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MP Materials (MP) Research Hub

Finvaulta tracks 3 research reports on MP, updated through October 5, 2026. Latest: Why the US Rare Earth Supply Chain Remains Vulnerable.

Institutional research on MP covering commodities and equities, from ING and Barclays. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

Why the US Rare Earth Supply Chain Remains Vulnerable

ING·Oct 5, 2026

While US rare earth mining output has grown, the domestic supply chain remains vulnerable due to acute deficits in refining, heavy rare earth separation, and permanent magnet production. China continues to dominate downstream manufacturing, leaving US clean tech and defense sectors exposed ahead of strict 2027 defense procurement restrictions.

The US Rare Earth Push: What Comes Next?

ING·Oct 5, 2026

While the US is expanding domestic rare earth mining, its supply chain remains highly vulnerable due to severe downstream deficits in refining, heavy rare earth separation, and magnet manufacturing. To mitigate geopolitical risk ahead of strict 2027 defence procurement rules, the US is pursuing a strategy of domestic subsidies, friend-shoring with partners like Australia and Brazil, and recycling.

Transition Minerals: Unearthing Opportunities from a $500bn Supercycle

Barclays·Jan 15, 2026

Geopolitical rivalry, AI infrastructure buildout, and the energy transition are driving a circa $500bn investment supercycle to de-risk critical mineral supply chains. As governments prioritize strategic autonomy to counter China's dominance in midstream refining, producers across North America and APAC are positioned for structural upside.