Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — Diggers & Dealers Mining Forum 2025
16 slides from Lynas Rare Earths's conference presentation, Aug 5, 2025
Slide 1: Lynas Rare Earths Diggers & Dealers Mining Forum Presentation
For personal use only Lynas Rare Earths Limited Diggers & Dealers Mining Forum Presentation Kalgoorlie, 5 August 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Lynas Rare Earths Limited (ABN 27 009 066 648) (Lynas looking statements including projections, guidance on future earnings and estimates are provided or the Company) this presentation contains summary information about Lynas and its subsidiaries as
Slide 3: Acknowledgement of Country
Acknowledgement You will need to of Country 1. 2. For personal use only Lynas xx Rare Earths acknowledges the Traditional Owners of the lands on which we live, work and meet, across Australia. We acknowledge and value Lynas’ Aboriginal and Torres Strait Islander employees, partners and communities a
Slide 4: Lynas 2025 investments largely complete
Lynas 2025 investments largely complete For personal use only Mt Weld set for next decade Kalgoorlie facility integrated into Lynas Malaysia upgrades create a global operations future facing facility • Plant rebuilt with expanded processing capacity targeting 12kt • New facility constructed with • A
Slide 5: Mt Weld: the first decade
Mt Weld: the first decade For personal use only 5
Slide 6: Mt Weld today
Mt Weld today For personal use only • Increased Capacity • Improved Efficiency • Enhanced Sustainability 6
Slide 7: Increased capacity
Increased capacity Filter building For personal use only Crusher Circuit SAG and ball mills 7
Slide 8: Improved efficiency
Improved efficiency For personal use only Regrind mill Flotation Circuit 8
Slide 9: Enhanced sustainability
Enhanced sustainability For personal use only Solar farm - construction complete and operating (With our power purchase agreement Wind farm - 2 of 4 wind (PPA) partner, Zenith Energy) turbines now installed (With our power purchase agreement (PPA) partner, Zenith Energy) Bore Water Treatment Plant a
Slide 10: Lynas Kalgoorlie: Integrated into global operations
For personal use only Lynas Kalgoorlie: Integrated into global operations New facility constructed with feedstock capacity Australia’s first to produce ~9.0ktpa downstream Rare Earths NdPr finished product processing facility Facility ramping up MREC production as feedstock for Lynas Malaysia Contin
Slide 11: Lynas Malaysia: bigger and better than ever
Lynas Malaysia: bigger and better than ever For personal use only Increased capacity (uplift to New product range: Additional processes: 10.5kt pa capacity): • First separation of Dy • MREC receival facilities • Product Finishing oxide and processing • Solvent Extraction • First separation of Tb oxi
Slide 12: Supporting WA and Goldfields businesses
Supporting WA and Goldfields businesses For personal use only 74% of suppliers to Australian operations are WA headquartered companies Carey Mining team onsite at Mt Weld 12
Slide 13: We operate in a growing and dynamic market
We operate in a growing and dynamic market For personal use only Lynas expects recent industry- Lynas is seeing: shaping initiatives by the U.S. • A more vibrant rare earths Administration to lead to a larger market “rest of world” rare earths industry • Growth in share from existing customers • Thi
Slide 14: From capacity expansion to profitable commercial execution
From capacity expansion to profitable commercial execution For personal use only Mt Weld Expansion New Kalgoorlie Rare Earths Kuantan Facility Expansion Processing Facility Over A$1.5 billion invested in expansion capital in past 5 years 14
Slide 15: Visit us at LynasRareEarths.com
For personal use only Visit us at LynasRareEarths.com 15
Slide 16: Appendix A: JORC Compliance and Competent Person's Statement
Appendix A: JORC Compliance and Competent Person’s Statement Exploration Results For personal use only The information in this report is based on, and fairly represents information and supporting documentation jointly prepared by Marcelle Watson, Geology Manager, and Dr. Ganesh Bhat, Principal Resou
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