ioneer Ltd (IONR)

ioneer Ltd - Material Improvement in Project Economics Transcript Company Participants Bernard Rowe - MD, CEO & Executive Director Conference Call Participants Peter Taylor - NWR Communications Pty Ltd Presentation Peter Taylor Director Good morning, everybody. Welcome to this webinar from the CEO of ioneer, Mr.

The lithium market has been in a severe bear market. Delays in major projects like Zijin Mining's 3Q Project could roughly balance the market from 2026 to 2028. Booming EV and BESS sales, if they continue, could cause large lithium deficits from 2029 onwards. Strong lithium demand and potential deficits set up a favorable scenario for patient investors in quality junior lithium miners over the next 5-7 years.

ioneer's Rhyolite Ridge project has secured key permits and financing, with first production now projected for 2028. Lithium prices have stabilized, supported by production cuts and strong EV growth in China, benefiting ioneer's long-term prospects. The DOE increased ioneer's loan to $996M, offsetting inflation-related construction costs.

RENO, Nev.--(BUSINESS WIRE)--Ioneer Ltd (ASX: INR, Nasdaq: IONR) (Ioneer) announced the closing of a $996 million loan from the U.S. Department of Energy (DOE) Loan Programs Office (LPO) under the Advanced Technology Vehicles Manufacturing (ATVM) program to support the development of an on-site processing facility at the Rhyolite Ridge Lithium-Boron Project in Esmeralda County, Nevada. The investment, part of the LPO's efforts to strengthen the nation's critical mineral supply chain, will creat.

The U.S. Department of Energy has finalized a $996 million loan for ioneer's Rhyolite Ridge lithium project, according to documents reviewed by Reuters, an increase of $296 million from a preliminary funding offer and a move aimed at boosting President Joe Biden's green energy legacy.

Environmental and Indigenous groups on Thursday filed a lawsuit challenging the U.S. Interior Department's approval of ioneer's Rhyolite Ridge lithium mine in Nevada, the first domestic source of the battery metal to be permitted by Democratic President Joe Biden's administration.

SYDNEY--(BUSINESS WIRE)--Ioneer Ltd (“Ioneer”) (ASX: INR, NASDAQ: IONR) received its federal permit for the Rhyolite Ridge Lithium-Boron Project from the Bureau of Land Management. With the positive decision, Rhyolite Ridge becomes the first U.S. lithium project approved by the Biden Administration as part of its efforts to accelerate domestic critical mineral production and advances the Esmeralda County, Nevada investment toward construction in 2025 and first production in 2028. Rhyolite Ridge.

ioneer is a standout lithium stock in 2024, with a YTD increase of ~50%, outperforming the Global X Lithium and Battery Tech ETF, which has seen a pullback. Factors like the need for EV battery supply chain security in the US, its progress with permits, competitive costs and robust NPV work in its favour. While IONR can continue to see price fluctuations as a pre-production miner, at least until 2027, the likelihood of the stock trending broadly upwards is high.

NORTH SYDNEY, Australia--(BUSINESS WIRE)--Ioneer Ltd (“Ioneer”) (ASX: INR, NASDAQ: IONR) moved one step closer toward construction at its Rhyolite Ridge Lithium-Boron Project following announced publication by the Bureau of Land Management (BLM) of the project's Final Environmental Impact Statement (EIS). Rhyolite Ridge, which will create hundreds of good-paying jobs in rural Esmeralda County, Nevada, becomes the first lithium project to reach this advanced stage of the environmental permitting.

Now might be a prudent time to consider selling these lithium mining stocks. The rapid expansion of lithium production, particularly in China, has resulted in a global oversupply.

ioneer Ltd. owns the low-cost Rhyolite Ridge Lithium-Boron Project in Nevada, which is expected to have industry-leading economics. ioneer recently achieved a major permitting milestone with the BLM issuing a Draft EIS for Rhyolite Ridge. Even with the recent stock rally and equity raise, I still see 100%+ upside to the shares assuming a long-term $20,000 / ton lithium carbonate price.

Release of U.S. Federal Government’s Draft Environmental Impact Statement Positions Nevada Project to Commence Operations in 2027 NORTH SYDNEY, Australia–(BUSINESS WIRE)–Ioneer Ltd (“Ioneer”) (ASX: INR, NASDAQ: IONR), moved one step closer toward construction at its Rhyolite Ridge Lithium-Boron site, following the Bureau of Land Management’s (BLM) planned issuance of the project’s draft Environmental Impact Statement … The post Ioneer’s Rhyolite Ridge Project Moves Toward Construction appeared f...

NORTH SYDNEY, Australia--(BUSINESS WIRE)--Ioneer Ltd (“Ioneer”) (ASX: INR, NASDAQ: IONR), moved one step closer toward construction at its Rhyolite Ridge Lithium-Boron site, following the Bureau of Land Management's (BLM) planned issuance of the project's draft Environmental Impact Statement (EIS), as referenced in the BLM's statement on 12 April 2024.1 The pending release of this draft EIS is the first to be issued from the Biden Administration as part of its efforts to accelerate domestic lit.

ioneer Ltd. owns the low-cost Rhyolite Ridge Lithium-Boron Project in Nevada, which is expected to have industry-leading economics. The project is backed by institutional partners and has strong institutional support, including potential investments from Sibanye Stillwater and loans from the U.S. Department of Energy. Despite the recent crash in lithium carbonate prices, ioneer's stock appears undervalued and could offer significant upside potential for long-term investors.

POHANG, Republic of Korea--(BUSINESS WIRE)--Today, Ioneer Ltd (Ioneer or the Company) (ASX: INR, NASDAQ IONR), an emerging lithium–boron producer, and EcoPro Innovation Co Ltd (“EcoPro”), a global leader in battery grade high purity lithium hydroxide conversion, signed a Research and Development (“R&D”) Memorandum of Understanding (“MOU”). EcoPro will conduct research and development on the lithium clay resource – one of three distinct styles of lithium mineralisation found at Ioneer's Rhyo.

(Kitco News) - Ioneer (ASX:INR) and Dragonfly Energy Holdings (NASDAQ: DFLI) announced yesterday a commercial offtake agreement partnership.