Rare Earths · Video
MP Materials Rebuilds U.S. Rare-Earth Supply Chain as China’s Lead Endures
GM’s October 2026 update says MP Materials is producing automotive magnets in Texas while GM validates them in Michigan. MP’s latest quarterly results show higher NdPr volumes, alongside continued losses and price-protection income. New drone-sector reservations broaden the opportunity, but manufacturing scale and dependable economics remain the test.
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