Malaysia curbs raw rare earth exports to force local refining in 2026
Revised export guidelines cap research shipments at 100 metric tons and require overseas processing applicants to build domestic…
Company watch
All companies →Lynas Rare Earths
Every EAB briefing that touches Lynas Rare Earths — capital spending, plants, M&A, earnings and policy exposure. 11 briefings.
- First seen
- August 28, 2026
- Latest
- October 8, 2026
- With a linked document
- 11 of 11
- Subject of the briefing
- 5
- Named as exposed
- 6
- Desks
- Energy & Minerals (5), Semiconductors (3), Trade & Policy (2), Robotics (1)
LS Eco Energy builds Vietnam samarium hub ahead of defense ban
A 11.6 billion won investment establishes non-Chinese refining in Ho Chi Minh City ahead of a Pentagon ban on Chinese-origin…
LS Cable Backs Magnet Unit as China Curbs Hit Robot Motors
Regulatory reviews exceeding 45 business days for Chinese neodymium magnets stall articulated robot actuator lines, prompting…
Dysprosium prices jump outside China as buyers split supply
Benchmark and REEx data show heavy rare earths trading up to 17 times higher in Europe and North America as military rules…
China yttrium export curbs squeeze Western chip toolmakers
Ultra-high purity yttrium oxide surged 140-fold to $850 a kilogram as plasma etch chamber coating shortages delay wafer fab tool…
Lynas buys Meteoric for $672M to control Brazil rare earths
The Australian miner's all-stock takeover of the Caldeira deposit targets dysprosium and terbium supplies to break Western…
LS Eco Energy builds Vietnam samarium line as US rules loom
The Seoul-based supplier will spend 11.6 billion won for 58% of Global Shre Metal to produce 240 tons of defense-grade material…
Japan and Australia advance critical minerals security pact
The bilateral framework deploys A$1.67 billion in public capital and long-term offtake agreements to insulate rare earth, gallium…
Malaysia overtakes China in US drone market as tariffs bite
A report by Rare Earth Exchanges shows Malaysian facilities shipped 348,400 drones to America, capturing 84% of micro-UAS imports…
Benchmark says ex-China heavy rare earth prices jumped 150% in Q3
Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement…
China Sets Consolidated Late-2026 Light Rare Earth Mining Quota to Cap Northern Bastnasite Extraction
The joint ministerial directive sets binding production limits for state-owned mining champions, tightening upstream feedstock…