MP Materials Falls 1.29% with $0.91B in 107th-Ranked Volume Amid $1.1B Defense-Backed Expansion and Apple Pact

On August 6, 2025, MP Materials (MP) declined 1.29% with a trading volume of $0.91 billion, ranking 107th in market activity. The stock's recent performance has been shaped by strategic developments in its rare-earth supply chain and capital expansion plans.

The U.S. Department of Defense (DOD) has secured a transformative partnership with MP Materials, committing $400 million in preferred convertible stock and a $150 million loan to expand the company’s Mountain Pass facility. The DOD also guaranteed a 10-year price floor of $110 per kg for neodymium and praseodymium (NdPr) products, ensuring long-term demand for the 10X Facility’s output. JPMorgan Chase and Goldman Sachs have pledged $1 billion in financing for the project, which will produce critical magnets for defense and commercial sectors.

MP Materials further solidified its strategic position by announcing a long-term supply agreement with Apple, involving $500 million in rare-earth magnet purchases from its Texas facility. The company also raised $650 million through a stock offering to fund expansions, reflecting strong investor confidence in its growth trajectory. These moves underscore MP’s role as a key supplier in the U.S. rare-earth materials market, traditionally dominated by China.

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