New Mining Capacities in Africa and Australia: Shaping EU Import Diversification for 2026

Analytical Report: As European manufacturers strive to meet the requirements of the EU Critical Raw Materials Act, the spotlight has shifted to new mining projects in Senegal, Madagascar, and Western Australia that are reaching full operational capacity this month. 

Production Data: These new sites are expected to inject an additional 450,000 tonnes of ilmenite and 35,000 tonnes of zircon sand into the global market annually. For GranTi, this represents a significant opportunity to further diversify our supply base. The ore quality from these regions shows a favorable TiO2 content of 54-58%, making it ideal for the sulfate process. 

Logistics and ESG: The integration of these new sources into the EU supply chain requires rigorous ESG (Environmental, Social, and Governance) auditing. In October 2025, GranTi successfully completed a second-party audit of two major African Tier-1 suppliers to ensure compliance with the upcoming 2026 EU transparency regulations. 

Strategic Impact: The entry of this new supply is expected to prevent a runaway price spike in early 2026. However, logistics bottlenecks in port infrastructure in the Southern Hemisphere remain a "wildcard" factor. We are currently negotiating dedicated vessel slots to bypass common-carrier delays, ensuring that our shipments maintain a 98% on-time delivery rate.