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US Military Invests In SPAC Company

Wall Street Millennial | August 19, 2025



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In this video we analyze the Pentagon’s recent investment into a company called MP Materials.

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0:00 – 1:11 Intro
1:12 – 3:26 Rare Earth Elements
3:27 – 8:24 MP Materials
8:25 – 9:30 Economic Viability
9:31 Military Investment

Written by Wall Street Millennial

Comments

This post currently has 42 comments.

  5. @LuckSMTS

    August 19, 2025 at 4:31 pm

    I mean, im pretty sure china buys materials from all over the place. For example there are hundreds of mines only in the state of minas gerais in Brazil, and most of them export the raw rare earth materials to china where they will process them into electronics so I suppose also magnets. Im from Brazil so its pretty well known if you live in the state. I suppose America could, instead of trying to fight china with taxing, try to "outbuy their customers" and maybe invest in processing just like they did; but paired with high end technology instead of the half assed production lines they have. Still, it might be very costly but maybe it could work. Or maybe just bring back all the home companies that exploit China's low working rates. But that would also be very costly.

  9. @judyArsh

    August 19, 2025 at 4:31 pm

    The Chinese are laughing their asses off. A company 8% owned by the chinese is going to get Billions in tax payer subsidies so the pentagon can buy “American Magnets” made likely with a Chinese licensed process on chinese made machines in America. This is all just so laughable. Knowing how these things go the end product will likely be of inferior grade and American industry will turn their noses up at it and offer to pay even less for it knowing the government will cover the difference.

  10. @richardrestall8592

    August 19, 2025 at 4:31 pm

    There is no alternative. American MIC corporations are not interested in the low profits of defence industry basic goods like artillery shells and magnets.They have been corrupted by decades of cost-plus handouts from 'invested' Senators.

  14. @statmonster

    August 19, 2025 at 4:31 pm

    Once the Ft Worth and 10x plant are up and running they can be protected from Chinese dumping via tariffs.

    Hopefully domestic competitors can be induced to enter the market too and make sure MP Materials is not a monopoly.

  20. @letsburn00

    August 19, 2025 at 4:31 pm

    This actually is a logical thing to do. Most countries have government funding of critical technology. The US government is getting a share of ownership now, instead of just loans of grants. Its far smarter.

  21. @brendanwiley253

    August 19, 2025 at 4:31 pm

    The annoying part about placing security over lowest price possible is that if they were able to stand on their own then they wouldn't be on the government's radar as an area that would need help.

  25. @gbmoney8746

    August 19, 2025 at 4:31 pm

    Is it really that high of a cost? It’s like ~45 min of typical federal government spend in order to not be critically dependent on an adversary. Seems like an obvious trade.

  27. @Zero11_ss

    August 19, 2025 at 4:31 pm

    For almost $1bil couldnt the govt just set up their own version of the same company, what a scam. They are also using our tax dollars to shift economic power to red states, notice how all this crap is only being build in red states. Even the data centers that need to be cooled are built in places that have high temps, makes no sense.

  36. @tankalvin1444

    August 19, 2025 at 4:31 pm

    One can nationalize the corporation, or government can directly own the physical assets and its operations, rather than the wealth transfer mechanism of public markets, Or it would be a monopoly to cover the price at all costs. Or to say that it would make no commercial sense with inadequate private expansion of capitalism, such that the positive externalities need to be covered as a public good?

  37. @Redmanticore

    August 19, 2025 at 4:31 pm

    if its any consolence, it wasnt free for china either. it cost at least the same relatively speaking adjusted to chinese local budget size at the time to create the rare earth mineral logistical line. thats why all companies around the world are using it: its free to use, china made the long investment first

  40. @rpersaud562

    August 19, 2025 at 4:31 pm

    Why do you think Chamath jumped on the MAGA bandwagon. he wants that Gov't grift too. This is his first reward. He got the govt to bail out one of his spacs.

Comments are closed.

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