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Iluka Resources Limited (ASX: ILU, Perth-headquartered) is an Australian mineral sands miner and, increasingly, a rare-earths refiner.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Kronos FY2025 10-K, Raw materials: 'We purchase feedstock for our chloride process TiO2 from the following primary suppliers for volumes for delivery extending, in some cases, through 2028' -- table lists 'Iluka Resources Limited | Rutile ore | Renewal terms upon negotiation' alongside Rio Tinto Iron and Titanium (slag). No tonnage or value is given. Iluka's rutile is mined and separated in Australia (Jacinth-Ambrosia SA, Cataby WA, Balranald NSW; Narngulu WA separation). Kronos runs chloride plants in Leverkusen (DE), Langerbrugge (BE), Varennes (CA) and Lake Charles (US, JV); the filing does not say which plant receives Iluka ore, so destination is unstated. Primary document kro-20251231x10k.htm returns 403 to automated fetchers as of 2026-10-03; filing index above lists and links the same document.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 982 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Binding 20-year offtake agreement (signed 2-Jul-2026) for 100% of Goschen's rare earth concentrate output; Iluka also providing up to A$40 million in convertible-note financing.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 6 of its 6 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a producer, policy pressure across its produced materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇦🇺 AU accounts for 100% of severity-weighted pressure.