America’s Only Rare Earth Miner Hits Bubble Territory After Trade War Surge
MP Materials dominates rare earth mining in the U.S., yet experts question if its soaring valuation can last amid shifting geopolitics.
Rare earth metals—the raw materials powering modern technologies like chips, EV engines and military weapons—are at the center of escalating U.S.-China trade tensions.
As the Trump administration pushes to reduce reliance on imports from China, which produces more than 90 percent of the world’s supply, investors are betting big on MP Materials, the only U.S.-based company that mines, refines and processes rare earths.
Its stock has surged more than 400 percent this year.
But as geopolitical and economic forces shift, some experts are questioning whether MP’s valuation is entering bubble territory.
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Author summary: MP Materials valuation faces uncertainty.