Let’s dive right in — this thing about MP Materials. Picture this: A wheel loader doing its thing, filling a truck with ore. Yup, that’s happening at this place called Mountain Pass in California. January day, 2020. The image kinda stuck with me — and no idea why. Maybe it’s because it’s all, you know, earthy.
So — MP Materials, right? They’re getting a nod from the smart folks over at Morgan Stanley. Why? Well, blame the geopolitical chess game with China. Minerals are suddenly a big deal. It’s like they woke up one day and said, “Oh, minerals!” Anyway, Morgan Stanley’s saying MP Materials is a pretty good bet now. Like, buy-a-roll-of-the-dice good, aiming at $34 a pop for their stock. What’s that? A 32% climb? Sounds like a solid day on the stock market roller coaster.
Now, here’s the kicker about MP Materials — they’re running the show at the only rare earth mine in the U.S. That’s huge. China’s the real boss in this market, though. They’ve got rare earths wrapped around their little finger. Morgan Stanley seems all, “Finally, people are realizing how important these minerals are!” Thanks, trade tensions. Or no thanks. Depends on how you see it.
Beijing’s playing hardball. Seven rare earths have been held tight since April, just a little poke back at Trump’s tariffs. U.S. thinking, “What gives?” Right? Trump decided to loosen the Defense Production thing — letting the government perhaps pay a bit extra for these rare earths. MP Materials is rubbing their hands together, if you catch my drift.
They’re all jazzed about having everything set up domestically. Think EVs zooming around, or wind turbines spinning on a breezy day. They’re ready to whip up some magnets — pretty crucial stuff for those motors and turbines. Oh, and robots. Like, humanoid ones. Isn’t that something?
Morgan Stanley has this vibe that MP Materials might see some financial hiccups this year and trekked into 2026 — yeah, negative cash flow is a thing. But, they’ve got a sturdy balance sheet. Come 2027? Things might tilt upward. I dunno, that’s what the investment banks are hinting at. Who knows. Well, maybe they do.
And so the story goes, rare earths and stock markets — a saga that’s still being penned. Anyway, where was I? Ah, whatever. This is turning out kinda fun to follow, honestly.
