Highlights
- Ore stockpiles at Kangankunde reached 149,000 tonnes, up 19% from September, but saleable concentrate production remains the real milestone to watch.
- Magnetic separation structures are 90% complete and shaking tables 80% installed, with site energization targeted for early November 2026.
- Iluka Resources holds an offtake agreement, offering an Australian midstream refining pathway alongside Lindian's Kazakhstan-based SARECO processing facility.
- Tailings infrastructure, water systems, and logistics contracts remain unfinished, making December production a forecast rather than a confirmed achievement.
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