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Lynas Rare Earths Limited
Video analysis: LYSCF
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News: LYSCF
Heavy Rare Earth Metals Plant Boosts U.S. Supply Chain Independence
The United States is finally starting to dig itself out of a rare earth metals hole it spent decades digging. The effort got a boost on July 29, when Energy Fuels announced that construction has begun on a commercial-scale expansion at its White Mesa Mill in Utah.
The Woman Who Cracked China's Grip on Rare Earths
Amanda Lacaze risked her career to fix Australian mining company Lynas. Now she's supplying the Pentagon.
Lynas Rare Earths: Strategic Scarcity Is Starting To Convert Into Contracted Cash Flow
Lynas Rare Earths is transitioning from a cyclical mining company to a strategic supplier of separated rare earth oxides outside China. Recent financials show a tangible inflection, with revenue, EBITDA, and net profit rising as capex declines, reflecting operating leverage from new infrastructure. Long-term floor-price contracts with Japan and the U.S. highlight growing willingness to pay for secure, non-China supply, supporting a premium valuation.
