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Kenmare Resources plc (LSE / Euronext Dublin: KMR) is an Irish-domiciled mining company whose sole operating asset is the Moma Titanium Minerals Mine on the northeast coast of Mozambique (Nampula Province), operated since 2007.
GLEIF (checked 2026-09-05, LEI 635400ETHWP1EKJMDO16) has an ISSUED record for Kenmare Resources Public Limited Company but reports no parent on file. 17.1% is below a controlling stake, so no parent_slug is set; remaining holders per the company's own major-shareholders register (as at 2026-04-01) are all below 15% (M&G Plc 14.0%, JO Hambro Capital Management 9.0%, Aegis Financial 8.0%, Aberforth Partners 6.0%, FIL Limited 4.2%, Pageant Investments 4.0%) — widely held beyond AAS.
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.
US Customs bills of lading, shipper Kenmare Moma Processing (Mauritius) (Moma mine, Nampula Province, Mozambique), consignee The Chemours Co. Singapore Pte (Chemours subsidiary), product Ilmenite Sand IP/IP3 in Bulk, country of origin Mozambique, bulk sea freight, arrivals 2025-01-23 (41,846,530 kg), 2025-05-30 (42,172,180 kg) and 2025-09-17 (42,275,110 kg); a 2026-06-25 cargo (43,246,000 kg, BoL MURG20260137001) is recorded with origin South Africa. Primary US ports for this shipper are Gulfport MS, New Orleans LA and Mobile AL (Chemours TiO2 plant at DeLisle, Mississippi). 65 US shipments since 2007, all to DuPont/Chemours entities. No value stated.
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 3 of its 3 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
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 producer, policy pressure across its produced 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.
No actions in the register have named or swept this company in the last 24 months.