MP Materials Corp.

MPsupplier

MP 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.

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产品与营收

产品营收占比

营收构成 ($0.26B)

静态数据（加载实时财务…）

Materials Segment (72%)

Magnetics Segment (28%)

业务板块构成与主要客户

产品详情

Rare Earth Concentrate (Stage I)50%

Mixed rare earth carbonate produced at Mountain Pass, California — sole US rare earth mine

Separated Rare Earth Oxides (Stage II)35%

Purified NdPr oxide for permanent magnets used in EVs and wind turbines

Rare Earth Magnets (Stage III)15%

Finished NdFeB permanent magnets for EV motors, defense, and electronics

供应链关系

主要客户

General Motors

NdFeB magnets for EV traction motors

影响: High — GM signed long-term offtake agreement

RTX Corporation (Raytheon)

Rare earth magnets for defense systems

影响: Medium — defense applications

合作伙伴

Albemarle Corporation

Critical mineral supply chain collaboration

影响: Low — complementary minerals

宏观与市场背景

소재行业新闻

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

近期催化剂

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

AI 分析

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企业信息

总部

Las Vegas, Nevada, USA

成立时间

2017

员工人数

700+

官网

mpmaterials.com

连锁位置

连锁中的角色

mid cap

典型延迟

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.

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行业概况 — 소재

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