Chemours and Energy Fuels Forming Strategic Alliance to Create a Domestic Supply Chain of Critical Minerals for the United States
Chemours (NYSE: CC) and Energy Fuels Inc. have announced a strategic alliance to strengthen U.S. domestic rare earth and critical mineral supply chains. The partnership leverages both companies' complementary capabilities and geographic synergies.
Energy Fuels is developing new heavy mineral sands projects in Madagascar, Brazil, and Australia, aimed at producing significant quantities of rare earth elements, titanium ilmenite, and zircon minerals. Meanwhile, Chemours operates heavy mineral sands mining and separation facilities in Florida and Georgia.
The alliance builds upon the companies' existing four-year collaboration and aims to reduce U.S. dependence on foreign sources for critical minerals essential to energy, defense, and advanced manufacturing. The initiative has received support from key political figures, including Senator Mike Lee (R-UT) and other representatives, who emphasize its importance for America's economic and national security.
Chemours (NYSE: CC) e Energy Fuels Inc. hanno annunciato un'alleanza strategica per rafforzare le catene di approvvigionamento domestiche di terre rare e minerali critici negli Stati Uniti. La partnership sfrutta le capacità complementari e le sinergie geografiche di entrambe le aziende.
Energy Fuels sta sviluppando nuovi progetti di sabbie minerali pesanti in Madagascar, Brasile e Australia, con l'obiettivo di produrre quantità significative di elementi delle terre rare, ilmenite di titanio e minerali di zirconio. Nel frattempo, Chemours gestisce impianti di estrazione e separazione di sabbie minerali pesanti in Florida e Georgia.
L'alleanza si basa sulla collaborazione esistente tra le aziende da quattro anni e mira a ridurre la dipendenza degli Stati Uniti dalle fonti estere per i minerali critici essenziali per l'energia, la difesa e la produzione avanzata. L'iniziativa ha ricevuto supporto da importanti figure politiche, tra cui il senatore Mike Lee (R-UT) e altri rappresentanti, che ne sottolineano l'importanza per la sicurezza economica e nazionale dell'America.
Chemours (NYSE: CC) y Energy Fuels Inc. han anunciado una alianza estratégica para fortalecer las cadenas de suministro nacionales de tierras raras y minerales críticos en EE. UU. La asociación aprovecha las capacidades complementarias y las sinergias geográficas de ambas empresas.
Energy Fuels está desarrollando nuevos proyectos de arenas minerales pesadas en Madagascar, Brasil y Australia, con el objetivo de producir cantidades significativas de elementos de tierras raras, ilmenita de titanio y minerales de circonio. Mientras tanto, Chemours opera instalaciones de minería y separación de arenas minerales pesadas en Florida y Georgia.
La alianza se basa en la colaboración existente entre las empresas durante cuatro años y tiene como objetivo reducir la dependencia de EE. UU. de fuentes extranjeras para minerales críticos esenciales para la energía, la defensa y la fabricación avanzada. La iniciativa ha recibido apoyo de figuras políticas clave, incluidos el senador Mike Lee (R-UT) y otros representantes, quienes enfatizan su importancia para la seguridad económica y nacional de América.
Chemours (NYSE: CC)와 Energy Fuels Inc.는 미국 내 희토류 및 중요한 광물 공급망을 강화하기 위한 전략적 동맹을 발표했습니다. 이 파트너십은 두 회사의 상호 보완적인 능력과 지리적 시너지를 활용합니다.
Energy Fuels는 마다가스카르, 브라질, 호주에서 새로운 중량 광물 모래 프로젝트를 개발하고 있으며, 이는 상당한 양의 희토류 원소, 티타늄 일멘라이트 및 지르코늄 광물을 생산하는 것을 목표로 하고 있습니다. 한편, Chemours는 플로리다와 조지아에서 중량 광물 모래 채굴 및 분리 시설을 운영하고 있습니다.
이 동맹은 두 회사 간의 기존 4년 협력을 기반으로 하며, 에너지, 방위 및 첨단 제조에 필수적인 중요한 광물에 대한 미국의 외국 의존도를 줄이는 것을 목표로 합니다. 이 이니셔티브는 마이크 리 상원의원(R-UT) 및 기타 대표를 포함한 주요 정치 인사들의 지지를 받았으며, 미국의 경제 및 국가 안보에 대한 중요성을 강조하고 있습니다.
Chemours (NYSE: CC) et Energy Fuels Inc. ont annoncé une alliance stratégique pour renforcer les chaînes d'approvisionnement nationales américaines en terres rares et en minéraux critiques. Ce partenariat exploite les capacités complémentaires et les synergies géographiques des deux entreprises.
Energy Fuels développe de nouveaux projets de sables minéraux lourds à Madagascar, au Brésil et en Australie, visant à produire des quantités significatives d'éléments des terres rares, d'ilménite de titane et de minéraux de zircon. Pendant ce temps, Chemours exploite des installations d'extraction et de séparation de sables minéraux lourds en Floride et en Géorgie.
L'alliance repose sur la collaboration existante des entreprises depuis quatre ans et vise à réduire la dépendance des États-Unis à l'égard des sources étrangères pour les minéraux critiques essentiels à l'énergie, à la défense et à la fabrication avancée. L'initiative a reçu le soutien de personnalités politiques clés, y compris le sénateur Mike Lee (R-UT) et d'autres représentants, qui soulignent son importance pour la sécurité économique et nationale de l'Amérique.
Chemours (NYSE: CC) und Energy Fuels Inc. haben eine strategische Allianz angekündigt, um die inländischen Lieferketten für seltene Erden und kritische Mineralien in den USA zu stärken. Die Partnerschaft nutzt die komplementären Fähigkeiten und geografischen Synergien beider Unternehmen.
Energy Fuels entwickelt neue Projekte für schwere Mineralstrände in Madagaskar, Brasilien und Australien, die darauf abzielen, signifikante Mengen an seltenen Erden, Titanilmenit und Zirkonmineralien zu produzieren. In der Zwischenzeit betreibt Chemours Bergbau- und Trennanlagen für schwere Mineralstrände in Florida und Georgia.
Die Allianz baut auf der bestehenden vierjährigen Zusammenarbeit der Unternehmen auf und zielt darauf ab, die Abhängigkeit der USA von ausländischen Quellen für kritische Mineralien, die für Energie, Verteidigung und fortschrittliche Fertigung unerlässlich sind, zu verringern. Die Initiative hat Unterstützung von wichtigen politischen Persönlichkeiten erhalten, darunter Senator Mike Lee (R-UT) und andere Vertreter, die ihre Bedeutung für die wirtschaftliche und nationale Sicherheit Amerikas betonen.
- Strategic expansion into rare earth and critical minerals market
- Established presence in multiple international mining locations
- Existing successful 4-year collaboration between partners
- Geographic diversification across Florida, Georgia, and international sites
- Heavy dependence on international project developments
- Projects in Madagascar, Brazil, and Australia still in development phase
Insights
The strategic alliance between Chemours and Energy Fuels represents a notable development in securing domestic critical minerals supply chains at a pivotal moment for U.S. strategic resources. This partnership leverages complementary capabilities: Energy Fuels' expertise in rare earth element production and international mining projects (Madagascar, Brazil, Australia) alongside Chemours' established heavy mineral sands operations in Florida and Georgia.
What makes this alliance particularly significant is its focus on rare earth elements, titanium, and zirconium - all classified as critical minerals essential for defense applications, renewable energy technologies, and advanced manufacturing. These materials face substantial supply chain vulnerabilities with China controlling approximately 85% of global rare earth processing capacity.
The bipartisan political support from Senator Mike Lee, Senator John Curtis, and Representative Kat Cammack signals potential regulatory tailwinds and possible future government support through initiatives like the Defense Production Act or Critical Minerals Investment Tax Credits. The National Mining Association's endorsement further validates this move's alignment with broader industry priorities.
For Chemours specifically, this alliance represents a strategic expansion of their Titanium Technologies division beyond traditional titanium dioxide applications into higher-value critical minerals markets with national security dimensions. While financial details remain unspecified, this positions the company to potentially capture premium pricing and priority status in government procurement channels.
This alliance between Chemours and Energy Fuels addresses a critical vulnerability in U.S. industrial strategy through vertical integration of mineral supply chains. The partnership creates a more resilient sourcing model by combining Energy Fuels' international extraction capabilities with Chemours' domestic processing infrastructure.
The timing is particularly strategic amid growing tensions with China, which currently dominates global rare earth element processing. By establishing alternative supply pathways, this alliance reduces concentration risk in these essential material streams. For context, rare earth elements are irreplaceable components in everything from wind turbines and electric vehicles to precision-guided munitions and radar systems.
From an operations perspective, this collaboration could yield significant logistical efficiencies through coordinated mineral processing workflows. Rather than competing for domestic processing capacity, these companies are creating an integrated model that optimizes the entire value chain.
The alliance's emphasis on both domestic mining (Florida/Georgia operations) and diversified international sourcing (projects in Madagascar, Brazil, and Australia) represents a sophisticated hedging strategy against geopolitical disruptions. This balanced approach reduces vulnerability to single-point failures while maintaining the benefits of U.S.-based final processing.
For Chemours investors, this represents a potential competitive moat in a strategically vital sector with high barriers to entry and increasing government prioritization.
The alliance will capitalize on the complementary geographic and operational synergies of both organizations. Energy Fuels, a leading
“Chemours is proud to play a role in strengthening
“Energy Fuels and Chemours each have unique, complementary capabilities, which can be deployed to solve many of America’s critical mineral supply chain challenges in rare earth elements, titanium and zirconium. Energy Fuels and Chemours have collaborated successfully over the past four years, and we look forward to expanding our relationship in this key area,” said Mark Chalmers, President and CEO of Energy Fuels.
Rich Nolan, President and CEO of the National Mining Association applauded the news saying, “Today’s announcement is a prime example of the mining industry’s desire to help drive the reshoring of our mineral supply chains and ramp up domestic production to meet the massive mineral demands of modern society. Secure supply chains begin at home—where we do things in accordance with the world’s highest environmental, labor and safety standards.”
Chairman Mike Lee (R-UT) shared, "America’s economic and national security depends on a strong, domestic supply chain for critical minerals. This agreement is a major step toward securing that supply, ensuring that rare earth elements, titanium, and zirconium are sourced and processed here at home. By combining their strengths, these two companies are reinforcing America’s industrial base and reducing our reliance on foreign adversaries for materials essential to energy, defense, and advanced manufacturing."
“The United States cannot rely on our adversaries for the natural resources essential to our economy and national security. We should be leading the way in producing critical minerals—after all, we do it better and cleaner than anywhere else,” said Senator John Curtis (R-UT). “I applaud Energy Fuels and Chemours on their strategic alliance to strengthen America’s domestic critical mineral supply chain. This partnership will directly support the White Mesa Mill in Utah—strengthening our economy and reinforcing Utah’s role in national security.”
“For the United States to remain competitive, it’s important to bolster domestic supply chains of critical minerals, as well as onshoring minerals from around the globe to be processed and utilized here,” said Rep. Kat Cammack (R-FL). “I’m grateful to Chemours and their partners for working together to continue developing the most advanced critical mineral supply in the U.S.”
About The Chemours Company
The Chemours Company (NYSE: CC) is a global leader in providing industrial and specialty chemicals products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. Through our three businesses – Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials – we deliver application expertise and chemistry-based innovations that solve customers’ biggest challenges. Our flagship products are sold under prominent brands such as Opteon™, Freon™, Ti-Pure™, Nafion™, Teflon™, Viton™, and Krytox™. Headquartered in
For more information, visit chemours.com or follow us on X (formerly Twitter) @Chemours or LinkedIn.
Forward-Looking Statements
This press release contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to a historical or current fact. The words "believe," "expect," "will," "anticipate," "plan," "estimate," "target," "project" and similar expressions, among others, generally identify "forward-looking statements," which speak only as of the date such statements were made. These forward-looking statements may address, among other things, partnerships or potential partnerships with third-party companies, new mining operations, the ability to supply or support onshoring critical minerals, plans to expand partnerships, all of which are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. These statements are not guarantees of future performance. Forward-looking statements also involve risks and uncertainties that are beyond Chemours' control. Matters outside our control, including general economic conditions, geopolitical conditions and global health events, and changes in environmental regulations in the
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INVESTORS
Brandon Ontjes
VP, Head of Strategy & Investor Relations
+1.302.773.3300
investor@chemours.com
NEWS MEDIA
Cassie Olszewski
Media Relations & Reputation Leader
+1.302.219.7140
media@chemours.com
Source: The Chemours Company
FAQ
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