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MP Materials

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 23, 2023 by Shayle Kann · said 7 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by Ahmad Ghahreman (6), Shayle Kann (1)

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2025 2 mentions in 1 episode
2024 4 mentions in 1 episode
2023 1 mention in 1 episode

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Everything said about MP Materials, oldest first

Mar 23, 2023 negative
Assertion Not checkable as stated
Kann: Only One of 40 Tracked Climate Tech SPACs Trades Above Merger Price
“Anyway, as of today, out of the 40 companies that I track, only one is trading above its merger price, which is notable in and of itself. That one happens to be MP Materials, which is a rare earth mining company.”
Shayle Kann Mar 23, 2023 ▶ 2:41 Betting big on renewable natural gas
Apr 24, 2025 bullish
Assertion Supported
Ahmad Gariman: Vacuumschmelze and MP Materials are building US magnet facilities
“Vacuum Schmitz is building a large magnet manufacturing facility in South Carolina. MP Materials in Texas and a few other companies are building capacity.”
Ahmad Ghahreman Apr 24, 2025 ▶ 26:50 The geopolitics of rare earth elements
Apr 24, 2025 neutral
Assertion Supported
Gariman: MP Materials deposit contains almost no heavy rare earths
“For instance, MP materials in the U.S. Basically has almost no heavy rare earths in, in, in the deposit, but they have a lot of lights in DPR.”
Ahmad Ghahreman Apr 24, 2025 ▶ 10:44 The geopolitics of rare earth elements
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