MP Materials Stock Surges 480% in 2025 Amid Rare Earth Dominance and US-China Trade Dynamics
MP Materials (NYSE: MP) has emerged as one of 2025's top-performing equities, delivering a staggering 480% year-to-date return. A $1,000 investment would now be worth $5,800 following its meteoric rise, fueled by a $500 million rare earth supply deal with Apple inked at $58 per share. The stock now trades at $95, marking a 65% surge post-agreement.
The rally accelerated after former President Trump's 100% tariffs on Chinese imports positioned MP as America's sole integrated rare earth supplier. The company now commands critical supply chains for smartphones, EVs, and defense systems, with federal funding supporting capacity expansion to reduce US reliance on China's politically weaponized mineral exports.