MP

MP Materials Corp.

RSI 22 — extreme oversold · volume +180%

Daily RSI at multi-month low. Price below lower Bollinger band. 5-day volume = 2.8× 90-day avg. Movement is idiosyncratic — no corresponding broad-market move detected.

China announces rare-earth export quota tightening

State Council statement on critical-mineral export licensing reform. Reuters, Bloomberg, SCMP confirm. Aggregated sentiment: −0.78 for Chinese supply chain, +0.62 for US-domiciled producers.

US–China trade escalation · Pentagon stockpile mandate

Defense Production Act invoked for rare earths in Q1 2026. USGS upgrades critical mineral risk rating. Section 232 review pending. Trade-policy regime score: HOSTILE.

Bridgewater +24% position · 3 insiders buying

13F filing shows MP added to Bridgewater Pure Alpha (+24% QoQ). Form 4: CEO and 2 directors purchased $1.8M combined over past 30 days. Congressional disclosure: long position filed under STOCK Act.

3rd multi-layer anomaly on MP in 60 days — trend accelerating

Memory Graph: prior 2 instances (April 8, May 14) each preceded 14–22% rallies within 30 days. Pattern weight: HIGH. Sector-wide rare-earths confluence count: 4 in past quarter.