sector-specialist
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Reports CEO Amanda Lacaze's public statement that the Seadrift, Texas plant 'might not proceed' unless Lynas secures DoD offtake on acceptable terms; notes that Washington's $400m equity stake and $150m loan to MP Materials effectively made MP the US government's preferred domestic rare earth partner, crowding out Lynas's US ambitions.
“Lynas Texas looks unlikely to proceed unless the company can secure DoD offtake on acceptable terms, after Washington chose MP Materials as its strategic partner.”
Reports that neodymium and praseodymium oxide prices surged 29% in February 2026, while dysprosium oxide increased 4.9% in the same period; notes prices outside China (ex-China premiums) were driven by carmakers and motor manufacturers scrambling to secure supply of NdFeB magnets after Chinese export volumes collapsed.
“China rare earth prices rose in February 2026, led by magnet metals neodymium and praseodymium.”