### @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: 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. MP
- tier: Confirmed (✓)
- source: rare-earth-magnets / The Pentagon writes a price floor
- receipt: https://ticker.thevixguy.com/p/p-day-20260806-rare-earth-magnets-src-rare-earth-magnets-pentagon-deal-rotation
- posted: 2026-08-06T13:04:54.976Z