Latest Commodities Trading News

Cokal returned to coal sales at its BBM project during FY2026, but regulatory suspensions and weak cash generation pushed the company to a US$11.3 million loss and US$29.6 million of net liabilities. An auditor-highlighted material uncertainty over going concern remains, despite a post-year-end extension of major debt repayments.

Cokal’s 60%-owned BBM subsidiary has pushed repayment of a US$20 million capital sum from January 2027 to January 2030. The relief comes with deferred fees carrying 10% annual interest and marketing rights over the first 20 million tonnes of mine production.

Cadence Opportunities Fund Limited (ASX:CDO) delivered a record $5.66 million after-tax profit and a 30.3% fund return in FY2026. The listed investment company is entering the new year with elevated cash, reduced gold exposure and a discounted share purchase plan underway.

Hawk Resources has cleared a major regulatory hurdle with the WA Minister for Aboriginal Affairs approving a Mining Entry Permit for its Olympus scandium project, paving the way for exploration activities to begin by September 2026, pending final government consents.

Lindian Resources confirms Kangankunde Rare Earths Project remains on track for first production in late 2026, with concurrent progress across construction, mining, and operational readiness. The company is expanding its operational footprint internationally and strengthening its team to support the transition from construction to production.

Macquarie Group reports a 30% profit increase in FY26 to A$4.85 billion as CEO Shemara Wikramanayake announces retirement, with Greg Ward set to take the helm in November 2026.

International Graphite Limited has appointed Liam Farley, CEO of Xcelsior Capital, to its board and increased its placement to $4.4 million, reinforcing its strategic push in graphite processing across Australia and Europe.

Group 6 Metals has extended its offtake agreement with global trader Traxys, locking in a multi-year supply of tungsten concentrate valued at US$1.75 billion. This deal strengthens G6M’s market access amid growing demand for critical minerals.

Barton Gold Holdings has launched a Definitive Feasibility Study and appointed Bedrock Advisory Partners to steer financing for its Stage 1 operations at Central Gawler Mill, following a significant resource upgrade.

Manuka Resources is gearing up to recommence gold and silver production in the Cobar Basin by mid-2026 while awaiting a pivotal regulatory decision on its large-scale iron sands project in New Zealand.

Admiralty Resources has secured a pivotal contract with global trader Trafigura to market its Mariposa Iron Ore, marking a key step towards commercial production and revenue generation.

Aurora Labs has secured over A$900,000 in contracts with the Australian Defence Force, pushing forward its advanced propulsion systems and additive manufacturing capabilities. A strategic partnership with Sovereign Propulsion Systems aims to integrate these innovations into next-generation unmanned aerial systems.