# MP Materials posts record NdPr output, ends sales to China and sets mid-2026 start for heavy rare-earth separation

Canonical page: https://technooptimist.io/stories/mp-materials-posts-record-ndpr-output-ends-sales-to-china-and-sets-mid-35913e58
Date: 6 Nov 2025
About: [MP Materials](https://technooptimist.io/companies/mp-materials.md) · [Mountain Pass mine and separation](https://technooptimist.io/materials/mountain-pass.md)
Original source: https://mpmaterials.com/news/mp-materials-reports-third-quarter-2025-results

Mountain Pass made a record 721 tonnes of NdPr in the third quarter of 2025, up 51% on a year earlier, after MP stopped all product sales to China. MP said its new heavy rare-earth separation facility would start commissioning in mid-2026, processing about 3,000 tonnes of feed a year with a 200 t/yr dysprosium and terbium circuit.

## Key facts

- NdPr: 721 t produced, 525 t sold at $59/kg.
- Concentrate revenue fell to zero after third-party sales ended in July 2025.
- Heavy circuit feed: SEG+ stockpiled since late 2023 plus third-party material.
- DoD price protection began on 1 October 2025.

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