---
title: "LYSDY Lynas Rare Earths"
canonical: "https://supercyclehq.com/stock/lynas-rare-earths"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "LYSDY"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Lynas Rare Earths (LYSDY)

Lynas Rare Earths is the largest producer of separated rare earths outside China.

## AI Exposure Score

**22/100, Peripheral.** Lynas produces separated rare earths at scale outside China, feeding the magnets inside drives, cooling systems, and motors. Most demand still comes from EVs, wind, and defense, so the thesis depends on rare earth prices and Western supply policy more than AI.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $8.35 |
| Change 1d | +0.12% |
| Change 7d | +7.05% |
| Change 30d | -7.02% |
| Change 1y | -6.49% |
| 52-week high | $15.58 |
| 52-week low | $7.58 |
| Market cap | $8.4B |
| P/E | 55.67 |
| EPS | $0.15 |
| Next earnings | n/a |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | OTC |
| Sector | Basic Materials |
| Headquarters | Perth, Australia |
| CEO | Pol Le Roux |
| Employees | 1,156 |
| Website | https://www.lynasrareearths.com |
| Buildout layers | [Raw Materials & Mining](https://supercyclehq.com/category/raw-materials) |

## What the company does

Lynas Rare Earths is the largest producer of separated rare earths outside China. It mines rare earth ore at Mt Weld in Western Australia and processes it into separated oxides, led by the NdPr materials that go into permanent magnets. Revenue comes from selling those oxides to magnet and chemical makers.

Processing runs through its Kalgoorlie facility in Australia and its long-established plant in Malaysia. A US heavy rare earths facility in Texas, backed by the US Department of Defense, is under development.

Founded in 1983 and headquartered in Perth, Lynas is a cornerstone of Western efforts to build rare earth supply independent of China. Its shares trade on the ASX, with US investors holding them through OTC-traded depositary receipts.

## Role in the AI buildout

Lynas sits in the Raw Materials layer of the AI buildout. Its NdPr oxide becomes the NdFeB magnets inside hard disk drives, data center cooling systems, and the motors and actuators of the robotics wave AI is accelerating. Most rare earth demand still comes from EVs, wind turbines, and defense, which keeps AI a minority driver. What Lynas offers the buildout is supply security: scaled, ex-China production of a critical input every magnet maker needs.

## FAQ

### What does Lynas Rare Earths do?

Lynas mines rare earth ore at Mt Weld in Western Australia and processes it into separated rare earth oxides at facilities in Kalgoorlie and Malaysia. It is the largest producer of separated rare earths outside China and sells mainly NdPr for permanent magnets.

### How is Lynas Rare Earths exposed to AI?

Its magnet materials feed hard disk drives, data center cooling, and robotics motors, all growing with AI. Most demand still comes from EVs, wind, and defense. Supercycle rates Lynas Peripheral with an AI Exposure Score of 22 out of 100.

### Is LYSDY a pure play AI stock?

No. Lynas is a rare earth mining and processing company whose results track rare earth prices and production volumes. AI-linked applications are a minority of demand, though Western supply policy gives the company strategic value beyond commodity prices.

### Who leads Lynas?

Pol Le Roux leads Lynas as interim CEO. He stepped up in July 2026 after Amanda Lacaze, who ran the company for more than a decade, retired. Le Roux previously served as the company's chief operating officer.

### Where does Lynas operate?

Lynas is headquartered in Perth, Australia. It mines at Mt Weld in Western Australia, processes material in Kalgoorlie and Malaysia, and is developing a heavy rare earths facility in Texas with US government backing.

---

Source: https://supercyclehq.com/stock/lynas-rare-earths. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.