The Bureau of Industry and Security (BIS) is providing guidance to help increase industry's awareness of illegal diversion schemes involving advanced computing integrated circuits (ICs) and commodities that contain such ICs, which have been subject to BIS export restrictions since October 2022, as updated several times since then. 1 1 Advanced computing ICs and commodities that contain such ICs include Export Control Classification Numbers (ECCNs) 3A090.a, 4A090.a, and .z items in Categories 3, 4, and 5, su ...

Guidance on Application of General Prohibition 10 (GP10) to People's Republic of China (PRC) Advanced-Computing Integrated Circuits (ICs) APPLICABLE REGULATIONS May 13, 2025 SUMMARY This guidance alerts industry to the risks of using PRC advanced-computing ICs, including specific Huawei Ascend chips. These chips were likely developed or produced in violation of U.S. export controls. BIS is warning that, pursuant to GP10, the use of such PRC advanced- computing ICs risks violating U.S. export controls and ma ...

5 See § 744.6(b)(6) of the EAR. 1 As an update to previous advisory opinions issued by the Bureau of Industry and Security (BIS), the following types of activities may be subject to an export authorization under the Export Administration Regulations (EAR), 15 C.F.R. parts 730 - 774. Specifically, BIS has determined that access to advanced computing integrated circuits (ICs) and commodities subject to the EAR for training AI models has the potential to enable military-intelligence and weapons of mass destruc ...

Core Viewpoint - Energy Fuels has developed the technical capability to produce several rare earth oxides at scale, coinciding with President Trump's initiation of a Section 232 investigation into imports of processed critical minerals, which may enhance domestic production and supply chains [1][4]. Company Developments - Energy Fuels has successfully developed technology to produce six of the seven rare earth oxides affected by new Chinese export controls, leveraging its White Mesa Mill in Utah, which can process monazite ore concentrates into separated neodymium-praseodymium oxide [2][6]. - The company has commercial capacity to process up to 10,000 tonnes of monazite concentrate annually, producing up to 1,000 tonnes of NdPr oxide, with plans to increase capacity to 60,000 tonnes in the future [9][10]. - Energy Fuels has established a supply chain for monazite by acquiring three large-scale heavy mineral sands mines, ensuring a long-term supply of monazite concentrates for processing [8][11]. Industry Context - The U.S. government, under President Trump's Executive Order, is investigating the national security implications of importing processed critical minerals, which may lead to increased domestic production and support for companies like Energy Fuels [4][5]. - The company is positioned to address gaps identified in the Executive Order, having a history of producing uranium and vanadium oxides, and recently launching commercial rare earth processing capabilities [5][12]. - Energy Fuels focuses on monazite, which has a high-grade REE content and is produced as a low-cost byproduct of heavy mineral sands mining, providing a competitive advantage in the rare earth market [8][9].