MP Materials, Intel, and Sovereign Wealth Funds
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Navigating the Rare Earth Landscape
This chapter analyzes MP Materials' recent developments in addressing systemic challenges in the rare earth sector, focusing on a strategic partnership with the Defense Department. It critically examines the complexities of government interventions, market dynamics, and the implications of vertical integration in the magnet manufacturing space. Additionally, concerns about long-term dependency on subsidies and the clarity of exit strategies are raised, emphasizing the need for a balanced industrial policy.
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