Latest Australian Supply Chains News

Victory Metals has secured access to Curtin University’s approximately A$18.4 million pilot facility to convert heavy rare earth concentrate into Mixed Rare Earth Carbonate. The agreement advances a Western Australian processing pathway, but commercial production, product qualification and offtake remain unresolved.

Li-S Energy has signed an agreement to evaluate its Australian-made lithium-sulfur batteries in Safesky Systems' tactical drone platforms. The collaboration opens a potential defence supply pathway, but commercial orders remain dependent on testing and customer procurement decisions.

TradeWindow is positioning itself for a primary ASX listing, appointing two seasoned Australian logistics experts to its board and reshaping its executive team to deepen market expertise and meet listing requirements.

Elixinol Wellness maintained steady revenue at $3.5 million in Q1 FY26 while boosting gross margins to 45% and reporting a second consecutive quarter of positive underlying operating cash flow.

Cadoux Limited has made significant progress in its High Purity Alumina (HPA) project and its 50% owned Minhub rare earths processing initiative, advancing engineering design and market engagement amid growing global demand for critical minerals.

Electro Optic Systems has landed a significant A$108 million contract to supply remote weapon systems for the Australian Defence Force’s LAND 400-3 project, integrating its technology with Hanwha’s Redback Infantry Fighting Vehicles.

Northern Minerals has released its Definitive Feasibility Study for the Browns Range Heavy Rare Earth Project, confirming an 11-year production plan targeting 181,000 tonnes of rare earth concentrate. The project aims to establish a critical Australian supply chain for heavy rare earths in partnership with Iluka Resources.

Kingsland Minerals has achieved a breakthrough with 99.97% purified spherical graphite from its Leliyn project, advancing its position in the EV battery supply chain. The company is on track to complete its scoping study next month, with downstream processing partnerships underway.

Electro Optic Systems (EOS) has secured a role in the Australian Defence Force’s $1.3 billion Project LAND 156, aiming to develop advanced counter-drone capabilities over the next decade. Initial orders for EOS’s Slinger remote weapon system could boost revenues from 2026 onwards.

Kingsland Minerals has achieved a major milestone with 99.97% purified spherical graphite from its Leliyn project, positioning itself as a key supplier for EV battery materials. The company is advancing processing optimisation and preparing for a September scoping study.