Lynas Rare Earths Experiences Production Decline at Kalgoorlie Due to Power Interruptions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 24 2025
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Source: SeekingAlpha
Production Shortfall: Lynas Rare Earths estimates a potential shortfall equivalent to one month's production at its Kalgoorlie facility due to significant power supply disruptions.
Impact on Production: The disruptions have led to production losses of mixed rare earth carbonate and are expected to affect finished goods production at its Malaysian facility.
Recovery Plans: Lynas anticipates recovering lost production within the financial year if it can implement a short-term off-grid power generation solution.
Increased Disruptions: The company reported a significant rise in power supply disruptions in 2025, particularly in November, which has exacerbated production challenges.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
