MP Materials

北京6月22日新增10家美国企业；商务部公告第26号（6月24日，7月1日生效）引入违规出口举报奖励制度；《矿产资源法》6月15日起施行

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