MP Materials (NYSE: $MP Materials(MP.US)) has a market cap of approximately $8 billion. The Mountain Pass mine (California) is the only operational rare earth mine in the U.S., focusing on rare earth mining and processing, with monazite/bastnasite ore. It has entered the production phase and received $35 million from the DOE to build a heavy rare earth separation facility. Energy Fuels (NYSE: $Energy Fuels(UUUU.US)) has a market cap of around $1.8 billion, owns the White Mesa mill and multiple mining rights, and has transitioned into a commercial rare earth enterprise...