Over the past two weeks, I’ve been researching a promising small-cap stock that stands to gain from the growing spotlight on Rare Earth Elements — a sector quickly becoming one of the most strategically important in the world.
I did my PhD in physics on rare-earth elements. It's true that they're used in quite a number of applications and that China took over the global rare-earth market. Researchers are striving for new types of permanent magnets that don't contain rare-earth elements to reduce the dependence on China. It's a tough call. Some compounds have comparable properties in limited temperature ranges (either very low or very high), so there's no replacement yet. I kind of understand what the US wants from Ukraine with respect to the deal they've been pushing.
Do you have any guesses as to why MP Materials stock price has been in a downward trajectory while at the same time the rhetoric between China and the United States regarding rare earth materials has been ratcheting up?
I'm not sure (need to do a deep dive) but the financials over the past two years don't look good. Now they're getting better, though, and there's institutional accumulation.
Excellent article. As always! Btw, I work for an offshore wind turbine manufacturer, as I see you also referred to this industry (and Cadeler separately), feel free to contact me (X might be better, with same profile name). Looking fwd to reading your next analysis and deep dives. Take care
I did my PhD in physics on rare-earth elements. It's true that they're used in quite a number of applications and that China took over the global rare-earth market. Researchers are striving for new types of permanent magnets that don't contain rare-earth elements to reduce the dependence on China. It's a tough call. Some compounds have comparable properties in limited temperature ranges (either very low or very high), so there's no replacement yet. I kind of understand what the US wants from Ukraine with respect to the deal they've been pushing.
Very interesting. Thanks a lot for your contribution, Denis!
Do you have any guesses as to why MP Materials stock price has been in a downward trajectory while at the same time the rhetoric between China and the United States regarding rare earth materials has been ratcheting up?
It seems counterintuitive.
Likely due to the agreement between the U.S. and China.
I believe some Chinese companies are once again allowed to export rare earth elements to the U.S.
I'm not sure (need to do a deep dive) but the financials over the past two years don't look good. Now they're getting better, though, and there's institutional accumulation.
Great content! Easy to digest despite the complex topic.
Thanks a lot for your feedback!
Thanks for your comment and support.
Today I’ll be introducing to my subscribers asking how to start making passive income from investment /business.
I’ll be using this opportunity to lntroduce you to Mr.Ben my personal Broker for a Profitable and Life-Changing lnvestment.
WhatsApp; +1 (567) 467-5919
Reach out to him now for guidance☝️
Tell him I sent you.
Excellent article. As always! Btw, I work for an offshore wind turbine manufacturer, as I see you also referred to this industry (and Cadeler separately), feel free to contact me (X might be better, with same profile name). Looking fwd to reading your next analysis and deep dives. Take care
Thank you very much for your feedback and availability, it's much appreciated!
Thank you very much for the article, very complete! Any interesting company exposed to rare earths?
Thanks Sir! The company I'm researching right now is MP Materials.