ESG Alerts
Environmental, Social, and Governance alerts affecting rare earth supply chains - rated by pillar and severity.
3
Total Alerts
2
Environmental
3
Social
3
Governance
1 active alert at CRITICAL severity
Lynas - Malaysia: DoD Contract
The strategic landscape of the Lynas Advanced Materials Plant (LAMP) shifted in March 2026 following a US$96 million agreement over four years with the U.S. Department of Defense (DoD). This expanded integration into the defence sector has catalysed significant local opposition, evidenced by a formal petition from a 57-member NGO coalition urging a federal review of the Gebeng facility's operations. The core of the dispute centres on whether the facility's role in a foreign military supply chain aligns with existing community consent frameworks.
Lynas - Malaysia: Innovation Mandate
Under the March 2, 2026 license renewal, the Lynas Advanced Materials Plant (LAMP) is operating under a legal Innovation Mandate. The Malaysian government has enforced a non-negotiable Technical Hard Stop: all production of Water Leach Purification (WLP) residue must cease by March 2, 2031. This regulatory window coincides with the planned retirement of CEO Amanda Lacaze on June 30, 2026. As the Board conducts a structured search for a successor, the facility must maintain strict adherence to new transparency and waste-neutralization protocols.
Myanmar's Kachin State: Rare Earth Mining Destroys Forests, Funds Armed Groups
Unregulated ionic clay rare earth mining across Kachin State has caused catastrophic deforestation, poisoned river systems, and funnelled hundreds of millions of dollars to ethnic armed factions - making Myanmar one of the most severe ESG flashpoints in the global rare earth supply chain.