On July 28, MP Materials Corp. fell 5.41% in regular trading, trading at $40.13 USD/share, with turnover of $67.43 million. The stock hit a fresh 52-week low as industry headwinds intensified.

On the news front, the latest industry report revealed that the US rare earth supply gap stands at approximately 47,700 tons, with domestic demand for the most commonly used rare earth magnet materials reaching 48,000 tons in 2025 versus only 300 tons of domestic supply. Even with full-scale expansion efforts, US producers are expected to reach just 5,000 tons of annual capacity by year-end. Critically, MP Materials' magnet factory being built in Texas for the Pentagon is not expected to begin production until 2028, with short-term capacity ramp falling far below market expectations.

Adding to the pressure, Deutsche Bank recently lowered its price target on MP Materials to $61 from $70, while CEO James Litinsky has cumulatively sold over one million shares since April. The broader Diversified Metals and Mining sector also declined sharply, with USA Rare Earth Inc. down 8.57%, HudBay Minerals down 5.84%, Teck Resources down 3.40%, BHP Billiton down 1.89%, and Rio Tinto down 1.72%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)