Lynas Faces Dual Crisis as US Expansion Fails and Australian Production Plummets

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The Australian rare earths producer Lynas finds itself navigating turbulent waters. Just as its strategic importance to Japan and Western nations grows, the company confronts the simultaneous collapse of a key American project and significant operational failures at home. This raises serious questions about the viability of establishing a substantial non-Chinese alternative for these critical materials.

A series of major power disruptions at Lynas’s Kalgoorlie facility in Western Australia has severely impacted output. The interruptions recorded in November led to a production shortfall equivalent to an entire month’s volume for the current quarter.

The repercussions are significant:

• The lost production cannot Read more...