Rare Earths: When Hype Finally Becomes Reality – Focus on MP Materials and USA Rare Earth!
After years of speculation, rare earth producers are finally delivering convincing business numbers – the hype is becoming a tangible investment story!
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The rare earths industry is undergoing a fundamental transformation. For years, speculation and geopolitical hopes dominated market movements, but now, for the first time, hard numbers are speaking. Lynas Rare Earths reported impressive revenue of $137 million for Q2 2026—a 43% increase year-on-year. Prices for rare earths climbed by 74%, while NdPr production increased by 17%. This development clearly indicates that the market is structurally shifting. Particularly exciting is MP Materials, the largest producer in the Western Hemisphere. The...
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