---
title: "Why MP Materials Stock Just Popped Big-Time"
description: "MP Materials stock surged 18.7% after China threatened to limit rare-earth exports to the U.S., highlighting the urgency for domestic mining and refining. Despite President Trump's reassurances, inves"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/260915615.md"
published_at: "2025-10-13T14:51:04.000Z"
---

# Why MP Materials Stock Just Popped Big-Time

> MP Materials stock surged 18.7% after China threatened to limit rare-earth exports to the U.S., highlighting the urgency for domestic mining and refining. Despite President Trump's reassurances, investors are optimistic about MP and similar companies. The U.S. Defense Department is preparing for potential export restrictions by building a $1 billion stockpile of critical minerals. JPMorgan Chase plans to invest $10 billion in critical sectors, including rare earths, to reduce reliance on foreign sources, which could positively impact MP Materials' stock valuation.

**MP Materials** (MP 23.17%) stock soared 18.7% through 9:55 a.m. ET Monday after China threatened to throttle rare-earth exports to the United States -- making developing a domestic rare-earth mining and refining industry more urgent than ever.

President Donald Trump tried to reassure investors that China isn't serious about its rare-earth threats, and that everything "will all be fine." But just in case it isn't, investors are bidding up shares of MP and similar start-ups.

Image source: Getty Images.

## Bad news is good news

Stock market investors aren't the only ones uncertain the trade war will end in unicorns and rainbows. Whether or not China tightens the screws on rare-earth exports, the U.S. Defense Department wants to be prepared for the worst, and is building a $1 billion stockpile of critical minerals, as London's *Financial Times* reports.

Investment bank **JPMorgan Chase** may be getting into the rare-earths game as well. In comments Monday, CEO Jamie Dimon said it's "painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing -- all of which are essential for our national security." To help fix this (and earn some profit), JPMorgan aims to invest $10 billion over the next decade in several critical sectors.

These include defense and aerospace, artificial intelligence and quantum computing, energy technology, and supply chain and advanced manufacturing.

## Is MP Materials stock a buy?

Rare earths necessary for many of the other sectors also fall under the "supply chain" sector, giving JP two great reasons to invest in rare earths. While I admit I'm not thrilled with the valuation on MP Materials stock -- nearly 140 times forward earnings -- it's pretty clear how a vote of confidence from Dimon could help to drive this stock higher.

### Related Stocks

- [MP.US - MP Materials](https://longbridge.com/en/quote/MP.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Rare earths surge above price floor given to MP Materials | Prices of key rare earths, essential for EVs and defense, have surged due to strong demand and supply bottlenecks, surpa | [Link](https://longbridge.com/en/news/276249533.md) |
| Rare Earth Stock Tests Historically Bullish Trendline | MP Materials Corp (NYSE:MP) stock fell to a one-month low, down 2% to $56.87, but remains technically strong with suppor | [Link](https://longbridge.com/en/news/276162826.md) |
| Assessing MP Materials (MP) Valuation After US Government Equity Investment And National Security Focus | The U.S. government's $400 million equity investment in MP Materials has heightened its profile in national security dis | [Link](https://longbridge.com/en/news/276260529.md) |
| Rare Earth Stocks: 7 Critical Questions About Project Vault and the Mining Boom | President Trump announced "Project Vault," a $12 billion initiative to create a U.S. critical mineral reserve, boosting  | [Link](https://longbridge.com/en/news/275937759.md) |
| MP Materials Backed By $110 DoD Price Floor As JPMorgan Sees 33% Upside | MP Materials Corp (NYSE:MP) is supported by a $110/kg price floor from the Department of Defense, which provides earning | [Link](https://longbridge.com/en/news/275933286.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.