Feb. 4 at 4:26 PM
$MP MP Materials (MP) shares are down 8.95% to
$58.83 today, February 4, 2026, as investors react to a significant shift in U.S. government support policy for the rare earths sector. While the company remains a cornerstone of domestic critical mineral production, recent reports and administration comments have injected uncertainty into its long-term pricing and competitive position. Reports from late last week, reinforced by current administration statements, indicate that the U.S. government is stepping back from offering new, company-specific price guarantees. While MP's existing agreement with the Department of Defense is reportedly safe, the lack of a broader support framework for future projects has cooled investor enthusiasm.
