Lynas Shares Slide as U.S. Policy Shift Rattles Critical Minerals Sector

Shares of Australian rare earths producer Lynas faced significant selling pressure on Friday, shedding over 4% of their value. The sharp decline was triggered by a pivotal policy reversal from Washington, where the U.S. government has reportedly abandoned plans to guarantee minimum prices for critical minerals projects. This strategic U-turn introduces fresh uncertainty for an industry that has been banking on state support to compete with dominant Chinese supply chains.

Despite the market turbulence, Lynas’s operational results for the fourth quarter of 2025 met expectations. The company reported production of 2,382 tonnes of rare earth oxides. Notably, output of neodymium-praseodymium (NdPr)—a crucial component for high-strength magnets—increased by 8.7% compared to the previous Read more...