MP Materials surged 150% after the Pentagon's $400M stake. Is it still worth buying? ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

March 11, 2026 Is a Bet on Sole U.S. Rare Earths Too Risky? MP Materials (MP) was plucked from relative market obscurity last July when the Pentagon invested $400 million for a 15% stake in the rare earth minerals producer. This marked the first of several government stakes in critical U.S. industries, aimed at bolstering domestic supply chains amid geopolitical tensions. Since then, MP's stock has surged 150% over the past year, reflecting investor enthusiasm for its role in reducing reliance on foreign sources. However, with shares trading at elevated valuations, the question investors need to ask is whether betting on MP's preeminent position in the U.S. rare earths sector is worth the risk, or could volatility undermine further potential gains? Sponsored BUY ALERT: America's Economist Buys 10,000 Shares of $5 Stock The Ex-CIA economist is convinced the Trump administration is about to invest in this company. See why he's loading up on shares here » Strong Earnings and Operational Ramp-Up MP Materials operates the Mountain Pass mine in California, the only active rare earths mine in the U.S. The company's just-released quarterly earnings report showcased a pivotal shift to profitability, largely fueled by the Pentagon's $400 million infusion, which provided capital for expansion and efficiency improvements. Get the Full Story You are receiving this e-mail at katzronnie7@gmail.com, as part of your subscription to Money Morning. Manage Your Preferences by clicking here. No longer interested? Unsubscribe. © 2026 Money Morning. All Rights Reserved. Nothing in this email should be considered personalized financial advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized financial advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before our subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after on-line publication prior to following an initial recommendation. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of: Agora Media, 14 West Mt Vernon Place, Baltimore, MD 21201. Money Morning is a First Light Financial, LLC publication. To contact us call 866-616-2166 or visit us online. Website  |  Privacy Policy  |  Terms & Conditions