MP Materials
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America Must Build Its Critical Minerals Strategy Backward
“America will not secure its critical minerals supply chains simply by counting mineral deposits or announcing new plants.…
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China’s Rare Earth Playbook: Status‑Quo Stability, Crisis‑Driven Leverage, and the Global Race to Respond
For more than a decade, analysts have warned that the world’s dependence on China for rare earths represents…
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MP Materials and USA Rare Earth Clash in Texas Trade Secrets Lawsuit as Race for U.S. Rare Earth Magnet Supply Chain Intensifies
A legal dispute between MP Materials Corp. (NYSE: MP) (market capitalization approximately US$10 billion) and USA Rare Earth,…
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Critical Minerals Report (11.23.2025): A US$100 Billion Commitment Here, Another US$1.1 Billion There – How Government Capital Is Rewiring Critical Minerals Finance
Apologies for the delay in this edition of the Critical Minerals Report (CMR); the past two weeks, from…
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Follow the Money: Did JPMorgan’s $1.5T Push Set the Stage for the U.S.–Australia $8.5B Pact
A closer look at how Jamie Dimon’s trillion-dollar initiative is reshaping critical minerals finance — and why the…
