{"city":"Perth","name":"Lynas Rare Earths","slug":"lynas-rare-earths","facts":[{"date":"2026-08-26","type":"revenue_band","value":">500m","source":"Lynas FY26 results, Rare Earth Exchanges"},{"date":"2026-08-26","type":"revenue","value":"AUD 977900000","source":"Lynas FY26 results, Rare Earth Exchanges"},{"date":"2026-07-22","type":"setback","value":"NdPr output was the second weakest in five quarters due to Mount Weld ore quality","source":"Lynas Q4 call via Investing.com"},{"date":"2026-03-16","type":"partnership","value":"JARE 12-year agreement","source":"Lynas Q3 quarterly"},{"date":"2026-03-16","type":"contract","value":"US government LOI redirected to a four-year NdPr offtake with a US$110/kg floor","source":"Lynas Q3 quarterly"}],"peers":[],"stage":null,"state":"Western Australia","aliases":["Lynas","LYC","LYSCF"],"country":"Australia","domains":[{"why":"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.","list":"AI Infra 100","rank":91,"tier":"member","layer":"Semiconductor equipment, materials & critical inputs","total":85,"domain":"AI Core","scores":{"gate_ne":["technology","firepower"],"leverage":10,"position":10,"progress":10,"firepower":8,"commercial":10,"deployment":10,"production":6,"technology":6},"edition":"November 2026","segment":"Rare earths, minerals & gases"}],"founded":null,"signals":[],"website":"lynasrareearths.com","category":"AI Infra · Semiconductor equipment, materials & critical inputs","categories":[{"name":"Rare earths, minerals & gases","domain":"AI Core","parent":"AI Infra · Semiconductor equipment, materials & critical inputs"}],"last_round":null,"updated_at":"2026-10-25T23:18:47.108753+00:00","facts_total":5,"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.","sub_category":null,"signals_total":0,"url":"https://www.frontiertechintelligence.com/companies/lynas-rare-earths","title":"Lynas Rare Earths · ai core, Perth, Western Australia, Australia · scores, facts and signals · Frontier Tech Intelligence","description":"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. AI Infra 100 rank 91 (score 85)","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}