Ryan Corbett
Chief Financial Officer, MP Materials
“Importantly, to your point on spot prices, we've locked in economics on this contract.”
“there is an opportunity to grow volumes over time that would come at significant incremental return, given the vast majority of the capital being deployed upfront”
“The way that we will approach separating out the dysprosium and terbium first ... that leaves us with an SEG product that we had been evaluating how to maximize the economics from that product set. This was a very logical way to do that.”
Ryan Corbett
One-line summary: CFO of MP Materials; the project's primary source on how MP prices heavy-rare-earth offtake (locked-in, non-spot economics).
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On drone-warfare-demand-to-mp-hree-rerate, iran-drone-warfare-to-mp-hree-premium:
"Importantly, to your point on spot prices, we've locked in economics on this contract." — 2026-08-06-earnings-mp-q2-fy2026 (2026-08-06)
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On drone-warfare-demand-to-mp-hree-rerate:
"there is an opportunity to grow volumes over time that would come at significant incremental return, given the vast majority of the capital being deployed upfront" — 2026-08-06-earnings-mp-q2-fy2026 (2026-08-06)
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On drone-warfare-demand-to-mp-hree-rerate:
"The way that we will approach separating out the dysprosium and terbium first ... that leaves us with an SEG product that we had been evaluating how to maximize the economics from that product set. This was a very logical way to do that." — 2026-08-06-earnings-mp-q2-fy2026 (2026-08-06)
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