Скачать или смотреть Iluka’s Zircon Concentrate Jumps 118% as Tariffs Reshape Demand | The Metalnomist

Iluka Resources delivered a sharp increase in zircon concentrate as tariffs and shifting trade flows reshape demand in 2025. First-half zircon concentrate rose 118% to 59,900 tonnes, placing the company near its 60,000-tonne annual target. However, tariff uncertainty now weighs on guidance, with US zircon imports facing a 10% duty and South African zircon subject to a 30% rate from August. Meanwhile, rutile operations remained resilient, with 35,600 tonnes of rutile and 113,100 tonnes of synthetic rutile produced in the half, supported by a kiln running at full capacity. The growth story extends to rare earths: Iluka continues to advance its Eneabba refinery toward a 2027 start, while construction at Balranald targets the second half of 2025 and Wimmera’s definitive feasibility work progresses. Together, these moves highlight Iluka’s chrome-free, mineral-sands portfolio balance and the increasing importance of rare earths in future earnings. This video breaks down the numbers, the tariff impacts, and the timeline for key Australian projects.

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Focus keyphrases: Iluka zircon concentrate, tariff uncertainty, rutile and synthetic rutile, Eneabba rare earths refinery, Balranald project, Wimmera DFS

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