[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![paola_rojas Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::33749800.png) Paola Rojas 🐝 [@paola_rojas](/creator/twitter/paola_rojas) on x 26.7K followers
Created: 2025-07-16 04:19:32 UTC

Are REEs the new lithium?

Here's my take:

Apple $AAPL is putting $XXX million at play with MP Materials $MP, in a partnership to build a factory in Texas with neodymium magnet manufacturing lines specifically designed for Apple products.

The deal comes mere days after the DoD invested $XXX million and committed to buy any product at a floor price of $110/kg.

The key implications I see:

- MP doubled in less than a week to a cool $XX billion, opening the door to more institutional eyes.
- Bullish for the space and for peers… a rising tide lifts all boats. I expect appreciation across players with US assets and in other Western economies, like those in Brazil and Australia.
- The safety blanket in the DoD deal is meaningful, and gives this a real shot at transforming the rare earths landscape. It could become ‘the price’ across the board.

PS: IMO, just getting started for REE. A bit like lithium in 2008.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945337479068049419/c:line.svg)

**Related Topics**
[$110kg](/topic/$110kg)
[dod](/topic/dod)
[magnet](/topic/magnet)
[build a](/topic/build-a)
[$aapl](/topic/$aapl)
[stocks technology](/topic/stocks-technology)
[$mp](/topic/$mp)

[Post Link](https://x.com/paola_rojas/status/1945337479068049419)