Energy Fuels Produces Dysprosium Oxide at White Mesa Mill

Energy Fuels

Energy Fuels produces dysprosium oxide at pilot scale with 99.9% purity. This milestone shows US progress in heavy rare earths. Therefore, Energy Fuels produces dysprosium oxide that exceeds the 99.5% commercial spec. As a result, Energy Fuels produces dysprosium oxide that magnet makers can validate quickly.

US production begins with Florida and Georgia monazite feed. The White Mesa Mill runs separation and purification. Meanwhile, multiple magnet makers and automakers await samples. Early shipments will support qualification for EV and defense uses. Pilot output targets 2kg per week until 15kg is produced.

Energy Fuels already sells light rare earths. Its NdPr oxide line reached commercial scale last year. Consequently, NdPr from White Mesa will enter EV supply chains in 2025. The company now pivots to heavy rare earths. This step adds dysprosium and terbium capability to its portfolio.

Scale-Up Plan and Heavy Rare Earth Roadmap

Energy Fuels plans commercial heavy rare earth separation by late 2026. The company will expand circuits for Dy, Tb, and other HREEs. However, pilot runs will continue to de-risk process steps. The next target is high-purity terbium oxide. First Tb samples are expected in late 2025 for validation.

The pilot has clear cadence and metrics. Output is set at 2kg per week. Purity achieved is 99.9% Dy. Therefore, the pilot informs engineering design for scale-up. It also aligns procurement of reagents and equipment. As a result, the ramp reduces commissioning risk.

Supply Chains, Offtake Interest, and Strategic Impact

Automakers and magnet producers show strong interest in US Dy. Dysprosium is essential for high-temperature NdFeB magnets. Therefore, domestic Dy reduces exposure to import constraints. Meanwhile, White Mesa consolidates upstream and midstream steps. It processes monazite sand and produces separated oxides.

The EU and US focus on supply security. Energy Fuels' NdPr oxide is already qualified by magnet makers. Hence, adding Dy and Tb closes a key gap. The program improves resilience for EV motors and wind turbines. It also supports defense programs needing high-coercivity magnets.

The Metalnomist Commentary

Heavy rare earth separation at commercial scale remains scarce outside Asia. If White Mesa meets cost and quality targets, it becomes a cornerstone asset. Watch long-term offtake terms, impurity control, and Tb yields through 2026.