MP Materials Shares Surge 4.57% on $1.82B Trading Volume Climb to 35th in Market Activity Amid Record Rare Earth Output and $900M Strategic Deals with DoD and Apple

MP Materials (MP) surged 4.57% on August 8, 2025, with a trading volume of $1.82 billion, marking a 57.94% increase from the previous day and ranking 35th in market activity. The rally followed strong production gains and strategic partnerships that position the rare earths miner as a critical player in U.S. supply chain security.

The company reported a record 597 metric tons of neodymium-praseodymium (NdPr) oxide output in Q2, a 119% year-over-year increase. This surge in production, coupled with a narrower-than-expected adjusted loss of $0.13 per share, signaled improving operational efficiency. Management projected sequential growth of 10%-20% in NdPr production for the current quarter, driven by ramped-up magnet manufacturing capabilities.

MP’s momentum was further fueled by two landmark agreements. A $400 million preferred stock investment from the U.S. Department of Defense secured a price floor of $110 per kg for NdPr—double Chinese market levels—and granted the Pentagon a 100% offtake from its new magnet facility. Separately, a $500 million deal with Apple included prepayments to expand MP’s Texas mine and establish a rare earth recycling facility. These partnerships, combined with government and corporate funding, have positioned MP with robust capital to accelerate EBITDA-positive operations.

Analysts highlighted the transformative impact of these deals, noting that MP could achieve a 60,000-tonne annual rare earth oxide output a year ahead of schedule. With commercial magnet production on track for late 2025, the company’s strategic alignment with national security and tech demand underscores its potential to reshape the global rare earths landscape.

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