← Rare Earths
Redundancy· Rare Earths · Link
Lynas, Kuantan
Kuantan, Malaysia3.96°N 103.43°E
computed criticality32/100
reading
Leading rare-earth refiner outside China
2024Fault line
Mines in Australia (Mt Weld), refines in Malaysia: one of the rare complete chains escaping Chinese separation. Capacity still marginal against the volume required.
↘Easing2026
In May 2025 Lynas became the first commercial producer of heavy rare earths (dysprosium, then terbium) outside China at its Kuantan plant in Malaysia, with a new Texas plant starting up, opening the first ex-China separation capacity.Mining.com, 2025 ↗
Actors
Lynas Rare Earths (Mt Weld, Kuantan)
Depends on 1
Mount Weld, LavertonRare Earths · Link↗Feeds 2
Shin-Etsu magnets, EchizenRare Earths↗Strait of MalaccaChokepoints↗Sources