Lynas Reports Q3 Rare Earth Output Surge, Heavy Rare Earth Shipment & Expansion Plan

Published: Nov 4, 2025 10:03

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[SMM Flash: Lynas Q3 Rare Earth Production Rises] Australia's Lynas reported increased rare earth production in Q3 and completed its first shipment of heavy rare earths. Specifically, total rare earth oxide production reached 3,993 mt in July-September, up 32% YoY and up 24% QoQ. Pr-Nd output totaled 2,003 mt, down slightly from 2,080 mt in the previous quarter but still up 16% YoY. Lynas continues to ramp up dysprosium and terbium production. In May, the company successfully produced dysprosium for the first time, becoming the first heavy rare earth producer outside China. From July to September, Lynas produced 9 mt of heavy rare earths, signed sales contracts with initial customers, and completed product shipments. Additionally, the company plans to start samarium production in H1 2026. On October 29, Lynas announced an expansion plan for its Malaysian heavy rare earth separation plant, with work set to begin in December.

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