ASX All Ordinaries Rare Earth Rising Stocks
Lynas Rare Earths Limited, Iluka Resources Limited and Arafura Rare Earths Limited are advancing with strong project progress funding and growing global demand support.
Lynas Rare Earths Limited (ASX: LYC)
Lynas Rare Earths Limited (ASX: LYC) on 26 March 2026 announced partnership with LS Eco Energy to build Vietnam facility expanding metal production and supply.
On 19 March 2026, Lynas achieved Samarium oxide production in Malaysia increasing heavy rare earth range and strengthening global position.
On 16 March 2026, Lynas signed US supply intent securing funding and pricing while 13 March agreement expands Japan cooperation.
On 3 March 2026, Malaysia licence renewal confirmed ten year approval giving long term stability for operations and investment outlook.
Iluka Resources Limited (ASX: ILU)
Iluka Resources Limited (ASX: ILU) on 18 February 2026 reported Balranald mining started January 2026 with first rig meeting targets while second rig scheduled February supporting production growth.
On 18 February 2026, ILU confirmed Eneabba refinery construction progressing within budget with commissioning planned 2027 showing steady rare earths expansion and long term processing capability development.
On 18 February 2026 results showed weaker mineral sands demand leading cost reset lower spending and suspended sites while maintaining margins through product mix and disciplined operations.
Iluka on 18 February 2026 highlighted rare earths momentum with Eneabba nearing completion supported by global supply concerns strengthening strategic value and improving future market positioning.
Arafura Rare Earths Limited (ASX: ARU)
Arafura Rare Earths Limited (ASX: ARU) on 1 April 2026 secured binding cornerstone investments worth about A$230 million strengthening funding base for Nolans and showing strong government backed confidence.
On 1 April 2026 agreements added to earlier raisings bringing total committed funding near A$911 million indicating steady progress toward full financing and readiness for final investment decision.
Arafura on 10 March 2026 advanced site readiness through land agreement camp acquisition and technology partnership improving construction timing and enhancing future heavy rare earth processing capability.
On 31 December 2025 half year report showed reduced losses as focus shifted to funding completion reflecting disciplined spending while awaiting clarity before major project construction begins.
(Source: Company Report)
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