MP News and Press, MP Materials Corp Cl A From 02/16/21

Shares of rare earth-focused MP Materials (NYSE: MP) rose as much as 18% in the first 90 minutes of trading on Feb. 16. Although the miner, which only came public via a blank check company in late 2020, is going to be releasing its first quarterly earnings report as a public ent...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify. Cold snap A deep freeze enveloping large swathes of the U.S. has resulted in rolling blackouts for at least 5M people from the upper Midwest to Houston. Mo...

Beijing is exploring whether it can hurt U.S. defense contractors by limiting the export of rare earth minerals that are crucial for the manufacture of Lockheed Martin's (LMT) F-35 and other sophisticated weaponry, according to the FT. The Ministry of Industry and Information Technology has p...

Each week, within our service, we present covered call and cash-secured put ideas designed to generate income and manage risk. This week, many sectors of the S&P 500 are overbought, as are many of the most popular stocks. We are selling covered calls on several of our holdings...

Here's our take on macro trends in markets and how to outperform in a potential inflation cycle. We express our view of the US dollar bubble and how it will affect investing decisions going forward. We give our core portfolio ideas in commodities and broader market exposures based...

MP Materials Corp. (NYSE: MP) (“MP Materials” or the “Company”), the largest rare earth materials producer in the Western Hemisphere, will release its financial results for the fourth quarter and fiscal year ended December 31, 2020, after the U.S. markets clo...

Global governments are moving toward electric vehicles, and renewables. In fact, many want far more electric vehicles on the road. For example, in the U.S., California, Gov. Newsom signed an executive order that will ban the sale of gas-powered passenger cars in the state starting in 2035. ...

As many cast aside market themes reemerge in the current environment, we have a resurgent rare earths market to discuss. MP Materials is the flag-bearer for a sector that may be responding to real fundamental shifts, i.e. the surge in electric and hybrid vehicle demand. To underst...

Slow pace of vaccination rollout and cases weigh on demand, with mobility signals still dampened. After oil market demand plummeted in the spring of 2020, by early 2022 supply and demand are expected to be better balanced. Commodity markets, including minerals connected to the ene...

Click here to read the previous rare earths outlook. After a year where uncertainty hit the globe on the back of the coronavirus pandemic, the rare earth market continues to be of interest for investors and governments around the world. Rare earths, which are used in the...