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ECS
Chief Operating Officer · UsH Industries
March 12, 2025
The Strategic Resources Division has concluded a long-term offtake agreement for critical rare earth elements essential to European defense and clean energy supply chains.
UsH Industries' Strategic Resources Division has concluded a multi-year offtake agreement for a significant volume of critical rare earth elements from a certified mining operation in West Africa. The agreement secures priority access to materials essential to both European defense manufacturing and the continent's clean energy transition.
Europe currently imports over 90% of its rare earth elements from a single geographic origin, representing a structural vulnerability to supply chain disruption. The rare earths covered by this agreement including neodymium, dysprosium, and terbium are critical inputs for electric motors, permanent magnets, and advanced weapons guidance systems.
By securing a direct offtake agreement with an African producer, USH provides European industrial clients with an alternative, conflict-resilient supply source reducing strategic dependence and providing supply chain assurance at the purchasing level rather than the policy level.
"Rare earth supply is not a commodity problem. It is a sovereignty problem. We are solving it at the asset level, not the lobbying level."
The partner operation holds ISO 14001 environmental certification and operates under a community benefit agreement with local government and civil society representatives. USH conducted an independent environmental and social due diligence review prior to signing, consistent with our ESG framework requirements.
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