ILUKA RESOURCES ORD
China’s Midstream Metals Dominance Sparks Strategic Alarm
China controls 50-98% of midstream refining and smelting, sparking Western strategic alarm; ASX rare-earth stocks surge as Australia positions itself.
ASX Players With North American Exposure Could Benefit as China Tightens Rare Earth Export Controls
China has dramatically expanded its export controls on rare earth elements, adding five new materials and a raft of refining technologies to its restricted list in a move that tightens Beijing’s grip on global supply chains for critical minerals. The latest measures, announced Thursday by China’s Ministry of Commerce, introduce new licensing requirements for the […]
Which ASX Stocks Could Benefit as Rare Earth Prices Surge on Tightened US Supply Chains?
Prices of neodymium and praseodymium (NdPr) oxides – two rare earth elements essential for super-strong magnets – have surged to their highest levels in more than two years. The rally follows US rare earth producer MP Materials halting raw material exports to China, creating a significant gap in supply. China currently controls around 90% of […]
Lindian Resources Signs Iluka Offtake Deal to Advance Kangankunde Development
Lindian Resources (ASX: LIN) has executed a binding offtake agreement and term loan facility with Iluka Resources (ASX: ILU), establishing a cornerstone strategic partnership for the development of the Kangankunde rare earths project in Malawi. The agreement includes a US$20 million (A$32 million) construction term loan and a 15-year offtake for high-grade monazite concentrate, with […]