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How Sheffield’s New Zircon Deal with Yansteel Could Shape Thunderbird’s Future
8:18am on Tuesday 28th of October, 2025 AEDT
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How Sheffield’s New Zircon Deal with Yansteel Could Shape Thunderbird’s Future
8:18am on Tuesday 28th of October, 2025 AEDT
Key Points
Zircon offtake agreement with Yansteel at fixed FOB price until end-2025
Yansteel continues 100% ilmenite offtake with fixed pricing through mid-2029
Ongoing debt repayment negotiations with senior lenders Orion and NAIF
Yansteel maintains 9.9% shareholding and strategic support
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