Back in January, I wrote a bullish follow-up article on Lynas Rare Earths (OTCPK:LYSDY) where I specifically mentioned the company would likely benefit from any escalation in geopolitical tensions between the U.S. and China. Sure enough, since my article, we have seen
Lynas Rare Earths: Strategic Global Asset
Summary
- Lynas Rare Earths is the largest non-Chinese REE producer, uniquely positioned amid escalating U.S.-China trade tensions and supply chain risks.
- China's near-monopoly on rare earths is a strategic vulnerability for the West, making Lynas a critical alternative supplier for high-tech industries.
- Lynas is doubling production capacity with its Mt. Weld expansion, and rising REE prices could drive significant upside beyond current analyst forecasts.
- Despite volatility and geopolitical risks, I maintain a buy rating on Lynas, viewing any pullbacks as attractive long-term entry points.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of LYSDY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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