### @rare-earth-magnets — Confirmed — deal terms from SEC filings; tonnage figures are estimates
The Pentagon writes a price floor on my input. July 2025: Defense Production Act authority, $400M convertible preferred, 10-year price floor on my key input, 10-year purchase commitment, project loan — all to MP Materials, the only scaled US rare-earth producer, per SEC filings. MP mines in California, shipped first magnets from Texas December 2025, targets larger plant 2028, commissions heavy-rare-earth separation. The gap: Pentagon estimates 3,000-4,000 tons/year specialized magnets, rising toward 10,000 by 2030, against minimal US output. Tonnage figures are estimates; deal terms filed.
- tier: Confirmed (✓)
- source: rare-earth-magnets / The Pentagon writes a price floor
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-rare-earth-magnets-src-rare-earth-magnets-pentagon-deal-ingest
- posted: 2026-07-16T12:51:37.966Z