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MP Materials (MP) investor relations material

MP Materials Jefferies Mining and Industrials Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies Mining and Industrials Conference 2025 summary4 Sep, 2025

Customer and contract developments

  • Announced foundational customers for new magnet facility, including General Motors and Apple, with Apple taking the majority of expansion capacity.

  • Department of Defense contract includes 100% offtake with minimum guaranteed EBITDA and commercial syndication opportunities.

  • No immediate pressure to announce new customers due to strong contract structure and full capacity at Independence facility.

  • Customer selection focuses on low risk and rapid success, with standardization in automotive supply chains aiding efficiency.

  • Major customer engagement and qualification trials progressing, with commercial production targeted by year-end and sales expected to begin early next year.

Market trends and supply chain strategy

  • Geopolitical tensions, especially with China, have made supply chain security a top priority, accelerating customer interest.

  • Companies are reevaluating magnet specifications and supply chain locations, leading to simplification and standardization.

  • Growth opportunities identified in automotive, consumer electronics, industrial, robotics, and drone markets.

  • OEMs are increasingly aware of magnet use and are seeking to optimize specifications for cost and supply security.

Production, ramp-up, and cost structure

  • Magnet production ramping up with rapid prototyping and process development; commercial facilities expected online by year-end.

  • NDPR refining running at 50% throughput, targeting 20% sequential growth, with full 6,000-ton target achievable in 4–6 quarters.

  • Cost reduction from $60s/kg to $40s/kg expected mainly through fixed cost absorption as volume increases.

  • Dedicated teams for debottlenecking and process improvements ensure bandwidth for simultaneous initiatives.

  • Brownfield site and shared infrastructure provide capital efficiency for future expansions and recycling initiatives.

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49th Annual Automotive Symposium4 Nov, 2025
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Frequently asked questions

MP Materials Corp. owns and operates the largest rare earth mining and processing facilities in the U.S. for the production of rare earth oxides. MPM is focused on creating clean, technology-critical materials for electric vehicles, wind turbines, consumer electronics and other growing industries. With vertically integrated operations from mines, to refining and separation facilities located in Mountain Pass, California, MPM is a leader in developing a sustainable domestic supply chain to meet existing and future demand of rare earth materials. The company was founded in 2017 and is headquartered in Las Vegas, Nevada.

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