{"id":"iluka-september-quarter-mineral-sands-pricing-oct28-2026","canonicalSlug":"iluka-september-quarter-mineral-sands-pricing-oct28-2026","url":"https://wellficent.com/en/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026","language":"en","title":"Iluka reports higher mineral-sands output and firmer newly contracted zircon prices","summary":"Quarterly sales exceeded production, while synthetic rutile kilns remained idle.","body":["Iluka Resources reported on 28 October September-quarter production of 76,100 tonnes of zircon, rutile and synthetic rutile, compared with 58,000 tonnes in the June quarter. The Narngulu mineral separation plant predominantly processed Jacinth-Ambrosia concentrate. Synthetic rutile kilns remained idle, and the production total should not be interpreted as evidence that those kilns had restarted.","Sales across the same product grouping were 115,200 tonnes, compared with 157,400 tonnes in the previous quarter. The September sales included 47,500 tonnes of zircon sand, 29,600 tonnes of zircon-in-concentrate, 22,100 tonnes of rutile and 16,000 tonnes of synthetic rutile. Sales and production therefore reflect different inventory movements and product mixes.","The weighted average realised zircon sand price was US$1,685 per tonne. For volumes contracted during the September quarter, the average was US$1,768, an increase of US$222 over newly contracted June-quarter sales. Iluka explained that the overall realised price also includes material priced under earlier contracts and shipped later.","Mineral-sands revenue was A$219 million. Iluka expects a reported zircon sand price of US$1,825 per tonne in the December quarter, incorporating new contracts and delayed shipments. That is a company expectation rather than a completed-quarter price. The distinction between contract timing and physical shipment remains central to interpreting the reported averages."],"keyPoints":[],"sections":[],"text":"Iluka reports higher mineral-sands output and firmer newly contracted zircon prices\n\nQuarterly sales exceeded production, while synthetic rutile kilns remained idle.\n\nIluka Resources reported on 28 October September-quarter production of 76,100 tonnes of zircon, rutile and synthetic rutile, compared with 58,000 tonnes in the June quarter. The Narngulu mineral separation plant predominantly processed Jacinth-Ambrosia concentrate. Synthetic rutile kilns remained idle, and the production total should not be interpreted as evidence that those kilns had restarted.\n\nSales across the same product grouping were 115,200 tonnes, compared with 157,400 tonnes in the previous quarter. The September sales included 47,500 tonnes of zircon sand, 29,600 tonnes of zircon-in-concentrate, 22,100 tonnes of rutile and 16,000 tonnes of synthetic rutile. Sales and production therefore reflect different inventory movements and product mixes.\n\nThe weighted average realised zircon sand price was US$1,685 per tonne. For volumes contracted during the September quarter, the average was US$1,768, an increase of US$222 over newly contracted June-quarter sales. Iluka explained that the overall realised price also includes material priced under earlier contracts and shipped later.\n\nMineral-sands revenue was A$219 million. Iluka expects a reported zircon sand price of US$1,825 per tonne in the December quarter, incorporating new contracts and delayed shipments. That is a company expectation rather than a completed-quarter price. The distinction between contract timing and physical shipment remains central to interpreting the reported averages.","category":"energy","region":"world","topics":["mining","metals"],"eventDate":"2026-10-28","eventDateBasis":"source-event-or-period","publishedAt":"2026-10-28T16:26:01Z","modifiedAt":"2026-10-28T16:26:01Z","publicationBasis":"first-publication","preparedAt":"2026-10-28T16:25:30Z","sourcePublishedAt":"2026-10-28","translatedAt":null,"sources":[{"url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03154022-6A1351806","name":"Iluka Resources","checkedAt":"2026-10-28","publishedAt":"2026-10-28"}],"translations":{"en":"https://wellficent.com/en/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026","tr":"https://wellficent.com/tr/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026","ar":"https://wellficent.com/ar/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026","fr":"https://wellficent.com/fr/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026","es":"https://wellficent.com/es/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026","ru":"https://wellficent.com/ru/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026","pt":"https://wellficent.com/pt/news/iluka-september-quarter-mineral-sands-pricing-oct28-2026"},"corrections":[],"locations":[],"type":"news","classification":{"version":"1","dataKinds":["corporate-results"],"geographies":[{"role":"economic-scope","countryCode":"AU","subdivisionCode":null}],"evidenceBasis":["reported-observation","plan"],"measurementPeriod":{"to":"2026-Q3","from":"2026-Q3","precision":"quarter"}}}