Energy Fuels Inc. has started producing heavy rare earth element oxides at pilot scale at its White Mesa Mill in Utah, with plans to expand to commercial production by the end of 2026. This development represents the only current U.S. production of separated heavy rare earth oxides from mined ores.
The Lakewood company is now producing Dysprosium oxide, aiming to achieve a minimum purity of 99.5%. Over the next few months, Energy Fuels expects to produce approximately 15 kilograms of Dysprosium oxide and begin pilot scale production of Terbium oxide by November 2025. Samarium oxide production is anticipated to start in January 2026.
If initial production phases meet expectations, commercial-scale output of Dysprosium, Terbium and Samarium could begin from existing sources by late 2026. Additionally, a production decision regarding the Donald Project in Australia could allow for further expansion by late 2027.
Mark Chalmers, president and CEO of Energy Fuels, noted that the company is uniquely positioned to supply U.S. manufacturers with critical heavy rare earth oxides needed for various applications, including rare earth magnets. The ongoing development highlights the significance of domestic production of these essential materials, the company said, especially as the demand for rare earth metals continues to grow.
The Donald Project, which includes significant deposits of materials required for heavy rare earth production, could further enhance U.S. supply capabilities. Energy Fuels is also working on additional projects in Madagascar and Brazil that aim to tap into further heavy mineral sands and rare earth resources.
