MP Materials: The geopolitical bottleneck of Western Technology Supply Chains
High likelihood of a successful technical rebound at the GD200, as the contractual safeguard provided by the DoD’s minimum price protects the stock from downside risk, while the ramping up of magnet production releases margin upside.
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MP Materials (MP) serves as the essential strategic backbone for Western independence in rare earth elements. At a time when geopolitical control over technological metals is becoming a national security issue, the company, as a leading player outside of China, covers the entire value chain – from mining to processing to magnet production. The ultimate structural moat is the unprecedented public-private partnership with the U.S. Department of Defense (DoD). With a 10-year purchase guarantee, a price floor of $110 per kilogram for NdPr, and a...
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