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MP Materials appears in 1 X-Ray industry graph. 1 of its dependents have no documented alternative.
Who depends on MP Materials in this industry (by step):
🌉 It doesn't stop here:
GM, which depends on MP Materials here, is also a key player in the EV Batteries industry — so MP Materials matters there too, indirectly, through General Motors.
🧠 Psychological Contagion — not just who's affected, but what it does to market sentiment:
An estimate — not a forecast — of how much each step in the chain might see rising fear/herding (if MP Materials fails) or FOMO/herding (if demand for it grows), based on step distance and how documented the dependency is.
The network map below is the real graph, not an illustration. Every node and every line is clickable.
👆 Click any company on the map to see what happens if it "fails", or click a connecting line to see the evidence behind it.
Pick a node to fail:
🧠 Psychological Impact
A supply shock could create a second-order behavioral reaction as investors simultaneously reassess exposure to MP Materials and everything that depends on it — not a forecast, just an estimate of possible intensity.
Step 1
MP Materials, which mines rare earths at Mountain Pass, California, built a dedicated neodymium-iron-boron magnet manufacturing facility in Fort Worth, Texas under a long-term supply agreement with General Motors, announced in 2021 and finalized in 2022 — the first fully domestic mine-to-magnet supply chain for GM's EV motors.
Step 2
A documented dependency exists, but so does a documented alternative — impact isn't certain.
GM's Ultium-platform EV motors (GMC Hummer EV, Cadillac LYRIQ, Chevrolet Silverado EV, and others) use neodymium magnets. Unlike the defense supply chain, GM secured a real domestic alternative — see the direct supply agreement below.
Impact is marked "confirmed" only once every known alternative supplier for that component is also down. "Secondary" exposure flags a dependency edge with no known sole-source alternative. The dark-red nodes on the map are structural single points of failure in the graph itself — independent of whatever you simulate.
This page combines data from every hand-curated, documented X-Ray graph MP appears in. Every dependency is backed by a well-known public industry fact already shown on the relevant industry page; none of it was generated by AI. This information should not be considered investment advice.