AU

Australia

AU · actor dossier

ProducerProcessor

Supply-chain position

A resource producer building allied processing capacity: Lynas operates Mt Weld and separation at Kalgoorlie and in Malaysia, and Iluka is constructing the Eneabba refinery with government backing. Positioned as a non-China supplier of separated rare earths.

Framing posture

Frames policy as allied supply security and an industrial opportunity in downstream processing.

Framing anchors (3)

How this actor justifies its policy, in its own words.

On: Critical Minerals Strategic Reserve — initial minerals →
Framing anchorEconomic security
Critical minerals and rare earths are at the heart of our economic and national security
Department of Industry, Science and Resources (Australia)Primary sourceEnglish original

Australian government framing of the Critical Minerals Strategic Reserve.

On: Future Made in Australia (Production Tax Credits and Other Measures) Act 2025 →
Framing anchorSupply-chain resilienceEconomic security
Companies may be entitled to a refundable tax offset for expenditure incurred in carrying on processing activities at facilities in Australia that substantially transform feedstock containing critical minerals into purer or more refined forms of the critical minerals that are chemically distinct from the feedstock. This offset is designed to support the growth of these processing activities in Australia.
Federal Register of Legislation, Commonwealth of AustraliaPrimary sourceEnglish original

Section 419-1, "What this Division is about", verbatim from the authorised PDF. A guide provision rather than an operative one, but it is the Parliament's own statement of the incentive's purpose in the enacted text, which is what the framing model requires. Note what it does not say: no foreign state, no supply threat and no security rationale appears — the stated purpose is growth in domestic processing.

On: United States–Australia Framework for Securing of Supply in the Mining and Processing of Critical Minerals and Rare Earths →
Framing anchorSupply-chain resilienceAllied coordination
the Participants' objective is to assist both countries in achieving resilience and security of critical minerals and rare earths supply chains, including mining, separation, and processing
The White HousePrimary sourceEnglish original

From the Framework's recitals, a joint text signed by both governments; coded to Australia because the event is recorded under the Australian release. The recital names no third country.

Events (3)

Capital and control

Financial instruments this actor provides and control clauses it issues.

Financial instruments (9)

Open in Capital →
AU20 Oct 2025

Alcoa-Sojitz Gallium Recovery Project

No amount stated

Gallium recovery at the Alcoa-Sojitz project

CommitmentOfftakePublicAnnouncedProcessingambiguity noted
AUDate not stated

Australian Government (Critical Minerals Facility)

AUD5 billion

Critical Minerals Strategic Reserve — initial minerals

Program envelopeSeveral instruments, split not statedPublicNot stated
AU12 Jan 2026

↳ drawn from the row above

Australian Government (Department of Industry, Science and Resources, with Export Finance Australia)

AUD1 billion

Critical Minerals Strategic Reserve — initial minerals

Program envelopeInstrument not specifiedPublicAnnounced
AU14 Feb 2025

Constitutional corporations with registered CMPTI processing activities

No amount stated

Future Made in Australia (Production Tax Credits and Other Measures) Act 2025

CommitmentTax creditPublicAuthorizedProcessing · Refining
AU12 Jan 2026

Australian Government

AUD1.2 billion

Critical Minerals Strategic Reserve — initial minerals

Program envelopeSeveral instruments, split not statedPublicAnnounced
AUDate not stated

↳ part of the row above

Australian Government

AUD185 million

Critical Minerals Strategic Reserve — initial minerals

Budget appropriationStockpile purchasePublicAllocatedStockpilingambiguity noted
AU20 Oct 2025

Australian Government

at leastUSD1 billion

United States–Australia Framework for Securing of Supply in the Mining and Processing of Critical Minerals and Rare Earths

Program envelopeSeveral instruments, split not statedPublicAnnouncedMining · Separation · Processing
AU20 Oct 2025

↳ part of the row above

Alcoa-Sojitz Gallium Recovery Project

up toUSD200 million

Gallium recovery at the Alcoa-Sojitz project

CommitmentEquityPublicAnnouncedProcessingambiguity noted
AU1 Apr 2026

↳ part of the row above

Arafura Rare Earths Limited

USD100 million

Nolans rare earths project

CommitmentEquityPublicContractedambiguity noted