MP Materials Corp.
MPsupplierMP Materials operates the Mountain Pass rare earth mine in California, the only active rare earth mine in the Western Hemisphere. It is vertically integrating from mining through magnet manufacturing to supply US EV makers and defense contractors with domestically sourced rare earth materials.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($0.26B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
Mixed rare earth carbonate produced at Mountain Pass, California — sole US rare earth mine
Purified NdPr oxide for permanent magnets used in EVs and wind turbines
Finished NdFeB permanent magnets for EV motors, defense, and electronics
Lieferkettenbeziehungen
Wichtige Kunden
Makro- und Marktkontext
구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
Nächste Katalysatoren
Aktuelle Nachrichten
KI-Analyse
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Unternehmensinformationen
Kaskadenposition
Rolle in der Kaskade
mid cap
Typische Verzögerung
3-7 trading days
MP Materials is the only US rare earth producer and benefits from the same domestic supply chain reshoring narrative as ALB and FCX. Institutional capital flows from the large-cap commodity leaders into MP as the thesis broadens to national security supply chain.
Vollständige Kaskade anzeigenSektorübersicht — 소재
Sektornachrichten구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
Hauptthemen
- •구리 — EV 배선·AI 데이터센터·전력망 수요 3중 수혜 (FCX·SCCO)
- •희토류 — 중국 수출 통제 리스크 vs 미국 국내 채굴 보조금
- •리튬 가격 반등 신호 — 과잉공급 해소 후 2026H2 회복 전망
Nächste Katalysatoren
- ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
- ◆중국 희토류 수출 쿼터 2026H1 발표