Tier 1 Lynas Corporation

Key Variables To Watch

• [UNVERIFIED] Lynas Corporation is targeting the fourth quarter of 2026 for the opening of its planned rare earth magnet facility in Texas.

  and Texas targeted for the fourth quarter of 2026.

The Thesis

• [UNVERIFIED] Lynas Corporation’s strategy involves integrating its Australian mining, Malaysian processing (LAMP), and a prospective Vietnamese joint venture to create a comprehensive, non-Chinese supply chain for heavy rare earth elements (HREE).

  this with so Linus in Australia, Malaysia, and Vietnam together will give them full um um um manufacturing capability of REM heavy rare earth elements including yttrium