Alurion Resources’ independent road-haulage study addresses what was likely the key development risk for its Amargosa bauxite project: whether existing Brazilian road networks could physically support planned export volumes. The study by transport specialist Engimind confirms that road haulage is viable at all tested capacities up to 11.5 wet million tonnes per annum (Mtpa), effectively doubling the Scoping Study base case of 5.75 wet Mtpa and removing a material bottleneck constraint from the company’s development pathway.
This validation matters because it establishes logistics certainty ahead of the Prefeasibility Study due mid-2027. Alurion can now design the PFS around confirmed route and fleet parameters rather than around logistics assumptions. The analysis tested three haulage scenarios and simulated full haulage cycles and loading-yard operations to assess fleet requirements, turnaround times and terminal capacity. Finding no road-capacity constraints under any scenario means project scale is now limited by cost and market demand rather than infrastructure.
Geographically, the study validates two export routes. The primary route runs north to the Port of Enseada via the BR-101 federal highway, spanning 160 kilometres from the North District and 220 kilometres from the Central District. Alurion’s trucks are projected to represent less than 1 percent of total corridor traffic at the base case and 1.6 percent at 11.5 Mtpa, a modest footprint that reduces regulatory and community risk. A secondary route to the south covers less than 90 kilometres to a proposed FIOL rail load-out and could similarly support up to 11.5 wet Mtpa with appropriate service levels.
The announcement also signals path dependencies in Alurion’s growth strategy. The base case runs through Enseada, where the company is advancing engineering work on port expansion options up to 13.5 wet Mtpa in collaboration with the port operator. The PFS will integrate this work with the road-haulage findings to assess whether higher volumes and modular port expansion can improve project economics. The southern FIOL route offers a longer-term option to develop more of the Amargosa resource base with less dedicated infrastructure, but depends on completion of the FIOL corridor and Porto Sul and securing commercial access. This optionality is valuable because it provides multiple pathways to scale without forcing near-term capital commitments.
Investors should track the PFS timeline and sequencing of workstreams. Drilling, trenching and metallurgical programs begin in Q4 2026, with the PFS targeted for mid-2027. The road-haulage study completing first is a procedural strength, establishing the logistics foundation before resource and metallurgical data are finalised. The announcement is price sensitive and has been classified as material by the ASX.
View the full ASX announcement (PDF)
About Alurion Resources Limited (ASX: ALU)
Alurion Resources Limited is a mineral development company incorporated in 2025 and based in Sydney, Australia. The company engages in the exploration of rare earth elements and critical minerals in Brazil, with its primary asset being the Amargosa project comprising 46 mining rights covering 748 square kilometers in the Amargosa District of Bahia. The company listed on the Australian Securities Exchange under ticker ALU on 31 July 2026.
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