ASX:ILUMetals and Mining
Iluka Resources (ASX:ILU) Is Down 8.9% After Pulling 2025 Synthetic Rutile Guidance Over Customer Uncertainty
In recent days, Iluka Resources withdrew its 2025 synthetic rutile production guidance due to uncertainty over a key UK customer agreement, prompting analyst downgrades and highlighting ongoing operational and market disruptions affecting its mineral sands and rare earths business.
This shift draws attention to how sensitive Iluka’s outlook is to individual customer contracts, production reliability, and evolving tariffs and export controls in its core markets.
We’ll now examine how the...