Tronox Secures $600 Million Support from EFA and EXIM for Rare Earth Supply Chain Development
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Should l Buy TROX?
Source: PRnewswire
- Financing Support: Tronox has received non-binding Letters of Support from EFA and EXIM Bank for up to $600 million, aimed at advancing the development of its rare earth supply chain, thereby enhancing the company's competitiveness in the critical minerals sector.
- Project Progress: The company has completed a pre-feasibility study and is now advancing to a definitive feasibility study for a proposed cracking and leaching facility in Western Australia, which is expected to produce mixed rare earth carbonate to meet growing market demand.
- Strategic Collaboration: The support from EFA and EXIM highlights the recognition of Tronox's potential in the rare earth sector by both governments, further solidifying the company's leadership position in the global rare earth market.
- Market Outlook: Tronox plans to collaborate with downstream customers and key business partners to develop a financeable project structure that aligns with its long-term capital allocation priorities, driving future business growth.
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Analyst Views on TROX
Wall Street analysts forecast TROX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TROX is 4.97 USD with a low forecast of 3.50 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 6.910
Low
3.50
Averages
4.97
High
6.00
Current: 6.910
Low
3.50
Averages
4.97
High
6.00
About TROX
Tronox Holdings plc is a producer of titanium products, including titanium dioxide (TiO2) pigment, specialty-grade titanium dioxide products and high-purity titanium chemicals, and zircon. The Company is a vertically integrated manufacturer of TiO2 pigment. It mines titanium-bearing mineral sands and operates upgrading facilities that produce high-grade titanium feedstock materials, pig iron and other minerals, including the rare earth-bearing mineral, monazite. It operates titanium-bearing mineral sand mines and beneficiation and smelting operations in Australia and South Africa to produce feedstock materials that can be processed into TiO2 for pigment, high-purity titanium chemicals, including titanium tetrachloride, and ultrafine TiO2 used in certain specialty applications. The Company supplies and markets TiO2 under the brand names TIONA and CristalActiv. It has nine pigment facilities located in the United States, Australia, Brazil, and the United Kingdom, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Net Loss Forecast: Despite revenue growth, Tronox anticipates a Q4 net loss of $176 million, with adjusted EBITDA of $57 million and free cash flow of $53 million, all of which exceed prior guidance, highlighting operational resilience.
- Plant Closure Plan: The company plans to permanently close its 46,000 metric tons/year TiO2 plant in Fuzhou, China, due to weak domestic demand and rising costs, impacting approximately 550 permanent staff, which reflects strategic adjustments to market conditions.
- Restructuring Cost Estimates: Tronox expects to incur $60 million to $80 million in restructuring and related charges primarily in Q4 2025, while estimating annual cost savings exceeding $15 million, demonstrating a commitment to operational efficiency.
See More
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- Webcast Conference Call: The company will host a webcast conference call on February 19, 2026, at 9:00 AM ET, allowing public participation and enhancing transparency and investor engagement.
- Replay Availability: A replay of the conference call will be available on the investor website after the live event, providing access to key information for investors who could not attend the live session, thus improving information accessibility.
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- Significant Stock Surge: Following the positive earnings report, Progress Software's shares surged 20.5% to $46.50 on Wednesday, reflecting market optimism regarding the company's future growth potential.
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