RE: Reuters Article.....2 Oct 2025 23:24
Thanks uncured, could be relevant.
At first I thought this might not apply to Pitfield, given the lower Ti grade, but it seems it does.
Titanium is already on the US critical minerals list, and the US currently imports almost all of what it needs from places like China and Russia. For Washington, security of supply is far more important than headline grade – what they want is scale, jurisdiction and the ability to lock in a long-life resource in a friendly country. Pitfield ticks those boxes in spades.
That means this kind of policy could be a real catalyst for EEE. It directly addresses the two big question marks that often hang over Pitfield – how to fund it, and how to turn “ultra-large but lower grade” into commercial value. With US backing or offtake-style agreements, processing R&D gets de-risked, and suddenly the market can start recognising a much bigger slice of the in-situ value.