Latest Critical Minerals Supply Chain News

Sabre Resources reports significant rare earth, critical metals, and uranium anomalies from its Northern Territory projects, advancing plans for targeted drilling while maintaining a strong cash position.

Australian Rare Earths Limited (ASX – AR3) has made significant strides in advancing its Koppamurra Rare Earths Project, securing pilot-scale processing at ANSTO’s new facility and raising $6 million post-quarter to fund development. Concurrently, promising uranium targets have been identified at its Overland Project.

Northern Minerals has made significant strides in developing its Browns Range Heavy Rare Earths Project, securing substantial funding support from US and Australian agencies alongside a $60.5 million capital raise. Exploration success and engineering progress position the company for a Final Investment Decision by late 2026.

Tambourah Metals has reported impressive high-grade gold intersections at its Bryah and Tambourah projects, alongside significant critical mineral discoveries at Speewah North, supported by a $5.2 million capital raise to advance exploration.

IperionX has completed commissioning of its titanium powder and component manufacturing facilities, setting the stage for a major production scale-up backed by US Department of War funding. The company is progressing commercial contracts and advancing its critical minerals project in Tennessee.

Black Rock Mining has marked a significant milestone at its Mahenge Graphite Project with an official groundbreaking ceremony and robust funding progress, setting the stage for rapid development in Tanzania.

Red Mountain Mining has made significant strides in its critical minerals and gold projects across the US and Australia, highlighted by new claim acquisitions and promising exploration results at key antimony prospects.

Locksley Resources has made significant strides at its Mojave Project, advancing drilling, securing major US institutional funding, and forging key partnerships to establish a domestic supply chain for critical antimony and rare earth elements.

Vital Metals has raised A$12.47 million in the second half of 2025 to fund its Tardiff Pre-Feasibility Study, underpinning the development of its high-grade rare earths project in Canada. The strong investor backing follows a robust July 2025 Scoping Study highlighting significant economic potential.

Nimy Resources has announced a maiden JORC Inferred Resource for high-grade gallium and rare earth elements at its Mons Project in Western Australia, marking a significant step towards becoming a key supplier in critical minerals.

Australian Strategic Materials reports a significant 75% jump in NdFeB alloy deliveries at its Korean Metals Plant and advances heavy rare earth production, while announcing a transformative acquisition offer from Energy Fuels Inc.

Felix Gold has transitioned from exploration to development with a metallurgical breakthrough producing military-grade antimony and is advancing pilot plant operations and government funding applications to meet US military demand.