IlU's presentation is on their website : http://www.iluka.com/docs/default-s...mithers-boston-presentation-2018.pdf?sfvrsn=4
I don't think there was anything significantly new in there. However they continue to highlight that rutile price increases lag pigment price increases because "Competitor A" chloride slag (eg Rio) is holding pricing back. See slide 19. From an SFX point of view, its not that significant, though higher rutile, SR and slag prices will drive higher ilmenite prices.
Night Train, page-9
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