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Lynas Releases Quarterly Activities Report

1/21/2026, 6:32:57 PM

Mining

Lynas reported steady production, continued NdPr shipments, targeted capex for processing expansion, and ongoing environmental and supply-chain initiatives.

Lynas Rare Earths Limited (ASX:LYC) released its quarterly activities report this morning, summarising operational performance, production activity and project progress.

Operations remained broadly steady across the mining and processing chain, with ongoing ore extraction and downstream processing to produce magnet-precursor materials. The company highlighted continued shipments of rare-earth products, including neodymium-praseodymium (NdPr) feedstock used in high-strength permanent magnets.

Capital expenditure during the quarter was focused on improving processing throughput and supply-chain resilience, and advancing strategic projects to expand refining and separation capacity. Management reiterated attention to environmental and safety performance, reporting routine monitoring, compliance activity and incremental investments to lower emissions intensity.

Market commentary pointed to sustained demand for NdPr and other magnet materials driven by electrification and renewable-energy equipment. Lynas said it remains engaged with customers and partners to stabilise supply and respond to price and logistics volatility.

The company signalled it will provide further operational and financial detail in its upcoming investor communications, and noted ongoing workstreams to de-risk project delivery and optimise plant performance.

Recent Developments

2/10/2026

Lynas Rare Earths Navigates Price Surge Amid Policy Shifts

Lynas Rare Earths shares have seen heightened volatility driven by soaring rare earth prices, analyst upgrades, and mixed geopolitical signals, with recent U.S. funding to competitors adding pressure despite strong operational momentum.

2/3/2026

Lynas Rare Earths Faces US Policy Headwinds Amid Volatile Trading

Lynas Rare Earths (ASX:LYC) shares have experienced sharp swings driven by US policy shifts favoring domestic rivals and uncertainty over rare earth price supports, with recent declines offsetting longer-term gains. Trading volumes spiked amid the volatility, while analysts maintain a positive consensus despite near-term pressures. Operational updates highlight production challenges but strong cash reserves.

1/28/2026

Lynas Seeks U.S. Price Support Amid Growth, CEO Exit

Lynas seeks U.S. defence price support amid 20% revenue growth, a weak quarterly profit, Kalgoorlie disruptions and its CEO's planned departure.

1/27/2026

Lynas Rare Earths Surges on Pricing Rally Amid Production Hurdles

Lynas Rare Earths (ASX:LYC) shares climbed sharply following robust Q2 revenue growth driven by soaring rare earth prices, despite output declines and emerging US competition. Analyst upgrades bolster sentiment, though leadership transition and policy shifts introduce caution.

1/26/2026

Australia-US rare earth supply push

Australia and the US commit funds to expand rare earth mining and processing, challenging China's market dominance amid growing demand.

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Lynas Rare Earths

LYC
Lynas Rare Earths Limited is an Australian company and the world's largest producer of separated rare earths outside China. It mines high-grade deposits at Mt Weld, Western Australia, and processes materials at facilities in Kalgoorlie and Malaysia for use in electronics, EVs, and wind turbines.
Australian Securities Exchange (ASX)