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Lynas Rare Earths (ASX:LYC) is knocking down the WA State Government’s door to resolve “significant power disruptions” at its Kalgoorlie ore refinery that the miner says has now delayed production by as long as a month.
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The miner told investors Tuesday that the heavy-duty refinery, based at the Goldfields Mt Weld mine, is facing some difficulties after power issues.
“There has been a significant increase in power supply disruptions at the Kalgoorlie Rare Earths Processing Facility,” the West Australian company declared today. “In November, outage frequency and duration have been at a level that has led to significant lost production of mixed rare earth carbonate.”
Lynas added it’s now “working constructively” with the WA Government as well as Western Power to resolve any issues as quickly as possible, but there are already fears the outage-led shortfalls cannot be properly mitigated.
“These are being progressed on an urgent basis, [but] even in a best-case… they will not be in place in time to improve this quarter’s forecast production.”
These blackouts and energy supply problems have been cropping up more and more in the area, with The West reporting overloaded grids working overtime to meet mining and processing demands are among the biggest culprits.
Lynas is the largest rare earth producer outside China and had been expecting to produce 18% more TREO quarter-on-quarter; the last report from the miner had seen Lynas hit 3,933 tonnes through to October 2025. That had been its own substantial 22% increase on 3,212 tonnes in the three months before.
LYC is heading into Tuesday trade at $15.04/sh.
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