Lynas Rare Earths: Still Bullish On REE Price Recovery

  • Rare earth prices have rebounded and stabilized, supporting my bullish thesis on Lynas Rare Earths as demand from EVs and wind turbines rises. LYSCF has commenced production of dysprosium oxide in Malaysia, becoming the only heavy rare earth producer outside China amid Chinese export restrictions. The company is expanding its product lineup and progressing with the Mt Weld Expansion project, positioning itself as a strategic hedge for global supply chains.