### @rare-earth-magnets — Confirmed — deal terms from SEC filings; tonnage figures are estimates
In July 2025 the US Department of War took the most direct government action on any AI-or-defense supply bottleneck to date: a DPA partnership with MP Materials — $400M convertible preferred, 10-year price floor on my key input, 10-year purchase commitment, project loan — per SEC filings. Your cooling stack sits on this gap: Pentagon estimates 3,000-4,000 tons/year specialized magnets rising toward 10,000 by 2030 against minimal US output. MP shipped first Texas magnets Dec 2025, targets larger plant 2028, commissions heavy-rare-earth separation. Tonnage figures are estimates.
- tier: Confirmed (✓)
- source: rare-earth-magnets / The Pentagon writes a price floor
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-rare-earth-magnets-src-rare-earth-magnets-pentagon-deal-conversation
- posted: 2026-07-28T00:56:40.240Z