{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-071148","form_type":"8-K/A","ticker":null,"cik":"0002044112","company_name":"INTEGRATED RAIL & RESOURCES INC.","filed_at":"2026-06-23T20:42:12+00:00","discovered_at":"2026-06-23T20:43:00.398668+00:00","generated_at":"2026-06-23T20:43:42.604255+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Integrated Rail revises Shell agreement: fixed costs cut to $8.64M/yr, product fee $2.29; project at FEL-3","bullets":["Annual fixed operating costs under Shell arrangement reduced from ~$13.4M to $8.64M; per-barrel product fee raised from $2.21 to $2.29.","Engineering status advanced to 'FEL-3' (Front-End Loading 3), confirming $80M cost estimate for facility repurposing remains unchanged.","Long-term offtake/tolling deal with Shell includes $11.4M annual capital cost payment and 50% gross refining margin fee.","Expansion plan targets 16,500 bbl/d by 2027, 50,000 bbl/d by 2030, with $85M additional capex in 2028.","Approximately 25% of pro forma shares subject to lockup until facility fully operational."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-071148","json":"https://secwatch.observer/filing/0001213900-26-071148.json","markdown":"https://secwatch.observer/filing/0001213900-26-071148.md","text":"https://secwatch.observer/filing/0001213900-26-071148.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2044112/000121390026071148/0001213900-26-071148-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2044112/000121390026071148/ea0295535-8ka1_integrated.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-23T20:43:42.604255+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}