Lynas Rare Earths Limited
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About Lynas Rare Earths Limited
Overview
Lynas Rare Earths Limited is an Australian rare earths company and the only significant rare earth producer outside of China. The company operates an integrated supply chain from mine to separated rare earth products, with mining in Western Australia and processing in Malaysia. Lynas is a critical supplier of rare earths for defense, technology, and clean energy applications globally.
Operations
Lynas operates the Mount Weld mine in Western Australia, one of the world's highest-grade rare earth deposits, and the Lynas Advanced Materials Plant (LAMP) in Kuantan, Malaysia, where rare earth concentrate is processed into separated rare earth oxides. The company produces NdPr (neodymium-praseodymium) and other separated rare earths for customers globally, with production capacity of approximately 10,500 tonnes NdPr per annum.
Strategy
The company's strategy emphasizes expanding production capacity to meet growing demand for rare earths in permanent magnets, establishing additional processing facilities outside Malaysia to diversify and derisk operations, securing long-term customer agreements with Western OEMs, maintaining the only proven alternative to Chinese rare earth supply at scale, and pursuing downstream integration into rare earth magnets. Lynas benefits from government support in Australia and the US.
Key Projects
Major projects include the Kalgoorlie Rare Earths Processing Facility in Western Australia for cracking and leaching (under construction with Australian government funding), the Lynas US Heavy Rare Earths processing facility in Texas (under development with US Department of Defense funding), LAMP expansion in Malaysia to increase capacity, and the Mount Weld expansion to increase mining capacity. Lynas is building a geographically diversified processing footprint.
Primary Commodities
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Press Releases
Lynas, JARE sign MoU on rare earths value chain
The MoU is non-binding and hinges on the formation of definitive agreements.
Lynas Extends JARE Deal And License As Valuation Stretches Higher
Lynas Rare Earths (ASX:LYC) has extended its long term supply agreement with Japan Australia Rare Earths (JARE) through to 2038. The agreement includes firm demand and market linked pricing mechanisms for key rare earth materials supplied to Japanese customers. Lynas has also received a 10 year renewal of the operating license for its Malaysian processing facility. Lynas Rare Earths, one of the key non Chinese suppliers of rare earth materials, sits at the center of demand from sectors such...
Lynas Rare Earths climbs as Japan offtake agreement extended to 2038
Lynas Rare Earths Ltd (ASX:LYC, OTC:LYSCF) surged at the open after extending its long-term supply agreement with Japan Australia Rare Earths (JARE) to 2038, securing offtake for key rare earth materials used in Japan. Shares in the miner rose 11.5% in early trade, making Lynas the strongest...
Lynas Rare Earths Secures Floor Price in Revised Japan Supply Deal
Lynas Rare Earths has secured a floor price for some rare earths it sells to Japan in line with a price guaranteed by the Pentagon to its American rival, helping underpin earnings for the Australian company.
Malaysia renews Lynas Rare Earths' license for 10 years, orders end to radioactive waste by 2031
Malaysia’s government renewed Australian miner Lynas Rare Earths' operating license for 10 years but will require it to stop producing radioactive waste by 2031. The Lynas refinery in Malaysia, its first outside China producing minerals that are crucial for high-tech manufacturing, has been operating in central Pahang state since 2012. Science Minister Chang Lih Kang said Monday that any radioactive waste generated within the next five years must be treated and neutralized by extracting thorium or other methods.
Lynas Rare Earths (ASX:LYC) Is Up 21.0% After Record Half-Year Profit And Major Expansion Moves - What's Changed
Lynas Rare Earths Limited has reported its half-year 2026 results for the period ended 31 December 2025, with sales rising to A$413.69 million and net income to A$80.21 million, lifting basic earnings per share from continuing operations to A$0.0819. The company combined this profit surge with commissioning of the Mt Weld expansion, first half-year heavy rare earth production in Malaysia, and a A$932 million equity raising to fund its “Towards 2030” growth plan. We’ll now examine how Lynas’s...
Has Lynas Rare Earths (ASX:LYC) Run Too Far After Its 179% One Year Rally?
If you are wondering whether Lynas Rare Earths is still priced reasonably after its run, this article will focus on what the current share price might mean for value focused investors. The stock last closed at A$18.98, with returns of 21.0% over 7 days, 17.2% over 30 days, 55.3% year to date, 179.5% over 1 year, 143.3% over 3 years and 213.7% over 5 years. This puts recent valuation questions front and center. Recent attention on Lynas has been driven by its role as a rare earths supplier...
Lynas Rare Earths’ Departing CEO Has Sights on Pentagon Supply Deal
The chief executive of Lynas Rare Earths said plans for a new processing plant in Texas will remain stalled until talks with the Pentagon are finalized.
Assessing Lynas Rare Earths' Valuation After Strong 1 Year Share Price Rally
Recent share performance and business profile Lynas Rare Earths (ASX:LYC) has drawn fresh attention after a solid run in its share price, with returns around 10% over the past week and roughly 8% over the past month. Over the past 3 months, the stock has delivered about a 19% return, and year to date it is up roughly 41%. Over the past year, the total return figure is around 150%, which stands out for investors tracking materials names. At a last close of A$17.24, Lynas Rare Earths is valued...
Lynas Rare Earths Ltd (LYSCF) (Half Year 2026) Earnings Call Highlights: Strong Financial ...
Lynas Rare Earths Ltd (LYSCF) reports increased revenue and profit, while addressing power supply issues and strategic expansions.
Quick Facts
- Ticker Symbol
- LYC.AX
- Market Cap
- Mid Cap
- Category
- Rare Earths
- Commodities
- Rare Earths
- Headquarters
- Sydney, Australia
- Founded
- 1983
- Employees
- ~700
Operating Countries
Producing Assets
- •Mount Weld (Australia)
- •LAMP Processing (Malaysia)
Development Assets
- •Kalgoorlie Processing (Australia)
- •US Heavy Rare Earths (USA)
- •Mt Weld Expansion (Australia)
This information is for educational purposes only and does not constitute investment advice. Always conduct your own research before making investment decisions.