The Catalyst Is Coming. Here's Why Smart Investors Are Buying MP Materials Before the SpaceX IPO.

MP Materials (NYSE: MP) is simply a institution you might've ne'er heard of, but whose halfway merchandise is apt embedded successful devices you usage each day.

Operationally, MP presently controls the lone large-scale rare-earth excavation successful the U.S. -- the Mountain Pass excavation successful California. Rare-earth elements similar neodymium and praseodymium walk from this excavation into its processing facilities, wherever they're processed into materials utilized to marque high-performance magnets. These magnets, successful turn, are utilized successful electrical vehicles, smartphones, laptops, cleanable vigor technology, missiles, and satellites, among different applications.

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Over the past year, MP has emerged arsenic the U.S.'s rare-earth champion. In July 2025, it was the beneficiary of a $400 cardinal bundle from the Department of Defense, which, successful the aforesaid deal, besides guaranteed a competitory terms level of $110 per kilogram for neodymium and praseodymium.

Lately, however, MP has fallen into the background, its 19% summation successful 2026 acold abbreviated of the 223% tally it had successful 2025. Yet with the SpaceX IPO scheduled for June 12, MP Materials could get a large semipermanent boost. Here's why.

High-performance magnets are captious to aerospace exertion

SpaceX builds spacecraft, including rockets and satellites. It has implicit 10,000 Starlink satellites successful orbit, which marque up astir two-thirds of each the satellites orbiting the Earth. That's an unfathomable fig of celestial objects, but the institution doesn't deliberation so. In January 2026, it applied to motorboat a cardinal satellites to assistance powerfulness artificial quality (AI).

Many satellites usage rare-earth minerals, specified arsenic neodymium, dysprosium, and samarium. Indeed, rare-earth magnets are often utilized for deployment and to assistance stabilize and support the close predisposition erstwhile retired successful orbit.

Rare-earth metals marque up lone a tiny portion of a satellite's wide metallic composition, yet they are besides among the scarcest. As the sanction suggests, rare-earth elements are infrequently recovered successful viable concentrations successful Earth's crust; wherever they tin beryllium extracted economically, they're apt nether China's control. The U.S. is alert of this vulnerability, which is wherefore MP Materials has go strategically captious for its proviso chain.

To beryllium sure, MP hasn't inked a woody with SpaceX. But it has entered a $500 cardinal concern with Apple and an statement with General Motors to proviso imperishable magnets to both.