Latest Battery Supply Chain News

Small caps stole the spotlight, with a handful of stocks doubling on deal news and early-stage project updates. Large miners were steadier, but even they couldn’t fully escape the week’s sharp gap moves.

Elevra Lithium reported solid Q2 FY26 production and revenue results while progressing its North American Lithium brownfield expansion and forging strategic supply partnerships.

Nickel Industries has received a significant 60% increase in its 2026 nickel ore sales quota, positioning the company to capitalise on rising nickel prices and ramp up its next-generation processing projects.

The week was split between big earnings reactions and small-cap rocks-and-rigs rallies. Pro Medicus sank despite record numbers, while a handful of explorers jumped on fresh discoveries and policy wins.

Explorers led the Materials tape as fresh drill stories and new ground deals pulled buyers into small caps. Big miners still delivered, but the loudest moves came from companies offering investors a near-term catalyst.

Elevra Lithium has signed a non-binding MoU to supply up to 144,000 tonnes of spodumene concentrate annually to Mangrove Lithium, supporting a new Canadian lithium conversion facility and strengthening domestic battery material production.

Critical Resources Limited has secured a strategic position within the US Centre for Solid-State Electric Power Storage, accelerating its evaluation and development of safer, higher-performance solid-state lithium-ion batteries.

Lithium Energy Limited has completed the sale of its Solaroz Lithium Brine Project, receiving US$21.7 million in cash and setting the stage for renewed focus on its graphite and gold-copper assets. The company is actively progressing exploration and development programs to meet ASX reinstatement criteria.

PT ANTAM Tbk reported record production and sales volumes for nickel ore, bauxite, and alumina in FY25, driven by strong domestic demand and operational efficiencies. The company also progressed key downstream projects and strengthened its ESG leadership with multiple awards.

Critical Minerals Group (CMG) has made significant strides in its Vanadium battery energy storage and mining projects, securing a $2 million capital raise and progressing key feasibility studies.

Talga Group has reported a quarter of significant commercial and regulatory progress, including its largest anode shipment, expanded product offerings, and major mining approvals in Sweden, supported by substantial capital raises and new patents.

PLS Group reported a robust December quarter with higher sales and revenue, while evaluating a potential restart of its Ngungaju processing plant. The company reaffirmed FY26 guidance amid improving lithium market conditions.