Iluka's Rare Earths Deal Likely With a Major U.S. EV Maker -- Market Talk

Dow Jones

06/24

2340 GMT - The mystery buyer of some of Iluka's planned rare-earth production is likely a large U.S. electric-vehicle manufacturer with significant permanent magnet demand, says Macquarie. "We see scope for additional offtake agreements in the future," the bank says. Volumes contracted under the announced deal suggest a more gradual ramp-up than Macquarie expected. "Though upside remains as third-party feed is incorporated," it says. Macquarie reiterates an outperform rating but lowers its target by 4.8% to 8.00 Australian dollars a share, citing a weaker earnings outlook. Shares ended Tuesday at A$7.25. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

June 23, 2026 19:40 ET (23:40 GMT)

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Volumes contracted under the announced deal suggest a more gradual ramp-up than Macquarie expected. \"Though upside remains as third-party feed is incorporated,\" it says. Macquarie reiterates an outperform rating but lowers its target by 4.8% to 8.00 Australian dollars a share, citing a weaker earnings outlook. Shares ended Tuesday at A$7.25. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ILU.AU":"ILUKA RESOURCES LIMITED","SETM":"Sprott Critical Materials ETF","BK7095":"多种金属与采矿","CARD":"MAX Auto Industry -3X Inverse Leveraged ETN"},"translate_title":"Iluka可能与美国一家主要电动汽车制造商达成稀土交易——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SETM":1.5,"ILU.AU":0.9,"CARD":1.5},"content_text":"2340 GMT - The mystery buyer of some of Iluka's planned rare-earth production is likely a large U.S. electric-vehicle manufacturer with significant permanent magnet demand, says Macquarie. \"We see scope for additional offtake agreements in the future,\" the bank says. Volumes contracted under the announced deal suggest a more gradual ramp-up than Macquarie expected. \"Though upside remains as third-party feed is incorporated,\" it says. 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