Alurion Study Confirms Amargosa Road Haulage Up to 11.5 Wet Mtpa Ahead of Mid-2027 PFS

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Alurion Resources Limited said an independent road-logistics study has confirmed that road haulage is viable at all tested capacities for its Amargosa bauxite project in Bahia, Brazil, up to 11.5 wet Mtpa, twice the Scoping Study base case of 5.75 wet Mtpa, or 5 Mtpa dry. The study, commissioned from specialist transport-engineering consultancy Engimind, assessed three haulage scenarios, the Scoping Study base case of 5.75 wet Mtpa plus 8.6 and 11.5 wet Mtpa, and found no modelled road-capacity constraints on either the northern route to the Port of Enseada or the southern route to a proposed FIOL rail load-out. The preferred Enseada routes run mostly via the BR-101 federal highway over approximately 160 km from the North District and 220 km from the Central District, with Alurion trucks expected to represent less than 1% of total vehicles at 5.75 Mtpa, rising to 1.6% at 11.5 Mtpa. Alurion is advancing engineering work with the Enseada port operator to assess expanding port capacity to up to 13.5 wet Mtpa, while the southern option would use an 86 km road connection to FIOL, potentially avoiding the approximately 40 km dedicated rail spur envisaged in the Scoping Study. The findings are the first of the sequenced PFS workstreams to complete and will underpin the Amargosa direct-ship bauxite PFS targeted for mid-2027, with drilling, trenching and metallurgical programs scheduled from Q4 2026 onwards.

Impact on assets 1

Critical Materials & Supply Chain▲

Theme Impact 1

Off-coverage companies 2

Alurion Resources Limitedi
Private▲ PositiveSupplyrelevance

Independent study confirms road haulage viable up to 11.5 wet Mtpa, doubling the Scoping Study base case and de-risking logistics capacity for the Amargosa bauxite project.

Engimindi
Private▲ PositiveDemandrelevance

Engimind was commissioned for the road-logistics study and its findings underpin Alurion's PFS, representing a concrete contract/order for its services.

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