America hasn’t recovered primary gallium since 1987 In 2025, China produced an estimated 900 tonnes Japan and Russia produced about 9 tonnes combined Gallium is recovered mainly as a by-product of alumina refining. It takes a dedicated recovery circuit The U.S. still refines alumina at one refinery, using imported bauxite. No primary gallium is recovered here At Silicon Ridge in Utah, our independent SGS-prepared PEA outlines a non-Bayer route to alumina from halloysite clay, with gallium among the critical minerals valued from the same feed China’s U.S.-specific gallium export ban is suspended until November 27, 2026. Licensing and the military end-use ban remain in force One pathway to domestic gallium: gallium-bearing feed, domestic alumina and dedicated recovery #Gallium #CriticalMinerals #SupplyChain

We're pleased to welcome Justas Valciukas to Ionic Mineral Technologies as Director of Business Development. Justas brings deep commercial experience across the critical minerals supply chain. He has led business development, materials sourcing, and commercial strategy across the mine-to-magnet chain, from upstream mining to downstream magnet manufacturing. He is also known for his work educating a wide audience on rare earth and critical minerals supply chains. At IonicMT, Justas will support the executive team on the growth of business development across our rare earth, critical minerals, alumina, and silica operations. His relationships with industry, analysts, investors, and industry experts will help us build new partnerships. Welcome to the team, Justas! #CriticalMinerals #RareEarths #Alumina #Silica #SupplyChain

New episode of The Power Current with @cberry1, featuring our CEO Andre Zeitoun. They cover Ionic MT's vertically integrated hub thesis, the case for clay-based mining, partnership structure, the China question, and Andre's honest read on U.S. critical-minerals policy. Chris is one of the most thoughtful interviewers in the space, and this one runs a full hour without any filler. Spotify:open.spotify.com/episode/5bC… Apple: podcasts.apple.com/au/podcas… #CriticalMinerals #RareEarths #Mining #IonicMT

We’re excited to welcome Kelton Smith as Ionic Mineral Technologies’ new Chief Technology Officer. Kelton brings more than 25 years of experience in process engineering, plant design, construction, commissioning, and operations across mining, minerals, specialty chemicals, and metals — including over a decade focused on rare earth and critical mineral processing. As CTO, Kelton will lead Silicon Ridge’s advance from Preliminary Economic Assessment into feasibility-level engineering, process validation, scale-up, and commissioning readiness. Read more here: businesswire.com/news/home/2…

The Office of the U.S. Trade Representative, Ambassador Jamieson Greer stood on our plant floor last week and said some things about our company that we want you to hear directly from Ambassador Greer himself. It happened at our 84,000 sq. ft. facility in Provo where a very old American problem is being solved by a very Utah kind of stubbornness. The problem: the minerals inside every fighter jet, data center, and rechargeable battery are almost never mined individually on purpose. They ride along as byproducts of host industries that America let go of a generation ago. That's why one country can turn off the supply — and with gallium and germanium, it already has. So we're rebuilding the host industry. One Utah clay feedstock in. Alumina — the anchor product carrying the operation, on a hydromet route that avoids the visible-from-space red-mud tailings legacy of the Bayer process. And riding alongside it, nineteen critical minerals and rare earths, recovered as co-products from the same feed. Not a rendering. Running. Last week, Ambassador @jamiesongreer — with U.S. Congressman @RepBlakeMoore, @RepMikeKennedy, Ambassador @JeffFlake, Senate President @JStuartAdams & @WTCUtah President Jonathan Freedman — came to walk the floor and see it for themselves. We're grateful they did, and prouder still of the Ionic MT team who built what they came to see. Ambassador Greer's words open the video. Worth your two minutes.

What. A. Week! What an honor to have USTR @jamiesongreer and several Utah leaders, including Rep. Mike Kennedy (R-Utah), Rep. Blake Moore, and @utahsenate President J. Stuart Adams (R) at our Provo headquarters to talk about the future of America's critical minerals supply chain today. On behalf of the Ionic MT team, we’re so grateful to have leaders that understand the important work we’re doing here. We are so lucky for your leadership. Thanks to the Ambassador, our Members of Congress, and state and local leaders for making the trip out. #CriticalMinerals #SupplyChain #NationalSecurity #MadeInUSA #IonicMT #Manufacturing

Great having @USTradeRep Jamieson Greer and Utah leaders, @RepMikeKennedy, @RepBlakeMoore, and @utahsenate President J. Stuart Adams at our Provo HQ today. On behalf of the Ionic MT team, we’re so grateful to have leaders who understand the important work we’re doing here. We are so lucky for your leadership.

A $12.1 billion after-tax NPV. A 44-year operating plan. One Utah clay deposit. Today we announced the results of the independent Preliminary Economic Assessment for our Silicon Ridge Project — prepared by SGS, and a defining milestone for Ionic MT’s vertically integrated advanced-materials platform. The topline results: ⏺️ $12.1 billion after-tax Net Present Value (8% discount rate) ⏺️ 69% after-tax Internal Rate of Return; 1.5-year payback ⏺️ More than $92 billion in projected life-of-mine revenue over an initial 44-year operating plan ⏺️ Approximately $60 billion in lifetime after-tax free cash flow — roughly 50× the initial capital investment Built on the Project’s maiden Mineral Resource Estimate, the PEA outlines a single domestic source of alumina products, rare earth oxides, gallium, germanium, rubidium, cesium, and amorphous nano-silica — minerals the United States today imports almost entirely, several of them subject to Chinese export restrictions. Silicon Ridge sits on Utah School and Institutional Trust Lands — meaning Project royalties help fund Utah’s K-12 public schools — and our flowsheet is operating today at our Provo facility. Read our full press release: businesswire.com/news/home/2… See our Company Video below. #CriticalMinerals #RareEarths #AdvancedMaterials #Utah #AmericanManufacturing

We're honored to welcome U.S. Trade Representative @jamiesongreer to our headquarters this Friday, July 17th, as part of his tour highlighting American manufacturers advancing U.S. competitiveness. The visit is an opportunity to showcase how domestic innovation can help strengthen critical mineral and rare earth supply chains, reduce reliance on foreign sources, and support the next generation of American manufacturing – from semiconductors and defense to energy technologies. We look forward to sharing our work and demonstrating how Utah is helping build a more secure, resilient industrial future. More details: ustr.gov/about/policy-office… #CriticalMinerals #Manufacturing #SupplyChains #MadeInAmerica #Utah #Innovation

Ionic Mineral Technologies is pleased to announce the appointment of Greg Schroeder as Chief of Staff. Greg Schroeder joins Ionic MT after a distinguished career with the U.S. Department of State, where he built deep experience in organizational leadership, strategic management, international negotiations, and complex stakeholder engagement. Across assignments in Africa and Europe, he managed portfolios involving foreign governments, the United Nations, and U.S. interagency partners while leading multinational teams in high-stakes environments. At Ionic MT, Greg will report directly to Founder and CEO Andre Zeitoun and will play a central role in strengthening strategic execution as the Company scales. He will lead Ionic MT's government relations efforts, coordinating engagement with federal, state, and international stakeholders as the Company advances its critical minerals and advanced materials platform. Greg will also lead Ionic MT's risk management and controls function — including operational risk, counterparty due diligence, and the governance required as federal and strategic customer engagement deepens. His background in diplomacy, interagency coordination, and high-stakes international environments makes him an exceptional addition at a pivotal moment in Ionic MT's growth. We look forward to introducing Greg to many of you in the coming weeks. Read more here: businesswire.com/news/home/2… #IonicMT #CriticalMinerals #AdvancedMaterials #Leadership #GovernmentRelations #NationalSecurity #DomesticSupplyChain

Ionic MT is pleased to share that our CEO, Andre Zeitoun, will be speaking at @FastmarketsMM - Global Lithium, Battery & Critical Materials 2026 in Las Vegas. Andre will join the panel “Specialty Metals Outlook: Supply, Demand and Pricing Across Critical Technology Materials” on June 23 from 4:20–4:50 PM. The discussion will cover supply, demand, pricing and sourcing risks across critical specialty metals essential to semiconductors, defense systems and advanced manufacturing. Learn more about the event here: globalevents.fastmarkets.com… #IonicMT #CriticalMinerals #SpecialtyMetals #BatteryMaterials #SupplyChainResilience #Fastmarkets

In a new piece for the @UUtah, author David Pace writes: “If the U.S. doesn’t up its game in finding, securing, mining and processing materials from the earth that our modern civilization requires, we won’t be in a position to dictate the future direction of that civilization.” As Pace points out later in the piece, Ionic MT is helping change the course. Our recent discovery of over 16 critical minerals and rare earths at our Silicon Ridge, Utah turns the page on the American mineral story and shows how Utah will lead the charge in taking back control of the resources we need for our future. But a discovery is only half the story. We must continue to invest in the next generation of technical experts who will build their careers getting these critical resources from mine to market. Institutions like U of U are cultivating an unmatched, high-skilled local workforce that guaranteed to set Utah apart. When combined with our state’s unique geology and strong industry environment, you end up with the ideal foundation for America’s next strategic rare earth and critical mineral resource hub. Utah’s role will be as critical as the minerals themselves. Story link: research.utah.edu/research-i… #Utah #MissionCritical #UniversityOfUtah #CriticalMinerals #SupplyChain #NationalSecurity #MadeInUSA #IonicMT

An eye-opening piece in @Bloomberg last week highlights the serious challenges the U.S. faces in its effort to secure reliable supplies of essential rare earth elements. As @Bloomberg reports, we’re facing a staggering 82% supply deficit for heavy rare earth elements produced outside China. Currently, 4% of U.S. GDP consists of industries dependent on these elements. These industries are now particularly vulnerable as China has recently grown more confident curbing nations’ access to these resources, often times over small skirmishes or disagreements. This is where Ionic MT can help. Our recently-discovered domestic deposit of 16 different light and heavy rare earth elements and critical minerals offer a shovel-ready solution to America’s pressing mineral supply crunch. With a fully permitted mining site and a 74,000 sq. ft. operational processing facility in Provo, we are positioned to quickly move from pilot to production. Read more about why this situation is so critical in the Bloomberg piece below: lnkd.in/gqAsyvKq #CriticalMinerals #RareEarths #NationalSecurity #EnergySecurity #SupplyChainSecurity #DomesticMining #AdvancedManufacturing #MineralIndependence #IonicMT

April 2025, China widened its export controls to include yttrium. The result: Bottlenecks that have already begun to squeeze the U.S. supplies. While China maintains its grip on the market, the price of yttrium has surged. Exports of yttrium from China now face export case-by-case licensing reviews, meaning supplies are tighter as a foreign power gets to dictate the level of resources the U.S. can have. According to Reuters, late last year, manufacturers were already warning of delivery delays and growing concerns that shortages could spread across aerospace, defense, and medical supply chains if new sources do not come online. Yttrium is an essential rare earth element, found inside everything from precision-guided missile lasers, to high-temperature jet engines, and every advanced medical X-ray and MRI system. The U.S. Geological Survey (USGS) identifies yttrium as a "medium-to-high" supply risk mineral and without it, our most advanced hospital diagnostics and aerospace defenses go dark. At Ionic MT, our Silicon Ridge project in Utah contains yttrium alongside 16+ critical minerals and rare earths, all recoverable from a single integrated feedstock through our proprietary zero-waste process. As geopolitical competition intensifies and supply chains grow more fragile, building a domestic source of minerals like yttrium is no longer optional — it’s a national security imperative One deposit. One process. A domestic answer to a foreign dependency that is no longer theoretical. #Yttrium #USGS #Criticalminerals #utah #IonicMT #domestic #supplychain

Silicon Ridge | Deep Drilling Update! Ionic Mineral Technologies has completed five deep drill holes to approximately 500 feet at Silicon Ridge. This program follows Phase 1, which comprised more than 100 boreholes across approximately 600 acres to depths of about 100 feet. Each of those holes terminated in mineralization, indicating that depth, rather than geology, constrained the earlier campaign. The current deep holes were drilled within the original grid to test the vertical extent of the system. Results to date indicate that the halloysite-hosted mineralized system extends to at least 300 feet in each of the five deep holes completed to date. Elements identified in the mineralized interval include #gallium, #germanium, #rubidium, #cesium, #scandium, and a broader rare earth element suite including #yttrium, #dysprosium, Nd/Pr, and #ytterbium & #hafnium. Together with the lateral footprint outlined to date, these results support a larger mineralized system than previously defined and will be incorporated into the project’s updated geological model and upcoming Preliminary Economic Assessment (PEA). These elements are expected to be recovered as co-products within the project’s alumina production pathway, positioning Silicon Ridge as an emerging domestic producer of both #Alumina and multiple critical minerals at a time when strengthening U.S. supply chains remains a strategic priority. A big shoutout to the amazing #geologic #team at #IonicMT Lead by Preston Colledge. Check out video below #CriticalMinerals #Alumina #RareEarths #Gallium #Germanium #USSupplyChain #SiliconRidge #Utah #MissionCritical

In December 2024, China banned all germanium exports to the United States. The result: U.S. imports of germanium metal fell 67% in a single year. The price of warehouse germanium in the U.S. hit $5,675 per kilogram — up over 530% from pre-control levels — while China's domestic price sits at just $2,049/kg. That $3,626/kg spread is what a weaponized supply chain looks like in real time. And the U.S. has zero primary germanium production. None. This is the material inside every night vision system, every FLIR thermal targeting camera, every missile seeker head, and every satellite solar cell in the U.S. arsenal. The Department of Defense has called germanium optics "a pacing item for major weapons platforms across all the military Services." Meanwhile, 28% of China's germanium exports now flow to Russia. At Ionic MT, our Silicon Ridge project in Utah contains germanium alongside 16+ critical minerals and rare earths — all recoverable from a single integrated feedstock through our proprietary zero-waste process. One deposit. One process. A domestic answer to a foreign dependency that is no longer theoretical. #CriticalMinerals #Germanium #NationalSecurity #SupplyChain #IonicMT #EngineeringAmericasIndependence #DefenseTech #MadeInAmerica #RareEarths #SiliconRidge #Utah

The future of America's critical minerals supply chain isn't being built overseas. It's being built here — in Utah. We were honored to host University of Utah President Taylor Randall @PresidentUofU, Nathan Callister, President of @ZionsBank, Jonathan Freedman, President of @WTCUtah, and Professor Michael Free, one of the country's foremost experts in hydrometallurgy and materials synthesis. The conversation that followed kept landing on the same point: Utah already has the pieces. The unique geology. The university research that translates into real process chemistry. The financial community willing to think in long cycles. The state policy environment that treats "strategic resource" as #MissionCritical. What's been missing is proof of concept at scale. That's what we're building. #CriticalMinerals #IonicMT #Utah #RareEarths #Hydrometallurgy #UniversityOfUtah #DomesticSupplyChain #NationalSecurity

Tungsten is a backbone of modern defense, but the U.S.’ supply remains dangerously exposed. The U.S. imports 100% of the Tungsten it needs, with most sourced from China. The situation needs to change, but that’s where Ionic MT can help. Our Silicon Ridge site in Utah holds 16 #CriticalMinerals, including the Tungsten needed to keep the U.S. secure and sovereign. 🇺🇸 #Tungsten #NationalSecurity #Defense #IonicMT #SupplyChain

Washington is calling for a secure domestic supply chain to break our reliance on foreign critical minerals – and Utah is answering. A new Deseret News op-ed from National Mining Association President and CEO Rich Nolan highlights what’s increasingly clear: global conflict is exposing the risks of depending on overseas supply chains for the materials that power our defense systems, energy grid, and advanced technologies. That’s not just an economic issue, it’s a national security vulnerability. But the solution isn’t theoretical. It’s already taking shape. In Utah, a state with a long track record of responsible resource development, the foundation for a more secure domestic supply chain is being built today. At Ionic Mineral Technologies, we are turning Utah’s unique geology into a strategic advantage. Our Silicon Ridge deposit contains 16 critical and rare earth minerals essential to modern industry. And because we operate on state-managed lands, we’ve been able to move at speed – fully permitted, scalable, and shovel-ready. While others are still navigating years-long permitting timelines, we’re primed to begin processing materials at our 84,000-square-foot facility in Provo. Utah brings together the workforce, infrastructure, and pro-growth environment needed to lead, and deliver, a true home-field advantage for American supply chains. Read more about the need for domestic supplies of critical minerals: deseret.com/opinion/2026/03/… #Utah #CriticalMinerals #NationalSecurity #SupplyChains #MadeInUSA #IonicMT

We had the honor of hosting Congressman @BurgessOwens at Ionic MT. He spent time with our team and toured our 74,000 sq ft processing facility in Provo, where we’re working to rebuild U.S. capability in critical minerals and rare earth processing. The issue is straightforward: demand is rising across defense, tech, and energy, yet the U.S. still relies heavily on imported materials and offshore processing. With a shovel ready mining site and an operational facility already in place, we’re focused on execution—building a durable domestic pathway from resource to product. Thank you, Congressman, for your federal and state leadership and for taking the time to see the work happening here in #Utah. Also, thank you for letting us wear your Super Bowl Championship Ring! How cool is that?? #CriticalMinerals #RareEarthElements #IndustrialPolicy #NationalSecurity #Utah #AdvancedManufacturing