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11月8日 - ** 矿业公司MP Materials Corp 股价盘前下跌0.9%至19.8美元
** 该公司报告称，由于电池稀土的产量和销量增加， (link)，亏损小于预期；报告的第三季度亏损为每小时 12 美分，而预计亏损为每小时 13 美分 - LSEG
** D.A. Davidson("买入"，PT $23) 指出，稀土价格自年初以来已趋于稳定，目前纯化钕铁硼（一种关键稀土元素）的现货价格约为 55-60 美元/千克；"目前在钕铁硼使用中占主导地位的 MP(的传统需求) 仍然周期性疲软"。
** NdPr（钕和镨）是电池磁体中需求量最大的两种稀土元素
** TD Cower("买入" PT 22 美元) 预计上游、中游产量将下降或与第四季度持平，但 2025 年将重新加速增长
** 不断扩大的商业机会和政府支持显示出令人瞩目的需求信号" - TD Cowen
** 截至上次收盘，MP 年累计上涨 ~0.7
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