Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
MP Materials Corp.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Metal Mining
Prev close 49.17 · gapped above the open, then crossed back over prior close. High/low 50.69 at 8:45 am ET, 49.00 at 11:15 am ET.
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For the year ended December 31, 2025, Customers A and B in the Materials segment accounted for 30 % and 23 % of the Company's total revenue, respectively; Customer C, primarily in the Magnetics segment, accounted for 31 % of the Company's total revenue.”
$60M relationship
basisMP fy2025 · closed 2025-12 $193M
FILING10-K0001801368-26-000008cik 0001801368
“For the year ended December 31, 2025, Customers A and B in the Materials segment accounted for 30 % and 23 % of the Company's total revenue, respectively; Customer C, primarily in the Magnetics segment, accounted for 31 % of the Company's total revenue.”
$58M relationship
basisMP fy2025 · closed 2025-12 $193M
FILING10-K0001801368-26-000008
“Additionally, as outlined in the DoW Offtake Agreement, the DoW has guaranteed that the 10X Facility will generate at least $140 million of EBITDA (as defined in the DoW Offtake Agreement, and subject to annual escalation) and has the right to purchase all of the magnets produced at the 10X Facility (which may instead be commercially syndicated).”
FILING10-K0001801368-26-000008cik 0001801368
“Entered into a long-term supply agreement with Apple Inc. (NASDAQ: AAPL) ("Apple"), for magnet production at Independence and the development and installation of scaled recycling capabilities at Mountain Pass, whereby Apple agreed to make prepayments in the aggregate amount of $200.0 million for the purchase of magnets;”
FILING10-K0001801368-26-000008cik 0001801368
“Under our long-term supply agreement with GM, as of December 31, 2025, we collected all required prepayments for the sale of magnetic precursor products (i.e., NdPr metal) totaling $150.0 million.”
FILING10-K0001801368-26-000008cik 0001801368
“We entered into a magnet offtake agreement with the DoW (the "DoW Offtake Agreement"), pursuant to which we will sell to the DoW the entire amount of magnets produced at the 10X Facility; provided, however, that at the DoW's request, or at our request and with the DoW's consent, we may sell up to 100% of magnet production to other third party customers.”
FILING10-K0001801368-26-000008cik 0001801368
“In February 2022, the Company was awarded a $35.0 million contract by the Department of Defense's Office of Industrial Base Policy, Industrial Base Analysis and Sustainment program, to design and build a facility to process HREE.”
FILING10-K0001801368-25-000009cik 0001801368
“Currently, the Company sells the vast majority of its rare earth concentrate to Shenghe Resources (Singapore) International Trading Pte. Ltd. ("Shenghe") under the terms of the 2024 Offtake Agreement, which became effective in January 2024 and replaced and extended the 2022 Offtake Agreement (as such terms are defined in Note 19 , "Related-Party Transactions," in the notes to the Consolidated Financial Statements).”
FILING10-K0001801368-25-000009cik 0001801368
“NdPr oxide and metal revenue consists of sales of NdPr oxide and metal produced at Mountain Pass under individual sales agreements, as well as sales under our distribution agreement with Sumitomo Corporation of Americas.”
FILING10-K0001801368-25-000009cik 0001801368
“The Company purchases certain reagent products (generally produced by an unrelated third-party manufacturer) used in the flotation process, as well as other materials from Shenghe in the ordinary course of business.”
FILING10-K0001801368-26-000008cik 0001801368
“As of December 31, 2025, SRK Consulting (U.S.), Inc., an independent consulting firm that we retained to assess our reserves, estimated total proven and probable reserves of 1.96 million short tons of REO contained in 28.96 million short tons of ore at Mountain Pass, with an average ore grade of 5.89%.”
FILING10-K0001801368-26-000008cik 0001801368
“As discussed in Note 19 , "Related-Party Transactions," in October 2023, the Company entered into the Tolling Agreement (as defined in Note 19 , "Related-Party Transactions" ) with VREX Holdco whereby VREX Holdco would cause VREX to process the Company's NdPr oxide into NdPr metal for delivery to the Company's customers globally.”
FILING10-K0001801368-25-000009cik 0001801368
“Historically, through our Materials segment, we sold the vast majority of our rare earth concentrate to a single, principal customer in China under the terms of the Shenghe Offtake Agreement (as defined in Note 21 , "Related-Party Transactions," in the notes to the Consolidated Financial Statements).”
FILING10-K0001801368-26-000008cik 0001801368
Watchlist prices, news filtered to it, and its next report on your desk.
MP Materials Corp. has 3 disclosed suppliers and 10 disclosed customers. Each one is named in an SEC filing, either MP Materials Corp.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
MP (MP Materials Corp.) has 3 disclosed suppliers and 10 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GM −2.01%, in consumer.