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Lynas Rare Earths is an Australian miner and refiner of rare earth elements and the largest producer of separated rare earth materials outside China.
Widely held listed company (ASX: LYC); no controlling shareholder. GLEIF reports no parent on file (consistent with independence, not merely unreported for a company this size).
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Revised long-term offtake: JARE commits to annual purchase of 5,000 t of separated NdPr oxide at a $110/kg price floor (decoupled from Chinese benchmark pricing) plus 50% of Lynas's heavy rare earth output (dysprosium, terbium), through 2038 (per an AI-assisted aggregator; no Lynas/JARE ASX release fetched) -- gives Japanese magnet/electronics makers a non-Chinese supply route from Mt Weld ore via Lynas's Malaysia separation plant.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 985 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Second named Silmet feedstock partner. Together with Energy Fuels this is the non-Russian diversification away from the Solikamsk supply noted in the facilities-registry Silmet entry — the two rows are the substance behind that note. Refresh 2026-09-29: no 2024+ source found stating which Lynas plant (Mt Weld AU or Kuantan MY) ships to Silmet (Estonia); origin left unstated.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 4 of its 4 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a producer, policy pressure across its produced materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇨🇳 CN accounts for 29% of severity-weighted pressure.