6月24日 - **晨星淡化了对澳大利亚伊卢卡资源公司（Iluka Resources） ILU.AX 的债务担忧，并预计将达成更多承购协议
**周二，这家关键矿产公司 (link) 宣布，已确认获得一笔16.5亿澳元（11.4亿美元）的政府贷款，用于资助西澳大利亚州的Eneabba稀土精炼厂
** 与此同时，该公司还宣布了首份承购协议，将在四年内向一家未具名的汽车制造商供应磁性稀土氧化物
** ILU股价周二下跌约11%，次日反弹逾4%
** 晨星（Morningstar）认为，股价下跌的原因在于该协议在合同期内仅覆盖该精炼厂10%的产量，且市场可能担忧该公司能否偿还贷款并创造价值
** 晨星表示，随着全球推动建立独立于中国的稀土供应链，Iluka将在精炼厂接近竣工并逐步投产后签署更多承购协议，预计从2027年年中开始
** 将“无护城河”的伊卢卡（Iluka）公允价值估值上调6%至9.50澳元
** 今年以来股价累计上涨逾30%
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