Lindian Resources has placed orders for critical long-lead plant equipment and accelerated construction at its Kangankunde Rare Earths Project, targeting first ore feed by November 2026.
- 200,000 lost-time injury-free hours achieved on site
- Orders placed for SAG mill, thickener, floc plant, shaking tables, and belt filters
- Owner-operated Komatsu mining fleet active, reducing reliance on contractors
- Key milestones set, process plant construction and mine stripping in February, first blast in April, grid power energisation in July
- First ore feed and concentrate production targeted for November 2026
Project Execution Accelerates
Lindian Resources Limited (ASX, LIN) has provided a comprehensive update on the progress of its Kangankunde Rare Earths Project in Malawi, signalling a significant step forward in the mine’s development. The company has successfully placed orders for several critical long-lead plant packages, including the SAG mill, thickener and flocculation plant, shaking tables, and belt filters. These procurements underpin the project’s schedule certainty and readiness for the upcoming construction phases.
With over 550 personnel now working on site, Lindian has also celebrated a safety milestone of 200,000 lost-time injury-free hours, reflecting a disciplined and safety-conscious culture as the project moves firmly into execution mode.
Construction Momentum and Infrastructure Progress
Earthworks and site establishment are progressing well, supported by an owner-operated Komatsu mining fleet that is actively engaged in haul road construction, platform formation, and tailings storage facility earthworks. This approach reduces reliance on third-party contractors, helping to control costs and maintain schedule discipline.
Key infrastructure developments include the ongoing construction of the 90-person Tipume accommodation camp, administrative buildings, a site medical clinic, and security facilities. These are critical to workforce mobilisation and operational readiness as the project scales up.
Upcoming Milestones and Production Targets
The master schedule remains the guiding framework, with several important milestones on the horizon. Process plant construction and mine stripping are set to commence in February 2026, followed by the first blast in April. Grid power energisation is targeted for July, paving the way for first ore feed and concentrate production by November 2026.
Lindian’s Executive Director Zac Komur emphasised the company’s focus on safety, critical path control, and delivering a high-quality rare earth project with pace and certainty. The project’s low operating costs and premium concentrate grade position it well within the global rare earths market.
Strategic Positioning and Market Implications
The Kangankunde Project is a cornerstone asset for Lindian, supported by strong community and government backing, all necessary approvals, and a strategic partnership with Iluka Resources. The recent $91.5 million institutional placement has fully funded the project’s Stage 1 development, enabling these construction advances.
As the rare earths sector remains critical to global supply chains for clean energy and technology, Lindian’s progress at Kangankunde will be closely watched by investors seeking exposure to this strategic commodity.
Bottom Line?
Lindian’s steady march towards production at Kangankunde underscores its potential to become a key player in the rare earths market by late 2026.
Questions in the middle?
- Will Lindian maintain its construction schedule amid potential supply chain or geopolitical risks?
- How will fluctuations in rare earth prices impact the project's financial viability as it nears production?
- What are the next steps for Lindian’s bauxite assets in Guinea and Tanzania alongside Kangankunde?