The Frontier Leaders · AI Infra 100 · Lynas Rare Earths

Lynas Rare Earths

Perth, Western Australia, Australia · AI Core · Semiconductor equipment, materials & critical inputs / Rare earths, minerals & gases · lynasrareearths.com

Lynas mines and processes rare earths, including NdPr, making it a direct supplier of rare-earth materials used across advanced technology and semiconductor-related supply chains.

Positioning

The only commercial producer of separated light and heavy rare earths outside China (Mount Weld, Kalgoorlie, Kuantan), with US and Japanese offtakes carrying a $110/kg NdPr floor; the non-Chinese source for the magnets in every motor, pump and cooling fan in the chain.

Facts, with sources

  • >500mRevenue band · Lynas FY26 results, Rare Earth Exchanges
  • AUD 977900000Revenue · Lynas FY26 results, Rare Earth Exchanges
  • NdPr output was the second weakest in five quarters due to Mount Weld ore qualitySetback · Lynas Q4 call via Investing.com
  • JARE 12-year agreementPartnership · Lynas Q3 quarterly

5 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production6
Commercials10
Progress10
Technology6
Positioning10
Firepower8
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Questions this page answers

What does Lynas Rare Earths do?

Lynas mines and processes rare earths, including NdPr, making it a direct supplier of rare-earth materials used across advanced technology and semiconductor-related supply chains. The only commercial producer of separated light and heavy rare earths outside China (Mount Weld, Kalgoorlie, Kuantan), with US and Japanese offtakes carrying a $110/kg NdPr floor; the non-Chinese source for the magnets in every motor, pump and cooling fan in the chain.

Where does Lynas Rare Earths rank in ai core?

Lynas Rare Earths ranks 91 of 100 on the AI Infra 100 (November 2026 edition) with a score of 85 out of 100, in Rare earths, minerals & gases (Semiconductor equipment, materials & critical inputs). Assessment by Frontier Tech Intelligence.

Where is Lynas Rare Earths based and when was it founded?

Lynas Rare Earths is based in Perth, Western Australia, Australia.

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