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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Aug 28, 2025 positive
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…”