Latest Critical Minerals Supply Chain News

Stelar Metals has raised A$2.6 million through a discounted placement to fund its maiden bedrock drilling at the Hill of Leaders Tungsten Project, aiming to test a historically unexplored system amid tight global tungsten supply.

Elementos Limited has cleared all conditions to acquire up to 50% of Iberian Smelting, advancing its integrated European tin mine-to-metal strategy by linking its Oropesa project with downstream smelting capacity in Spain.

Ardea Resources has reinforced the Kalgoorlie Nickel Project's Goongarrie Hub as a critical global nickel-cobalt source with a 6.1 million tonne contained nickel resource and a fully funded $98.5 million Definitive Feasibility Study backed by Japanese partners and multi-jurisdictional government support.

Northern Minerals propels its Browns Range Heavy Rare Earths Project forward with a planned Final Investment Decision in Q3 2026 and a significant 40% increase in the Dazzler Deposit resource.

Felix Gold has started open-cut extraction of high-grade antimony ore in Alaska and incorporated a US refining platform, moving closer to establishing a domestic ore-to-metal supply chain targeting operation by end 2027.

Arafura Rare Earths has taken a decisive step forward on its Nolans Project, announcing a Final Investment Decision and securing over A$700 million in cash and term deposits as it prepares to start construction in September 2026.

Jindalee Lithium is pushing ahead with its McDermitt Lithium Project in the US, securing shareholder approval for a NASDAQ listing via US Elemental and raising $10.9 million to fund drilling and testwork. The project aims to deliver both lithium and magnesium, aligning with US critical minerals priorities.

Ioneer Ltd continues to build momentum on its Rhyolite Ridge lithium-boron project, signing strategic MOUs with Korean partners and navigating a legal appeal while preparing for construction.

Sovereign Metals has unveiled a robust Definitive Feasibility Study for its Kasiya project, projecting a US$2.2 billion pre-tax NPV and positioning the mine as a critical non-Chinese supplier of rutile, graphite, and heavy rare earths to the US and allies.

Astron Limited is progressing a $220 million senior debt facility for its Donald Rare Earth and Mineral Sands Project, targeting a Final Investment Decision in Q3 2026. The company’s joint venture partner Energy Fuels Inc. is expanding its rare earth supply chain with a $1.9 billion acquisition, while a revised Phase 2 study boosts the project’s combined NPV to $2.3 billion.

Lion Rock Minerals has appointed a new leadership team with Sierra Rutile pedigree to drive development at its Minta Monazite & Rutile Project in Cameroon, backed by strong drilling results and a $2 million capital raise.

Perpetual Resources has validated multiple high-grade tungsten zones at its Paraíba Project in Brazil, underpinning a strategic push into critical minerals with a planned follow-up exploration phase.