Tronox signed rare earth pact. Tronox stock gained 2.11 percent

Published on 10/08/2026 at 16:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tronox set a USD 32.00 million study budget with JX Advanced Metals. Tronox stock costs EUR 3.38 after EUR 3.31, plus 2.11 percent.

Key points in brief

Tronox signed a USD 32.00 million cooperation and investment agreement with JX Advanced Metals on September 29, 2026.
The project targets rare earth processing capacity of up to 10,000 tonnes per year across Australia and the United States.
Tronox stock was at EUR 3.38 at Lang & Schwarz on October 8, 2026, plus 2.11 percent versus EUR 3.31.

TROX, GB00BJT16S69, Illustration mit AI erstellt.

Tronox signed a rare earth cooperation agreement with JX Advanced Metals on September 29, 2026, while Tronox stock was at EUR 3.38 at Lang & Schwarz on October 8, 2026, up 2.11 percent from EUR 3.31. According to Tronox Holdings on September 29, 2026, the companies will fund feasibility work with a combined USD 32.00 million investment.

Three milestones build the story

On August 6, 2026, Tronox reported second-quarter revenue of USD 868.00 million and a GAAP net loss of USD 173.00 million, according to Yahoo Finance. Diluted earnings per share were a loss of USD 1.07, compared with a loss of USD 0.65 in the first quarter of 2026.

The September 29 agreement marked the next dated milestone, with Tronox and JX Advanced Metals each covering half of the USD 32.00 million study budget. On October 5, 2026, Tronox scheduled its third-quarter earnings release for November 4, 2026, after the market close.

What could the studies produce?

The proposed Australian cracking and leaching plant and US rare earth oxide refinery could target up to 10,000 tonnes per year of total rare earth oxides, according to Tronox Holdings. The projects remain at feasibility and pre-feasibility stages, so the production figure describes a planned capacity rather than operating output.

The agreement also covers a US pilot facility and potential development of niobium, scandium, zirconium and hafnium. Tronox says a joint venture could be considered if the engineering studies establish technical and commercial viability, leaving financing, construction and operating decisions ahead.

November brings the next dates

According to Tronox Holdings on October 5, 2026, the earnings release is scheduled for November 4, 2026, and the webcast conference call for November 5, 2026, at 9:00 a.m. ET.

Stock remains tied to execution

Tronox stock was trading at EUR 3.38 at Lang & Schwarz on October 8, 2026, at 4:30 p.m. CEST, plus 2.11 percent versus the prior close of EUR 3.31. The primary listing is on the NYSE, where finance data showed a market capitalization of USD 605.4 million and a 52-week range of USD 2.86 to USD 10.59 as of October 8, 2026. The further course of trading is shown by the continuously updated real-time quote of Tronox stock.