MP Materials: Buy, Sell, or Hold?
MP Materials (NYSE: MP) is at the forefront of what could become an American industrial renaissance in rare-earth.
That could be overstating it; there are only a handful of rare-earth miners in the U.S., and none have an operationally large-scale rare-earth mine like MP's Mountain Pass mine in California. And yet the push from the U.S. government to shore up its rare-earth supply chain requires such a high level of investment and production that nothing short of an industrial revitalization will make it materialize.
Well, renaissance or not, MP has been part of a larger effort to reduce dependence on China and strengthen the U.S.'s supply chain. But do the policy tailwinds, which have abated slightly in 2026 (more on that below), still make MP Materials stock a compelling long-term buy?
Source Fool.com
