LYSDY Overview

Production Shortfall: Lynas Rare Earths estimates a potential shortfall equivalent to one month's production at its Kalgoorlie facility due to significant power supply disruptions.

Impact on Production: The disruptions have led to production losses of mixed rare earth carbonate and are expected to affect finished goods production at its Malaysian facility.

Recovery Plans: Lynas anticipates recovering lost production within the financial year if it can implement a short-term off-grid power generation solution.

Increased Disruptions: The company reported a significant rise in power supply disruptions in 2025, particularly in November, which has exacerbated production challenges.

China's Dominance in Rare Earth Elements: China controls the majority of the rare earth elements (REEs) market, particularly in hard REEs, which are essential for various high-tech applications. Companies are seeking to establish non-China-based supply chains to reduce dependency on Chinese resources.

Brazilian Rare Earths (BRE): BRE is positioning itself as a key player in the REE market by developing a significant mineral province in Brazil, with plans to start production by 2028 and processing by 2030, aiming to provide high-purity REEs that are less environmentally intrusive to mine.

Market Demand and Growth Potential: The demand for rare earth magnets is expected to surge, particularly due to the rise of electric vehicles and advanced technologies. Analysts predict a fivefold increase in magnet demand in the U.S. by 2035, highlighting the urgency for alternative REE sources.

Strategic Partnerships and Challenges: BRE has secured a partnership with French firm Carester for technical expertise, enhancing its production capabilities. However, challenges remain, including potential delays in permitting and market fluctuations due to China's actions.

Event Announcement: The Australian Rare Earths & Critical Minerals Virtual Investor Conference took place on November 19, 2025, and the presentations are now available for online viewing for 90 days.

Company Participation: Several companies, including Lynas Rare Earths Limited and Tungsten Mining NL, participated in the conference and are accepting one-on-one management meeting requests until November 24.

Investor Access: Investors, advisors, and analysts can download materials from the companies' resource sections and schedule meetings through the Virtual Investor Conferences platform.

About VIC: Virtual Investor Conferences (VIC) is a leading platform that facilitates direct presentations from publicly traded companies to investors, enhancing engagement through interactive features and targeted meetings.

Event Announcement: The Australian Rare Earths & Critical Minerals Virtual Investor Conference is scheduled for November 19, 2025, co-sponsored by Viriathus Capital, inviting individual and institutional investors to participate.

Participation Details: Investors are encouraged to pre-register and conduct an online system check for a smoother experience, with no cost for attending live presentations or scheduling one-on-one meetings.

Presentation Schedule: The conference features a lineup of presentations from various companies, including Lynas Rare Earths Limited and Tungsten Mining NL, starting at 9:15 AM ET.

About Virtual Investor Conferences: VIC provides a platform for publicly traded companies to engage with investors through interactive presentations and targeted meetings, enhancing investor relations and communication.

Event Announcement: The Australian Rare Earths & Critical Minerals Virtual Investor Conference is scheduled for November 19, 2025, co-sponsored by Viriathus Capital, inviting individual and institutional investors to participate.

Registration Details: Investors are encouraged to pre-register and perform an online system check to facilitate participation, with no cost for attending live presentations or scheduling one-on-one meetings with company management.

Featured Presentations: The conference will feature presentations from various companies, including Lynas Rare Earths Limited and Tungsten Mining NL, with a detailed agenda outlining specific times for each presentation.

About Virtual Investor Conferences: VIC is a leading platform for publicly traded companies to engage with investors, offering enhanced capabilities for presentations and one-on-one meetings, designed to improve investor access and communication.

China Eases Export Rules: Following talks between U.S. President Trump and Chinese President Xi, China has suspended export limits on rare earths and vital minerals, signaling a temporary truce in the ongoing trade conflict that has affected supply chains for chips and batteries.

U.S. Tariff Adjustments: In response, the U.S. government agreed to reduce some tariffs on Chinese goods by 10% and delay new reciprocal tariffs, facilitating a smoother flow of essential materials for both countries.

Beneficiaries of Policy Shift: Companies in the semiconductor, electric vehicle, and clean energy sectors, including Intel, Tesla, and Apple, are expected to benefit from the relaxed export rules, which could lower costs and stabilize supply chains.

Short-Term Relief with Long-Term Rivalry: While the suspension of export limits provides immediate relief, it is temporary and both nations continue to view critical minerals as strategic assets in their broader trade and technology rivalry.