- US military interests have aligned MP's rare earth mining activities with the geopolitical agenda.
- EVs - which are central to MP's thesis, are at an inflection point of exponential growth in the adoption S-Curve.
- The company has successfully raised $1B+ to finance their ambitious move into producing downstream rare earth products, like magnets for EV drivetrains.
- MP has been bundled in with the SPAC + tech selloff despite their true peers remaining flat, presenting a relative value opportunity.
- The mining operations have shown promising early leadership in sustainability.
For further details see:
MP Materials: The Shovel Of The EV Gold Rush