Latest Clean Energy Transition News

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.

St George Mining has won preferential tax treatment from the Minas Gerais government, cutting development costs for its flagship Araxá Project in Brazil. This support bolsters the company’s ambitions to establish a world-class niobium and rare earths operation.

Xenora Minerals has identified a significant new lithium anomaly at its Dudley Lithium Project in South Australia, using improved geochemical sampling methods. The company plans to commence drilling in June 2026 to test these promising targets.

Aura Energy has successfully raised A$20 million through a heavily oversubscribed placement, aiming to accelerate development at its Tiris Uranium Project amid rising global uranium demand.

Aura Energy advances its Tiris Uranium Project in Mauritania and secures strategic investment for its Häggån Polymetallic Project in Sweden following the lifting of Sweden’s uranium mining ban.

Australian Rare Earths Limited has raised approximately $6 million through a strategic share placement to advance its Koppamurra Rare Earths Project, underpinning its role in diversifying global rare earth supply chains.

Gold Hydrogen Limited has reported successful drilling results confirming high-purity Natural Hydrogen and Helium at its Ramsay Project in South Australia, setting the stage for commercial pilot testing and green methanol development.

Li-S Energy has made significant strides in Q4 2025, securing a major government grant, forging key defence partnerships, and commissioning Australia’s first lithium foil production line.

NGX Limited has progressed its natural graphite exploration in Malawi and uranium projects in Namibia, while maintaining a robust financial footing with $2.7 million cash and no debt. The company is actively pursuing strategic partnerships and development pathways aligned with the clean energy transition.

Godolphin Resources has delivered a major upgrade to its Lewis Ponds project, increasing gold and silver resources significantly while confirming promising expansion targets. The company also raised $1.68 million to fund further development.

Pilot Energy has successfully raised $3.44 million through a placement to fund its Cliff Head operations and emerging carbon capture projects, signalling a strategic push into clean energy transition.