ASX:ILUMetals and Mining
Is Iluka’s New Eneabba Rare Earths Deals Reshaping The Investment Case For Iluka Resources (ASX:ILU)?
In recent days, Iluka Resources has expanded feedstock supply and signed its first rare earths supply agreement with a global automotive manufacturer, advancing the Eneabba refinery as part of Australia’s push to build domestic critical minerals processing capacity.
By linking rare earth pricing to realised oxide sales rather than China-based benchmarks, Iluka is seeking greater pricing independence in a sector central to electric vehicles, renewable energy and defence technologies.
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