US Government’s Strategic Mining Investments Fuel MP Materials Rally

Shares of MP Materials surged more than 5% during Thursday’s trading session, closing at $71.08 amid significantly elevated trading volumes that signaled robust investor conviction. This substantial advance was propelled by reports indicating the US administration plans to expand its strategy of taking direct stakes in companies vital for critical supply chains.

Recent developments reveal that the government’s July 2025 investment in MP Materials is serving as a template for additional public-private partnerships. This strategic shift was further confirmed by reports of a forthcoming government stake in Lithium Americas, demonstrating the administration’s commitment to direct investment in the mining sector.

The initial agreement with the Department of Defense involved a $400 million investment that positioned the US government as MP... Read more...