US EditionAustralia's Lynas Revamps Deal to Supply Rare Earths to Japan
Lynas commits to supplying 5,000 tonnes annually of rare earths to Japanese industry with a $110 per kg price floor to secure supply chains amid geopolitical tensions.
- On March 10, Lynas Rare Earths revamped its supply agreement with Japan Australia Rare Earths, securing a 12-year commitment for 5,000 tonnes of neodymium‑praseodymium annually and a $110 per kilogram price floor.
- Reflecting broader shifts after 2025 export controls, the pact aims to secure alternative supplies, with JARE's prior A$200 million backing in 2023 supporting Lynas, one of only two major non‑Chinese rare earth miners.
- Under the revised terms, Lynas will maintain capacity at up to 7,200 tonnes per year, with 75% of heavy rare earth oxide earmarked for Japanese industry and profit-sharing terms including a $150 per kg threshold.
- Shares reacted immediately, with Lynas shares climbing as much as 15% in Sydney and Sojitz Corp. rising 3.3% in Tokyo, while Amanda Lacaze framed the pact as securing a 'reliable supply' for Japanese industry.
- Given rising Japan‑China tensions, the pact strengthens non‑Chinese supply options as rare earth magnets power devices including iPhones, electric vehicles and F‑35 jets, and Lynas says pricing will stabilise investment.
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