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  1. Topo
    2,442 Posts.
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    09/04/25
    17:19
    Post #: 78624289
    As I previously flagged, Govt offtakes may be on the cards.

    https://www.investmentmagazine.com.au/2025/04/critical-thinking-needed-on-critical-minerals/


    Offtake mistake

    The required reality check is really about offtake agreements.

    Before providing equity and debt for a project investors, bankers and other financiers want to see offtake agreements in place. However, before signing a binding offtake agreements customers want proof the minerals project has definitely secured financing.

    A solution to this Catch-22 situation would be for governments – either alone or in partnership with other countries – tounderwrite or sign offtake agreements.

    Ideally, these would include minimum revenue guarantees given the opaque pricing of many critical minerals and China’s ability to hurt new competitors by temporarily depressing prices by lifting its exports.



    Super solution

    Treasurer Chalmers told the US super summit audience that “Australia’s superannuation sector has the size, scale and presence to play a big role driving new American industries and creating jobs”


    Our super funds might consider keeping some of this money at home to invest in advanced critical minerals projects in Australia to help fund them into production.

    This would be on the proviso that the US government is prepared to underwrite binding offtake agreements for the projects on behalf of US industry.

    All it should take at the US end is just one more Executive Order

    RNU Price at posting: 4.8¢ Sentiment: Hold Disclosure: Held
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