MP MATERIALS CORP
Commented by Armin Schulz on September 30th, 2026 | 10:05 CEST
Micron, Kobo Resources, MP Materials: Stocks with Upcoming Catalysts in AI, Gold and Rare Earths
The stock market trades on expectations. Between now and the end of the year, three companies across different market segments have upcoming milestones that could reset expectations. Artificial intelligence has significantly fueled demand for memory chips. The quarterly results on September 30 will show how much of that demand is here to stay. A gold explorer is set to release its first mineral resource estimate, revealing how much of the precious metal lies underground. As of January 1, the Pentagon's procurement rules for magnets will become stricter, which could benefit manufacturers with supply chains outside China. We are therefore taking a closer look at Micron Technology, Kobo Resources and MP Materials.
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Commented by Fabian Lorenz on September 21st, 2026 | 07:35 CEST
SpaceX Needs Raw Materials: MP Materials, Standard Lithium and Strategic Resources Aim to Meet the Demand
SpaceX's appetite for raw materials is enormous. Elon Musk's company requires large quantities of a wide range of strategic materials for rockets, satellites and battery systems. These include rare earths for high-performance magnets, lithium for battery systems, as well as titanium and iron for high-load components and steel structures. SpaceX is just one example of the growing global demand. Companies such as Strategic Resources, MP Materials and Standard Lithium are working to supply the market. They are developing raw material deposits needed for critical applications in the space industry and numerous other key sectors. Strategic Resources focuses on iron, titanium and vanadium; MP Materials on rare earths; and Standard Lithium on lithium. Only one of the three stocks appears to be undervalued.
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Commented by Armin Schulz on September 1st, 2026 | 07:20 CEST
Billions from Washington and Brussels: Almonty Industries, Aurubis and MP Materials Are Benefiting from the Boom
Supply chains and raw materials security are increasingly becoming priorities for Western governments. While Washington is providing billions in funding for domestic mining projects, Brussels has ushered in a regulatory shift with the Critical Raw Materials Act. Government subsidy programs for critical raw materials are putting resource companies firmly in the spotlight. The effort to secure Western supply chains is particularly evident in the case of three companies whose news flow in August 2026 caught investors' attention: Almonty Industries, Aurubis and MP Materials.
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Commented by Fabian Lorenz on August 12th, 2026 | 08:45 CEST
PNE Shock! MP Materials Rebounds! When Will Strategic Resources' Rally Begin?
A bombshell at PNE. Offers from interested investors are reportedly below the current market price. Following this news, the shares of the wind farm developer and operator have plummeted in recent days. Yet its project portfolio appears anything but unattractive, particularly given the company's recent announcement of a project sale. Strategic Resources, meanwhile, looks increasingly poised for a potential rally. The company is building an integrated value chain spanning from raw materials to the steel industry and battery manufacturing, with a particular focus on green steel. Corporations such as ArcelorMittal, Salzgitter, thyssenkrupp, and SSAB are investing heavily here and require high-purity iron ore pellets. Strategic Resources aims to supply these. After a price drop of over 50% from its recent highs, MP Materials is finally showing signs of life. Investors responded positively to the company's second-quarter update. However, the company remains in the red.
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Commented by Armin Schulz on July 20th, 2026 | 07:10 CEST
Benefit from the scarcity of energy and raw materials through Occidental Petroleum, Globex Mining, and MP Materials
The days of speculating on commodity prices are over. Anyone betting on energy and metals today must understand the underlying power dynamics. Who is supplying, who is processing, and who still has access to the key production sites in an era of bloc formation and sanctions? Demand for strategic goods is skyrocketing, while investment in new mines and refineries has stagnated for years. This gap between political will and physical production limits opens up a new playing field for investors. Three completely different business models demonstrate how to capitalize on this trend: Occidental Petroleum, Globex Mining, and MP Materials.
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Commented by Fabian Lorenz on June 26th, 2026 | 07:40 CEST
COMMODITIES WAR AND UNDERVALUATION! D-Wave Quantum, MP Materials, Strategic Resources
In the "commodities war" with the US, China is flexing its muscles once again. In Japan, the situation regarding heavy rare earths is worsening. And just a few days ago, Beijing added ten US companies to its export control list. The US government has so far reacted with surprising restraint. MP Materials' stock has not yet surged either. According to experts, Strategic Resources' stock is poised for a revaluation. The Canadian company is building a value chain stretching from raw materials to the steel industry and battery manufacturing. The stock appears undervalued. D-Wave Quantum is certainly not undervalued. Furthermore, the stock has been highly volatile this year. Nevertheless, analysts recommend buying it. We take a closer look.
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Commented by Armin Schulz on June 23rd, 2026 | 07:30 CEST
Do Not Invest in Overheated Defense Stocks! DroneShield, Antimony Resources and MP Materials Show the Smarter Way
Created and published on behalf of Antimony Resources Corp.
The rally in European defense stocks is running out of steam. After months of impressive share price gains, hopes for peace and high valuations are unsettling investors. While Rheinmetall and peers suffer from volatility, the focus is shifting toward a less-watched niche market. The structural uptrend in defense spending remains intact, but tomorrow's winners could be those that benefit from the security boom without producing weapons themselves. This is exactly where opportunities are opening up at companies that serve tomorrow's defense supply chain with drone defense, critical raw materials and high-tech components. DroneShield, Antimony Resources and MP Materials exemplify this strategic shift.
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Commented by Stefan Feulner on June 16th, 2026 | 08:10 CEST
Alcoa, Antimony Resources, MP Materials: Despite the Hormuz Strait Opening, the Battle for Critical Metals Continues
Created and published on behalf of Antimony Resources Corp.
The next commodities rally may be just getting started. While geopolitical tensions are tightening the supply of key industrial metals, demand is simultaneously skyrocketing. Aluminum is benefiting from looming supply bottlenecks and rising demand driven by the energy transition and digitalization. Antimony is emerging as a key strategic commodity due to its importance for ammunition, semiconductors, and battery systems. At the same time, government programs worth billions are driving the development of Western supply chains for rare earths. Those who bet now on the commodity winners of the geopolitical realignment could be facing an extraordinary opportunity.
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Commented by Fabian Lorenz on June 15th, 2026 | 08:00 CEST
Critical Raw Materials and Defence Stocks in Focus: Steyr Motors, MP Materials, Almonty Industries
Congratulations to all investors who took advantage of Almonty's recent dip. By the end of the week, the tungsten producer's stock had rebounded significantly. After all, the fundamental facts have not changed. Tungsten is in short supply, and demand is rising. In an interview with the "taz", a market expert describes the current situation as dramatic. Among other things, he calls for a ban on the export of tungsten scrap to China. Additionally, mining projects need stronger support. Similar to tungsten, the West must also establish its own supply chains for rare earths. In the US, MP Materials aims to do just that. The stock has been trading sideways for months. Yet analysts recommend buying. Steyr Motors' stock is in a downtrend, and the quarterly figures failed to provide any momentum. Perhaps the autonomous systems division will bring about a turnaround?
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Commented by Tarik Dede on May 28th, 2026 | 07:35 CEST
Commodities War on Hold: How Shares of MP Materials, Antimony Resources, and Aya Gold & Silver Are Benefiting
Created and published on behalf of Antimony Resources Corp.
The conflict in the Persian Gulf appears to have entered its final phase. Apparently, the US and Iran are on the verge of finalizing a path to peace. At least, that is what the US media are reporting. Apart from copper, which is currently at an all-time high, the hostilities have weighed on almost all metal prices and, consequently, on stocks as well. However, the geopolitical competition for rare earths, antimony, and silver is likely to enter the next round in the coming months. Western companies are moving forward with their projects to benefit from the US plans to establish a supply chain outside China's sphere of influence. We are therefore looking at the winners of tomorrow, who could also succeed in the short term: MP Materials, Antimony Resources, and Aya Gold & Silver!
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