Morgan Stanley upgradeing mining shares as the best choice to play rare land

Nader mine worker MP materials It will have the growing strategic value of the United States, as geopolitical tensions with China make critical metal supply more nade, according to Morgan Stanley.

The Investment Bank promoted MP materials to the equivalent of a purchase classification with a $ 34 stock price goal per share, which implicitly 32 % of the closure of Friday.

MP Mateials has the only rare Earth mine in the United States in Mountain Pass, California. China dominates the global market for rare land and processing, according to Morgan Stanley.

Analysts, led by Carlos de Alba, told clients in the Memorandum on Thursday: “Geopolitical and commercial tensions finally pay critical metal supply chains to the top.” “MP is the most integrated rare land company.”

Beijing imposed export restrictions on seven rare ground elements in April in response to the definitions of President Donald Trump. He kept these restrictions in place despite commercial conversations with us

Trump removed some restrictions on Wednesday on the defense production law, which may allow the federal government to provide the market price above to the rare land. MP MATERIALs is the best topical company to benefit from this, according to Morgan Stanley. Her shares rose more than 5 % on Thursday.

MP Mateials develops a fully rare ground supply chain in the United States and plans to start the commercial production of the magnet used in most electric car engines, marine wind turbines, and the future market for human robots, according to Morgan Stanley.

The Investment Bank expects that MP materials will publish a free negative monetary flow this year and in 2026, but the company has a strong public budget that must accelerate the positive free cash flow from 2027 ascending.