Lynas Rare Earths
Listed on Australian Securities Exchange (ASX)
Lynas Rare Earths Limited is an Australian company and the world's largest producer of separated rare earths outside China. It mines high-grade deposits at Mt Weld, Western Australia, and processes materials at facilities in Kalgoorlie and Malaysia for use in electronics, EVs, and wind turbines.
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Latest Coverage
Oct 6, 2026
Lynas Offers A$968 Million in Shares for Meteoric’s Caldeira Project
Lynas agreed to acquire Meteoric Resources in an all-share scheme valued at A$968 million on a 60-day share-price basis. The deal would add Brazil’s Caldeira ionic-clay deposit, including 802,000 tonnes of contained NdPr oxides and 41,000 tonnes of DyTb oxides in reported resources, but still needs shareholder, court and Brazilian regulatory approvals. Lynas is providing up to A$110 million of interim funding.
Aug 26, 2026
Lynas Looks Beyond Mt Weld as It Courts Third-Party Ionic-Clay Feed
Lynas posted record FY26 revenue and profit, but the more consequential development is its pursuit of third-party ionic-clay feed. The strategy could turn Lynas from a vertically integrated producer into a broader separation platform, provided new mineralogy can be qualified without damaging recoveries, impurity control or margins.
Jul 20, 2026
Lynas’s A$50 Million Magnet Bet Extends Its Reach Without Owning the Factory
Lynas Rare Earths is investing A$50 million in JS Link to support a 3,000-tonne-a-year Malaysian NdFeB magnet plant, gaining downstream exposure and a long-term customer without assuming full factory execution risk.
Jun 30, 2026
Lynas Licence Reset Keeps the West’s Biggest Non-China Processor in Play
Lynas Rare Earths’ renewed Malaysian operating licence keeps the West’s most important non-China rare earth processor in play, while leaving waste, thorium and community acceptance as strategic risks.
May 19, 2026
Lynas Trades Between Record Output and Geopolitical Volatility
Lynas is now framed around the tension between strong operating results and rare earth geopolitics, rather than a simple sector recovery story.
May 12, 2026
Lynas’s Earlier Recovery Story Was a Non-China Supply Repricing
This earlier Lynas article is now positioned as the market’s initial repricing of non-Chinese supply value before later volatility returned.
May 5, 2026
Lynas Rare Earths Faces CEO Transition Amid Revenue Surge and Supply Chain Shifts
Lynas Rare Earths (LYC) grapples with CEO departure, strong Q3 revenue growth, U.S. and Japan deals boosting sentiment, yet recent share price dips on broader market pressures. Analysts see modest upside.
Apr 28, 2026
Lynas Rare Earths Faces Pullback Amid Profit-Taking and China Price Pressure
Lynas Rare Earths (ASX:LYC) shares have declined recently despite strong quarterly revenue, driven by profit-taking after a 124% annual rally and falling NdPr prices in China. Analyst sentiment remains mostly positive with buy ratings and targets up to A$33, though valuation concerns persist. Trading activity spiked on selloff days.