MP Materials (MP) profits from US resource policy – Venezuela development could become a game changer!
MP Materials is the best leverage on America's strategy to end dependence on Chinese rare earths!
With Pentagon support and Venezuela optionality, the stock offers enormous geopolitical upside potential!
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I see a very interesting constellation with a very good CRV at MP Materials and other rare earth players like USA Rare Earth (USAR) , which makes these companies clear beneficiaries of the new US resource strategy. Recent events surrounding Venezuela have given the stocks a significant price boost – and this is just the beginning. As the largest producer of rare earths in the Western Hemisphere, MP Materials is right on time. The Trump administration is prioritizing the establishment of a domestic supply chain to break China's dominance, which...
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