Why did MPMter Raeps, MP -PRODUCER MAGNETS products have seen 150 % shares.

The deputy is a rare land mining worker in the country, while the United States aspires to compete against the dominance of the supply chain in China in this field. The price of its share increased by 365 % of the year so far, including an increase of 150 % in more than a month.

The MP market ceiling increased from more than $ 2 billion to $ 13 billion, and large lands entered-not bad for the company that brought Only 204 million dollars in revenue last year. It is a similar height of the existing Defense company in the Silicon Valley in the inter-But with all the respect for that company that is fueled by artificial intelligence, only 140 % shares have increased by 140 % so far.

“I give the deputy credit for the presence of insight and that he was in the right place at the right time,” Bin Chloe, Bird Big Research Analyst, tell luck. “I think it’s surprising because I didn’t think the government would interact in a strong and strong way.

“I think the fire is in the belly of the supply chain managers to stay away from China now.”

MP also is the producer of miners and magnets specialized in the country’s only integrated country, as it has just opened a metal magnet factory and a neodimium magnet in Fort Worth. No one is absent from the opportunity to market, called the deputy, this factory, “Independence”.

Strong magnets are very important as they are unknown. They are used in electric cars, renewable energy, mobile phones, military equipment, and recently artificial intelligence data centers. General Motors He was the first main agent of the Magnet MP.

From a military point of view, magnets are equally decisive: they are used in drones, combat aircraft, missile systems, and nuclear submarines. More than 80 % of the world’s neodimium magnet supply is manufactured in China. The United States considers some manufacturers, while China has a few hundred.

“Rare Earth” materials are in fact not rare, but they are expensive for separation and improvement. This growth takes financial support.

The Ministry of Defense bought MP shares worth $ 400 million in July to become a 15 % shareholder; On August 10, her initial deal was supported with an additional loan of $ 150 million to MP to help expand mining operations in Mountain Pass, California.

“We are taking decisive measures to restore our local mineral supply chain, revive our industrial base, and rebuild our army to achieve President Trump’s goal through force,” Emile Michael, Undersecretary for Research and Engineering, said in a statement. Michael is the former CEO of Uber.

Even the army, the deputy and the administration believes that the company is growing due to the mutation of artificial intelligence.

“We have the platform, partners and perspective to seize another huge runway of opportunities,” said the founder of the deputy, Chairman of the Board, and CEO James Littsky said in inviting the company’s profits on August 7. “It is not painful to have a seat in the front row and an important role in what may become the most important commercial shift in our generation, the era of material artificial intelligence.”

The rise of the deputy

The deputy was built on the ashes of the former mine owner, Macorp and mountain corridors facilities. A decade ago, Mickerep failed due to heavy debt and China’s price that is casting in rare global earth markets.

When seeing the issue of the mining thesis rare local lands, Litinsky and Nitinsky The Thesis called JHL Group Ended Fund in Milecorp bonds during bankruptcy procedures for 2015. Litinsky finally folded his box to buy Mountain Pass assets directly and form MP materials in 2017.

Litinsky has previously worked in the Fortress Investment Group collection, which is based in the New York, and MP Materials was published in 2020 when it merged with one of many special purposes, or SPACS, in a $ 1.47 billion deal.

“How can these financial players work as a mine and make him work?” Calou said. “But MP cleaned its additional operations, kept the debts low, focused on vertical integration and growth.” They surprised the bullish direction. ”

The Independence Factory opened in January, and the deputy was looking for a smoother growth path. However, in the spring, the Trump attack The war of tariffs shook mattersAnd companies began to realize that they should not depend on the Chinese supply chains.

“Many companies have not realized their magnets from China,” said Chloe. “Many people have awakened. This magnet goes to everything.”

This is the time when Wall Street, a jury of the Ministry of Defense under the second Trump administration, entered into force.

Steve Venberg, the new US Defense Secretary, is the co -founder of the billionaire of Cerberus Capital Management. Venberg led the extraordinary historical deal with Littsky. The Pentagon did not make a shareholder only 15 %. It included the total investment pledge of billions of dollars, as MP aims to expand its magnetic productive capacity by 10 times.

This expansion is expected to be completed in 2028. The deal also places the ground for prices for rare land materials in MP for 10 years, which helps compensate for the possibility of throwing foreign prices.

A spokesman for the Ministry of Defense said luck: “The rebuilding of critical minerals and rare Earth magnet sectors in the American industrial base will not occur overnight, but DOD take immediate measures to simplify operations and determine opportunities to enhance the production of critical minerals.”

Four days after the Pentagon deal announced on July 15, the deputy announced a 500 million partnership with Apple to provide rare ground magnets that are fully manufactured from recycled materials, a pledge that requires recycling expansion in both Mountain Pass and Fort Wort. MP and Apple have tried advanced five -year recycling techniques before announcing the deal.

“The American innovation pays everything we do in Apple, and we are proud to deepen our investments in the American economy,” Apple CEO, CEO of Apple said in a statement. “The rare ground materials are essential for making advanced technology, and this partnership will help promote the supply of these vital materials here in the United States.”

The deputy used to charge more raw materials to China due to the lack of ability to improve us. One of the potential MP buildings was the smaller ownership share that Senghe Resources in China, which helped Litinsky to buy Milecorp in 2017. But the position of US government ownership is large along with the new floor of pricing and Chinese definitions on US exports that allowed MP to delay China’s exports to China.

“We are focusing obsessed on investment and implementation in the United States of America,” Littsky said in his profit call. He stressed, “During years of implementation, there is no relentlessness, around this team, the bankrupt and displaced mine’s location to an integrated American national champion with an important strategic and economic platform.”