Kenmare Resources Achieves Milestones Amid Market Challenges

Overview of Kenmare Resources' Q3 2025 Production Report

Kenmare Resources plc, a global leader in titanium minerals and zircon production, recently released an update detailing their performance for the quarter ending September 30, 2025. The company emphasizes its role in the industry, operating the Moma Titanium Minerals Mine in Mozambique. This report allows stakeholders to understand better how Kenmare navigates production challenges and market dynamics.

Key Highlights from Q3 2025

Tom Hickey, Managing Director of Kenmare Resources, shared insights into the company's operations during Q3, emphasizing the crucial upgrades to the Wet Concentrator Plant (WCP) A.

Production and Performance Metrics

Despite a temporary production pause to facilitate upgrades, the company is on pace to achieve its production and cost guidance for 2025. While projected ilmenite production is expected to reach between 930,000 and 960,000 tonnes, a decline from previous forecasts is anticipated due to the early delays in upgrade work.

• A remarkable improvement in Lost Time Injury Frequency Rate (LTIFR) to 0.02 per 200,000 hours worked.
• Heavy Mineral Concentrate (HMC) production fell to 298,400 tonnes, representing a 16% decline year-over-year. This drop was largely influenced by the pause in production tied to upgrade efforts.
• Ilmenite production was recorded at 209,000 tonnes, alongside a 16% decline in primary zircon production, reflecting the ongoing adjustments in operational strategies.
• Total shipments for the quarter ended at 227,400 tonnes, a sharp decrease attributed to shipping capacity constraints caused by maintenance activities on key equipment.

Market Conditions and Demand

Market conditions for Kenmare's products have remained complex, with a notable customer indicating that it may not fulfill its contracted volumes in the upcoming quarter. However, demand for Kenmare's high-value zircon continues to meet expectations, assuring prospects for Q4.

Operational Updates and Future Prospects

In Q3 2025, global demand for titanium minerals has posed challenges, leading to weakened prices. Nevertheless, Kenmare is optimistic about future sales, particularly for zircon, bolstered by stable demand in Europe and China.

WCP A Upgrades and Future Capacity

Significant advancements in the WCP A upgrade project mark a transformative phase for Kenmare. The commissioning process has begun, with a goal to achieve a nameplate capacity of 3,500 tonnes per hour by the end of 2025. This upgrade is paramount as it transitions Kenmare into the Nataka ore zone, expected to substantially bolster production over the coming years.

Conclusion and Corporate Engagement

Kenmare Resources remains committed to navigating these operational challenges while continuing talks with the government to extend Moma's Implementation Agreement, a key regulatory framework for its operations. The company has a robust strategy to secure its mining rights and ensure ongoing production stability.

Additionally, the company is engaging with investors through webinars and presentations, further demonstrating its commitment to transparency and stakeholder involvement.

Frequently Asked Questions

What is the expected production for Kenmare in 2025?

Kenmare expects ilmenite production to be in the range of 930,000 to 960,000 tonnes for 2025, despite recent challenges.

How is Kenmare addressing market challenges?

Kenmare is actively managing its operations by upgrading facilities and maintaining strong customer relationships, while adapting to current market conditions.

What are the recent advancements in recycling materials?

The company has improved its LTIFR and is working on utilizing intermediate stockpiles to optimize zircon production without impacting overall operations.

How often does Kenmare engage with investors?

Kenmare hosts regular webinars and meetings to keep investors informed about company developments and market strategies.

What initiatives is Kenmare taking for safety and environmental concerns?

Kenmare prioritizes safety with a focus on reducing incidents and improving environmental stewardship throughout its operations.

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