ASX:LYCMetals and Mining
Lynas Rare Earths (ASX:LYC): Rethinking Valuation After Malaysia Expansion Plans and Evolving Supply Chain Dynamics
Lynas Rare Earths (ASX:LYC) revealed plans to build a heavy rare earth separation facility in Malaysia, aiming to boost supply for customers seeking reliable alternatives outside China. This move closely follows ongoing uncertainty surrounding Chinese export controls.
See our latest analysis for Lynas Rare Earths.
Lynas’s new facility announcement follows a period of intensifying trade tensions and comes just ahead of its Q1 2026 earnings call. While the company is carefully managing...