MP Materials, Other Rare-Earth Stocks Drop. Here’s Why. 

1. U.S. and Australia signed a critical minerals agreement worth $8.5 billion. 2. New agreement includes a $3 billion investment over six months. 3. China's export controls on rare earths threaten U.S. supply chain. 4. MP Materials shares were down 7.33% despite strong year-to-date performance. 5. Analysts warn of potential 15% to 25% decline in rare earth stocks.