Latest Critical Minerals Sector News

Enova Mining’s latest auger drilling results from its CODA East project in Brazil reveal significant near-surface mineralisation of titanium, rare earth elements, and niobium, underscoring the project’s growing strategic importance.

OD6 Metals has identified a strong off-hole conductor near historic high-grade copper workings at its Gulf Creek project, signalling promising new drill targets. The findings from a recent Down Hole Electromagnetic survey enhance the project’s exploration potential ahead of upcoming drilling.

Dalaroo Metals is fast-tracking its 2026 exploration program at the Blue Lagoon project in Greenland following promising 2025 results that confirmed widespread rare earth and critical mineralisation. The company aims to define drill-ready targets and advance its position in the strategic critical minerals sector.

Xenora Minerals has resumed on-ground exploration at its Dudley Lithium Project in South Australia following a detailed geochemical review, supported by a recent $2.1 million capital raise. The company ends the quarter with a strong cash position, positioning itself for further growth in the critical minerals sector.

Energy Fuels Inc. has announced a binding agreement to acquire Australian Strategic Materials Ltd (ASM) in a deal valuing ASM at approximately A$447 million, offering shareholders a 121% premium. The acquisition aims to establish a vertically integrated Western rare earths supply chain, aligning with critical minerals strategies between the US and Australia.

Tivan Limited has made significant strides in its critical minerals portfolio, securing a $51.3 million strategic investment and progressing key feasibility studies across multiple projects.

Everest Metals Corporation, in partnership with Edith Cowan University, has won a $490,500 grant to accelerate its innovative rubidium extraction technology at the Mt Edon project, positioning Australia to establish its first sovereign rubidium supply.

Richmond Vanadium Technology Limited has responded to an ASX price query following a sharp rise in its share price and trading volume, confirming no undisclosed information is driving the activity and attributing the surge to broader market interest and improved liquidity.

Djerriwarrh Investments Limited reported a $20.7 million half-year profit with a steady fully franked dividend, despite portfolio returns lagging the ASX 200. The company signals a strategic pivot with quarterly dividends and selective portfolio adjustments.

Tivan Limited has completed its acquisition of the Molyhil Tungsten-Molybdenum Project in the Northern Territory and is fast-tracking development with a drilling program planned for March 2026 to explore resource expansion.

WA1 Resources has revealed a substantial indicated mineral resource at its Luni Niobium Project, supported by successful metallurgical testwork and a robust financial position. The project’s strategic importance in the critical minerals sector is underscored by ongoing development and community engagement.

Red Mountain Mining has reported exceptional antimony assay results up to 34.3% from rock chip samples at its Oaky Creek prospect in New South Wales, confirming a large-scale orogenic antimony-gold system. The company plans drilling and further surveys in 2026 to advance exploration.