robopub.substack.com
USAR: The West's $4.2B Rare Earth Gamble
USAR builds a non-China rare earth chain with $3.5B funding. High-risk, high-reward play on execution, 2026-2028 milestones key.
#$MP is an active hashtag on Bluesky. In the last 30 days, 8 people shared 15 posts with it — around 1 a day. Activity is down 14% versus the previous week, peaking on Jul 27 with 4 posts.
robopub.substack.com
USAR: The West's $4.2B Rare Earth Gamble
USAR builds a non-China rare earth chain with $3.5B funding. High-risk, high-reward play on execution, 2026-2028 milestones key.
youtu.be
The Real Reason I’m Watching USAR Right Now
YouTube video by Meng Li
www.juniorstocks.com
MP Materials Alleges Magnet Technology Theft in Lawsuit Against USA Rare Earth
oilprice.com
China’s Rare Earth Strategy Is Forcing a U.S. Manufacturing Revolution | OilPrice.com
Escalating Chinese export controls are driving a major push to establish a secure North American rare earth supply chain from mining to magnet production.
robopub.substack.com
USAR: The West's $4.2B Rare Earth Gamble
USAR builds a non-China rare earth chain with $3.5B funding. High-risk, high-reward play on execution, 2026-2028 milestones key.
youtu.be
The Real Reason I’m Watching USAR Right Now
YouTube video by Meng Li
open.substack.com
MP Materials' 10,000-Ton Production Capacity Narrative
MP Materials transforms rare earth ore into US-made magnets. 10X plant targets 10K ton capacity by 2028. Policy-backed growth with GM, Apple, DoD ties.
youtu.be
Is MP Materials a Buy? Analyzing the Rare Earth Giant
YouTube video by Meng Li
oilprice.com
China’s Rare Earth Strategy Is Forcing a U.S. Manufacturing Revolution | OilPrice.com
Escalating Chinese export controls are driving a major push to establish a secure North American rare earth supply chain from mining to magnet production.
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