It's not just the US chasing them - not just NPr but also Dy, Tb, Sm, etc. EU industry just recovering from last week's heart attack of almost having their production lines stop too, and specifically note in the below that they must have other sources of supply, to China.
https://www.reuters.com/world/china/german-engineering-group-calls-eu-put-pressure-china-over-rare-earths-2025-06-12
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LYC
lynas rare earths limited
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3.81%
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$9.00

Causes of current share price movements, page-21
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Last
$9.00 |
Change
0.330(3.81%) |
Mkt cap ! $8.419B |
Open | High | Low | Value | Volume |
$8.98 | $9.07 | $8.74 | $43.82M | 4.898M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 36710 | $8.99 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$9.01 | 10000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 11000 | 8.950 |
1 | 1100 | 8.940 |
1 | 560 | 8.900 |
1 | 8000 | 8.880 |
1 | 2 | 8.840 |
Price($) | Vol. | No. |
---|---|---|
9.010 | 10000 | 1 |
9.030 | 13950 | 3 |
9.050 | 1062 | 2 |
9.070 | 2500 | 1 |
9.080 | 3442 | 2 |
Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
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LYC (ASX) Chart |