Producer
Lynas Rare Earths Ltd.
Australian rare earth mining and processing company (ASX: LYC, HQ Kuala Lumpur/Perth); world's largest rare earth producer outside China. Mines at Mount Weld, Western Australia (one of the world's highest-grade rare earth deposits) and processes at LAMP (Lynas Advanced Materials Plant) in Kuantan, Malaysia. Produces separated rare earth oxides including lanthanum oxide, LREE carbonate, neodymium-praseodymium oxide. Lanthanum from Lynas is a byproduct of Nd/Pr production — lanthanum has limited premium uses and Lynas has at times struggled to find buyers for its lanthanum output. Lynas is also building a heavy rare earth processing facility in Kalgoorlie, Australia and an NdPr separation facility in Seadrift, Texas (DoD-funded) to establish non-China rare earth processing.
6
Inputs supplied
5
Goods downstream
3
Facilities
0
Stories
What they make
6 inputs Lynas Rare Earths Ltd. supplies
Click an input to see every good that depends on it, every country that produces it, and every other company in the supply chain.
mineral
Mischmetal / Lanthanum (NiMH anode alloy) →
mineral
Cerium Oxide (glass polishing compound) →
mineral
Rare Earth Oxides (Nd, Pr, Dy, Tb) →
mineral
Lanthanum Oxide (FCC additive) →
mineral
Dysprosium (Dy) Metal →
mineral
Terbium (Tb) Metal →
Where it shows up
Goods downstream
Essential goods that depend on something Lynas Rare Earths Ltd. makes — pick one to see the full supply chain.
Where they make it
3 facilities
LAMP — Lynas Advanced Materials Plant →
MYPahang · processing
Lynas Kuantan Rare Earth Processing Plant (Malaysia) →
MYPahang · processing
World's largest rare earth processing facility outside China; 100-hectare Gebeng Industrial Estate, Kuantan, Pahang, Malaysia. Operational since 2012. Capacity: ~11,000 mt/year total REO. Primary lanthanum output: LaCe carbonate and LaCe oxide. Supplies BASF (FCC catalysts) under long-term agreement. 10-year license renewed March 2026 (through 2036) with radioactive thorium waste neutralization required by 2031. Ongoing community and environmental controversy over radioactive waste accumulation. Source: https://news.mongabay.com/short-article/2026/03/malaysia-renews-lynas-rare-earths-license-for-10-years-orders-end-to-radioactive-waste-by-2031/
Lynas Mount Weld Rare Earth Mine (Western Australia) →
AUWestern Australia · mine
Mount Weld, Western Australia; one of the world's richest known rare earth deposits (high-grade concentrated ore). Lynas mines and concentrates rare earth ore here, ships concentrate to Kuantan Malaysia for separation. Primary feed stock for Lynas's LaCe and NdPr oxide products. Source: https://lynasrareearths.com/
What else they do
Business segments
The company's full revenue map — where this supply-chain role fits within their broader business.
NdPr Oxide (Mount Weld / LAMP)
50%Lanthanum & LREE Products
25%Heavy Rare Earth Processing (Kalgoorlie)
15%Mining (Mt Weld, WA)
10%
Intelligence
What's known
Sourced claims about this company's role in supply chains — chokepoints, concentration, incidents, dual-use connections.
Chokepoint2023
Lynas mines rare earth ore at Mount Weld, Western Australia and ships it to Malaysia for processing at the LAMP facility in Kuantan -- meaning the world's most important non-Chinese rare earth supply chain straddles two countries whose governments, regulatory environments, and geopolitical relationships with China differ significantly. The Malaysian LAMP facility has faced periodic renewal challenges as Malaysian community opposition to thorium byproduct management creates regulatory uncertainty. A Malaysian government decision not to renew the LAMP operating license -- which came close to happening in 2019 before Lynas agreed to remove radioactive processing residue from Malaysia -- would shut down the primary non-Chinese NdPr oxide production facility globally. The supply chain that EV manufacturers, wind turbine makers, and Western defense contractors depend on for non-Chinese rare earth access runs through a politically contested facility in a Southeast Asian country that also maintains extensive commercial relationships with China.
Reuters ↗Origin2023
Lynas Rare Earths was effectively saved from insolvency in 2009-2013 by a combination of Japanese government-backed investment and the Japanese auto industry's desperate need for non-Chinese rare earth supply following the 2010 China-Japan rare earth embargo. Japan's Toyota Tsusho and a Japanese government-linked investment vehicle provided emergency capital to Lynas and supported the development of the LAMP processing plant in Kuantan, Malaysia -- the first significant non-Chinese rare earth separation facility built in decades. The Malaysian LAMP facility was politically controversial in Malaysia (local community concerns about thorium waste from rare earth processing), but Japanese industrial support pushed it through. Lynas now supplies NdPr oxide from the LAMP facility to Japanese and Korean magnet manufacturers as the primary non-Chinese NdPr oxide source globally. The company that almost failed in 2009 is now the DoD's primary strategic investment vehicle for non-Chinese rare earth supply, with a DoD-funded NdPr separation facility under development in Seadrift, Texas.
Lynas Rare Earths Ltd. ↗