MP Materials Corp. WKN: A2QHVL ISIN: US5533681012 Forum: Aktien User: Wanderlust

Why the Rare Earths Weapon Is Losing Its Force Every time China tightens its grip on rare earths, the rest of the world becomes a little better at finding them. The focus has shifted to three scarcer elements: samarium, dysprosium and terbium, which are used in performance applications such as electric-vehicle motors and wind turbines. Companies outside China are building separation circuits to isolate dysprosium, terbium and samarium, and some have already achieved commercial production, representing a warning for those who would seek to impede the flow of minerals around the world for geopolitical gain. https://www.bloomberg.com/opinion/articles/2026-08-02/why-the-rare-earths-weapon-is-losing-its-force?utm_source=website&utm_medium=share&utm_campaign=twitter

Project Swarm: Sovereign Airspace Requires a Sovereign Supply Chain https://mpmaterials.com/news/project-swarm-sovereign-airspace-requires-a-sovereign-supply-chain

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Defense procurement order boosts Alamos, Getchell and MP Materials stock outlook DA Davidson covers Alamos Gold (NYSE:ALM), Getchell Gold (NASDAQ:GMTL) and MP Materials (NYSE:MP), all of which the firm said are well positioned with non-adversarial supply chains currently ramping. Alamos Gold has surged 208% over the past year to a current price of $13.93, though it remains near its 52-week low and trades below InvestingPro’s Fair Value estimate, placing it on the platform’s Most Undervalued list. Analysts maintain a Strong Buy consensus on the $4 billion gold producer. The announcement emphasizes billions of dollars of near-term optionality at Getchell’s Tempiute tungsten project, the analyst said. The executive order underscores the need for the U.S. government to secure western primary supply of rare earths, tungsten and other critical minerals at a time the previous known stockpile on tungsten is believed to be fully depleted, DA Davidson said. https://www.investing.com/news/analyst-ratings/defense-procurement-order-boosts-alamos-getchell-and-mp-materials-stock-outlook-93CH-4803518

Trump’s call for defense contractors to ‘do magnets’ came after Don Jr reportedly took stake in rare minerals company President Trump called for defense contractors to ‘do magnets’ repeatedly, insisting the US had the materials and the companies would make money https://www.independent.co.uk/news/world/americas/us-politics/trump-magnets-contractors-rare-minerals-trump-jr-b3016292.html

$mp MP: Morgan Stanley reiterates its Overweight rating on MP Materials (MP) and raises its price target to $71.5 (from $70). The firm increased 2027 EBITDA to $374 million (+4%) and EPS to $0.89 (+6%), reflecting improving fundamentals. MP remains one of Morgan Stanley's 1/2 preferred U.S. critical minerals investments as structural demand and industrial policy continue strengthening the long-term outlook. 2/2 https://x.com/nino_tuto/status/2074913328774676695?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Rare earths are in your phone, your car, your headphones, the data centres running your AI, and more. I sat down with Ryan Corbett, CFO of @MPMaterials, to dig into the supply chain and what it means for investors. @WisdomTreeEurope @WisdomTreeFunds #RareEarths #Podcast https://x.com/mobeentahirwt/status/2070450209130213490?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Was über seltene Erden von Buy the Dip https://youtu.be/XNyha4lF540?t=3568&is=hd_Ua-yquQQy_1el

𝐁𝐨𝐟𝐀 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 reiterates 𝐁𝐮𝐲 on 𝐌𝐏 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟓 Analyst sees China's addition of MP to its export control list as having little to no impact, viewing it as reinforcement of MP's strategic value. https://x.com/aistocksavvy/status/2069066544848502910?s=46&t=CND_DF6ErYtM-d_GnIoKqA