I think it’s worth separating this out into a separate thread (even if it’s just for visibility here on HC.
https://www.apple.com/newsroom/2025/07/apple-expands-us-supply-chain-with-500-million-usd-commitment/
https://www.theguardian.com/technology/2025/jul/16/apple-us-mining-deal-magnets
Major companies and governments are starting to commit to RE supply chains, including where this comes at increased cost for strategic security.
this particular example is especially relevant to IXR as we are one of the few companies actively working on magnet recycling through our grant from the UK government of $2.9m in 2022.
https://ionicre.com/ionic-technologies/
I believe the last two days on SP increase is due to people starting putting together these pieces and seeing the potential of IXR.
I could see us going on quite a bit of a run here in the coming weeks
$500m deal between Apple and MP Materials for magnet recycling
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