ASX News 1 December 2025 - 11 December 2025

Lynas Rare Earths Limited, the largest producer of separated rare earths outside China, is in the spotlight again on 9 December 2025 – but this time for a sharp pullback after a huge year-long rally. By lunchtime on Tuesday, Lynas shares were trading around A$12.93, down about 5% from Monday’s close of A$13.61. That leaves the stock roughly 40% below its October 52‑week high of A$21.64, but still about 110% above its January low near A$6.16.Intelligent Investor

Sydney, 8 December 2025 — Lynas Rare Earths Limited, the largest rare earths producer outside China, is entering a pivotal phase. The stock is being promoted into the blue‑chip S&P/ASX 50 Index, analysts are calling for revenues to almost double in 2026, and yet fresh coverage from Morningstar says the shares are fundamentally overpriced. At the same time, power problems at a key plant are weighing on near‑term output and sentiment. TradingView+3Company Announcements+3Reuters+3 Against that backdrop, Lynas has become one of the most closely watched names on the ASX — both for what it says about the rare earths market and for what it signals about the West’s attempt to loosen China’s grip on critical minerals.