Rare Earth Exchanges Logo

News

Lynas Rare Earths Reports A$310 Million Quarterly Sales as Premium Pricing Outpaces Volume Growth

Oct 29, 2026

3 minute read.

Leave a Comment

Highlights

  • Lynas reported A$310.1M in September-quarter sales, its strongest quarter since 2022, driven by an 88% jump in average selling prices to A$102.10/kg.
  • Sales volumes fell 18% year over year while price floors now cover more than half of production, signaling a shift toward contract pricing for geopolitical reliability.
  • Planned maintenance shutdowns in Malaysia and Kalgoorlie threaten near-term output, while the potential Meteoric Resources acquisition could add significant NdPr and DyTb capacity.
  • LYC shares trade at roughly 13.4x FY2026 revenue and 59x trailing earnings, reflecting a steep strategic premium that requires strong execution to justify.

Membership Required

You must be a member to access this content.

View Membership Levels

Already a member? Log in here

Spread the word:

Explore REEx Marketplace

Search

Mentioned in this article

Companies

Lynas Rare EarthsMeteoric Resources

Countries

AustraliaBrazilChinaMalaysia

Recent REEx News

U.S. Department of Energy Advances Battery Strategy and $45.5 Million in Critical Minerals Projects

Viridis Mining and Minerals Advances US$449 Million Colossus Rare Earth Project as Financing and Offtake Near Decision Point

Japan's JAMSTEC Recovers 50 Tons of Deep-Sea Rare Earth Mud, but Commercial Mining Faces a Cost Reckoning

Russia's RUDNIK 2026 Forum Advances Rare Earth Separation, Magnet Manufacturing and China Partnerships

Arkmineral-Resource Courts Foreign Investors for Russia's RUB 28.3 Billion (US$350 Million) Afrikanda Critical Minerals Project

By Daniel

Inspired to launch Rare Earth Exchanges in part due to his lifelong passion for geology and mineralogy, and patriotism, to ensure America and free market economies develop their own rare earth and critical mineral supply chains.

0 Comments

No replies yet

Start the discussion →

Loading new replies...

D
DOC

Moderator

6,448 messages 107 likes
Pinned 3 hours ago

Lynas Rare Earths posted A$310M in quarterly sales, up 55% YoY, driven by record pricing even as volumes fell 18%. Can premium pricing sustain profits? (read full article...)

Reply Like

Join the full discussion at the Rare Earth Exchanges Forum →

Straight Into Your Inbox

Straight Into Your Inbox

Receive a Daily News Update Intended to Help You Keep Pace With the Rapidly Evolving REE Market.

Fantastic! Thanks for subscribing, you won't regret it.

Straight Into Your Inbox

Straight Into Your Inbox

Receive a Daily News Update Intended to Help You Keep Pace With the Rapidly Evolving REE Market.

Fantastic! Thanks for subscribing, you won't regret it.