|
Feb 18
|
|
$57.94
$57.94
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
U.S. Backing Puts Focus On MP Materials Valua...
|
|
Feb 17
|
|
$56.95
$57.94
+1.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
Rare Earth Stock Tests Historically Bullish T...
|
|
Feb 15
|
|
$58.03
$57.94
-0.2%
|
LONG
|
Marco Rubio
Secretary of State
|
Rubio emphasizes the need for a "Western supply chain that is free from extortion" and laments dependence on China for "critical supplies." This rhetoric confirms that "friend-shoring" and industrial policy remain top priorities. The specific mention of "critical supplies" points directly to Rare Earths (MP) and the broader industrial base required to process them domestically. The US government will likely continue to subsidize and protect these sectors to ensure national security. LONG domestic critical minerals and US industrials. China retaliates with export bans that cripple US manufacturing before domestic capacity is ready. |
Bloomberg Markets
Rubio Says US Wants Europe to Prosper, Allian...
|
|
Feb 14
|
|
$58.03
$57.94
-0.2%
|
NEUTRAL
|
Finnhub News
|
The headline compares MP Materials with another company, asking which stock offers better wealth-building potential. |
Finnhub - MP
USA Rare Earth vs. MP Materials: Which Stock ...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
A Look At MP Materials (MP) Valuation After R...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
LONG
|
Gina Raimondo
Former Commerce Secretary
|
Raimondo explicitly states, "China is ready, willing and able to weaponize their critical minerals, rare earths and supply chain." If the primary global supplier (China) weaponizes these assets, the US Government will be forced to aggressively subsidize and protect domestic and allied sources to ensure "economic security." This creates a structural tailwind for non-Chinese rare earth miners and processors. LONG domestic/allied critical mineral producers as national security assets. China flooding the market temporarily to crush competitors before restrictions tighten; regulatory hurdles for new US mines. |
CNBC
Former Commerce Sec. Gina Raimondo: Economic ...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
LONG
|
Finnhub News
|
MP Materials is supported by a Department of Defense price floor, and JPMorgan projects a significant 33% upside for the stock. |
Finnhub - MP
MP Materials Backed By $110 DoD Price Floor A...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
Are Options Traders Betting on a Big Move in ...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
Here's Why MP Materials Continues to Soar in ...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
LONG
|
Eirik Lie
CEO of Kongsberg Defense (Incoming CEO of Kongsberg Group)
|
"Basically your defense is only as secure as your supply chains are... meeting every single week about rare earth metals to make sure they have the supply." Second-Order Thinking: You cannot have a defense boom without a raw materials boom. If every major defense contractor is stockpiling "12 months of supplies" (as noted regarding Rheinmetall), this creates an artificial demand shock for critical minerals and rare earths upstream. LONG. Defense demand acts as a non-cyclical floor for rare earth prices, decoupling them slightly from general industrial demand. China export controls or new mining supply coming online faster than anticipated. |
Bloomberg Markets
Kongsberg Says Demand for Air Defense Systems...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
MP Materials: Advancing On National Security ...
|
|
Feb 13
|
|
$58.03
$57.94
-0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
MP Materials: A Miner Trying To Become A Cont...
|
|
Feb 12
|
|
$57.30
$57.94
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
USA Rare Earth Stock is Soaring in 2026, Is i...
|
|
Feb 12
|
|
$57.30
$57.94
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - MP
Trump's Favorite Commodity Is Coming To Deriv...
|
|
Feb 11
|
|
$60.58
$57.94
-4.4%
|
LONG
|
Doug Burgum
US Secretary of the Interior
|
Burgum announces the creation of a "Strategic Critical Minerals Reserve" for 60 elements, funded by private sector capital but backed by government "price floors" to block China from "illegal dumping to kill the price." The primary risk for Western miners has been China crashing spot prices to bankrupt competitors. A US-guaranteed price floor effectively creates a "government put option" on production, de-risking capital expenditure for domestic miners of Rare Earths (MP), Copper (FCX/SCCO), and Lithium. LONG. The removal of downside price risk via government policy is a massive structural catalyst for US/Allied miners. Implementation delays or legislative hurdles in funding the reserve. |
Bloomberg Markets
Coal Kept the Lights On During Storms, Burgum...
|