Lynas, Positioned

Lynas Positioned for Major Growth as Rare Earths Demand Surges

20.11.2025 - 17:00:05

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Amid intensifying global competition for strategic resources, Lynas Rare Earths stands to benefit significantly from shifting market dynamics. As China’s dominance in rare earth elements faces pressure, the Australian company has emerged as the most substantial alternative supplier outside Chinese control. This strategic positioning has captured the attention of major financial institutions, with UBS recently issuing a substantial upgrade to its assessment of the company’s prospects.

In a notable show of support, UBS has elevated its rating for Lynas to “Buy” while boosting its price target by 17 percent to $17.80. According to analyst Dim Ariyasinghe, this optimistic revision reflects “growing confidence in global demand for rare earths outside of Read more...

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