The US and China reached a one-year agreement to defer tighter export controls on rare-earth materials, boosting US efforts to reduce dependence on Chinese processing capacity, which currently dominates 85% of the global market. This development has positively impacted stocks like MP Materials, reflecting investor optimism about America's push for domestic rare-earth production, despite ongoing geopolitical tensions.
Rare-earth stocks, including MP Materials, declined after positive US-China trade negotiations suggested China might defer export controls on rare-earth materials, which could impact the sector's shares but won't halt Western development of these critical materials used in technology and defense. Despite recent drops, the sector has seen significant gains this year, and US efforts to develop domestic production continue amid ongoing trade discussions.
MP Materials and other rare-earth miners' stocks surged due to China's export restrictions and US retaliation threats, with MP reaching a 52-week high, amid broader trade tensions and increased domestic production efforts in the US for critical minerals used in high-tech and electric vehicle industries.
MP Materials and other rare-earth stocks surged due to China's export restrictions and US retaliation threats, with MP reaching a 52-week high, driven by geopolitical tensions and the importance of rare earths in tech and EV manufacturing.
MP Materials' stock fell 2.2% after a Wall Street downgrade from CFRA analyst Matthew Miller, who lowered his rating to Buy but significantly increased his price target to $88 from $20, citing a major Defense Department deal that will boost the company's capacity and profitability in rare earth minerals, crucial for electric motors and navigation equipment. Despite the downgrade, the overall analyst sentiment remains bullish, with most analysts rating the stock as a Buy, supported by the company's expanding operations and strategic government investments.
The Office of Strategic Capital has issued its first direct loan of $150 million to MP Materials to enhance heavy rare earth separation capabilities, part of a broader effort to strengthen the U.S. critical minerals supply chain and industrial base, funded by legislation signed into law in July 2025.
Apple's $500 million investment in MP Materials is seen as a strategic win for President Trump, highlighting a significant move in the company's supply chain and resource strategy.
Apple has signed a $500 million deal with MP Materials to secure rare earth magnets for its products, aiming to reduce dependence on China by developing US-based supply and recycling capabilities, amidst ongoing trade tensions and supply chain diversification efforts.
Apple has signed a $500 million deal with MP Materials to secure a domestic supply of rare earth magnets, starting in 2027, as part of its effort to bring iPhone production to the U.S. and reduce reliance on Chinese imports, aligning with broader U.S. industrial policies.
Apple has announced a $500 million deal with MP Materials to secure rare-earth minerals for its products, including building a new magnet manufacturing facility in Texas, as part of its broader investment in US manufacturing and supply chain resilience amidst global tensions and China's export restrictions on rare earths.
Apple has invested $500 million in MP Materials to develop a rare earth magnet recycling line in California and expand magnet production in Texas, aiming to support the manufacturing of hundreds of millions of Apple devices and strengthen US supply chains for critical materials.
Apple commits $500 million to strengthen the U.S. supply chain for rare earth magnets by partnering with MP Materials to build manufacturing and recycling facilities, aiming to boost domestic production, support jobs, and advance recycling technologies for critical materials used in Apple products.
The US is developing a separate, higher pricing system for rare earths to challenge China's dominance, with a US Department of Defense deal guaranteeing a minimum price for MP Materials and plans to increase magnet production, aiming to boost domestic industry and reduce reliance on China.
The Pentagon has taken a significant step to reduce US reliance on Chinese-controlled rare earth minerals by acquiring a 15% stake in MP Materials, the only operational rare earth mine in the US, and establishing a strategic partnership to secure critical resources for military and industrial use, aligning with President Trump's energy security initiatives.
The US is making strategic moves to boost domestic rare earth mineral production, including significant investments in MP Materials and promising developments at Ramaco Resources, signaling a push to reduce dependence on China and strengthen national security and industrial capabilities.
