Global Materials | Industrials | Commodities

Rahul Jain

Equity Bottom-Up

<ul>
<li>The U.S. Department of Defense has committed $550 million to MP Materials through preferred equity, a loan, and offtake guarantees to build a fully domestic rare earth magnet supply chain.</li>
<li>This positions MP as the U.S. government’s strategic partner for critical magnet materials, accelerating its shift from miner to fully integrated magnet producer.</li>
<li>With a 10-year NdPr price floor, guaranteed offtake, and minimum EBITDA protections, MP now has robust downside protection and earnings predictability through 2035.</li>
</ul>


The U.S. Department of Defense has committed $550 million to MP Materials through preferred equity, a loan, and offtake guarantees to build a fully domestic rare earth magnet supply chain.
This positions MP as the U.S. government’s strategic partner for critical magnet materials, accelerating its shift from miner to fully integrated magnet producer.
With a 10-year NdPr price floor, guaranteed offtake, and minimum EBITDA protections, MP now has robust downside protection and earnings predictability through 2035.


MPマテリアルズ（NYSE: MP） | 防衛関連統合が戦略的再評価の基盤となる

MP Materials Corp

MPマテリアルズ（NYSE: MP） | 防衛関連統合が戦略的再評価の基盤となる