Iluka Emboldened by Uncle Sam’s Rare Earths Price Fix

Iluka emboldened by Uncle Sam’s rare earths price fix

Iluka Resources has yanked guidance for one of its mineral sands exports blaming tariffs, but is optimistic the Pentagon’s recent swoop on a major rare earths miner bodes well for its local ambitions.

Iluka navigates global uncertainty - Australian Mining

Iluka Resources delivered an increase in zircon-in-concentrate (ZIC), zircon sand, and synthetic rutile during the June quarter, all while navigating tariffs imposed by the US.

Graphite’s Criticality Equals or Exceeds Rare Earths

Graphite’s Criticality Equals or Exceeds Rare Earths The Pentagon will become the largest shareholder in MP Materials, the only rare earths miner in the United States, after agreeing to buy $400 million of its preferred stock. Richard Mills Wed, 07/23/2025

Iluka hits guidance – but zircon win comes with warning on 'trade uncertainty'

Iluka Resources (ASX:ILU) has heralded a happy quarterly report, with the mineral sands explorer landing full-year production guidance for zircon through to June 30, and scoring a 22.7% increase in first-half volumes. Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more. Zircon, rutile, and synthetic rutile production in the second quarter reached…