MP Materials Registered

MP Materials, operator of the only active rare-earths mine in the US, is seeing sharply rising long-term US demand for military components due to punitive tariffs on foreign drones. The company reports revenue growth of over 89% in the second quarter, confirming the fundamental turnaround. The news is driving extremely high trading volume. » More on finanzen.net

MP Materials rose about 8% midday Friday while USA Rare Earth and NioCorp also gained amid trader positioning for potential U.S. tariffs or industrial policy support for domestic critical minerals, though no rare-earth specific policy was confirmed. The move reflects market sensitivity to trade and stockpile policy rather than company fundamentals, with recent rallies tied to prior tariff and export restrictions. USA Rare Earth's August 28 shareholder vote on the Cerro Verde acquisition is the next concrete catalyst for the group. These names remain highly volatile and policy-dependent, with significant downside risk if anticipated measures do not materialize. » More on finance.yahoo.com

MP Materials reported Q2 revenue and PPA income of $126.1 million, more than double year over year, and adjusted EBITDA of $28.5 million as NdPr sales volumes rose 127%. The company produced 840 metric tons of NdPr and expects Q3 production to exceed 1,000 metric tons while addressing limited circuit reliability issues. MP completed mechanical build of its first heavy rare-earth separation circuit, expects terbium and dysprosium output later this year, and secured a multiyear gadolinium oxide supply agreement with a U.S. aerospace and defense customer. Magnet production at the Independence facility advanced with samples delivered to General Motors for qualification and initial commercial magnet shipments still targeted for Q4; construction at the larger 10X site is underway and full-year capex guidance remains $500–600 million. » More on finance.yahoo.com