Updated
Updated · The Wall Street Journal · Apr 26
Lynas Rare Earths achieves commercial production of samarium oxide in Malaysia
Updated
Updated · The Wall Street Journal · Apr 26

Lynas Rare Earths achieves commercial production of samarium oxide in Malaysia

13 articles · Updated · The Wall Street Journal · Apr 26
  • Lynas began producing samarium oxide at its Kuantan facility last month, marking the first separated heavy rare earth output outside China in decades, following a $96 million preliminary Pentagon deal.
  • The new supply helps address shortages caused by China’s export cutoff, supporting U.S. and allied defense industries that rely on samarium for heat-resistant magnets in jet fighters and missiles.
  • Lynas plans a larger Malaysian facility by 2028, while U.S.-backed MP Materials and other Western firms expand refining capacity to meet a 2027 U.S. deadline for non-Chinese rare earths in defense supply chains.
Can new Western rare earth ventures survive a potential price war with China?
Is the future rare-earth-free magnets, making the current mining rush obsolete?
Will U.S. defense contractors meet the critical 2027 deadline to oust Chinese magnets?
Who will master the final, most difficult step: making magnets outside of China?
As the West races to build its own supply chain, how will China retaliate?
Will Pentagon funding build a supply chain big enough for the massive EV market?