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27.02.26 - 19:45
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Die Rohstoffwoche: QMines, Q2 Metals, Gunnison Copper, MP Materials, Century Lithium, Lundin Gold, Lunar Royalties, Hudbay Minerals, Era Copper (Miningscout)
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QMines: MRE-Update für Develin Creek, sichtbares Gold bei Mt. Mackenzie +++ Q2 Metals bohrt bei Cisco 170,2 Meter mit 1,99 % Li2O +++ Gunnison mit 3,2 Mrd. USD PEA +++ MP Materials mit Quartalsgewinn und Standort für 10X +++ Century Lithium mit 4 Mrd. USD DFS für Angel Island +++Lundin Gold verkauft 670 Mio. CAD Fruta del Norte Silberstream an LunR +++ Hudbay Minerals mit Genehmigung für Mountain Copper Erweiterung+++ Ero Copper mit 2 Mrd. USD PEA für Furnas...
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27.02.26 - 16:42
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MP′s "Strong" Quarter: Accelerated Production, Long-Term Agreements With Major Tech Companies (ZeroHedge)
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MP's "Strong" Quarter: Accelerated Production, Long-Term Agreements With Major Tech Companies
MP Materials Corp. reported fourth quarter revenue of $52.7 million and net income of $9.4 million, or $0.05 per diluted share, yesterday reflecting a sharp year-over-year improvement driven largely by price floor protection under its agreement with the U.S. Department of War.
Full year revenue rose 10% to $224.4 million as the company ramped separated product output and began generating magnetic precursor sales.
MP said in a press release yesterday that operationally, 2025 marked a step-change in upstream and midstream execution. MP produced a record 50,692 metric tons of rare earth oxide concentrate, up 12% year-over-year, while more than doubling NdPr oxide production to a record 2,599 metric tons. NdPr sales volumes rose 75% to 1,994 metric tons, supported by continued ramp-up at Mountain Pass and improved refining throughput.
In the fourth quarter alone, NdPr production increased 74...
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26.02.26 - 22:15
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MP Materials Reports Fourth Quarter and Full Year 2025 Results (Business Wire)
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Produced first NdFeB magnets on commercial equipment at Independence
Awarded $200 million incentive package for new 10X magnetics facility to be constructed in Northlake, Texas
Produced record 2,599 metric tons of NdPr oxide in 2025, a 101% increase year-over-year
Sold record 1,994 metric tons1 of NdPr oxide in 2025, a 75% increase year-over-year
Produced record 50,692 metric tons of REO in concentrate in 2025, a 12% increase year-over-year
Generated fourth quarter Net income of $9.4 million and Adjusted EBITDA of $39.2 million
Signed significant NdPr oxide offtake agreement with new strategic OEMLAS VEGAS--(BUSINESS WIRE)--$MP #rareearth--MP Materials Corp. (NYSE: MP) (“MP Materials” or the “Company”), today announced its financial results for the fourth quarter and full year ended December 31, 2025.
Fourth Quarter 2025 Highlights
Produced first NdFeB magnets on commercial equipment at Independence
Produced 718 metric tons (MTs) of NdPr oxide and sold 562 MTs1, a 74% and 20% increase year-over-ye...
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26.02.26 - 01:21
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In Critical Minerals, US Transitions From Lender To Market-Maker (ZeroHedge)
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In Critical Minerals, US Transitions From Lender To Market-Maker
A 13-page report from FTI Consulting is providing some insight on how the U.S. government has rewritten the rules for critical minerals.
Our readers have been ahead of this curve for months. We have covered the accelerating U.S. push extensively, including our heads up way back in July to keep an eye on MP Materials and USA Rare Earth Corp. Our article was immediately followed by the Pentagon investing in MP Materials and eventually the U.S. government investing in USA Rare Earth. We even noted some abnormal call buying in USAR just before the market closed the trading day prior to the government investment announcement.
USA Rare Earth (USAR) gamma squeeze (or just takeover bet): more than 8k of June $43 calls were bought for up to ~$3
— zerohedge (@zerohedge) January 22, 2026
We've been repeatedly pounding the table on the other domestic developments in the critical mineral and rare earth element base with additional covera...
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