I'm not a stranger to MP Materials Corp. ( MP ), having already published four articles on the company. I began my coverage in 2021 with " Indirect EV Investment" , followed byValue focused investor with a contrarian mindset. I seek oppurtunities where market pessism creates long-term upside, often in overlooked or misunderstood sectors. My approach combines fundamental analysis, margin of safety principles and a willingness to go against the grain when data supports it.Analyst’s Disclosure:I/we have a bene ...

Aspiring rare-earths miner Ramaco Resources is raising capital via convertible debt. That pressured its stock early Wednesday. ...

From her Perth headquarters, Rinehart has quietly built the largest portfolio of rare-earth investments outside China, as per a Bloomberg report. Two decades after her first fortune in iron ore, she’s now worth $32.9 billion, her holdings in four listed rare-earth companies alone valued at $1.8 billion. The numbers place her among the world’s ten richest women, behind India’s Savitri Jindal and philanthropist MacKenzie Scott.Her rise coincides with a global scramble to diversify mineral supply chains. Chin ...

Key Takeaways MP Materials is forecast to report Q3 revenues of $53.14M, down 15.56% year over year.Earnings are projected at a loss of $0.14 per share compared with a $0.12 loss in the prior year.Strong NdPr output may boost sales, but halted China shipments likely weighed on results.MP Materials (MP) is scheduled to announce its third-quarter 2025 results on Nov. 6, after market close.The consensus estimate for MP’s third-quarter revenues is $53.14 million, indicating a 15.56% decline from the year-ago qu ...

In a bid to reduce China’s dominance in the rare-earth magnet sector, two U.S. startups have secured a $1.4 billion deal with the Trump administration and private investors.Equity Deal Backs Rare-Earth RecyclingAmerican Resources Corp. (NASDAQ:AREC), through its holdings in ReElement Technologies and with Vulcan Elements, announced a $1.4 billion deal with the U.S. government to build a fully domestic rare earth magnet supply chain.The agreement features a $620 million loan from the U.S. Department of War's ...

This year’s Asia’s Power Businesswomen list highlights 20 accomplished leaders who are at the forefront of the region’s fast-evolving business and economic landscape.The roll call of trailblazers, hailing from a dozen countries and territories, includes those playing key roles in powering the AI and advanced tech boom by heading up companies in sectors such as data centers, semiconductors and rare earths. Others are remaking family legacies, taking charge at storied enterprises in property, hospitality, ret ...

Shares of MP Materials, USA Rare Earth, and Ramaco Resources were all lower. ...

2025年，法日联手在法国搞了个大动作，建了个叫Caremag的稀土回收和精炼厂，说是全球最大的那种。外媒一报道，就有人喊中国稀土王牌要失效了。这 事儿听着热闹，但仔细瞧瞧，情况没那么简单。中国在稀土这块儿，资源多，加工强，市场调控也稳。法日这个厂子呢，看起来气势汹汹，可外媒也直指它 有三大死穴，成本、技术、原料都卡脖子。 2025年3月17日，法国公司Carester的子公司Caremag在拉克工业园区正式开工。拉克在法国西南部，原来是个化工基地，基础设施齐全，电力管道啥的都有 现成的。Carester这家公司2019年才成立，老板Frédéric Carencotte是个化学工程师，在Rhodia干了20年，专攻稀土。团队里一堆专家，总经验加起来超250 年，还帮美国Energy Fuels设计过分离设备。建这个厂，钱从哪儿来？总投资2.16亿欧元，法国政府出大头，1.06亿，通过France Relance和France 2030计划给 补助和可还预付款，还有绿色产业税收优惠。日本那边，JOGMEC和Iwatani合资的Japan France Rare Earth Company投了1.10亿，占股权 ...

10/31/2025President Trump continues to stress critical mineral development. 10/31/2025President Trump continues to stress critical mineral development. INVESTING RESOURCES EARNINGS PREVIEW: Palantir, Robinhood Among Leaders Set To Report Take a Trial Today Coal stocks have been pulling back over the past couple of weeks, shedding some of the hefty speculative gains that drove them well ahead of the market over the past several months. A handful of surging coal stocks drove the 13-company group to rebound 80 ...

2025年10月9日，中国商务部发布了新的稀土出口管制措施，要求所有含有0.1%以上中国稀土成分的海外产品，在转口之前必须获得中国的许可。同时，这 项新规还对用于军事目的的稀土出口进行了严格限制。这一政策迅速引发了美国的强烈反应。 仅仅三天后的10月12日，美国副总统彭斯在公开演讲中对中国发出严厉警告，要求中国要么撤销这一新的稀土管制，要么美国将动用所有手段进行反制。外 界普遍认为，彭斯如此强硬的言辞，反映了特朗普政府对于中国稀土出口管制政策的措手不及和深深的焦虑。 美国政府的这种强硬态度，实际上暴露了美国在稀土问题上的脆弱性。观察家们很容易看出，美国的激烈反应正是因为中方的稀土管制措施真正打到了美国 的痛处。 此次中国的"0.1%成分门槛"政策明确表示，只要一个产品中包含超过0.1%的中国稀土成分，就需要获得中国的出口许可。这意味着，美国曾试图通过第三 方绕过中国的稀土管制的道路，被彻底堵死。 那美国为什么不直接通过自己的技术来冶炼稀土呢？美国国内确实有稀土矿藏，最著名的是位于加州的芒廷帕斯矿区，年产2万吨稀土矿石。然而，美国的 稀土冶炼分离技术并不成熟，绝大部分从这个矿区开采出的矿石，必须送到中国进行加工 ...