ASX:LYC 19 May 2026

U.S. Drone Ambitions Meet China Rare Earth Leverage
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U.S. Drone Ambitions Meet China Rare Earth Leverage

China said it would address some U.S. concerns over rare-earth export controls but defended its curbs as legal, offering no rollback. The Pentagon’s Drone Dominance program has ordered 30,000 attack drones and plans to buy over 200,000 by 2027, but supply chains remain vulnerable. China controls nearly all rare-earth refining and magnet manufacturing, raising concerns for U.S. defense production.
May 20, 2026
Lynas Rare Earths Stock Just Gave Back Monday’s Pop. The China-Supply Trade Isn’t Over
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Lynas Rare Earths Stock Just Gave Back Monday’s Pop. The China-Supply Trade Isn’t Over

Lynas Rare Earths closed at A$18.12 on Tuesday, down 4.28%, erasing most of Monday’s 5.46% gain. The S&P/ASX 200 rose 1.17%, but materials stocks lagged after Australia ordered six shareholders to divest from Northern Minerals, citing national interest. Lynas traded 4.32 million shares, near Monday’s volume. Northern Minerals shares dropped over 8% following the order.
May 19, 2026

Stock Market Today

  • Iron Ore Investment Risks for ASX Investors: Key Considerations
    May 26, 2026, 12:09 AM EDT. This guide outlines the investment risks linked to iron ore markets for ASX investors. It emphasizes that content provided by Kalkine Media is intended solely for education and should not be construed as financial advice or stock recommendations. Investors are urged to conduct their own due diligence and consult financial professionals before making investment decisions. Kalkine Media disclaims liability for losses arising from the use of its content, which includes third-party views and media not owned by the publisher. Understanding these warnings is crucial for managing potential investment risks in the volatile iron ore sector.