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Iluka secures long-term rare earth concentrate supply from VHM's Goschen project
SupplementAL
Iluka has entered into a long-term agreement with VHM Limited to purchase all planned rare earth concentrate production from the Goschen project in western Victoria, supporting feedstock requirements for its Eneabba rare earths refinery in Western Australia. Under the agreement, VHM will supply 146,000 tonnes of rare earth concentrate containing 86,000 tonnes of rare earth oxides over an 18-year period. On average, this equates to around 8,320 tonnes of rare earth concentrate annually, contai ...
Aluminium industry watch: Production trends, billion-dollar deals, supply chain moves
Bauxite
The global aluminium value chain continued to witness a mix of shifting market dynamics, strategic investments, supply chain realignments, and policy developments over the past week. From evolving raw material trends and production updates to new mining projects, trade partnerships, corporate expansions, and smelter restarts, the industry remained focused on strengthening supply security while navigating changing market conditions and sustainability challenges. Market trends and industry outl ...

Primary AL
Aluminium prices are likely to bottom or find a floor over the coming month before staging a recovery in the second half (H2) of 2026, according to a fresh market outlook from the global bank, Citigroup or Citi.  Between September and December, aluminium is expected to trade in the range of USD 3,300-3,500 per tonne, supported by improving macroeconomic conditions as well as tightening market metrics. Citi’s positive outlook was backed by a more dovish US Federal Reserve, easing real rates, ...
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