MP MP Materials Corporation

MP, CRML, USAR Stocks In Focus: China Reportedly Blocks Some Rare Earth Shipments To US $MP $USAR $CRML $REMX https://stocktwits.com/news/equity/markets/mp-crml-usar-stocks-in-focus-china-reportedly-blocks-some-rare-earth-shipments-to-us/cZsDPF7RJwu

$MP BREAKING: China Rare Earth Firms Halt Some US Shipments Over Geopolitical Worries $MP $USAR $UUUU $UAMY $AREC Some Chinese rare earth suppliers are declining ⁠to ship ⁠to the U.S. for fear of repercussions from Beijing, three sources ⁠said, underscoring how access to the materials remains an issue for the U.S. weeks before President Xi Jinping visits Washington. U.S. officials have repeatedly asked China to stick to commitments made in Busan and Beijing over the past year to ensure the smooth flow of rare earth export licences. The persistence of the problem has put it on the U.S. planning agenda ahead of Xi's September 24 visit, ‌a source familiar with the work said. A handful of Chinese suppliers ‌have refused to ship rare earths to U.S. companies since early August when China imposed sanctions on the Responsible Business Alliance (RBA), a U.S. supply chain monitor, a separate source with direct knowledge of the situation said.

$MP $USAR Back to $20 for USAR and the rest too shall rise. MP back over 60. $CRML over $10. Premarket going cray-cray. Burn the shorts.

$MP MP tried to buy Lynas in 2024. Did they do another attempt? The CEO recently acknowledged how scarce Lynas' uncommitted NdPr supply is. That makes buying Lynas attractive https://www.reuters.com/business/lynas-rare-earths-says-it-was-takeover-talks-earlier-this-year-2026-09-02/?utm_source=chatgpt.com

$MP 🧲 *MP Added to Conviction List* William Blair added MP Materials (MP) to its September Analyst Conviction List, citing expectations for higher rare-earth production, expanding magnet output and government-backed capacity growth, reinforcing the company’s strategic position within the rapidly developing U.S. rare-earth supply chain. I agree and will continue to buy on dips.

$MP grateful for the stability here just above the 50 EMA, but honestly, we should be in the 70s

$MP govt. invested $400 million directly into MP. 10 year NdPr price $110/kg. Pentagon underwrites demand from the 10X magnet factory. MP has a long-term $500M partnership with Apple for U.S.-made recycled rare-earth magnets. 🧲 = 💵

$MP on WL interesting theme for a 20 yr investment thesis, when President Trump said at the Pennsylvania Defense & Innovation Summit, Trump repeatedly told companies: “Do magnets… I’ll tell you how to make money. Do magnets.” There isn’t another American company to my knowledge that is more vertically integrated than MP Services Robotics Aerospace EV Drones Military & defense

$MP For MP in the short term, Xi’s visit could put some downward pressure on the stock and potentially the price to go down. However, I’m looking beyond the near-term price action. I believe MP’s November earnings could be spectacular, and I expect new geopolitical tensions around critical minerals and rare earths to build again. Patience is key here!

$MP this company is worth 100+ once 10x is running. They are worth 80 now. I really hope it goes to 50 soon so I can close out my puts and buy my shares back.

$MP earnings coming up and I'm not feeling great about it. Rare earth pricing pressure isn't going away overnight, margins likely still squeezed. Market's pricing in a lot of hope here. Feels like risk is skewed to the downside going in.

$MP it's sad but this is my only green position today. Oracle shit the bed mRNA somehow was up 10% (I'm short) Apld I had to turn short Jesus what a disaster

$MP MP, CRML, USAR Stocks In Focus: China Reportedly Blocks Some Rare Earth Shipments To US https://stocktwits.com/news-articles/markets/equity/mp-crml-usar-stocks-in-focus-china-reportedly-blocks-some-rare-earth-shipments-to-us/cZsDPF7RJwu

$MP Some Chinese suppliers refuse to ship rare earths despite having export licences, say sources https://www.reuters.com/business/aerospace-defense/china-rare-earth-firms-halt-some-us-shipments-over-geopolitical-worries-sources-2026-09-04/

$MP is becoming one of my highest-conviction long-term holdings. DoD support. Apple partnership. 10X magnet expansion. U.S. rare-earth independence. I’m less interested in where MP trades next week and more interested in what this company looks like in 2030. 🧲 2030 - $150 price prediction

$MP added a little yesterday, small gamble. Wonder if this will make another run to $100 soon

$MP just going to pin it down, aren't they? Broad market rally, everything up except for critical minerals, and MP has led the downward charge. Granted not a massive red day, but still, of all days, you'd expect to see some life from MP here, but no, every rally gets more or less immediately shot down...

SPY up Nasdaq up Silver up Gold up We are down 🙄 Should I be more bullish or bearish $MP $TMC $USAR $UAMY $TMQ

$MP consolidating in a tight range here, watching for a clear break either direction. Volume's been fairly quiet the past few sessions. Key levels holding for now, no clear edge yet. Just tracking price action, not a signal either way.

$MP volume waking up here, way above the usual pace today. Smart money doesn't chase quiet charts like this for no reason.