ILKAY

Iluka Resources Ltd

research_scan theme='materials-supply'; value_chain_position='picks-and-shovels'; Australian mineral-sands producer building Eneabba WA rare-earth refinery targeting first Dy/Tb oxide by 2027 with AUD $1.65B Australian Government loan support. One of two credible non-Chinese heavy-RE separation adds through 2027. Non-US primary listing (ILU.AX).