MP Materials

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2025 by Jacob Helberg · said 4 times in 1 episodes since 2025 · across every show →

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brought up most by Jacob Helberg (4)

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Everything said about MP Materials, oldest first

Aug 28, 2025 positive
Insight
Helberg: DoD off-take agreements and price floors can break China's rare earth monopoly
“The solution to help put the genie back in the bottle is, I think actually the DoD's deal with MP Materials offers a good template, which is you need an anchor buyer and an end customer, and you need a price floor. So you need to agree with the supplier, in th…”
Jacob Helberg Aug 28, 2025 ▶ 10:21 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
Aug 28, 2025 positive
Assertion Partly supported
Helberg: DoD forged $750M deal with MP Materials for magnet production
“The DoD has forged a strategic partnership with a firm called MP Materials for seven hundred and fifty million dollars to reboot domestic rare earth magnet production.”
Jacob Helberg Aug 28, 2025 ▶ 5:35 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
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