中國對鎵、鍺與稀土實施出口管制，西方國防自主與雷射高功率磁體需求加速西方稀土龍頭價值重估。

MP Materials plays a critical strategic role in Western efforts to onshore rare earth mining and magnet manufacturing. The company's processing facilities address key supply chain bottlenecks for critical minerals essential to military laser diodes, guidance systems, and electric motors. As Western defense departments seek to reduce dependence on Chinese critical mineral refining, MP Materials stands as a primary domestic partner.