Iluka Resources Ltd

ILU: XASX (AUS)

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Lynas Rare Earths: Extended Supply Agreement With Minimum Contracted Sales Volume and Price Floor

Jon Mills , Alex Anderson

Mar 11, 2026

Lynas shares closed up 16% on March 11 on news that the group has extended its rare-earth supply deal with Japan Australia Rare Earths to 2038. It now includes an offtake agreement for a minimum of 5,000 metric tons of neodymium-praseodymium oxide at a price floor of USD 110 per kilogram.

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Iluka Resources Ltd

Lynas Rare Earths: Extended Supply Agreement With Minimum Contracted Sales Volume and Price Floor

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