2024-02-12 10:50:31 ET
Summary
- Lynas Rare Earths is facing challenges in its profitability despite being the only non-China supplier of rare earths.
- The company is dealing with refinery issues in Malaysia, which may be more politically motivated than a real problem.
- Lynas has received a grant from the US government to build a refinery in the US, but the future of rare earth prices remains uncertain.
The answer here is, unfortunately, it depends
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Lynas Rare Earths Has A Big Potential Market Problem