{"id":10865,"date":"2025-03-20T08:48:48","date_gmt":"2025-03-20T07:48:48","guid":{"rendered":"https:\/\/insajder.si\/?p=10865"},"modified":"2025-03-20T08:48:48","modified_gmt":"2025-03-20T07:48:48","slug":"lynas-rare-earths-kljucni-igralec-na-trgu-redkih-zemelj","status":"publish","type":"post","link":"https:\/\/insajder.si\/en\/lynas-rare-earths-kljucni-igralec-na-trgu-redkih-zemelj\/","title":{"rendered":"Lynas Rare Earths &#8211; Klju\u010dni igralec na trgu redkih zemelj"},"content":{"rendered":"\n<h2>Lynas Rare Earths Limited (LYC)<\/h2>\n<p data-start=\"111\" data-end=\"679\">Lynas Rare Earths Ltd (ASX: LYC) je eno vodilnih svetovnih podjetij za proizvodnjo redkih zemelj, specializirano za <strong data-start=\"227\" data-end=\"283\">ekstrakcijo, predelavo in dobavo kriti\u010dnih mineralov<\/strong>, ki so klju\u010dni za visoko tehnolo\u0161ke industrije, vklju\u010dno z <strong data-start=\"343\" data-end=\"421\">obnovljivimi viri energije, elektri\u010dnimi vozili in obrambnimi aplikacijami<\/strong>. Podjetje, ustanovljeno leta <strong data-start=\"451\" data-end=\"459\">1983<\/strong> in s sede\u017eem v <strong data-start=\"475\" data-end=\"498\">Perthu v Avstraliji<\/strong>, deluje z <strong data-start=\"509\" data-end=\"539\">integrirano dobavno verigo<\/strong>, ki vklju\u010duje <strong data-start=\"554\" data-end=\"608\">rudarsko dejavnost na Mt Weld (zahodna Avstralija)<\/strong> ter obrate za <strong data-start=\"623\" data-end=\"676\">predelavo v Maleziji in Kalgoorlieju (Avstralija)<\/strong>.<\/p>\n<p data-start=\"681\" data-end=\"1019\">Podjetje se je uveljavilo kot <strong data-start=\"711\" data-end=\"773\">najve\u010dji proizvajalec lo\u010denih redkih zemelj zunaj Kitajske<\/strong>, kar mu daje strate\u0161ko prednost na trgu, ki ga sicer obvladuje Kitajska. Lynas si je zgradil ugled kot <strong data-start=\"877\" data-end=\"913\">eti\u010den in odgovoren proizvajalec<\/strong>, pri \u010demer daje velik poudarek na <strong data-start=\"948\" data-end=\"1016\">trajnost in okoljske, dru\u017ebene ter upravljavske (ESG) iniciative<\/strong>.<\/p>\n\t<div class=\"img has-hover x md-x lg-x y md-y lg-y\" id=\"image_1231400443\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" >\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1020\" height=\"603\" src=\"https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc-1024x605.png\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc-1024x605.png 1024w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc-300x177.png 300w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc-768x454.png 768w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc.png 1354w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_1231400443 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n<h2 data-start=\"1021\" data-end=\"1065\">\u00a0<\/h2>\n<h2 data-start=\"1021\" data-end=\"1065\"><strong data-start=\"1024\" data-end=\"1063\">Finan\u010dna uspe\u0161nost in tr\u017eni polo\u017eaj<\/strong><\/h2>\n<h3 data-start=\"1067\" data-end=\"1110\"><strong data-start=\"1071\" data-end=\"1108\">Klju\u010dni finan\u010dni podatki za FY24:<\/strong><\/h3>\n<ul data-start=\"1111\" data-end=\"1580\">\n<li data-start=\"1111\" data-end=\"1205\"><strong data-start=\"1113\" data-end=\"1137\">Prihodki od prodaje:<\/strong> <strong data-start=\"1138\" data-end=\"1157\">$463,3 milijona<\/strong>, padec s <strong data-start=\"1167\" data-end=\"1186\">$739,3 milijona<\/strong> v FY23 (-37,3 %)<\/li>\n<li data-start=\"1206\" data-end=\"1311\"><strong data-start=\"1208\" data-end=\"1247\">\u010cisti dobi\u010dek po obdav\u010ditvi (NPAT):<\/strong> <strong data-start=\"1248\" data-end=\"1266\">$84,5 milijona<\/strong>, znaten padec s <strong data-start=\"1283\" data-end=\"1302\">$310,7 milijona<\/strong> v FY23<\/li>\n<li data-start=\"1312\" data-end=\"1442\"><strong data-start=\"1314\" data-end=\"1358\">Denarna sredstva in kratkoro\u010dne nalo\u017ebe:<\/strong> <strong data-start=\"1359\" data-end=\"1378\">$523,8 milijona<\/strong>, kljub velikim investicijam ohranjajo mo\u010dno finan\u010dno pozicijo<\/li>\n<li data-start=\"1443\" data-end=\"1580\"><strong data-start=\"1445\" data-end=\"1468\">Kapitalske nalo\u017ebe:<\/strong> <strong data-start=\"1469\" data-end=\"1488\">$579,3 milijona<\/strong> v projekte, kot sta \u0161iritev <strong data-start=\"1517\" data-end=\"1528\">Mt Weld<\/strong> in <strong data-start=\"1532\" data-end=\"1578\">Kalgoorlie Rare Earths Processing Facility<\/strong><\/li>\n<\/ul>\n<p data-start=\"1582\" data-end=\"1870\">Lynas se je v FY24 soo\u010dil s <strong data-start=\"1610\" data-end=\"1637\">padec cen redkih zemelj<\/strong>, saj se je <strong data-start=\"1649\" data-end=\"1678\">kitajska doma\u010da cena NdPr<\/strong> zni\u017eala s <strong data-start=\"1689\" data-end=\"1719\">60,4 USD\/kg na 44,0 USD\/kg<\/strong> do junija 2024. Kljub temu je podjetje zni\u017ealo <strong data-start=\"1767\" data-end=\"1819\">skupne stro\u0161ke za 17 % v primerjavi z letom prej<\/strong>, kar mu je omogo\u010dilo <strong data-start=\"1841\" data-end=\"1867\">prebroditi nihanja cen<\/strong>.<\/p>\n<p data-start=\"1872\" data-end=\"2051\">V <strong data-start=\"1874\" data-end=\"1885\">1H FY25<\/strong> je Lynas dosegel <strong data-start=\"1903\" data-end=\"1940\">254,3 milijona dolarjev prihodkov<\/strong>, kar pomeni <strong data-start=\"1953\" data-end=\"1988\">8 % rast v primerjavi s 1H FY24<\/strong>, kar nakazuje <strong data-start=\"2003\" data-end=\"2048\">mo\u017eno stabilizacijo trga in povpra\u0161evanja<\/strong>.<\/p>\n<h2 data-start=\"2053\" data-end=\"2089\"><strong data-start=\"2056\" data-end=\"2087\">Operacije in dobavna veriga<\/strong><\/h2>\n<h3 data-start=\"2091\" data-end=\"2168\"><strong data-start=\"2095\" data-end=\"2166\">Mt Weld (zahodna Avstralija): visokokakovosten rudnik redkih zemelj<\/strong><\/h3>\n<ul data-start=\"2169\" data-end=\"2550\">\n<li data-start=\"2169\" data-end=\"2267\">Eden <strong data-start=\"2176\" data-end=\"2227\">najbogatej\u0161ih nahajali\u0161\u010d redkih zemelj na svetu<\/strong>, trenutno v procesu <strong data-start=\"2248\" data-end=\"2265\">ve\u010dje \u0161iritve<\/strong><\/li>\n<li data-start=\"2268\" data-end=\"2368\"><strong data-start=\"2270\" data-end=\"2308\">Posodobitev mineralnih virov 2024:<\/strong> <strong data-start=\"2309\" data-end=\"2331\">106,6 milijona ton<\/strong> (+92 % ve\u010d virov, +63 % ve\u010d zalog)<\/li>\n<li data-start=\"2369\" data-end=\"2447\">Klju\u010dni elementi: <strong data-start=\"2389\" data-end=\"2445\">Neodim-praseodim (NdPr), Disprozij (Dy), Terbij (Tb)<\/strong><\/li>\n<li data-start=\"2448\" data-end=\"2550\">Projekt \u0161iritve bo omogo\u010dil <strong data-start=\"2478\" data-end=\"2516\">20+ letno \u017eivljenjsko dobo rudnika<\/strong> pri vi\u0161jih proizvodnih stopnjah<\/li>\n<\/ul>\n<h3 data-start=\"2552\" data-end=\"2623\"><strong data-start=\"2556\" data-end=\"2621\">Predelovalni obrat Kalgoorlie Rare Earths Processing Facility<\/strong><\/h3>\n<ul data-start=\"2624\" data-end=\"2848\">\n<li data-start=\"2624\" data-end=\"2682\">Zagon v <strong data-start=\"2634\" data-end=\"2649\">juniju 2024<\/strong>, proizvodnja postopoma nara\u0161\u010da<\/li>\n<li data-start=\"2683\" data-end=\"2773\">Prve po\u0161iljke <strong data-start=\"2699\" data-end=\"2742\">me\u0161anega karbonata redkih zemelj (MREC)<\/strong> uspe\u0161no predelane v Maleziji<\/li>\n<li data-start=\"2774\" data-end=\"2848\">Klju\u010dnega pomena za <strong data-start=\"2796\" data-end=\"2846\">avstralsko industrijsko obdelavo redkih zemelj<\/strong><\/li>\n<\/ul>\n<h3 data-start=\"2850\" data-end=\"2880\"><strong data-start=\"2854\" data-end=\"2878\">Obrat Lynas Malaysia<\/strong><\/h3>\n<ul data-start=\"2881\" data-end=\"3104\">\n<li data-start=\"2881\" data-end=\"2965\">Nahaja se v <strong data-start=\"2895\" data-end=\"2916\">Gebengu, Malezija<\/strong>, pre\u010di\u0161\u010duje <strong data-start=\"2929\" data-end=\"2963\">lo\u010dene proizvode redkih zemelj<\/strong><\/li>\n<li data-start=\"2966\" data-end=\"3015\">Deluje z <strong data-start=\"2977\" data-end=\"3013\">raz\u0161irjeno licenco do marca 2026<\/strong><\/li>\n<li data-start=\"3016\" data-end=\"3104\">Name\u0161\u010den <strong data-start=\"3027\" data-end=\"3055\">nov lo\u010devalni krog Dy\/Tb<\/strong>, proizvodnja naj bi stekla <strong data-start=\"3083\" data-end=\"3102\">sredi leta 2025<\/strong><\/li>\n<\/ul>\n<h3 data-start=\"3106\" data-end=\"3163\"><strong data-start=\"3110\" data-end=\"3161\">\u0160iritev v ZDA: Obrat za predelavo redkih zemelj<\/strong><\/h3>\n<ul data-start=\"3164\" data-end=\"3343\">\n<li data-start=\"3164\" data-end=\"3255\"><strong data-start=\"3166\" data-end=\"3207\">Pogodba v vrednosti 258 milijonov USD<\/strong> z ameri\u0161kim <strong data-start=\"3220\" data-end=\"3253\">Ministrstvom za obrambo (DoD)<\/strong><\/li>\n<li data-start=\"3256\" data-end=\"3343\">In\u017eenirska dela in dovoljenja v teku, gradnja pri\u010dakovana <strong data-start=\"3316\" data-end=\"3341\">proti koncu leta 2025<\/strong><\/li>\n<\/ul>\n<h2 data-start=\"3345\" data-end=\"3370\"><strong data-start=\"3348\" data-end=\"3368\">Strate\u0161ki razvoj<\/strong><\/h2>\n<ol data-start=\"3372\" data-end=\"4175\">\n<li data-start=\"3372\" data-end=\"3626\">\n<p data-start=\"3375\" data-end=\"3408\"><strong data-start=\"3375\" data-end=\"3406\">Podpora vlad in partnerstva<\/strong><\/p>\n<ul data-start=\"3412\" data-end=\"3626\">\n<li data-start=\"3412\" data-end=\"3529\">Financiranje iz <strong data-start=\"3430\" data-end=\"3437\">ZDA<\/strong> krepi Lynasovo vlogo v <strong data-start=\"3461\" data-end=\"3527\">zavarovanju oskrbovalnih verig redkih zemelj za zahodne dr\u017eave<\/strong><\/li>\n<li data-start=\"3533\" data-end=\"3626\">Tesni odnosi z <strong data-start=\"3550\" data-end=\"3588\">Japan Australia Rare Earths (JARE)<\/strong> zagotavljajo stabilno povpra\u0161evanje<\/li>\n<\/ul>\n<\/li>\n<li data-start=\"3628\" data-end=\"3898\">\n<p data-start=\"3631\" data-end=\"3655\"><strong data-start=\"3631\" data-end=\"3653\">\u0160iritveni projekti<\/strong><\/p>\n<ul data-start=\"3659\" data-end=\"3898\">\n<li data-start=\"3659\" data-end=\"3729\"><strong data-start=\"3661\" data-end=\"3727\">1. faza \u0161iritve Mt Weld (dehidracija koncentrata) \u017ee v uporabi<\/strong><\/li>\n<li data-start=\"3733\" data-end=\"3813\"><strong data-start=\"3735\" data-end=\"3782\">Gradnja novih mlinov in flotacijskih krogov<\/strong> za izbolj\u0161anje u\u010dinkovitosti<\/li>\n<li data-start=\"3817\" data-end=\"3898\"><strong data-start=\"3819\" data-end=\"3875\">Prilagajanje zmogljivosti v Kalgoorlieju in Maleziji<\/strong> za ve\u010djo proizvodnjo<\/li>\n<\/ul>\n<\/li>\n<li data-start=\"3900\" data-end=\"4175\">\n<p data-start=\"3903\" data-end=\"3935\"><strong data-start=\"3903\" data-end=\"3933\">Trajnost in ESG iniciative<\/strong><\/p>\n<ul data-start=\"3939\" data-end=\"4175\">\n<li data-start=\"3939\" data-end=\"4040\">Gradnja <strong data-start=\"3949\" data-end=\"3989\">75 MW hibridne obnovljive elektrarne<\/strong> v Mt Weldu (zmanj\u0161anje <strong data-start=\"4013\" data-end=\"4037\">60.000 ton CO2 letno<\/strong>)<\/li>\n<li data-start=\"4044\" data-end=\"4105\"><strong data-start=\"4046\" data-end=\"4075\">0,75 MW son\u010dna elektrarna<\/strong> na strehi obrata v Maleziji<\/li>\n<li data-start=\"4109\" data-end=\"4175\"><strong data-start=\"4111\" data-end=\"4173\">Raz\u0161iritev recikliranja vode in ponovne predelave jalovine<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h2 data-start=\"4177\" data-end=\"4212\"><strong data-start=\"4180\" data-end=\"4210\">Pregled panoge in tveganja<\/strong><\/h2>\n<h3 data-start=\"4214\" data-end=\"4236\"><strong data-start=\"4218\" data-end=\"4234\">Tr\u017eni trendi<\/strong><\/h3>\n<ul data-start=\"4237\" data-end=\"4535\">\n<li data-start=\"4237\" data-end=\"4379\"><strong data-start=\"4239\" data-end=\"4293\">Povpra\u0161evanje po redkih zemeljskih elementih raste<\/strong>, zlasti zaradi <strong data-start=\"4309\" data-end=\"4377\">EV industrije, obnovljivih virov energije in obrambnega sektorja<\/strong><\/li>\n<li data-start=\"4380\" data-end=\"4535\"><strong data-start=\"4382\" data-end=\"4422\">Kitajska ostaja vodilni proizvajalec<\/strong>, vendar regulativne spremembe in prizadevanja Zahoda za diverzifikacijo oskrbe ustvarjajo prilo\u017enosti za Lynas<\/li>\n<\/ul>\n<h3 data-start=\"4537\" data-end=\"4565\"><strong data-start=\"4541\" data-end=\"4563\">Izzivi in tveganja<\/strong><\/h3>\n<ul data-start=\"4566\" data-end=\"4919\">\n<li data-start=\"4566\" data-end=\"4631\"><strong data-start=\"4568\" data-end=\"4584\">Nihanje cen:<\/strong> Fluktuacije lahko vplivajo na dobi\u010dkonosnost<\/li>\n<li data-start=\"4632\" data-end=\"4737\"><strong data-start=\"4634\" data-end=\"4661\">Geopoliti\u010dni dejavniki:<\/strong> Trgovinske politike in kitajske izvozne omejitve lahko vplivajo na oskrbo<\/li>\n<li data-start=\"4738\" data-end=\"4835\"><strong data-start=\"4740\" data-end=\"4765\">Regulativna tveganja:<\/strong> Podalj\u0161anja licenc, okoljska pravila in morebitni dru\u017ebeni protesti<\/li>\n<li data-start=\"4836\" data-end=\"4919\"><strong data-start=\"4838\" data-end=\"4862\">Pritiski na stro\u0161ke:<\/strong> Inflacija pri rudarstvu in predelavi lahko zni\u017ea mar\u017ee<\/li>\n<\/ul>\n<h2 data-start=\"4921\" data-end=\"4963\"><strong data-start=\"4924\" data-end=\"4961\">Nalo\u017ebene prilo\u017enosti in tveganja<\/strong><\/h2>\n<h3 data-start=\"4965\" data-end=\"4998\"><strong data-start=\"4969\" data-end=\"4996\">Prednosti za vlagatelje<\/strong><\/h3>\n<p data-start=\"4999\" data-end=\"5229\">\u2714 <strong data-start=\"5001\" data-end=\"5057\">Rasto\u010de povpra\u0161evanje po redkih zemeljskih elementih<\/strong><br data-start=\"5057\" data-end=\"5060\" \/>\u2714 <strong data-start=\"5062\" data-end=\"5123\">Edini velik nekitajski proizvajalec lo\u010denih redkih zemelj<\/strong><br data-start=\"5123\" data-end=\"5126\" \/>\u2714 <strong data-start=\"5128\" data-end=\"5166\">Mo\u010dna podpora vlad (ZDA, Japonska)<\/strong><br data-start=\"5166\" data-end=\"5169\" \/>\u2714 <strong data-start=\"5171\" data-end=\"5227\">\u0160iritev Mt Weld zagotavlja dolgoro\u010dno trajnost virov<\/strong><\/p>\n<h3 data-start=\"5231\" data-end=\"5255\"><strong data-start=\"5235\" data-end=\"5253\">Mo\u017ena tveganja<\/strong><\/h3>\n<p data-start=\"5256\" data-end=\"5461\">\u26a0 <strong data-start=\"5258\" data-end=\"5291\">Kratkoro\u010dna nihanja prihodkov<\/strong> zaradi volatilnosti trga<br data-start=\"5316\" data-end=\"5319\" \/>\u26a0 <strong data-start=\"5321\" data-end=\"5350\">Visoki kapitalski izdatki<\/strong> zaradi \u0161iritev in novih projektov<br data-start=\"5384\" data-end=\"5387\" \/>\u26a0 <strong data-start=\"5389\" data-end=\"5413\">Regulativna tveganja<\/strong> v Maleziji in mo\u017ene zamude pri projektu v ZDA<\/p>\n<h3 data-start=\"5463\" data-end=\"5498\"><strong data-start=\"5467\" data-end=\"5496\">Delni\u0161ki trg in dividende<\/strong><\/h3>\n<ul data-start=\"5499\" data-end=\"5727\">\n<li data-start=\"5499\" data-end=\"5564\"><strong data-start=\"5501\" data-end=\"5526\">Brez dividend za FY24<\/strong>, saj podjetje sredstva vlaga v rast<\/li>\n<li data-start=\"5565\" data-end=\"5629\"><strong data-start=\"5567\" data-end=\"5627\">Tr\u017ena kapitalizacija: 5,54 milijarde AUD (-13,3 % letno)<\/strong><\/li>\n<li data-start=\"5630\" data-end=\"5727\">Lynas ima zgodovino <strong data-start=\"5652\" data-end=\"5685\">odpornosti na cenovna nihanja<\/strong> in koristi od <strong data-start=\"5700\" data-end=\"5725\">mo\u010dne dr\u017eavne podpore<\/strong><\/li>\n<\/ul>\n<h2 data-start=\"5729\" data-end=\"5747\"><strong data-start=\"5732\" data-end=\"5745\">Zaklju\u010dek<\/strong><\/h2>\n<p data-start=\"5749\" data-end=\"6185\">Lynas Rare Earths ostaja <strong data-start=\"5774\" data-end=\"5825\">klju\u010dni igralec v globalni oskrbi redkih zemelj<\/strong>, s <strong data-start=\"5829\" data-end=\"5911\">trdnimi operativnimi temelji, strate\u0161kimi \u0161iritvenimi na\u010drti in vladno podporo<\/strong>, kar ga postavlja v <strong data-start=\"5932\" data-end=\"5968\">mo\u010dan polo\u017eaj za dolgoro\u010dno rast<\/strong>. \u010ceprav se podjetje soo\u010da z <strong data-start=\"5997\" data-end=\"6040\">izzivi kratkoro\u010dne cenovne volatilnosti<\/strong>, mu <strong data-start=\"6045\" data-end=\"6132\">u\u010dinkovito upravljanje stro\u0161kov, ESG iniciative in \u0161iritev proizvodnih zmogljivosti<\/strong> zagotavljajo privla\u010dnost za dolgoro\u010dne vlagatelje.<\/p>\n\n  \n    <div class=\"row large-columns-4 medium-columns-3 small-columns-2\" >\n  <div class=\"gallery-col col\" >\n          <div class=\"col-inner\">\n            <a class=\"image-lightbox lightbox-gallery\" href=\"https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc1.png\" title=\"\">            <div class=\"box has-hover gallery-box box-overlay dark\">\n              <div class=\"box-image\" >\n                <img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"229\" src=\"https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc1-300x229.png\" class=\"attachment-medium size-medium\" alt=\"\" ids=\"10869,10870,10871\" srcset=\"https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc1-300x229.png 300w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc1-768x587.png 768w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/03\/lyc1.png 918w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>                                  <div class=\"overlay fill\"\n                      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