Valuation Implications of Domestic Rare Earth Supply Chain Reshoring Corporate Analysis Report 2025: MP Materials and Lynas Positioned for Growth Via Governmental Backing and Strategic Offtake Agreements
01/12/2026 07:46 AM • A new market analysis report examines opportunities in reshoring rare earth supply chains to reduce Western dependency on China, which controls 85-90% of global refined production. The report identifies MP Materials and Lynas as key beneficiaries positioned for growth through government backing and strategic offtake agreements, with domestic suppliers potentially commanding 250-350% price premiums over Chinese benchmarks due to security considerations.
MP - Identified as the leading U.S. rare earth producer with the only fully integrated U.S. mine-to-magnet operation at Mountain Pass. Positioned as a primary beneficiary of government backing, strategic offtake agreements with major customers (GM, Apple), and security premium valuations.
Investing.com • Ali Merchant