MP MATERIALS CORP
Commented by Armin Schulz on October 27th, 2025 | 07:20 CET
China's export lockdown: How you can profit NOW with Almonty Industries, Standard Lithium, and MP Materials
Global dependence on critical metals is becoming a strategic Achilles' heel. China's recent export restrictions on tungsten and rare earths are dramatically exacerbating the supply crisis and driving up prices for raw materials that are essential to the energy transition. In this tense market environment, three companies are positioning themselves as key suppliers outside China, at just the right time to benefit from this historic market shift: Almonty Industries, Standard Lithium, and MP Materials.
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Commented by Fabian Lorenz on October 21st, 2025 | 07:30 CEST
Raw materials alert for defense and technology! Almonty, MP Materials, and Rheinmetall!
Europe faces a growing raw materials challenge. Whether it is rare earths, tungsten, or other critical metals, these resources are essential not only for defense, but for countless industries, including AI. The FAZ recently spoke to Almonty CEO Lewis Black about this, dedicating almost an entire page to the issue. Conclusion: Europe must act. The US has long since taken decisive action, securing access for its industry by investing in raw materials companies such as MP Materials and Lithium Americas. Europe's hesitation could pose a risk for Rheinmetall, even if investors are currently overlooking it - especially as the Company is also expanding in the US. Hopefully, Defense Minister Pistorius will have this issue on his radar during his visit to Canada.
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Commented by Stefan Feulner on October 20th, 2025 | 07:10 CEST
MP Materials, Globex Mining, Almonty Industries – Entry opportunity after the "ceasefire"
Following the parabolic rise in critical raw material stocks in recent weeks, sharp corrections set in at the end of last week. The trigger was that US Treasury Secretary Bessent proposed a trade "ceasefire" with the world's second-largest economy, China. However, producers of rare earths and tungsten will likely continue to experience long-term gains due to persistent scarcity. As a result, the recent consolidation offers attractive entry opportunities, particularly among Western suppliers.
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Commented by André Will-Laudien on October 16th, 2025 | 07:35 CEST
Gold continues to soar to USD 4,200, critical metals in a panic storm! MP Materials, AJN Resources and Standard Lithium
The US government has declared a state of emergency regarding critical metals. Due to disrupted trade policies with China, Beijing is threatening to halt the supply of key metals and rare earths completely. Will the tariff threats from the Trump administration help? It is doubtful, as China clearly holds the upper hand. Western industrial powers have long understood the stakes. Building domestic mining operations takes time and money, but it is urgently necessary. Investors can benefit from the panic scenarios of recent weeks because commodity markets have been lying in wait for years and are now being hit by an immeasurable flood of money. Where should investors position themselves now?
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Commented by Fabian Lorenz on October 13th, 2025 | 07:05 CEST
Winners in the tariff war: Almonty Industries, MP Materials, Bayer
Stock market turmoil on Friday: Donald Trump once again threatens to wield the tariff club. This came in response to China's announcement to tighten export controls on rare earths. Yet, there are also winners in the raw materials battle between the two superpowers. In recent months, the US government has invested in companies such as MP Materials, focusing so far on rare earths and lithium. Will tungsten be next? This critical metal has not been mined in the US for a long time, and Almonty would be the logical partner to change that. Notably, while US stocks lost ground, in some cases heavily, on Friday, Almonty shares recovered significantly from their intraday lows.
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Commented by Nico Popp on October 8th, 2025 | 07:00 CEST
US industrial policy at a turning point – how shareholders stand to benefit: MP Materials, Intel, Almonty
The administration of US President Donald Trump has shaken things up considerably in its first few months in office. Some changes unsettle observers, while others could serve as a blueprint for other economic regions such as the EU. A good example of the latter scenario is the US's direct investments in companies that are essential to critical supply chains. Examples include rare earths producer MP Materials, chip developer Intel, and lithium company Lithium Americas – the US now holds shares in all three companies. We analyze the strategy behind this policy and what it could mean for other suppliers of critical metals, such as tungsten producer Almonty Industries.
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Commented by Fabian Lorenz on October 7th, 2025 | 07:10 CEST
SHARE PRICE EXPLOSION at Standard Lithium, European Lithium, MP Materials! These commodity stocks are outshining Barrick Mining!
It does not always have to be gold! Barrick has gained around 80% so far this year. The following commodity stocks are outperforming it significantly. European Lithium's share price has exploded by over 100% since Friday. Initially, a share buyback sparked the euphoria, then came the bombshell: Reuters reported a possible US government investment in Critical Metals. European Lithium holds the majority of the Company, which is focused on the exploration of a massive rare earths project in Greenland. The impact of a US entry was already demonstrated by MP Materials this summer, where Apple is also involved. Standard Lithium has gained an impressive 200% in six months. How far will the boom in critical raw materials drive these stocks?
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Commented by Nico Popp on August 13th, 2025 | 07:00 CEST
50% upside potential – And what lies beyond? Almonty, Hensoldt, and MP Materials
This is a week of truth for Ukraine. However, there are many indications that no resolution will be reached by Friday: the global power blocs continue to face off against each other, and security will continue to dominate the international agenda. More and more investors are realizing this and understand that defense is much more than just a passing trend. In line with this shift in perception, several respected research firms have recently published studies on Almonty Industries. As the only significant Western tungsten producer, Almonty plays a crucial strategic role, particularly as the US will ban the use of Chinese tungsten for military purposes starting in 2027. Here, we outline what this means for investors today and why the conditions for Almonty are unique.
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Commented by Fabian Lorenz on August 7th, 2025 | 07:20 CEST
Momentum stocks: D-Wave! Standard Lithium! European Lithium following in the footsteps of MP Materials!
Rare earth projects outside China are in high demand, as MP Materials has demonstrated with the entry of the US government, its cooperation with Apple, and its rise to a multi-billion-dollar corporation. Is a similarly rapid share price development possible for European Lithium? In any case, the stock is currently inexpensive, and the rare earth project in Greenland is delivering strong results. Standard Lithium shares have also performed strongly again recently. And analysts believe the stock has even more upside potential. And what is D-Wave doing? After breaking through the USD 20 mark, the stock is currently consolidating. Operationally, the quantum high-flyer continues to go full throttle, and analysts remain bullish.
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Commented by Mario Hose on July 22nd, 2025 | 11:05 CEST
Why Almonty Industries could be a better investment than MP Materials
Valuation gap with billion-dollar potential? Investors may be overlooking a sleeping giant. While MP Materials is riding high on media hype, an Apple partnership, and US government support, Almonty Industries (NASDAQ: ALM | TSX: AII) – a raw materials specialist focused on tungsten – continues to fly under the radar. However, a closer look reveals a striking valuation gap between the two companies, offering investors enormous upside potential. With a highly critical metal, strategically secured production, and extremely low valuation multiples, Almonty could prove to be one of the biggest success stories of the coming years. One analyst recently took a deeper dive into the numbers and fundamentals. Read the report to learn more.
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