US EditionThe Pentagon’s Bold Move To Secure U.S. Rare Earth Mineral Needs
UNITED STATES, JUL 11 – The Pentagon's $400 million investment aims to secure 15% of MP Materials, challenging China's 80% global rare earth supply dominance and boosting U.S. defense and tech sectors.
- On July 10, 2025 the Pentagon invested $400 million in MP Materials, becoming its largest shareholder at the Mountain Pass mine in California.
- In 2023 the U.S. relied on foreign rare earth imports with China supplying about 70%, according to the U.S. Geological Survey, creating vulnerabilities as these minerals power F-35 warplanes and drones.
- The agreement sets a $110 per kilogram price floor on NdPr materials and includes ten-year magnet purchase guarantees, and in the near future MP Materials expects a $150 million DoD loan for Mountain Pass expansion.
- The announcement sent MP Materials stock up roughly 50%, reflecting investor confidence in the company's strategic future.
- Long-Term goals include building a resilient, competitive supply chain that mitigates price volatility, supported by the DoD’s investment funding expansion of Mountain Pass’s production and underpinning a fully domestic mine-to-magnet system.
45 Articles
45 Articles
The Pentagon enters into forces in the rare earth business and does so by nationalizing the largest domestic company that extracts and refined rare earths and strategic minerals. This move is functional to a long-term strategy, to reduce its dependence in a sector where China has been able to conquer a world semi-monopoly
Fox Business
Climate DepotApple backs Trump rare earth minerals push, invests $500M in US mine
EXCLUSIVE: Apple is expected to announce a $500 million commitment to MP Materials — the only rare earth mine currently operating in the United States, according to multiple sources familiar with the deal.The agreement includes plans for Apple to purchase American-made rare earth magnets from MP Materials’ Texas facility, marking a "major win" for the Trump administration, according to those familiar with the deal.SENATE REPUBLICAN MOVES TO GIVE…
Pentagon Becomes Top Shareholder In Only Active US Rare Earth Producer
The US Department of Defence has acquired a 15 per cent stake in MP Materials, America's only operational rare earth mine, to boost domestic production and reduce reliance on Chinese-controlled supply chains.
Sydney Morning Herald
The AgeAussie rare earth juniors shine as US dollars flood Mountain Pass mine
The US DoD’s half-a-billion-dollar equity investment into America’s only producing rare earths mine could rewrite the fortunes of a handful of ASX-listed stocks.
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