IperionX Limited announced on September 2, 2025, plans to accelerate its U.S. titanium buildout, aiming for the largest scale and lowest unit-cost production. The company validated commercial scalability by increasing its nameplate titanium powder capacity by 60% to 200 metric tons per year (tpa) through operational and technology process improvements with no additional capital expenditure.
Projected titanium powder unit costs are expected to fall to approximately US$55/kg at full utilization, a notable reduction from a prior estimate of US$75/kg. A structured process innovation and improvement program is in execution, targeting additional titanium capacity in 2026, with titanium manufacturing sales expected to scale progressively towards a positive EBITDA inflection point by year-end 2026.
The company has commenced a DoD-backed expansion to achieve a seven-fold increase in titanium production capacity to 1,400 tpa by mid-2027. This expansion aims to position IperionX as the largest volume and lowest-cost American titanium powder producer, targeting a titanium powder unit cost of approximately US$29/kg at full utilization.
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