Welcome back to Unpack With AI! This week, we're digging into one of the ASX's most established resource companies, Iluka Resources (ASX: ILU). For decades, it's been a world leader in the mineral sands that end up in our paints and ceramics. But now, it's making a bold, multi-billion dollar pivot into a far more strategic and volatile market: rare earth elements.With the global demand for electric vehicles and wind turbines exploding, and Western governments desperate to secure a supply chain outside of China, Iluka is positioning itself as a critical player for the future. The question is, can this old-school miner successfully execute one of Australia's most ambitious resource projects?The AI has modelled the financial risks, analysed the immense geopolitical tailwinds, and calculated the long-term value of this strategic shift. So, is Iluka Resources a once-in-a-generation opportunity to buy into the energy transition, or is the execution risk of this grand plan simply too high?Join hosts Laura and Steven as they unpack the AI's analysis to find out.In this episode, they unpack:Iluka’s two distinct businesses: the legacy mineral sands giant and the emerging rare earths powerhouse.The Bull Case: Why the global push to de-risk supply chains from China could make Iluka a geopolitical champion.The Bear Case: The massive project execution risks and market headwinds that could challenge Iluka’s transformation.The AI’s final verdict on whether the stock is undervalued and if a margin of safety exists for investors today.Important Disclaimer: The information, opinions, and analysis presented in this podcast are for educational and entertainment purposes only. They do not constitute, and should not be construed as, financial, investment, tax, or legal advice. The hosts of "Unpack With AI" are not licensed financial professionals. Investing in publicly traded securities involves a risk of loss that you should be prepared to bear. You are encouraged to conduct your own research and consult a qualified financial advisor before making any investment decisions. The accuracy of the information presented cannot be guaranteed, and it may be subject to errors or omissions.

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