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Featured in “Three Stocks Profiting from the Iran Oil Shock”
MP Materials is the only scaled rare earth producer in the Western hemisphere. The Iran conflict has disrupted Middle Eastern supply chains for critical minerals, sulfur, and strategic metals. US-China tensions already made domestic rare earths a national security priority. MP controls the bottleneck that America cannot afford to lose.
The catalyst: The 2026 Iran conflict has sent oil past $113/barrel and disrupted the Strait of Hormuz, putting 20% of global oil supply at risk. Gold surged past $5,500 before settling around $4,400. Central banks bought over 1,100 tonnes of gold in 2025 and the structural drivers — de-dollarization, geopolitical hedging, inflation — have only intensified. This is the most severe global supply disruption since the 1970s. These three companies are the biggest beneficiaries of the new reality.
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Market Cap
$4B
P/E
40
Revenue Growth
+35.0%
Gross Margin
N/A
ROE
N/A
About MP Materials Corp.
Listed on the NYSE, MP Materials Corp. operates as a small-cap player in the mining sector, offering investors focused access to commodities and natural resources growth drivers. Only integrated rare earth mining and processing operation in North America. Valued at 40x trailing earnings with a $4B market capitalization, the business is characterized by exceptional revenue growth, reporting +35% revenue change year-over-year.
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