mining / critical minerals
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Australian Financial Review · Australia · Iluka's Eneabba refinery reached 50% construction and secured binding automaker offtake for 1,200 tpa; Energy Fuels is targeting heavy rare earth separation in Utah by Q4 2026
Reports the Eneabba 50% construction milestone and the binding automaker offtake as a validation of the project's commercial case. AFR notes Iluka had been unable to secure committed offtake for its first two years of marketing the project; the 2026 binding commitment reflects automakers moving from letters of intent to contractual obligations as rare earth supply concentration risk became undeniable post-China export control escalation. The offtake price is indexed to a published benchmark, not a fixed price.
“Iluka's binding automaker offtake for Eneabba marks a shift from letters of intent to contractual commitment as rare earth supply concentration risk became undeniable post-China export controls.”