Lynas Rare Earths Ltd

LYC: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Lynas Rare Earths: Initiating Coverage of Narrow-Moat, Low-Cost Producer

Jon Mills , Alex Anderson

Dec 5, 2025

We initiate coverage of Lynas, a rare-earth producer with operations in Australia and Malaysia. Its main product is neodymium-praseodymium oxide, and it also produces separated terbium and dysprosium. Rare-earth materials are used in renewables, electric vehicles, and defense equipment.

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Lynas Rare Earths Ltd

Lynas Rare Earths: Initiating Coverage of Narrow-Moat, Low-Cost Producer

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