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

White House to serve Panda Express Bourbon Chicken to visiting Chinese delegates with hopes of securing a rare-earth deal by dessert Extra egg rolls remain on the table if negotiations get difficult with happy endings for dessert. Rare-earth sympathy watch $MP $USAR $CRML $UUUU $SPY If the fortune cookies say bullish we full port at open 🥠🥡

$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.

🚨 US CHINA DEAL China will buy at least 10M metric tons of US coal in both 2027 and 2028 while both sides cut tariffs on roughly $30B of non sensitive goods Rare earth negotiations are still ongoing which keeps $MP $USAR in play while critical mineral exposure stays on $ELMT $LAC $TMQ Coal gets the immediate headline / rare earths and critical minerals are still the bigger strategic trade to watch

$MP when I see the 5-day EMA (green line) cross below any moving average, that's a sign of negative momentum. If the 5-day crosses below all the moving averages, that is no place to start a position, IMO.

These names $MP $USAR $NB $UUUU are due to have their day in the sun soon. Look at the history. Boom and bust. They all trade in tandem. These tickers are US national security interests. Look at the asset grab from Brazil with $USAR. One tweet from orange man and sentiment will flip on a dime. Now is the time when you buy. Sit and wait for the hype to return. Which is just around the corner, looking at the charts.

$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 crazy selling volume on Friday + zero follow-through today: higher low. next move has great potential imho

$MP delivered magnets to Gm. Out of all the rare earth stocks. Only one from mine to refine to delivered finish product

$MP I’m a bull on this company and long time investor… but please help me understand how this isn’t a national security issue? The thesis for this stock is to lessen reliance on China materials… And US has a small stake in this company. I don’t understand it

$MP Holding up pretty well considering the rest of the market. Maybe people have realized that any agreement with China has no influence on revenue generation for this US rare earth juggernaut

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

$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 I think MP Materials is more likely to go down on Monday. Bessent is meeting with the Chinese today to try to reach some kind of agreement, and any easing of tensions over rare earths would probably be more negative than positive for MP in the short term. That said, I’m long-term on MP, so I’m not too worried about short-term moves.

$MP not happy with our price action today, however, the PR on the GM magnets is a pretty big deal. The qualification on those magnets has been taking a long time so hopefully this means sales not just "delivery". 

$MP NO one connecting dots between robotics, its implication for demand for actuators and underlying magnets that enable which will render demand from other areas mute as it will be dwarfed. MP mgt made that very clear recently

$MP $CRML $USAR If you look at REE stocks yesterday - take USAR as an example… faced with a super volatile down day in the broader market - it moved .31 on volume of just over 7M which is very low by this stocks standards. The REEs are a “coiled spring” and the shorts are going to help these stocks rip higher.

$MP Ryan Corbett should never be allowed again to speak at conferences. He is a Debby Downer, like Cramer, unlucky.

$MP My scenario framework for MP Scenario 2028–30 conditions Illustrative MP price range Bear 10X ramps slowly, magnet margins disappoint, NdPr prices weak $45–75 Base 10X reaches meaningful utilization, magnet business becomes profitable, NdPr remains healthy $90–140 Strong 10X approaches full utilization + strong domestic magnet demand + favorable NdPr pricing $150–220 Very bullish 10X full scale, additional capacity/expansion, strong defense/AI/robotics/EV demand, high margins $220–300+ how people see MP in 4 or 5 years more?