Comilog Releases Manganese Ore Quotes for Chinese Buyers in September, SMM Reports

Sumitomo Chemical has established mass production of 4-inch Indium Phosphide (InP) epitaxial wafers at its Ibaraki Works and begun commercial sales, becoming one of the few Japanese epi houses capable of stable volume production. The products target photonic-electronic convergence devices for AI data centers and high-speed networks. The company aims to generate approximately JPY10 billion in InP epiwafer sales by the mid-2030s. SMM views the move into commercial production as a direct addition to Japan’s InP material supply and supportive of medium-term high-purity indium demand. Annual wafer capacity, output and indium consumption were not disclosed.

Greenland Resources completed its expanded summer field program at the Malmbjerg molybdenum project. Work covered infrastructure surveys, glacier investigations, RopeCon optimisation and geotechnical inspections. The team also collected 8 tonnes of drill core and 14 tonnes of saline and fresh water for government-supported metallurgical pilot testing. Results will support detailed engineering, key-equipment procurement and construction contracts. On a 100% basis, the feasibility study targets average output of 32.8 million lb (about 14,878 tonnes) of contained molybdenum annually during the first ten years. This remains planned capacity; no final investment or construction decision was announced.

Northcliff Resources filed an updated feasibility study for the Sisson tungsten-molybdenum project in New Brunswick, Canada. On a 100% project basis, reserves total 276.8 million tonnes grading 0.023% molybdenum. The 30,000-tpd project targets average annual output of 4.2 million lb (about 1,905 tonnes) of contained molybdenum over a 27-year mine life. Initial capex is C$1.528 billion. A construction decision is targeted for H2 2027 and operations for 2030. Key environmental approvals are in place, but engineering, financing, offtake and remaining EIA conditions are still outstanding. The project represents potential long-term supply rather than current output.