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IperionX is a US titanium company commercializing a lower-cost, lower-energy route to titanium metal: HAMR (Hydrogen Assisted Metallothermic Reduction) converts titanium mineral feedstock directly into titanium metal powder, and downstream HSPT/THRM processing turns that powder into wrought-like plate, billet and fasteners without a conventional melt-remelt-forge route.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Second U.S. Army task order under IperionX's $99M SBIR Phase III IDIQ for low-cost domestic titanium; stated base value $18.5M ($11.5M funded/obligated, up to $25.4M with unexercised options). Scope: production-scale titanium track pins, bolts and fasteners for Army ground-combat applications; inspection/acceptance at Detroit Arsenal and Army Research Laboratory's Aberdeen Proving Ground. Filing does not name a specific end platform.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 5 of its 7 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
As a producer, policy pressure across its produced materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.