Key Takeaways MP Materials posted 84% revenue growth on higher NdPr output in Q2 but remains weighed down by rising costs.Lynas achieved its first commercial Heavy Rare Earths production outside China in decades.Lynas outpaced MP with a 63.5% stock gain and upward earnings estimate revisions in recent months.MP Materials (MP) and Lynas Rare Earths Limited (LYSDY) are two leading players in the global rare earth supply chain, crucial to the production of high-performance magnets used in EVs, defense and high ...