ASX:LYCMetals and Mining
Lynas Rare Earths (ASX:LYC) Is Down 6.9% After US Backs Domestic Rival With US$1.6b Funding
Recently, Lynas Rare Earths faced renewed scrutiny after reports of shifting U.S. critical-minerals policy and a confirmed US$1.60 billion government funding commitment to domestic rival USA Rare Earth to build a fully U.S.-based rare earths supply chain.
This combination of potential policy recalibration and large-scale backing for a competitor has sharpened questions about Lynas’s longer-term positioning in the key U.S. market.
With this context, we’ll examine how the sizeable U.S. funding...