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%