Proyek Tanah Jarang Wyoming Milik Ramaco Menunjukkan NPV $1,2 Miliar, Tambang Pertama di AS dalam 70 Tahun

[SMM Rare Earth Flash News] Australian mineral sands producer Iluka Resources recently announced that it has secured a A$1.65 billion (about $1.15 billion) non-recourse loan confirmed by Export Finance Australia (EFA) for the construction of a rare earth refinery in Eneabba, Western Australia. The refinery will be Australia's first fully integrated rare earth refinery. Iluka stated that the first drawdown of A$1.25 billion is expected to be fully utilized by the end of 2026, at which point construction of the refinery will be 75% complete. The project is currently over 50% complete, with commissioning anticipated to begin in mid-2027. Meanwhile, Iluka has signed a binding multi-year offtake agreement with a globally renowned automaker. The four-year agreement, effective from 2028, covers the supply of magnetic rare earth oxides including neodymium, praseodymium, dysprosium, and terbium, accounting for approximately 10% (about 1,200 mt) of Iluka's planned production.

[SMM Rare Earth Flash] Produsen mineral kritis AS Energy Fuels (NYSE American: UUUU) baru-baru ini mengumumkan penandatanganan perjanjian definitif dengan perusahaan ekuitas swasta Ara Partners untuk mengakuisisi Vacuumschmelze (VAC), perusahaan material magnetik Jerman berusia seabad, senilai sekitar $1,9 miliar. Transaksi ini diperkirakan akan rampung pada awal 2027. Pabrik Sumter milik VAC di Carolina Selatan, AS, memiliki kapasitas magnet permanen 2.000 metrik ton per tahun, yang dapat ditingkatkan menjadi 12.000 metrik ton per tahun. Akuisisi ini menggabungkan manufaktur material magnetik hilir VAC dengan aset penambangan dan pemisahan tanah jarang hulu Energy Fuels, serta kapasitas logam dari rencana akuisisi Australian Strategic Materials (ASM), menciptakan platform tanah jarang pertama di Barat yang mencakup seluruh rantai pasok dari penambangan hingga magnet jadi. VAC akan mempertahankan kantor pusat dan mereknya di Jerman.