critical minerals
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S&P Global Commodity Insights · United States · Iluka's Eneabba refinery reached 50% construction and secured binding automaker offtake for 1,200 tpa; Energy Fuels is targeting heavy rare earth separation in Utah by Q4 2026
Details Energy Fuels' White Mesa heavy REE separation programme: terbium and dysprosium are the most supply-constrained heavy rare earths for permanent magnet production; White Mesa's Chemours monazite feedstock gives it the only non-Chinese source of separated Tb/Dy oxide outside Lynas' Rare Earth Global Processing Facility in Malaysia. The Q4 2026 target is for commercial-quantity production, not full-nameplate; ramp-up to nameplate is expected through 2027.
“White Mesa targets commercial terbium and dysprosium separation by Q4 2026 using Chemours monazite, the only non-Chinese Tb/Dy oxide source outside Lynas Malaysia.”