MP Materials

北京は6月22日に米国企業10社を追加。商務部公告26号（6月24日、7月1日発効）が違法輸出への内部告発報奨制度を導入し、鉱物資源法は6月15日に施行

Fort Worth 'Independence' facility shipped first magnets December 2025; Q1 2026 NdPr output hit record 917t; Pentagon's $400m equity stake and $110/kg price floor make the US government the underwriter of America's magnet supply

The DoD's $110/kg NdPr floor with MP Materials became a template; Washington negotiated allied floors with Mexico, the EU and Japan by February 2026; the One Big Beautiful Bill's Section 20004 appropriated $2bn for a Strategic Resilience Reserve; the G7 Évian declaration committed $64bn across 195 projects