Why Iโm all-in on $MP Materials โ the only U.S. rare earth miner & magnet maker.
This isnโt hype. Itโs national security + monopoly math.
Hereโs my thesis in 5 tweets:
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Trumpโs New Drone Tariffs Come At The Perfect Time For @MPMaterials $MP
Last night, President Trump has imposed sweeping new tariffs on foreign drones and their components:
โข 100% tariff on certain national-security-sensitive drones and critical components
โข 25% tariff on smaller drones and other components
โข New incentives for companies investing in U.S. drone and component manufacturing
This is potentially a major long-term catalyst for $MP because high-performance drones require NdFeB rare-earth magnets inside their electric motors and actuators.
More American drone manufacturing should mean more demand for domestically produced motorsโฆ and the rare-earth magnets powering them.
The timing couldnโt be more relevant.
$MP recently launched โProject Swarm,โ an initiative specifically designed to aggregate demand and standardize rare-earth magnet specifications across the U.S. drone industry. The company has already executed subscription agreements with multiple U.S. and allied customers.
This announcement does not guarantee MP any contracts, but it creates exactly the type of protected domestic market Project Swarm was built to serve.
The United States wants to rapidly expand domestic drone production while reducing reliance on foreign components.
$MP is positioning itself to supply one of the smallest, but most strategically important components inside those drones.
Itโs becoming increasingly obvious that drones are the future of warfare. Any country that wants to defend itself will need the ability to produce and maintain a massive drone arsenal without relying on foreign-controlled supply chains.
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