James H. Litinsky
Chairman and CEO, MP Materials
aka Jim Litinsky, James Litinsky
“access to NdPr oxide will remain the binding constraint for economically viable rare earth magnet production outside of China for at least the next five years.”
“The events in the Middle East have accelerated and magnified the perspective around drones and robotics being the future of warfare. It is very likely the future of warfare will involve millions, eventually billions, of robots and drones working in cohesion, which is a huge demand accelerant for rare earth magnetics.”
“having our existing refinery is really a significant advantage, at least for the foreseeable future — five-plus years — because any of the projects that we see around the world, if it is a non-China supply chain, is ultimately very likely to come into our refinery.”
James H. Litinsky
Chairman and CEO of mp-materials. Primary spokesperson on MP Materials' rare earth supply chain thesis and defense magnet positioning.
Said
- james-h-litinsky in 2026-06-03-mp-materials-mp-q1-2026-earnings-call: "access to NdPr oxide will remain the binding constraint for economically viable rare earth magnet production outside of China for at least the next five years."
- james-h-litinsky in 2026-06-03-mp-materials-mp-q1-2026-earnings-call: "The events in the Middle East have accelerated and magnified the perspective around drones and robotics being the future of warfare. It is very likely the future of warfare will involve millions, eventually billions, of robots and drones working in cohesion, which is a huge demand accelerant for rare earth magnetics."
- james-h-litinsky in 2026-06-03-mp-materials-mp-q1-2026-earnings-call: "having our existing refinery is really a significant advantage, at least for the foreseeable future — five-plus years — because any of the projects that we see around the world, if it is a non-China supply chain, is ultimately very likely to come into our refinery."