Lynas (LYC) is held by 29 ASX ETFs. Over the last year it fell 28.3%: on $10,000, −$2829. We explain 39 big moves in that time.
About LYC
- SectorMaterials
- IndustryMaterials
- Size$12.7b
- Held by29 ETFs
- Big moves39 in 1Y
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −5.7%1 Oct 2026· Takeover / M&A
Lynas Rare Earths fell sharply after announcing a scheme of arrangement to acquire Meteoric Resources, with the deal requiring a new share issuance that dilutes existing shareholders.
- +5.0%18 Sep 2026· Sector Flow
Lynas Rare Earths rose on broad market tailwinds, with a strong S&P 500 rally and a firm ASX materials sector providing the most identifiable lift.
- +6.6%4 Aug 2026· Contract
Lynas Rare Earths shares jumped nearly 7% on Aug 5, likely driven by strategic funding partnership news and broader critical minerals sector focus.
- −4.8%29 Jul 2026· Macro
A sharp sell-off in Japanese equities (Nikkei 225 down ~4%) the prior day likely dragged Lynas Rare Earths lower, given its significant operational and revenue exposure to Japan as a key rare earths processing and customer market.
- −6.5%22 Jul 2026· Operational
Lynas Rare Earths fell sharply after its quarterly activities report disappointed investors, likely revealing weaker-than-expected production or cost metrics despite reporting $288.9M in revenue for the June quarter.
- −4.8%9 Jun 2026· Sector Flow
Lynas Rare Earths shares fell amid renewed concerns over rare earth magnet demand and sector-wide supply focus, with the stock already down 21% in two months.
- −9.8%14 May 2026· Unknown
Lynas Rare Earths shares fell sharply amid broad ASX 200 weakness, though no specific company news was identified.
- −6.7%23 Apr 2026· Earnings Beat
Profit-taking after a record quarterly revenue announcement overshadowed the positive results, leading to a significant pullback.
- +16.2%11 Mar 2026· Contract
Lynas Rare Earths announced a major 12-year supply deal with Japanese industry, reportedly worth US$550m, which investors viewed as a strategic win against China's rare earths dominance.
- −6.3%9 Mar 2026· Unknown
Lynas shares fell 6.27% on March 8, 2026, likely due to profit-taking or anticipation ahead of the upcoming positive Japan supply deal announcement, though no directly negative news was reported.
- −4.8%3 Mar 2026· Macro
Lynas shares fell 4.8% on March 2, 2026, possibly due to broad market weakness from the Iran crisis, despite positive company-specific news about a Malaysia refinery licence deal.
- +5.4%2 Mar 2026· Earnings Beat
Lynas shares rallied on a record half-year profit and expansion news, with the specific price move on March 1 likely driven by the Malaysia refinery licence deal announced on March 2.
- +10.1%27 Feb 2026· Earnings Beat
Lynas reported a record half-year profit and major expansion moves, likely exceeding expectations, driving a 10% surge.
- +7.9%25 Feb 2026· Earnings Beat
Lynas Rare Earths reported a record half-year profit, boosting shares.
- −7.9%5 Feb 2026· Regulatory
Lynas Rare Earths shares fell on reports that Japan is advancing deep-sea rare earth mining to reduce reliance on China, increasing potential future supply competition.
- +5.0%4 Feb 2026· Sector Flow
A global supply chain race intensifying as the West speeds up its pursuit of China likely drove investor interest in Lynas, a rare earths producer.
- −4.5%30 Jan 2026· Regulatory
US government funding of $1.6 billion for a domestic rare earth rival undermined Lynas's market position and prospects.
- −5.0%27 Jan 2026· Regulatory
Lynas Rare Earths shares fell after the US government backed a domestic rival with $1.6 billion funding, signaling reduced US support for Lynas and pressuring the rare earth sector.
- +6.7%21 Jan 2026· Operational
Lynas Rare Earths reported a 43% sales growth and announced its CEO's retirement, driving a positive market reaction.
- −6.3%20 Jan 2026· Sector Flow
Lynas shares fell on January 19, 2026, due to a broad ASX 200 slide driven by a tech wreck and market-wide pressures, despite the stock being among the day's winners.
- +5.2%19 Jan 2026· Sector Flow
Lynas shares surged on January 18, 2026 due to a broad rare earth sector rally driven by expectations of US policy support, as highlighted in subsequent reports.
- +4.8%12 Jan 2026· Management
Lynas CEO Amanda Lacaze announced her retirement after over a decade in the role, triggering a positive market reaction.
- −5.4%8 Jan 2026· Regulatory
Lynas shares fell sharply on 7 January 2026 despite sector-wide rare earth gains, likely due to profit-taking after a strong run and headlines about strategic reserve policy that may have triggered concerns over government intervention.
- +14.5%7 Jan 2026· Commodity
Lynas shares surged after China tightened rare earths export restrictions, boosting the appeal of non-Chinese rare earths producers.
- +6.1%5 Jan 2026· Regulatory
Lynas shares surged amid tightening Chinese rare earths export restrictions and Australian government plans for a strategic rare earths reserve.
- −5.0%9 Dec 2025· Sector Flow
LYC's decline likely reflects broad market weakness and sector rotation, with no company-specific negative news; index promotion news may have been offset by macro/sector headwinds.
- −6.4%21 Nov 2025· Unknown
Likely sector-wide weakness in rare earths stocks following Gina Rinehart's stake in competitor MP Materials, triggering competitive concerns.
- +5.6%19 Nov 2025· Sector Flow
Lynas shares rose amid sector-wide interest in rare earths after Gina Rinehart's stake in MP Materials highlighted the sector.
- +5.5%17 Nov 2025· Unknown
No clear news article directly explains the abnormal price move; likely linked to broader rare earth sector or peer activity, but evidence is insufficient.
- +4.8%10 Nov 2025· Analyst
Analyst upgrade of rare earths price forecasts by Canaccord likely boosted Lynas shares.
- −8.1%3 Nov 2025· Unknown
No clear company-specific driver; broad market and sector context likely contributed to the move.
- −13.9%28 Oct 2025· Macro
Lynas shares plunged as US-China trade deal framework raised expectations China would delay rare earth export controls, removing a key demand catalyst for non-Chinese rare earth producers.
- −7.6%21 Oct 2025· Sector Flow
Lynas shares fell sharply on October 20, 2025, possibly due to profit-taking ahead of a major US-Australia rare earths deal announcement, or sector rotation as investors speculated on which companies might benefit from potential Trump administration involvement.
- +6.6%20 Oct 2025· Macro
Lynas shares rose on speculation and anticipation of a potential U.S.-Australia rare earths deal involving President Trump, following a prior decline on sector weakness.
- −5.7%17 Oct 2025· Sector Flow
Lynas Rare Earths shares fell as geopolitical tensions eased, reducing the strategic premium that had driven the stock to a 14-year high days earlier.
- −5.7%16 Oct 2025· Sector Flow
Lynas Rare Earths shares fell 5.73% on October 15, 2025, as geopolitical tensions eased, reducing the premium that had driven the stock to recent highs.
- +5.0%14 Oct 2025· Sector Flow
Lynas shares surged on October 13, 2025, as part of a broader rare earths sector rally driven by strong industry momentum and geopolitical factors.
- +5.3%9 Oct 2025· Contract
Lynas Rare Earths shares rose ahead of a deal being announced to supply rare earth magnets to the US via Noveon Magnetics.
- +7.2%6 Oct 2025· Sector Flow
Rare earths company leads ASX 200 gains, likely driven by sector-wide rally in rare earth stocks.
Held by 29 ETFs
Of every $10,000 in each fund, how much is in LYC today.
- RESMVANECK RARE EARTH AND STRATEGIC METALS X CHINA ETF$1,03010.30%
- XMETBetaShares Energy Transition Metals ETF$4684.68%
- MVRVanEck Australian Resources ETF$2782.78%
- GMTLGlobal X Green Metal Miners ETF$2242.24%
- MTUMBetaShares Australian Momentum ETF$2052.05%
- OZRSTATE STREET SPDR S&P/ASX 200 RESOURCES ETF$1601.60%
- QREBetaShares Australian Resources Sector ETF$1561.56%
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$1281.28%
- VETHVanguard Ethically Conscious Australian Shares ETF$1201.20%
- GMVWVanEck Geared Australian Equal Weight Complex ETF$1201.20%
Why did LYC rise 5.2% on 19 Jan 2026?
Lynas
Lynas shares surged on January 18, 2026 due to a broad rare earth sector rally driven by expectations of US policy support, as highlighted in subsequent reports.
The price move occurred on Jan 18, but news articles from Jan 19-21 mention both the ASX market sliding and rare earth sector strength, with a specific article attributing gains to 'Trump's rare earths market shake-up'. There is no company-specific announcement on Jan 18, and the volume ratio (1.93x) suggests significant interest, consistent with sector-wide flow. The subsequent articles on Jan 21 (LYC +5% in a sinking market) indicate the rally persisted, but the primary driver appears to be sector sentiment rather than a single company event.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 29 ETFs holding LYC
On $10,000 in each fund, at the weight it holds today
- RESM10.30% of the fund+$53
- XMET4.68% of the fund+$24
- MVR2.78% of the fund+$14
- GMTL2.24% of the fund+$12
- MTUM2.05% of the fund+$11
- OZR1.60% of the fund+$8
- QRE1.56% of the fund+$8
- EX201.28% of the fund+$7
- VETH1.20% of the fund+$6
- GMVW1.20% of the fund+$6
The 10 that hold it most. All 29 are listed on the page under Held by.