$MP Q2 2026 highlights: • NdPr production: 840 MT (+41% YoY) • NdPr sales: 1,006 MT (+127% YoY) • $126.1M of consolidated revenue and PPA income • Materials Segment generated $95.6M revenue, $17.6M PPA Income & $32.5M Adj. EBITDA • Magnetics Segment generated $16.5M revenue, $7.5M Adj. EBITDA • Signed a significant long-term offtake agreement with new aerospace & defense customer for separated gadolinium, expanding our heavy rare earth business • Launched Project Swarm to aggregate demand and standardize specs for the drone industry; executed subscriptions with multiple new customers Webcast 5pm EST → mplinks.me/2Q26 Full results → mplinks.me/ir

Mine → magnet → motor All in 🇺🇸 Proud to be rebuilding the rare earth supply chain with General Motors bloomberg.com/news/videos/20…

Tune in to Wall Street Week on Bloomberg TV tonight 👇

MP Materials' Fort Worth factory employs more than 350 people making magnets for electric motors and iPhones. Executives say more investment is coming. Dive into that story and more in our latest weekly newsletter for Fort Worth Business Journal. bizjournals.com/dallas/news/…

Most magnet makers buy alloy flake from third parties and start there. $MP makes the alloy in-house, directly downstream of our metal production capability. That creates a direct link from Mountain Pass to magnet manufacturing and allows us to optimize chemistry and microstructure across the process, rather than simply accepting whatever feedstock is available. Vertical integration is an engineering advantage.

American-made magnets. Installed in a @GM traction motor. Not long ago, these images would have been separated by oceans. The supply chain is coming home 🇺🇸 $MP

Magnets made in MP Materials' Fort Worth factory to be used by GM dallasnews.com/business/tech…

A magnet factory here called Independence represents the Western Hemisphere’s biggest bet challenging China’s dominance in the rare-earth metals needed to make motors for electric vehicles. General Motors is preparing to take its first deliveries from the plant, a milestone more than five years in the making. GM’s partnership with the plant’s owner, MP Materials, was a byproduct of chaos. The back-to-back shocks of the COVID-19 pandemic and subsequent semiconductor shortage upended auto production worldwide, prompting GM to reevaluate how it sources vital components. As a result, the automaker sought to shift from a procurement strategy heavily reliant on globalization to one with a more regional focus. The goal is to “buy where you build,” Shilpan Amin, the automaker’s global chief procurement and supply chain officer, told reporters at a tour of MP Materials’ 250,000-square-foot facility here. #GM #GeneralMotors #China #automotive #autoindustry

If you know, you know. This week, $MP welcomed Munro Live to Independence for an inside look at the world's only fully integrated rare earth metal-to-magnet manufacturing facility. Few teams know engineering and manufacturing better. We can’t wait to see what they captured!

This week, the Munro team visited @MPMaterials Fort Worth, Texas facility to see how rare earth magnets are made and learn more about their partnership with @GM to supply magnets for EV motors. More from our visit coming soon!

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We’re doing magnets, Mr. President 🫡

"MP also announced a new agreement with an undisclosed large aerospace and defense contractor worth hundreds of millions to provide it with gadolinium. That’s a so-called heavier rare-earth metal that ends up in high-performance alloys for jet engines and lasers, among other applications." 👇 barrons.com/articles/mp-mate…

Introducing Project Swarm America cannot achieve drone dominance while depending on foreign-controlled supply chains Project Swarm will aggregate the magnet demand of U.S. and allied drone and motor manufacturers—creating a secure pathway from the rare earth mine to the aircraft Sovereign airspace requires a sovereign supply chain Read more from $MP ↓ mpmaterials.com/news/project…

America’s Defense Industrial Base starts here. Build Freedom welcomed Mike Rowe to @MPMaterials to showcase the nation’s only active rare earth mine and processing plant, home to one of the world’s richest rare earth deposits, and the skilled workforce powering our future!

250 years ago, America declared its independence. This Fourth of July, we honor the Founders and patriots who secured it, the men and women who defend it, and the innovators and builders whose efforts help strengthen America's independence every day. 🇺🇸

Rare earths are no longer just a niche mining story. They sit at the centre of some of the most important trends shaping the global economy, from electric vehicles and robotics to AI infrastructure, drones and defence systems. Yet the real challenge is not simply finding these materials. It is building the supply chains needed to process them and turn them into the products modern industry depends on. In this episode of The Next Big Thing, @MobeenTahirWT speaks with Ryan Corbett, Chief Financial Officer of @MPMaterials, about the race to rebuild rare earth supply chains. We explore China's dominance across mining, refining and magnet production, why NdPr is emerging as a critical bottleneck, and why demand is broadening well beyond electric vehicles. The conversation also examines the role of industrial policy, supply chain security and vertical integration in building a resilient materials ecosystem. Listen on Spotify: open.spotify.com/episode/2PJ… Watch on YouTube: piped.video/Ww_s_YUppDk Read the write-up: wisdomtree.eu/en-gb/blog/202… #marketingcommunication