In short: The roadmap-setter — first company outside China to produce commercial dysprosium oxide (May 2025); Japan has committed to buying 5,000 t/yr of rare earths from Lynas through 2038.
Lynas, an Australian company, was the first business outside China to actually produce the hard-to-make heavy rare earth dysprosium at commercial scale. That proved it can be done off Chinese soil. Japan is now locked into buying 5,000 tons a year from Lynas all the way to 2038 — a long-term vote of confidence that makes Lynas a cornerstone of the allied effort to break China's near-monopoly.
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