OUR COMMODITIES
Heavy Mineral Sands
A defined resource. Four minerals. One mining stream.
The minerals inside Chilwa's deposit are not just industrial commodities. They are the foundational materials of the technological age.
Western governments have formally designated all of them as critical minerals, signed bilateral supply agreements to secure them, and committed billions in emergency funding to build supply chains that do not run through China. Chilwa's project sits at the centre of that global effort.
Chilwa's heavy mineral sands deposits ring the shores of lake chilwa and carry four minerals modern industry runs on. Ilmenite and rutile are the titanium feedstocks behind everything from aerospace alloys and medical implants to the pigment in paint, plastics and paper. Zircon goes into advanced ceramics, foundry moulds and nuclear fuel cladding. And monazite is a rare-earth-bearing mineral that helps feed the magnets inside electric vehicles and wind turbines.
With a JORC Resource already defined across deposits including Mposa, Mpyupyu and the northern shore — and the company's first scoping study advancing — heavy mineral sands is the most mature part of the Chilwa project.
Updated June 2026
Ilmenite
Overview
A titanium-bearing mineral and the most abundant source of titanium dioxide, widely used as a primary feedstock for industrial and pigment production.
Key Uses
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Military aircraft
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Humanoid robots
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Medical implants and aerospace structures
Strategic Importance
Ilmenite underpins global pigment supply chains, providing the essential material required for coatings, manufacturing and a wide range of industrial products.
Rutile
Overview
A high-grade titanium dioxide mineral with a higher purity than ilmenite, used in advanced industrial and metallurgical applications.
Key Uses
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3D printed aerospace components
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Surgical devices
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Defence systems
Strategic Importance
Rutile’s high titanium content makes it a premium feedstock for aerospace-grade titanium and high-value industrial applications, supporting critical manufacturing sectors.
Zircon
Overview
A zirconium-bearing mineral known for its durability and high melting point, widely used across specialised industrial applications.
Key Uses
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Nuclear fuel rod cladding
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5G smartphone casings
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AI semi-conductor chips
Strategic Importance
Zircon is one of the most strategically important minerals most people have never heard of. Major deposits are depleting and a supply deficit is forming now.
Monazite
Overview
Monazite contains valuable rare earth elements, including neodymium, praseodymium and dysprosium - the elements that made NdFeB permanent magnets, the most powerful magnets ever created.
Key Uses
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EV motors, wind turbines and missile guidance systems
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Advanced technology and energy applications
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Nuclear and specialty industrial uses
Strategic Importance
In April 2025, China restricted exports of these elements and the magnets made from them — magnet exports to the US fell 90% in one month. Ford shut a plant. F-35 deliveries halted. Chilwa's monazite is part of the Western supply chain the world is urgently building.
