US Officials Back Independent Rare Earth Supply Chain, Pensana Advances Angola Project

Published: Aug 17, 2026 15:03

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[SMM Rare Earths Bulletin] US President Trump, Secretary of State Rubio, and other officials recently held a briefing on the rare earth supply chain, supporting the establishment of an independent US supply system for rare earths and critical minerals to secure supply for national defense, electrification, robotics, and other sectors. London-listed firm Pensana attended the meeting; construction progress on its Longonjo project in Angola is currently about 25%. It plans to commence production in 2028, with initial annual output of 20,000 mt of mixed rare earth carbonate, and also plans to produce 122 mt/year of dysprosium and terbium.

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