MP

MP Materials Corp

research_scan theme='space-economy'; value_chain_position='upstream-enabler'; Sole non-China NdFeB magnet supplier with DoD preferred-equity stake and ~$110/kg NdPr price floor; magnet content binds reaction wheels, gimbals, missile-seeker fins. Single name now compounds across humanoids, defence-modernization, and space-economy clusters (per 2026-06-13-materials-supply scan).