MP Materials Stock Jumps on $500M Apple Deal to Boost U.S. Rare Earth Production

MP Materials (NYSE:MP) stock rose 8% in premarket trading Tuesday after reports that the MP Materials Apple deal in July 2025 is set to see Apple (NASDAQ:AAPL) commit $500 million to the U.S.-based rare earths miner. The move underscores growing efforts to strengthen domestic supply chains and reduce reliance on China for critical materials.

Fox Business, citing multiple sources, reported that Apple plans to purchase U.S.-made rare earth magnets from MP Materials’ Texas facility as part of the agreement.

Key Takeaways – MP Materials Apple Deal July 2025 📊

• Apple reportedly committing $500M to MP Materials for rare earth supply.
• MP stock rose 8% premarket on the news.
• Apple to purchase magnets from MP’s Texas facility, expected to start production by end-2025.
• A new Fort Worth factory and Mountain Pass recycling facility planned.
• Follows MP’s recent multibillion-dollar U.S. Defense Department deal to expand output.

Boosting U.S. Rare Earth Production and Reducing China Dependence

MP Materials operates the only rare earth mine in the U.S. The reported Apple deal comes just days after MP signed a multibillion-dollar agreement with the U.S. Department of Defense, aimed at ramping up rare earth magnet production for defense, electric vehicles, and electronics.

The new Apple partnership reportedly includes plans to:

• Build an additional factory in Fort Worth, Texas, for magnet production.
• Establish a recycling facility in Mountain Pass, California, to repurpose rare earth materials.

These developments align with Washington’s strategy to cut reliance on China, which currently dominates the global rare earth supply chain.

Read More: Complete Apple (AAPL) Stock Analysis

Outlook for MP Materials and U.S. Manufacturing

MP Materials currently produces mined and processed rare earths and is expected to begin commercial magnet production by late 2025. The partnership with Apple could strengthen U.S. manufacturing capabilities and attract more institutional investment into domestic rare earth production.

💬 Will Apple’s $500M investment help secure the U.S. rare earth supply chain? Share your thoughts below and stay tuned for more market updates! 📈🔋

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