US critical minerals producer Energy Fuels said that once its Donald project in Australia comes on stream, it was expected to meet up to 50% of US demand for heavy rare earth elements. The project was expected to supply rare earths to the White Mesa facility in Utah from the end of 2027 to early 2028.
In Phase 1, the Donald project could meet about 25% of US heavy rare earth demand, and Phase 2 could increase this to 50%. The project will produce 1,531 mt of Pr-Nd oxide, 168 mt of dysprosium, and 29 mt of terbium per year. After the Phase 2 expansion of the White Mesa facility, dysprosium capacity will reach 288 mt/year and terbium 80 mt/year.
