A Look At Lynas Rare Earths’ Valuation After US Funding Shift Toward Domestic Rival
Why the latest US funding move matters for Lynas The US government’s recent funding package for USA Rare Earth, including plans for a fully domestic rare earths supply chain, has put Lynas Rare Earths (ASX:LYC) back in the spotlight for Australian investors. The A$1.6b commitment and mixed signals on future US support for overseas suppliers have fed into swings in sentiment toward Lynas, prompting fresh questions about how much of the US market the company can realistically rely on. See our...
Why the latest US funding move matters for Lynas The US government’s recent funding package for USA Rare Earth, including plans for a fully domestic rare earths supply chain, has put Lynas Rare Earths (ASX:LYC) back in the spotlight for Australian investors. The A$1.6b commitment and mixed signals on future US support for overseas suppliers have fed into swings in sentiment toward Lynas, prompting fresh questions about how much of the US market the company can realistically rely on. See our...