Strategic Materials
Policy Tracker

Source dossier

Follow one registered original document back to the published records that cite it. Each link below is an explicit source reference, not an association inferred from a shared event, company, material or project.

MP Materials Corp. Form 10-Q for the quarterly period ended June 30, 2026

Primary source

MP Materials Corp. / U.S. Securities and Exchange Commission (EDGAR)

OfficialenPublished 7 Aug 2026Accessed 3 Oct 2026

Binding quarterly filing of the recipient, read in a browser on 2026-09-23. Note 12: "In July 2025, the Company issued 400,000 shares ... to the DoW for cash consideration of $400.0 million." Note on debt: the Samarium Project Loan "bears interest at a fixed rate of 5.38% per annum". Note 3 and MD&A: the Price Protection Agreement commenced on October 1, 2025; PPA income of $59.9 million for the six months to June 30, 2026 and a PPA income receivable of $17.6 million ($51.0 million at December 31, 2025). The 10X Facility is in Northlake, Texas, on a 120-acre site bought in April 2026, where construction is "currently underway". It refers to the Department of Defense as the Department of War. Full original filing reread on 3 October 2026 for the 10X lifecycle review; the reporting date is not treated as a construction commencement date.

Open original document ↗

https://www.sec.gov/Archives/edgar/data/1801368/000180136826000048/mp-20260630.htm

6 directly citing records. This is a snapshot of the curated public corpus, not a live document monitor or proof that every sentence in the linked document supports every aspect of a record. Status and implementation observations are distinct from executed agreements, cash disbursements and verified physical milestones. Private research and pending editor reviews are excluded.

Policy events

1 distinct published record with an explicit reference to this source.

  1. DoD–MP Materials public-private partnership for rare earth magnet supply

    evt-us-dod-mp-2025

    • Cited policy event

Financial instruments

4 distinct published records with an explicit reference to this source.

  1. MP Materials Corp.

    fin-us-dod-mp-2025-bank-financing

    • Field evidence: status
    • Issuer implementation-status observation
  2. Second domestic magnet manufacturing facility

    fin-us-dod-mp-2025-magnet-offtake

    • Field evidence: status
    • Issuer implementation-status observation
  3. MP Materials Corp.

    fin-us-dod-mp-2025-preferred-equity

    • Field evidence: status
    • Financial status report
  4. Samarium Project: expansion of heavy rare earth separation, including separation of samarium oxide

    fin-us-dod-mp-2025-samarium-loan

    • Field evidence: terms
    • Instrument term

Projects

1 distinct published record with an explicit reference to this source.

  1. 10X Facility

    prj-us-mp-10x-facility

    • Field evidence: location

Only direct references in published events, field evidence, source-linked status histories, quotations, legal relationships, profiles and reviewed project milestones are shown. These links do not assign causality. See the source hierarchy and verification methodology.