MP Materials: A Miner Trying To Become A Contracted U.S. Magnet Platform [Seeking Alpha]
MP Materials Corp. (MP)
Company Research
Source: Seeking Alpha
DoW signed a magnet offtake agreement tied to MP building a second magnet plant. Outside China, there are limited scaled routes from ore to separated products to magnet manufacturing. MP is attempting to be that route, and the DoW agreement explicitly pushes MP to build more downstream and heavy capability. wildpixel/iStock via Getty Images MP Materials ( MP ) is in the middle of a hard pivot: away from selling rare earth concentrate into China-linked channels and toward producing separated NdPr (the key magnet ingredient) and ultimately finished magnets in the U.S. In July This article was written by Quick Insights The DoW price protection agreement and magnet offtake guarantee a $110/kg NdPr floor and $140M annual EBITDA for the 10X plant, significantly reducing commodity price exposure. Commissioning and ramp risks in separation and magnet manufacturing, cost overruns, and potential contract friction could erode returns despite contractual downside protection. Pr
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MP
News
- MP Materials: Advancing On National Security And Government-Backed Cash Flow Floor [Seeking Alpha]Seeking Alpha
- MP Materials (NYSE:MP) was upgraded by analysts at TD Securities to a "strong-buy" rating.MarketBeat
- Is MP Materials (MP) Share Price Justified After Rare Earth Supply Focus? [Yahoo! Finance]Yahoo! Finance
- US proposes critical minerals trade bloc aimed at countering China [Yahoo! Finance Canada]Yahoo! Finance Canada
- TMC the metals company Inc. (TMC): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
MP
Earnings
- 11/6/25 - Beat
MP
Sec Filings
- 1/27/26 - Form SCHEDULE
- 1/22/26 - Form 4
- 1/22/26 - Form 4
- MP's page on the SEC website