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Korea Zinc Board Approves U.S. Critical-Metals Smelter With Washington-Backed JV

The rare government–industry partnership seeks to cut U.S. reliance on China for processed minerals.

Overview

  • Korea Zinc finalized a roughly 10 trillion won plan to build a refinery in Clarksville, Tennessee, through a joint venture with the U.S. Departments of Defense and Commerce alongside private defense firms.
  • The company approved a 2.85 trillion won third‑party share allotment to the joint venture as part of the financing structure.
  • The project centers on taking over and rebuilding Nyrstar’s existing Clarksville site, with site work starting next year and phased commercial operations targeted from 2029.
  • Published accounts differ on how much U.S. partners will invest and what equity they will hold, indicating key financing terms are not yet settled.
  • Major shareholders Young Poong and MBK condemned the move as a management power play, while U.S. Commerce Secretary Howard Lutnick hailed the plan as a “big win” for America.