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Iluka Resources Limited

ASX Announcements

Change of Director's Interest Notice - S Corlett

Change of Director’s Interest Notice

  • Dec 24, 2024
  • 2 pages

Change in substantial holding

Change in substantial holding

  • Dec 20, 2024
  • 4 pages

Market Sensitive

MEG:Exploration Agreement with Option to Purchase North Fork

Progress Report

  • Dec 19, 2024
  • 2 pages

Change in substantial holding

Change in substantial holding

  • Dec 18, 2024
  • 2 pages

Final Director's Interest Notice - R Cole

Final Director’s Interest Notice

  • Dec 13, 2024
  • 2 pages

View all ILU announcements

This Month

The Albemarle lithium hydroxide plant at Kemerton in WA.

Critical minerals manufacturing dream tempered by harsh reality

Falling prices mean Australia’s ambitions to develop the industry and downstream processing are on pause. Is this a waiting game, or is it all over?

  • Jennifer Hewett

Taxpayers have just made a $1.65b bet on a rare earths green premium

It’s the recipient of the second-biggest government loan in history. For the Eneabba project to succeed, everything about how minerals are priced must change.

  • Peter Ker
The site of the Iluka rare earths mineral refinery in Western Australia.

Iluka lands $400m taxpayer loan to get rare earth refinery on track

But investors are worried that the cost of the Eneabba project in Western Australia will make it hard for the company to make a return once it is operational.

  • Updated
  • Peter Ker and Tom Rabe

November

Retention of staff with attractive benefits and competitive salaries is key to the success of HTS Constructions.

Why this FIFO construction firm ‘never loses a client’

Fostering long-term relationships with clients such as gold miner Newmont has helped this business more than double revenue to $80m in a year.

  • Larry Schlesinger

September

Treasurer Jim Chalmers has already intervened twice in the ownership of Northern Minerals.

Mystery investor raises questions about Northern Minerals divestment

Labor forced the miner’s largest investor, a China-linked fund, to sell its shares. A Hong Kong-registered firm with almost no corporate history bought up.

  • Brad Thompson
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August

The site of Iluka’s planned rare earths refinery at Eneabba.

Iluka to halt rare earths refinery unless Labor caves in on funding

Iluka Resources says it won’t finish building a strategically important rare earths refinery unless the Albanese government comes up with more funding,

  • Brad Thompson
Iron ore at BHP’s Jimblebar facility in the Pilbara.

Beazley names state ‘most vulnerable and worthwhile’ to attack

The former defence minister says a nuclear submarine is vital to protecting the resources industry, urging an even harder line on blocking Chinese investment in critical minerals.

  • Brad Thompson

July

Peak Rare Earths executive chairman Russell Scrimshaw.

Chinese rare earths giant looks to set up in Australia

Shenghe wants to expand into Australia despite strong government opposition to Chinese investment.

  • Updated
  • Brad Thompson
Sierra Rutile mines 20 per cent of the world’s rutile, used in paint.

Why M&A arb funds are sitting out ‘the trade of the year’

Sierra Rutile has caught the eye of London’s ‘most daring emerging markets fund’, a Sierra Leone mining contractor and a global commodities trader in a three-way bidding war.

  • Jemima Whyte
Sir Rod in 1998 when he chaired Adacel Technologies.

Rod Carnegie: corporate giant felled at the final hurdle

Sir Rod Carnegie soared across the corporate sky in the ’70s and ’80s but was thwarted in his attempt to secure full Australian local control of mining giant CRA.

  • Andrew Clark

June

Lynas Rare Earths boss Amanda Lacaze.

Lynas to break China’s heavy rare earths stranglehold

The Amanda Lacaze-led miner will start producing two critical minerals that are essential to the US and its allies from next year.

  • Brad Thompson
Chinese steelmaking may have peaked, with the country’s shrinking population posing a multi-decade headwind for mining industry profits and government revenue.

Deterra’s big-ticket bet on lithium royalties faces tough reception

After years of being criticised for high costs and inaction, Iluka-backed Deterra Royalties has bid for Trident Royalties and is facing a backlash, again.

  • Jemima Whyte
Northern Minerals executive chairman Nick Curtis became the company’s strategic adviser after pressure tactics from a Chinese shareholder.

Crackdown on Chinese investors a cautionary tale

Small critical minerals companies are caught up in the midst of a geopolitical struggle between China and the West. Northern Minerals is the latest example.

  • Jennifer Hewett
Treasurer Dr Jim Chalmers

China-linked investors forced to offload Northern Minerals shares

Treasurer Jim Chalmers says the decision, based on Foreign Investment Review Board advice, was made to “protect our national interest”.

  • Updated
  • Elouise Fowler
Jim Chalmers’ rare intervention in the ownership of an ASX company is fascinating.

Chalmers sell-down order adds to crazy tale of rare earths intrigue

Treasury orders forcing Chinese interests to sell shares in Northern Minerals comes as Australia faces hard questions on Chinese involvement in our critical minerals sector.  

  • James Thomson
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May

Yuxiao’s Wu Tao (left) signing a co-operation agreement with the leaders of China Northern and Shenghe Resources.

China-linked entity ousts West Australian rare earths boss

Northern Minerals’ new executive chairman said the resignation of Nick Curtis created an “alignment” between shareholders and the board. 

  • Elouise Fowler
The Kwinana lithium hydroxide refinery in Western Australia.

Why WA loves the critical minerals budget boost

Peter Dutton’s refusal to endorse Labor’s plan for production tax credits for critical minerals processing and green hydrogen won’t make him popular in must-win seats in Western Australia.

  • Jennifer Hewett
The sun sets on hopes for BHP’s Nickel West Kalgoorlie smelter.

Albanese’s troubled critical minerals dream

The Albanese government has high hopes for much more downstream processing of critical minerals. But the numbers aren’t adding up. What can change that?

  • Jennifer Hewett
Iluka Resources managing director Tom O’Leary.

Iluka boss calls out China’s infiltration of rare earths in Australia

Tom O’Leary says China is trying to extend its global dominance in rare earths by controlling assets in Australia and rigging prices.

  • Updated
  • Brad Thompson

March

Arafura Resources is aiming to have its Nolans rare earths project in  production before the end of 2025.

Australia bets big on rare earths after China sparks panic

Western governments want to break China’s stranglehold on the processing of rare earths into metals and magnets vital for modern living and defence. Australia is key to that. Can it work?

  • Jennifer Hewett

Original URL: https://www.afr.com/company/ilu-qz