Iluka Likely Won't Get U.S. Government Prices for Rare Earths -- Market Talk

Dow Jones

2025/07/14

2326 GMT - Iluka Resources's share price rallied 21% on Friday on a deal it's not party to, says Ord Minnett. Rare-earths miners got a lift from MP Materials securing a deal with the U.S. Department of Defense that guaranteed a minimum price of US$110/kg for neodymium and praseodymium supply. "We expect investors will soon conclude America First does not include Australia, and other Rare Earth Oxides buyers have no need to offer DoD prices," says analyst Matthew Hope. "We expect the share price will ease so investors should accumulate on price weakness." Ord Minnett downgrades Iluka to accumulate, from buy. Its price target falls by 6.8% to A$5.50/Share. Iluka ended Friday at A$4.89. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

July 13, 2025 19:26 ET (23:26 GMT)

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Rare-earths miners got a lift from MP Materials securing a deal with the U.S. Department of Defense that guaranteed a minimum price of US$110/kg for neodymium and praseodymium supply. \"We expect investors will soon conclude America <a href=\"https://laohu8.com/S/FFBC\">First</a> does not include Australia, and other Rare Earth Oxides buyers have no need to offer DoD prices,\" says analyst Matthew <a href=\"https://laohu8.com/S/HOPE\">Hope</a>. \"We expect the share price will ease so investors should accumulate on price weakness.\" Ord Minnett downgrades Iluka to accumulate, from buy. Its price target falls by 6.8% to A$5.50/Share. Iluka ended Friday at A$4.89. 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Rare-earths miners got a lift from MP Materials securing a deal with the U.S. Department of Defense that guaranteed a minimum price of US$110/kg for neodymium and praseodymium supply. \"We expect investors will soon conclude America <a href=\"https://laohu8.com/S/FFBC\">First</a> does not include Australia, and other Rare Earth Oxides buyers have no need to offer DoD prices,\" says analyst Matthew <a href=\"https://laohu8.com/S/HOPE\">Hope</a>. \"We expect the share price will ease so investors should accumulate on price weakness.\" Ord Minnett downgrades Iluka to accumulate, from buy. Its price target falls by 6.8% to A$5.50/Share. Iluka ended Friday at A$4.89. 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Rare-earths miners got a lift from MP Materials securing a deal with the U.S. Department of Defense that guaranteed a minimum price of US$110/kg for neodymium and praseodymium supply. \"We expect investors will soon conclude America First does not include Australia, and other Rare Earth Oxides buyers have no need to offer DoD prices,\" says analyst Matthew Hope. \"We expect the share price will ease so investors should accumulate on price weakness.\" Ord Minnett downgrades Iluka to accumulate, from buy. Its price target falls by 6.8% to A$5.50/Share. Iluka ended Friday at A$4.89. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","ILU.AU":"ILUKA RESOURCES LIMITED"},"translate_title":"伊卢卡可能不会获得美国政府的稀土价格——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ILU.AU":0.9},"content_text":"2326 GMT - Iluka Resources's share price rallied 21% on Friday on a deal it's not party to, says Ord Minnett. Rare-earths miners got a lift from MP Materials securing a deal with the U.S. Department of Defense that guaranteed a minimum price of US$110/kg for neodymium and praseodymium supply. \"We expect investors will soon conclude America First does not include Australia, and other Rare Earth Oxides buyers have no need to offer DoD prices,\" says analyst Matthew Hope. \"We expect the share price will ease so investors should accumulate on price weakness.\" Ord Minnett downgrades Iluka to accumulate, from buy. Its price target falls by 6.8% to A$5.50/Share. Iluka ended Friday at A$4.89. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 13, 2025 19:26 ET (23:26 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}