Lynas Bull Counters Rare-Earths Oversupply Concerns -- Market Talk

Dow Jones

Dec 01, 2025

0144 GMT - UBS highlights some reasons why investors shouldn't fret too much about a potential oversupply of rare-earth oxides. In a note, the bank's analysts say they are "sympathetic to concerns about oversupply" and acknowledge "a large range of outcomes remains possible." They reckon that policies will support the development of ex-China magnet capacity in parallel with upstream rare-earth processing. Those magnet makers will need feedstock, they say. Projects for new rare-earths plants will take longer than expected, given technical complexity. "We remain of the view that magnet capacity will be quicker to come on vs. upstream assets," say the analysts. They reiterate a buy rating on miner Lynas, highlighting low costs and growing heavy rare-earths separation capacity "that is likely not fully appreciated yet." (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

November 30, 2025 20:44 ET (01:44 GMT)

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In a note, the bank's analysts say they are \"sympathetic to concerns about oversupply\" and acknowledge \"a large range of outcomes remains possible.\" They reckon that policies will support the development of ex-China magnet capacity in parallel with upstream rare-earth processing. Those magnet makers will need feedstock, they say. Projects for new rare-earths plants will take longer than expected, given technical complexity. \"We remain of the view that magnet capacity will be quicker to come on vs. upstream assets,\" say the analysts. They reiterate a buy rating on miner Lynas, highlighting low costs and growing heavy rare-earths separation capacity \"that is likely not fully appreciated yet.\" (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 30, 2025 20:44 ET (01:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lynas Bull Counters Rare-Earths Oversupply Concerns -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLynas Bull Counters Rare-Earths Oversupply Concerns -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-01 09:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0144 GMT - UBS highlights some reasons why investors shouldn't fret too much about a potential oversupply of rare-earth oxides. In a note, the bank's analysts say they are \"sympathetic to concerns about oversupply\" and acknowledge \"a large range of outcomes remains possible.\" They reckon that policies will support the development of ex-China magnet capacity in parallel with upstream rare-earth processing. Those magnet makers will need feedstock, they say. Projects for new rare-earths plants will take longer than expected, given technical complexity. \"We remain of the view that magnet capacity will be quicker to come on vs. upstream assets,\" say the analysts. They reiterate a buy rating on miner Lynas, highlighting low costs and growing heavy rare-earths separation capacity \"that is likely not fully appreciated yet.\" (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 30, 2025 20:44 ET (01:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2588771407","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588771407","pubTimestamp":1764553440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0144 GMT - UBS highlights some reasons why investors shouldn't fret too much about a potential oversupply of rare-earth oxides. In a note, the bank's analysts say they are \"sympathetic to concerns about oversupply\" and acknowledge \"a large range of outcomes remains possible.\" They reckon that policies will support the development of ex-China magnet capacity in parallel with upstream rare-earth processing. Those magnet makers will need feedstock, they say. Projects for new rare-earths plants will take longer than expected, given technical complexity. \"We remain of the view that magnet capacity will be quicker to come on vs. upstream assets,\" say the analysts. 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Projects for new rare-earths plants will take longer than expected, given technical complexity. \"We remain of the view that magnet capacity will be quicker to come on vs. upstream assets,\" say the analysts. They reiterate a buy rating on miner Lynas, highlighting low costs and growing heavy rare-earths separation capacity \"that is likely not fully appreciated yet.\" (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 30, 2025 20:44 ET (01:44 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}