Building a business from the ground up takes time, but MP Materials is about to hit an important inflection point. MP Materials (NYSE: MP) was early to the rare-earth metals story, positioning the company well as the importance of these materials became more widely understood. In fact, rare-earth metals are so important that the U.S. government even stepped in to provide the company with financing. The company's next big step is coming in the fourth quarter, when it expects to start commercial shipments of rare-earth magnets to General Motors.The big problem with rare-earth metals is that much of the world's supply comes from China. China has proven more than happy to use access to rare-earth metals as a geopolitical bargaining chip. In fact, China's threats to limit supply led automakers to warn that they may be unable to produce enough vehicles in mid-2025. The problem, however, is much bigger than the auto sector.Image source: Getty Images.Continue reading

On September 18, 2026, Reuters reported that state-owned China Rare Earth Group is in talks to acquire Shenghe Resources, which holds a roughly 3% stake in US rare earths company MP Materials Corp. (NYSE:MP) and also serves as MP’s exclusive offtake partner for distributing rare earth concentrate in China. A deal would extend Beijing’s consolidation […]

Shares of MP Materials Corp. (NYSE:MP – Get Free Report) traded down 1% during mid-day trading on Friday. The stock traded as low as $48.13 and last traded at $48.7860. 3,822,958 shares were traded during trading, a decline of 41% from the average daily volume of 6,466,799 shares. The stock had previously closed at $49.30. […]

MP Materials (NYSE:MP) Shares Down 1% - Should You Sell?

UUUU advances its rare earth strategy with new separation capacity, acquisitions and projects targeting light and heavy REE oxide production.

MP is advancing into magnet manufacturing, with GM qualification underway and commercial shipments expected in Q4 as production ramps.

InvestorPlace - Stock Market News, Stock Advice & Trading Tips China's grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout. The post China’s Rare Earth Squeeze Is Making MP Materials More Important appeared first on InvestorPlace.

China As The Persian Gulf Power Broker China As The Persian Gulf Power BrokerOver the summer the investment world marveled at China’s success in reducing oil demand.They cut imports by 5 million barrels a day and the economy did not seem to experience any negative impact.That was primarily attributed to the growth of the battery-driven auto market. China’s auto sector has pioneered the mass production of extended-range vehicles which greatly reduce reliance on oil.The hole in this argument is that if that were the primary reason for the resilience in the face of a shortage of refined products, why was demand so high before the crisis?That implies that the primary reason for the resilience is China has been tapping its significant reserves of oil.Back in February, those reserves were estimated to amount to about six months of usage. The battery-electric auto market may have helped stretch that timeline.However, we are now seven months from the beginning of this short supply episode, so it is reasonable to now expect China to be more eager to buy cargoes.This appears to now be underway. China began to increase imports this month.That is putting a floor under prices which means crude oil will stay higher for longer without a meaningful increase in deliveries.This is why the bombing of Saudi Arabia’s east/west pipeline is so important. That was a clear threat to the six-month status quo.The Saudi response was to immediately increase cargoes towards the Strait of Hormuz.This comes with obvious risks.Iran’s proxies attacked the pipeline. What assurance do tanker owners have that Iran will now permit traffic through the Strait of Hormuz?That’s a big question. The interim solution has been for Saudi Arabia to absorb this risk for buyers.They are selling on a cash-on-delivery basis to Asian refiners. That offers substantial security to customers.They are also transporting the oil through the Strait and handing it off to other tankers off the shore of Oman. These ship-to-ship transfers offer greater security to tanker owners, which reduces their insurance costs and improves margins.So, what’s next? Read more

Critical Metals is surging while every name around it slides, and no confirmed catalyst explains why one stock in a tightly correlated rare earth basket suddenly decided to go its own way. The post Critical Metals Jumps 9% While the Rare Earth Group Stalls; MP Materials Ticks Up, USA Rare Earth Eases appeared first on 24/7 Wall St.. Critical Metals (NASDAQ:CRML) stock trades at $8.39, up 9% in Thursday afternoon trading. The move stands out because the rare earth complex around Critical Metals has drifted lower into midweek, leaving one name doing the work the group used to share. MP Materials (NYSE:MP) stock is at $49.37, rising 1% on the session. USA Rare Earth (NASDAQ:USAR) stock is at $15.47, down 2%. Together those quotes leave Critical Metals outpacing its two closest domestic peers by a wide margin, and the split from the group is what makes this session unusual for a basket that has been trading as one. Zooming out to the sector, the VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX) is at $67.23, down 2%. As a broad-market check on Critical Metals, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is at $767.50, or nearly unchanged for the day. Critical Metals is climbing without help from that benchmark and without help from the wider tape. Critical Metals Stock Moves Apart From Its Sector Critical Metals has confirmed no fresh company news to attach to this session’s move. A security agreement involving Greenland drew attention to Critical Metals and its rare earth project earlier this week, and those shares rose alongside their peers on that story. That backdrop is dated by now instead of a live cause, and the tape today isn’t carrying peers along in the same way. Continued buying in Critical Metals after that earlier attention, with no confirmed new information attached, is the most plausible mechanism at work. The tape around Critical Metals is behaving like a single-name follow-through trade instead of a sector move, and the divergence from peers reinforces that read. Momentum that outlives its headline can persist for a while, and it can also fade without warning when the marginal buyer runs out. Putting Critical Metals Stock’s Move in Perspective Earlier this week these names moved together on the Greenland headline, with the rare earth cohort climbing on the same story that lifted Critical Metals. Coordination like that has plainly ended in this session. Critical Metals is rising while REMX is lower and USA Rare Earth is lower, and MP Materials is only modestly higher, so the peer set is no longer pointing in one direction. The broad market is close to flat, so nothing in the wider tape explains either side of the split around Critical Metals. The recent run in 29.48% Critical Metals already reflected the security-deal reaction, and today’s additional gain extends that stretch without a new confirmed headline behind it. Behavior like this matters for how to read Critical Metals here. When a single stock leaves its group behind on no fresh news, the trade is usually being pushed by short-term flows rather than fundamentals attached to Critical Metals itself. That distinction changes how a position in Critical Metals should be structured, since flow-driven runs unwind on a different schedule than fundamental ones. What to Watch Critical Metals stock could keep drifting higher on momentum, or fade back toward the peer trend if the group weakness pulls it in. Traders can watch for a reversal in Critical Metals late in the session, since a divergence this wide against REMX and USA Rare Earth usually resolves in one direction fairly quickly. A close well off the highs in Critical Metals would be the first sign the bid is tiring. Investors sizing new positions in Critical Metals stock should scale their exposure carefully given the sharp weekly run and the absence of a fresh confirmed catalyst. Modest allocation to Critical Metals, calibrated around the risk of a mean-reversion pullback, is the safer read here. Holders of Critical Metals from lower levels can trim their positions into strength rather than adding into the momentum. The setup around Critical Metals stock is straightforward from here. Any sector snap-back would likely let CRML hold the bid and extend the run. If group weakness deepens instead, Critical Metals is where profit-taking would concentrate first given the size of its weekly gain. Released: The Definitive Guide to Retirement Income (Sponsor) Most people spend their entire working lives focusing on one thing: growing a pile of money. Then they retire and discover the skill they actually need is close to the opposite. Turning that pile into steady income, year after year, through good markets and bad, without ever running out. It may be the least discussed and most consequential transition in personal finance, and plenty of otherwise careful investors walk into it with no real plan. That is exactly what The Definitive Guide to Retirement Income helps answer. It is a free guide from Fisher Investments covering what your retirement will really cost, where the cash flow should come from, and how much you can safely withdraw each year. Learn more here. Learn More Here › The post Critical Metals Jumps 9% While the Rare Earth Group Stalls; MP Materials Ticks Up, USA Rare Earth Eases appeared first on 24/7 Wall St..

State Street Corp lifted its holdings in shares of MP Materials Corp. (NYSE:MP - Free Report) by 5.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,773,746 shares of the company's stoc

General Motors (NYSE:GM) is set to receive its first offtake from MP Materials’ (NYSE:MP) Independence Plant in Fort Worth, Texas, US — more than five years after signing the long-term supply deal. Signed in September 2021, the deal covers US-sourced and manufactured rare earth materials, alloy, and finished magnets. These components will supply the electric […] General Motors (NYSE:GM) is set to receive its first offtake from MP Materials’ (NYSE:MP) Independence Plant in Fort Worth, Texas, US — more than five years after signing the long-term supply deal. Signed in September 2021, the deal covers US-sourced and manufactured rare earth materials, alloy, and finished magnets. These components will supply the electric motors used across a number of GM models built on the Ultium Platform. At the signing of the deal, GM Vice President for Global Purchasing and Supply Chain Shilpan Amin said GM is focused on building a resilient and sustainable electric vehicle (EV) manufacturing value chain in North America. The aim is to accelerate a mass market for EVs domestically. Purchasing domestically is a goal that GM set out amidst the COVID-19 pandemic when supply chains were under stress. Combined with global reliance on China for a number of metals and minerals, that stress pushed the drive to regionalise supply chains. GM’s agreement with MP Materials gives it more control of its supply chain, eliminating external factors that can come with bringing components in from other parts of the world. MP Materials began producing rare earth metal in 2024 for GM, with first magnets produced in 2025. GM has since tested the resulting components in prototype motors at its engineering facilities in Michigan. MP Materials is the only fully integrated rare earth producer in North America, working across mining, processing, advanced metallisation, and magnet manufacturing. The company owns and operates the Mountain Pass Mine in California — a site that integrates mining, milling, flotation, separation, refining, and finishing. Write to Amy Rotman at Mining.com.au Main image: MP Materials

MP Materials (NYSE:MP) Shares Down 4.1% - Time to Sell?

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"Buy where you build."

MP Materials mines and processes rare earth minerals in California, including neodymium-praseodymium oxide used in high-performance magnets. David McNew/Getty ImagesLook around you, and you’ll see rare earth elements at work. A phone vibrates because a magnet moves a weight. Its screen was polished with cerium powder. Its connection to the rest of the world crosses oceans on cables amplified with erbium. If you drove today, a rare earth magnet helped you steer, and a cerium compound scrubbed the exhaust. All of these devices function because of 17 metals collectively known as rare earth elements. The scientists who gave the group that name in 1794 created a misnomer. Cerium alone is about as common in the Earth’s crust as copper. However, separating rare earth minerals from one another and from raw ore is intensely difficult. As a result, countries that control the processing of rare earth minerals have a lot of political leverage. China processes most of the rare earth minerals used around the world, and it isn’t just consumer electronics that depend on Chinese exports. The U.S. military’s F-35 fighter jets and Virginia-class submarines need rare earths too. I spent years adjudicating war games for the U.S. Navy. War games force players to identify the hidden constraints that render a beautiful plan untenable. Rare earth processing is exactly such a constraint. China showcased the power of its rare earths leverage with a series of export controls issued in 2025 that it agreed to suspend – at least until Nov. 10, 2026. Controlling the supply enables a government to slow a rival’s growth, or halt it. China’s ability to extend the suspension of its export controls or let them go into effect gives it leverage on the geopolitical stage. In the parlance of Theodore Roosevelt, it’s a very big stick. How China took the lead California’s Mountain Pass mine led world production of rare earths until the late 1980s. Multiple instances of radioactive wastewater spilling from the mine into the Mojave Desert made it hard to keep domestic production running. When China expanded its own mining and sold the processed materials for less, the logic of switching rare earth suppliers was easy. Mountain Pass’ separation plant closed in 1998, and the mine itself stopped in 2002. MP Materials restarted mining there in 2017 as concern about access to rare earth minerals rose, but the U.S. still imported more than two-thirds of the rare earth elements it used as recently as 2025. The U.S. has rare earth minerals, but few mines. For years, it shipped much of what it does mine overseas for processing. MP Materials’ Mountain Pass mine and processing facility restarted in California in 2017. Tmy350/Wikimedia Commons, CC BY-SA China, which mined about 60% of the world’s rare earth elements used in magnets in 2024, handled about 91% of separation and refining. Buyers using processing in China got material below the cost of making it themselves, and none of the cleanup bills or the bad press. But they ceded leverage to the processor in exchange. The trade was understood. It just didn’t look as threatening at first from a China that was still rising. Why rebuilding is slow The U.S. Government Accountability Office cited estimates in 2010 that rebuilding a domestic supply chain including mining, separation and magnet manufacturing would take as long as 15 years. Actually rebuilding that supply chain has been slow for several reasons. China runs its plants with thousands of experienced engineers; the U.S. has far fewer experts. Today’s industrial-scale cutting-edge technologies were developed in China, and the government there has no reason to share. Beijing also banned exports of the separation technology itself in December 2023. The U.S. has rare earth deposits, but little mining. The pink areas in this U.S. Geological Survey map are believed to have potential for rare earth deposits. USGS The U.S. government has committed more than US$7 billion since April 2025 to try to rebuild U.S. rare earth production capacity. The Pentagon bought $400 million of preferred stock in rare earth producer MP Materials in 2025, giving it 15% ownership of the company. MP Materials expects its next magnet plant to begin testing the equipment in 2028. The Commerce Department also signed a letter of intent in 2026 to give a magnet maker, USA Rare Earth, $277 million in direct funding and a $1.3 billion loan, both aimed at developing facilities in Texas and Oklahoma. But export roadblocks put up by China are making rebuilding that supply chain more difficult. What happens on Nov. 10 On Oct. 9, 2025, China’s Ministry of Commerce announced six wide-ranging export control measures. One, Announcement No. 61, affects what even factories abroad can export. A factory in Germany or Japan would need a Chinese license to export a product if Chinese-origin rare earths made up 0.1% or more of its value, or if it used Chinese rare earth technology. After President Donald Trump met Chinese leader Xi Jinping that month, Beijing suspended six export controls until Nov. 10, 2026, in exchange for Washington pausing its “affiliates rule,” which imposes restrictions on companies that are majority-owned by certain blacklisted firms, for one year. Both controls snap back into place automatically unless both governments extend their pauses. What stays in place Some of the export rules were never suspended, including licensing imposed by China in April 2025 on exports of seven of the heavier rare earths. Automaker Ford saw how the export controls can affect a company when it had to idle its Chicago assembly plant for a week in May 2025 for want of magnets – critical to speakers and electrical motors – because of the export rules. Ford CEO Jim Farley described his supply as “day to day” because he had no alternate source. Ford was able to resume production only with Beijing’s approval. A visitor stops by a rare earth iron ore exhibit during the 5th China-Mongolia Expo on Aug. 26, 2025, in Hohhot, China. Ding Genhou/VCG via Getty Images On June 22, 2026, China’s Ministry of Commerce put 10 U.S. companies on its export control list. Neither Chinese nor foreign firms can sell those companies any goods that have both civilian and military uses. Most of them build drones, radar, aerospace systems and military vehicles. Two of them – MP Materials and USA Rare Earth – are the federally backed American companies furthest along in building a mine-to-magnet chain. Beijing said its move was a response to a similar move by the Pentagon. My interpretation is that China picked MP Materials and USA Rare Earth because they are best placed to reduce America’s need for Chinese processing. An extension of the pause on Nov. 10 would honor the truce, but the heavy rare earth licenses and the June 22 ban on the targeted firms would still apply. The truce means both parties get to play nice. It doesn’t mean they are being nice. Three paths For the U.S., leaving processing in China is the fastest and cheapest solution, but that leaves it exposed to Beijing’s restrictions. Rebuilding a U.S. rare earths supply chain would remove most U.S. dependence on China for rare earths and the political leverage it implies. But it would take longer, startup costs run to the billions of dollars and separation produces acidic, and sometimes radioactive, residues. Building a supply chain with allies such as Australia or Japan, both of which have started to build capacity, would lower the risk of the U.S. being cut off unilaterally. Japan has run this play with some success, but the suspended Chinese rules affect any use of their technology abroad. President Xi’s Sept. 24, 2026, meeting with Trump may help determine the status of the Nov. 10 restrictions, but the larger conflict over leverage will continue. Charles Edward Gehrke does not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and has disclosed no relevant affiliations beyond their academic appointment. MP Materials mines and processes rare earth minerals in California, including neodymium-praseodymium oxide used in high-performance magnets. David McNew/Getty ImagesLook around you, and you’ll see rare earth elements at work. A phone vibrates because a magnet moves a weight. Its screen was polished with cerium powder. Its connection to the rest of the world crosses oceans on cables amplified with erbium. If you drove today, a rare earth magnet helped you steer, and a cerium compound scrubbed the exhaust. All of these devices function because of 17 metals collectively known as rare earth elements. The scientists who gave the group that name in 1794 created a misnomer. Cerium alone is about as common in the Earth’s crust as copper. However, separating rare earth minerals from one another and from raw ore is intensely difficult. As a result, countries that control the processing of rare earth minerals have a lot of political leverage. China processes most of the rare earth minerals used around the world, and it isn’t just consumer electronics that depend on Chinese exports. The U.S. military’s F-35 fighter jets and Virginia-class submarines need rare earths too. I spent years adjudicating war games for the U.S. Navy. War games force players to identify the hidden constraints that render a beautiful plan untenable. Rare earth processing is exactly such a constraint. China showcased the power of its rare earths leverage with a series of export controls issued in 2025 that it agreed to suspend – at least until Nov. 10, 2026. Controlling the supply enables a government to slow a rival’s growth, or halt it. China’s ability to extend the suspension of its export controls or let them go into effect gives it leverage on the geopolitical stage. In the parlance of Theodore Roosevelt, it’s a very big stick. How China took the lead Californ

MP Materials' progress could reduce US reliance on China for rare earths, enhancing domestic EV supply chains and national security. The post MP Materials nears full production, set to deliver magnets to GM in Q4 2026 appeared first on Crypto Briefing.

For years, the “domestic rare earth supply chain” has been more of a policy talking point than a viable business. That’s starting to change. MP Materials Corp. (NYSE:MP), the company at the center of America’s push to reduce reliance on Chinese-processed rare earths, told investors at the Jefferies Global Industrials Conference on September 9 that […]

A new U.S.-Denmark-Greenland security agreement is reframing investor attention around secure rare earth supply chains, keeping permanent-magnet materials like NdPr in focus. MP Materials stands out in the press release as the U.S. incumbent with rising Q2 2026 NdPr production and sales, alongside a separated gadolinium offtake with a new American aerospace and defense customer and a drone-focused magnet standardization initiative.

MP Materials (NYSE:MP) Stock Price Up 2.1% - What's Next?

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A Greenland security deal sent Critical Metals soaring Monday, but Tuesday brought a sharp reversal that has nothing to do with the Tanbreez project itself. Here is what the peer group and the broader rare earth ETF reveal about what is actually driving the selloff.

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MP Materials Corp. (NYSE:MP – Get Free Report)’s stock price was up 6% during trading on Monday . The stock traded as high as $50.65 and last traded at $50.09. 5,277,771 shares changed hands during trading, a decline of 19% from the average daily volume of 6,507,746 shares. The stock had previously closed at $47.26. […]

MP Materials (NYSE:MP) Shares Up 6% - What's Next?

The central takeaway is that Japan’s established producers, Ochang, LCM in Britain, MP Materials in Texas, and Thailand’s alloy-powder operation are the clearest sizeable operating nodes in this inventory. Many of the larger numbers now circulating—France, South Carolina, the Ochang expansion and the proposed American plant—are future nameplate capacities. The post Rare Earth Metal and Alloy Capability Outside of China in September 2026 appeared first on InvestorNews.

Shares of Critical Metals (NASDAQ:CRML) are surging in early Monday trading after news of a U.S.-Greenland security pact put the company’s Tanbreez rare earth exploitation permit back in front of investors. Critical Metals stock is at $8.41, up 25%, and the bid concentrates in the one listed name a Greenland headline attaches to directly. The […] The post Critical Metals Surges 25% as Greenland Security Pact Puts Tanbreez Rare Earth Permit in Focus; USA Rare Earth Climbs 6%, MP Materials Rises 4% appeared first on 24/7 Wall St.. Shares of Critical Metals (NASDAQ:CRML) are surging in early Monday trading after news of a U.S.-Greenland security pact put the company’s Tanbreez rare earth exploitation permit back in front of investors. Critical Metals stock is at $8.41, up 25%, and the bid concentrates in the one listed name a Greenland headline attaches to directly. The VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX) is at $70.09, up 2%, showing the broader rare earth complex isn’t repricing in step with Critical Metals. Also, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is at $767.08, up 0.7%, a positive but comparatively quiet backdrop that lets the Critical Metals move stand out. Meanwhile, USA Rare Earth (NASDAQ:USAR) stock is at $16.34, up 6%, and MP Materials (NYSE:MP) stock is at $49.07, up 4%. Both are trading as second-order beneficiaries of any Western push to lock in non-China rare earth supply. Greenland Security Pact Puts Tanbreez in the Spotlight President Trump announced Friday that the U.S., Denmark and Greenland had reached an agreement on Greenland’s security, saying Denmark would grant the United States permanent control over security and all other needs in Greenland, and that the deal came at no cost to the United States. Denmark’s Prime Minister Mette Frederiksen and Greenland’s Prime Minister Jens-Frederik Nielsen said in a joint statement that the agreement strengthens common security in the Arctic and the North Atlantic area while recognizing the sovereignty and territorial integrity of the Kingdom and the right of the Greenlandic people to self-determination. The agreement’s text hasn’t been released, which explains the sharp Critical Metals response. A U.S. State Department official, who was not named, described the provisions as permanent access, basing and overflight rights, unilateral U.S. power to build additional military structures without approval from Greenland or Denmark, and a ban on adversaries making investments in Greenland’s sensitive sectors. None of the described provisions transfers a mining right, grants a mining license or provides funding for a mining project. The agreement is expected to be signed at the United Nations General Assembly and still needs to move through parliamentary procedures to enter into force, leaving the Critical Metals reaction pinned to political posture rather than a signed document. Why the Bid Lands on Critical Metals Critical Metals owns Tanbreez in southern Greenland, which the company says holds the only exploitation permit for rare earths in Greenland. The company is pre-revenue and in the exploration and development stage, with Tanbreez sitting alongside the Wolfsberg lithium project in Austria. That single-permit status is what lets a Greenland political headline attach cleanly to Critical Metals rather than diffuse across a sector ETF. The complication: the deal doesn’t hand Critical Metals a mining right it doesn’t already hold or capital it doesn’t already have. Today’s action prices a change in geopolitical posture around a permitted deposit rather than a change in what Critical Metals currently produces. Peer Reaction and Sector Read USA Rare Earth and MP Materials are the natural second-order names to bid on a U.S.-Greenland story. Their moves are meaningfully smaller than the Critical Metals gain, suggesting the market is pricing a specific asset advantage at Tanbreez rather than a sector-wide re-rate. The VanEck fund’s modest lift reinforces that: the broader rare earth complex, weighted heavily toward Chinese and Australian producers, isn’t following in step. Because USA Rare Earth and MP Materials operate outside Greenland, the read-through from a Greenland headline is thematic rather than asset-specific. That sympathy bid can unwind quickly if the political story stalls before signature, the same dynamic we walked through in a recent look at China’s rare earth chokehold and the scramble for non-China supply. What to Watch Next Investors can watch for the signing at the U.N. General Assembly and any published text of the agreement, since that’s where the Critical Metals story either firms up or fades. The next hard catalyst is the definitive feasibility study targeted by end of 2026, which moves Tanbreez forward regardless of the security pact. Given how much of today’s Critical Metals move rests on a headline whose text isn’t public, traders should size their exposure to fit a pre-revenue explorer with a going concern doubt flagged in its filings rather than a producing miner. Investors may want to keep an eye on whether the peer names hold their gains once the initial headline reaction fades, since sympathy trades in rare earths have historically given back quickly when the political catalyst doesn’t convert into contracts. Ask a Question, Get a Dashboard: What Yahoo Scout Does Inside AlphaSpace AlphaSpace is a powerful new research platform that is democratizing investing and trading for individuals today. It brings insights and data that previously would have been the stuff of Wall St traders, or hedge funds. But that's not all. Every AlphaSpace view has an AI analyst wired into it. Yahoo Scout pulls the numbers behind a move, sets up the panels for a company you have never researched before, and turns a vague question into something you can actually look at. Access runs $39.95 a month or $479.40 for the year, and the first seven days are free.Start the trial and look around. (Sponsor) The post Critical Metals Surges 25% as Greenland Security Pact Puts Tanbreez Rare Earth Permit in Focus; USA Rare Earth Climbs 6%, MP Materials Rises 4% appeared first on 24/7 Wall St..

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State-owned China Rare Earth Group, the country’s largest producer of heavy rare earth elements, is in talks to take a controlling stake in listed peer Shenghe Resources, according to people familiar with the matter — a domestic industry consolidation that has pulled the U.S. Department of Defense into the spotlight via a tangled cross-Pacific shareholding […] State-owned China Rare Earth Group, the country’s largest producer of heavy rare earth elements, is in talks to take a controlling stake in listed peer Shenghe Resources, according to people familiar with the matter — a domestic industry consolidation that has pulled the U.S. Department of Defense into the spotlight via a tangled cross-Pacific shareholding link. The two sides have held… Source

MP Materials (NYSE:MP) Shares Down 4.1% - Should You Sell?

China Rare Earth Group is in talks to take control of Shenghe Resources

NewEdge Advisors LLC increased its holdings in MP Materials Corp. (NYSE:MP - Free Report) by 135.8% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 39,866 shares of the company's stock after buying an additional 22,958 shares during the quarte

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MP Materials narrows its Q2 operating loss as revenues surge 89%, but rising costs and investments keep pressure on profitability.

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America's rare-earth build-out is moving beyond the mine. See how three companies compare on magnets, processing, customers, capital needs, and the execution hurdles that could decide the winners. MP Materials (NYSE: MP), Energy Fuels (NYSEMKT: UUUU), and USA Rare Earth (NASDAQ: USAR) are competing for a bigger role in America's rare-earth supply chain. The bullish opportunity is moving downstream into processing and permanent magnets, where MP leads today, but its rivals could narrow the gap if ambitious expansion plans translate into qualified commercial output.Stock prices used were the market prices of Aug. 31, 2026. The video was published on Sept. 16, 2026.Continue reading

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Freedom Broker began coverage on shares of MP Materials in a research note on Wednesday. They set a "hold" rating and a $57.00 price target on the stock.

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A refinery study just gave Critical Metals investors a concrete dollar figure to argue over, and the stock is moving while its better-established peers barely flinch. Whether that gap reflects genuine rerating or a speculative overshoot depends on what happens at a shareholder meeting next month. The post Critical Metals Rallies 5% on Tanbreez Refinery Study Projecting Up to $2.2B in Annual Revenue; USA Rare Earth Inches Higher, MP Materials Unmoved appeared first on 24/7 Wall St.. Shares of Critical Metals Corp. (NASDAQ:CRML) are up 5% to $6.65 in early Wednesday trading, after the company released further details on its mine-to-metals plan for the Tanbreez rare earth project in Greenland. The catalyst is a refinery study that puts a dollar range on future processing revenue, giving investors something quantitative to weigh on an otherwise pre-revenue name. The move stands out on a session when the broader rare earth complex is barely stirring. The VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX) is up 1% to $69.20, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.3% to $759.52. The peer moves are muted, with MP Materials (NYSE:MP) stock up 0.8% to $49.54 and USA Rare Earth (NASDAQ:USAR) stock up 1% to $15.56. Critical Metals is outrunning its own sector rather than riding it, a pattern that reads as name-specific news rather than a rare earth rerating. Refinery Study Puts a Range on Tanbreez Revenue Critical Metals reported near-complete dissolution of eudialyte concentrate into 19 ultra-high-purity rare earth products, framing the results as validation of an integrated processing plan rather than a straight mining pitch. The company’s refinery study projects annual refinery revenue of $1.8 billion to $2.2 billion. Critical Metals stresses these are preliminary modelling figures, subject to further engineering, metallurgical test work, market conditions, permitting and a final investment decision that has not yet been made. A proposed refinery is structured as a Romanian joint venture that would receive half of Tanbreez concentrate production under an existing term sheet, with Critical Metals framing a European Union and NATO location as a Western supply chain answer to Chinese processing dominance. Critical Metals has also signed non-binding offtake term sheets with Ucore, REalloys, FPCU, and TQB for the concentrate itself. Executive Chairman and CEO Tony Sage stated the study results represent “a significant evolution in the Tanbreez value proposition” and reinforce “our commitment to a true mine-to-metals strategy.” MP Materials Is the Reality Check The subdued response from MP Materials is instructive. MP Materials already operates an integrated U.S. rare earth business spanning the Mountain Pass mine and the Independence magnet facility in Fort Worth, and it carries a market capitalization of $8.76 billion. A pre-revenue developer’s projection doesn’t reset that narrative, and USA Rare Earth, itself scaling a hydrometallurgical facility in Colorado and a magnet plant in Oklahoma, is inching higher without matching Critical Metals’ pace. Critical Metals is being rerated on a study rather than on production, and the company remains pre-revenue in the exploration and development stage. Every figure in the refinery model is preliminary and years from any cash-flow test. What the release changes is Critical Metals’ claim on the value chain, because processing Tanbreez concentrate in Romania rather than selling it would move Critical Metals from a deposit owner toward a supplier of finished rare earth products, closer in profile to MP Materials than to a pure exploration play. Greenland’s rare earth potential has moved from geological curiosity to geopolitical talking point, and Critical Metals sits near the front of that shift with the Tanbreez deposit. Locating downstream processing in Romania sharpens the Western supply chain framing, because an EU member state refining Greenlandic ore keeps the value chain outside Chinese jurisdiction end to end. That storyline is doing real work in today’s rerating of Critical Metals, even without production to point to yet. What to Watch Next The nearer, more binary event for Critical Metals is corporate rather than technical. European Lithium securityholders and optionholders are scheduled to meet on October 22 in West Leederville, Western Australia, to vote on the schemes of arrangement under which Critical Metals would acquire the company. Critical Metals expects implementation in November subject to securityholder and court approval. That vote carries real weight. European Lithium controls the corporate wrapper that would give Critical Metals a cleaner path forward on Tanbreez, and a rejection would force a rewrite of both the ownership arithmetic and the refinery story that just moved the stock. A clean approval sets Critical Metals up to spend the balance of 2026 executing on the study rather than defending it. Critical Metals investors can watch for whether today’s gains hold once the refinery numbers have been digested and attention rotates to the European Lithium vote. The Tanbreez economics are a long-cycle story built on preliminary modelling; the acquisition vote is a discrete near-term event. Given the pre-revenue profile and the stock’s elevated beta, traders weighing their CRML stock exposure here should keep their positions sized accordingly. Got $1,000? MP Made Our Top 10 List. Here's Who Else Did If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And MP was one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and see which stocks made the list –>> The post Critical Metals Rallies 5% on Tanbreez Refinery Study Projecting Up to $2.2B in Annual Revenue; USA Rare Earth Inches Higher, MP Materials Unmoved appeared first on 24/7 Wall St..

The Michigan Democrat endorsed the Ratepayer Protection Pledge and public equity stakes in firms like Intel and MP Materials DETROIT, MICHIGAN — Rep. Haley Stevens, D-Mich., threw her support behind three of the Trump administration’s signature economic policies in an interview with Fox News Digital.Collaboration between ratepayers and data center developers, public stakes in high-growth industries and loan guarantees for critical mineral extraction are all areas where the Michigan congresswoman says the Trump administration is charting the right course. She also pointed to bolstering American manufacturing and deterring the nation’s adversaries from hostage taking as areas where she believes bipartisan collaboration is possible."It's not just about taxation," Stevens told Fox News Digital when asked how revenues can be raised to fund healthcare and infrastructure programs. "If federal dollars are used, like what Mr. Elon Musk got from the federal government, so potentially this current administration could be right that ownership stakes should be on the table."PROGRESSIVE PRAISE FOR TRUMP AS WARREN BACKS PUSH TO CURB DEFENSE CONTRACTOR CEO PAYOUTSThe Trump administration has increasingly pursued direct equity stakes, alongside grants and loans, to steer capital into industries it considers strategically important, such as semiconductors and critical minerals.For instance, the administration converted $8.9 billion in federal funding into a 9.9% nonvoting stake in Intel, while the Pentagon took a 15% stake in rare-earth producer MP Materials. Both investments have increased in value since the government took them, although those gains are not realized until the shares are sold.While Stevens thinks stimulating economic growth is part of the equation for balancing the federal balance sheet, she did say that the "wealthiest of the wealthy" should "absolutely" pay more in taxes.Stevens rose to national prominence during her primary contest against Abdul El-Sayed, who has since become the Democratic nominee for Senate in Michigan. She cast herself as a more moderate alternative to El-Sayed, who she accused of unfairly singling out Jewish Americans.DEMOCRATS' CIVIL WAR HEADS TO MICHIGAN WHERE PROGRESSIVES FACE BIGGEST TEST YET IN HIGH-STAKES SENATE SHOWDOWNThough the primary feud between the two was intense, Stevens endorsed El-Sayed following a narrow primary defeat and signaled that, while she may agree with President Donald Trump on some things, she still sees his broader agenda as dangerous for America."I personally think [Republican nominee] Mike Rogers is going to continue to rubber-stamp Donald Trump’s chaotic agenda," she said in an interview after endorsing El-Sayed. "People are going to make a personal and private decision. I am not on the ballot in Michigan."Likewise, the White House isn't particularly warm towards Stevens."It’s rich that Haley Stevens claims to support President Trump’s proven economic agenda after voting against the President over 80 percent of the time in Congress – including on the Great One Big Beautiful Bill, which is the largest working-class tax cut in history," White House spokesman Kush Desai told Fox News Digital.MICHIGAN DEMOCRAT HALEY STEVENS BACKS EL-SAYED AFTER NARROW PRIMARY DEFEAT, CALLS SOCIALISM ‘DANGEROUS’Though Stevens is a loyal Democrat, she says that doesn’t prevent her from working across the aisle, especially on local issues.For that reason, she threw her support behind the Trump administration’s Ratepayer Protection Pledge, a collaborative framework bringing together utilities, data center developers, cooperatives and state governments to keep energy prices down amidst the massive buildout of AI infrastructure."I think collaboration is always a promising first step and path forward," Stevens told Fox News Digital when asked about the Ratepayer Protection Pledge. "Before I was in Congress, I had also worked on the bipartisan auto-rescue task force in the Obama administration. I was an Obama appointee, but there were also Bush appointees who stayed on, and there frankly were Republicans who were on the task force. And the reason I'm mentioning the auto task force is that we coordinated at the local level. We coordinated large-scale federal resources."Later in the interview, Stevens stressed to Fox News Digital that she is "really fired up about critical minerals," arguing that America makes itself vulnerable to China by failing to increase domestic production. She listed loan guarantees for mining firms, a policy currently being carried out by the Trump administration, as something she supports.WEST VIRGINIA UNIVERSITY RESEARCHERS TURN POLLUTED MINE WATER INTO CRITICAL RARE EARTH MINERALSThe White House did not respond to a request for comment when reached by Fox News Digital on Tuesday.Looking forward, Stevens — who has a strong record of bipartisan work — highlighted a few areas she believes are fertile ground for Republicans and Democrats to work together.CLICK HERE TO DOWNLOAD THE FOX NEWS APP"[Rep.] French Hill, who's a Republican from Arkansas and a great congressman, French Hill and I have passed considerable pieces of legislation to stand up to America's enemies, to stand up to our detractors, and that continues to be an area where I believe that we will see more bipartisan collaboration," she told Fox News Digital. "I also feel very strongly and I'm very proud to serve as the bipartisan caucus chair of the manufacturing caucus, our industrial sector, and one of the areas of great success for me in the Congress was, as a midwesterner, working with colleagues on the other side of the aisle to grow our manufacturing economy."

MP Materials (NYSE:MP) Trading Down 2.9% - Here's Why

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California State Teachers Retirement System grew its holdings in MP Materials Corp. (NYSE:MP - Free Report) by 5,523.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,225,687 shares of the compan

Baird Financial Group Inc. decreased its holdings in MP Materials Corp. (NYSE:MP - Free Report) by 18.1% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 98,402 shares of the company's stock after selling 21,739 shares dur

Conference spotlight on MP Materials MP Materials (MP) is heading into a busy September conference slate, with investor attention sharpened by fresh concerns over critical mineral supply and renewed scrutiny of U.S. rare earth producers. MP Materials shares, which last closed at US$50.68, have eased in recent weeks with a 30 day share price return of down 13.72% and a year to date move of down 7.80%. However, the 3 year total shareholder return of 143.30% and a 5 year total shareholder return...

Elmet Group shares soared after the Defense Department announced a $450 million investment aimed at expanding U.S. tungsten production and reducing reliance on China.

China’s threat to cancel the Trump-Xi summit raised fears of renewed critical-mineral supply problems and more volatility for U.S. rare earth stocks.

MP Materials (NYSE:MP) is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during

Rare-earth magnets are essential to the modern economy, and these two stocks help ensure a domestic supply. It's MP Materials (NYSE: MP) versus USA Rare Earth (NASDAQ: USAR) in the great debate over which is the leading rare-earth company that will solve the problem of securing a domestic supply. The two companies have key differences, which means they will work differently in your portfolio. Here's why, and a suggestion for how to invest in the sector.Both companies have received substantive backing from the U.S. government, and understandably so. China dominates the rare-earth market, and given the critical importance of rare-earth magnets to the global economy, it's a matter of national security to ensure that the U.S. defense and manufacturing sectors have access to domestically produced, non-China-sourced rare-earth magnets.Image source: Getty Images.Continue reading

MP Materials Corp. (NYSE:MP – Get Free Report)’s stock price fell 1.5% during trading on Friday . The company traded as low as $50.33 and last traded at $50.5680. Approximately 4,817,720 shares traded hands during trading, a decline of 26% from the average session volume of 6,550,131 shares. The stock had previously closed at $51.32. […]