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Under Trump, Uncle Sam is becoming an active investor at a scale not seen outside war or major crises

1. DoD's $400 million stake makes it MP Materials' largest shareholder. 2. Public-private cooperation in mining industry reaches unprecedented levels. 3. Trump’s interventions signal a shift towards state involvement in markets. 4. Future government investments in critical minerals are likely. 5. China’s rare-earth export restrictions highlight U.S. supply chain vulnerabilities.

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FAQ

Why Very Bullish?

The unprecedented investment from the DoD significantly strengthens MP’s market position. Historical investments in similar sectors have led to increased stock valuations.

How important is it?

The DoD’s stake is a landmark investment indicating strong federal commitment to national security industries, prominently benefiting MP.

Why Long Term?

The government’s backing can pave the way for further collaboration and growth in critical industries over time. This may enhance MP's operational capacity and market dominance.

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