Lynas' Investments and Expansions - Lynas' 2025 investments are largely complete[14] - Over A$1.5 billion has been invested in expansion capital in the past 5 years[49] - Mt Weld is set for the next decade with increased capacity, improved efficiency, and enhanced sustainability[16, 24] - The Kalgoorlie facility is integrated into global operations with a feedstock capacity to produce ~9.0ktpa NdPr finished product[18, 31] - Lynas Malaysia upgrades create a future-facing facility with expanded processing capacity targeting 12kt p.a NdPr finished product[20] - Lynas Malaysia has an uplift to 10.5kt pa capacity for Solvent Extraction and Product Finishing production capacity[20, 36] Market and Supply Chain Dynamics - Lynas expects recent industry-shaping initiatives by the U S Administration to lead to a larger "rest of world" rare earths industry[41] - Customers have increased understanding of risks of concentrated supply chains and are taking action[45] Australian Operations and Supply Chain - 74% of suppliers to Australian operations are WA headquartered companies[40] Mineral Resources and Ore Reserves - In 2024, Lynas announced a 92% increase in Mineral Resources and a 63% increase in Mt Weld Ore Reserves[53]