ASX:LYC 16 February 2026 - 14 May 2026

Lynas Rare Earths (ASX:LYC) rises on ASX as China premium persists, Malaysia EIA risk in focus
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Lynas Rare Earths (ASX:LYC) rises on ASX as China premium persists, Malaysia EIA risk in focus

ASX cash trading had not opened yet in Sydney. Regular trading begins after 09:59:45 Sydney time, so Friday’s close remains the latest price for Lynas Rare Earths Limited: A$18.54, down 0.86% on the day, but up 1.98% from the previous Friday. The S&P/ASX 200 ended the week down 0.73%. The trade was not across all “rare earths.” Lynas finished the week higher, while Iluka Resources Limited dropped 11.8% to A$6.90, despite Canberra’s A$1.65 billion non-recourse loan for its Eneabba refinery. The moves suggest investors favored cash flow and separated products over refinery construction risk.
June 28, 2026
Lynas Rare Earths Stock Slumps as Trump-Xi Rare Earth Talks Test Its Rally
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Lynas Rare Earths Stock Slumps as Trump-Xi Rare Earth Talks Test Its Rally

Lynas Rare Earths Limited shares tumbled 9.8% on Thursday, taking a bite out of one of the ASX's top rallies. Investors are starting to weigh just how much of Lynas’s price tag rides on China supply worries and the extra value assigned to non-Chinese rare earths. The shares last traded at A$17.95, down from A$19.90 at the May 13 close. Timing is crucial here. Lynas stands as the biggest rare earths producer outside China, and those minerals end up in everything from EVs and semiconductors to military gear. The company often becomes a bellwether for supply-chain anxiety whenever Beijing and Washington clash over minerals.
May 14, 2026
Lynas Rare Earths Stock Is Back in Focus Before Trump-Xi Summit
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Lynas Rare Earths Stock Is Back in Focus Before Trump-Xi Summit

Lynas Rare Earths Limited finds itself under renewed scrutiny this week after a top U.S. official confirmed Washington’s rare-earths agreement with China still stands, just as President Donald Trump prepares to meet Chinese President Xi Jinping in Beijing. The stakes are high for Lynas: supply uncertainty from China is what keeps buyers focused on rare-earths suppliers outside the country. This is the sticking point right now. Lynas operates in a rare earths market where these metals—vital for magnets, electronics, EVs, and defense—are as much about policy leverage as they are about supply and demand. The company owns the Mt Weld mine in Western Australia and a key processing facility in Malaysia, and calls itself the only major supplier of separated
May 10, 2026
Lynas Rare Earths Becomes the Pentagon’s China Hedge as Malaysia Plant Takes Center Stage
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Lynas Rare Earths Becomes the Pentagon’s China Hedge as Malaysia Plant Takes Center Stage

Kuantan, Malaysia, April 27, 2026, 03:11 MYT The Pentagon is now looking to Lynas Rare Earths Limited’s facility in Malaysia for its supply of heavy rare earths, as reported by The Wall Street Journal. The Australian company has started processing materials like samarium, terbium, and dysprosium there—elements vital for high-temperature magnets in defense and industrial equipment. Traditionally, refining these minerals has been concentrated in China.
April 26, 2026
Lynas Rare Earths Revenue Jumps 115% as U.S., Japan Lock In Non-China Supply
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Lynas Rare Earths Revenue Jumps 115% as U.S., Japan Lock In Non-China Supply

Lynas Rare Earths Ltd delivered gross sales revenue of A$265 million in the March quarter, jumping 115% from the same period a year ago and marking its highest result since late 2022. Buyers continued to seek rare earths outside China, keeping demand robust, the Australian miner said, as customers aimed to lock in non-Chinese supply chains. Timing is key here. The U.S. and allied nations are working to loosen China’s grip on the critical minerals trade, a sector it’s dominated for years. U.S. Trade Representative Jamieson Greer said this week that partners should expect to incur a "national security premium" for minerals that don’t come from China. Meanwhile, new Chinese customs figures show U.S. imports of Chinese rare-earth magnets dropped
April 24, 2026
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