Rare Earth Rivalry: Lynas Navigates Global Power Plays

The Australian rare earths producer Lynas finds itself at the heart of a high-stakes geopolitical contest. As China continues to strengthen its dominance over this strategic resource market, the company is carving out a role as a crucial Western supplier. This positioning, however, has resulted in significant volatility for its share price, raising the pivotal question of whether Lynas possesses the capacity to challenge China’s near-monopoly.

In a significant strategic development, Lynas has confirmed the expansion of its heavy rare earths separation facility in Malaysia. This move solidifies the firm’s status as the only major producer of these critical materials outside of China. The expansion is strategically designed to Read more...