I haven’t seen a lot on this topic. Google search suggests approx. 6% of unspecified rare earths. Could cut both ways with decreased demand based on supply chain disruption but on other hand Lynas poised to be sole supplier to western democracies. Is that why China stockpiled because they knew? Seems to all be bullish for Lynas assuming Putin can keep his hand off the button. Anyone have a better feel for this issue.
Ukraine conflict impact on neodymium, praseodymium and dysprosium supply and price
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Last
$10.82 |
Change
0.090(0.84%) |
Mkt cap ! $10.13B | |||
| Open | High | Low | Value | Volume |
| $10.78 | $10.89 | $10.71 | $28.34M | 2.633M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 30 | 9465 | $10.81 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.82 | 1559 | 12 |
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| Last trade - 12.51pm 28/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |