US government to accelerate the degradation of the US Land Industry Chain. In the current Global Land Industry Chart, China alone is the leader, accounting for about 70% of global land production and 90% of mining production, as well as 65% of global agriculture.

MPA, however, has the largest ore, with 80% of raw materials exported to China and about 70% of its revenue comes from sales to Shenghe Resources Holding (Source: Earnings Reports 2024). Since this year, in the context of China's export controls and the Sino-US trade war, MP has not stopped selling and selling mineral spirits, which must have resulted in other short-term income.

So, for the MPA, a decrease in the level of growth relative to China is in the eyebrows. The need to accelerate the expansion of diving customers outside China is to accelerate the downstream business, accelerate the expansion of soil separation and magnetic iron manufacturing capabilities, and integrate the entire Soil Industry Chain.

For the United States, it's not just MP's quest for survival, but also the hidden chips for big gambling!

Stock Price Trend Analysis

After signing an agreement with the Ministry of Defense on July 10, MP shares jumped 50% to reach a multi-day high of $65.84 in a row.

As the positive news settles, the upward momentum of the MP share price may decrease. In the short term, we can refer to the Gold Dividing Line at 23.6% as the Prime Resistance, with the reference price around $54.7. Target Prices are expected to focus on the development of downstream business, including rising production performance. THE COMPANY EXPECTS TO PUBLISH Q2 RESULTS IN AUGUST 2025, AND WE CAN REVISIT THE RELEVANT DATA.

To summarize

In conclusion, MP Materials, the most representative earthmoving company in the United States, has changed from a pure mining company to a full-scale Industry Chain Company, and is releasing Bullish Signals.

The strategic location of MP will become even more important as the demand for ferrous and magnetic ferrous metal from electric vehicles, wind power generation, and industrial motors alike increases. In addition, the large number of orders from the top countries, as well as the recent Apple orders, can see that MP is gaining strong support in many ways in the development of the agricultural industry.

As far as investors are concerned, MP is a new week in the making, and its business performance is likely to reflect that of the Global Land Industry and is worth watching for the long term.