SMM data:Import and export data of rare earth industry chain (unit: mt)

Lynas' Malaysia plant underwent maintenance shutdown for about one month, and Kalgoorlie in Western Australia for about two weeks, putting December-quarter production under pressure. US-funded DTEC plans to invest $600 million to build two refineries in Malaysia with combined annual capacity of 10,000 mt; US OSC provided a $500 million loan to Phoenix Tailings to build midstream separation and metallization capacity, and SPD acquired Winner Water, a rare earth extraction enterprise from coal ash. In Europe, LKAB's Luleå demonstration line entered hot commissioning, and Solvay locked in approximately 2,450 mt/year of magnetic rare earth raw materials from Brazil's Colossus project through 2034 while advancing expansion at La Rochelle. In Australia, the Sunrise scandium project reached FID, and Energy Fuels pushed the Donald project decision to year-end. Myanmar's peace roadmap included rare earth development in negotiation topics, and Brazil released its 2026–2040 industry chain roadmap to address shortcomings.