$MP Materials Corp.(MP)$ I’m s

I’m still bullish on MP Materials looking into 2026, not because of short-term price action, but because of where the world is heading. Rare earths sit at the center of EVs, clean energy, and defense, and the US has almost no domestic supply outside MP. As geopolitics get more tense, countries are taking supply chain security seriously again.

You can see this even in places like Greenland, where rare earth deposits are becoming strategically important because the West wants alternatives to China. MP already operates the only major rare earth mine and processing facility in the US, and as they move further into magnet production, they have a real chance to improve margins and gain pricing power. For me, this makes MP less of a pure commodity trade and more of a long-term strategic asset.

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