Latest Critical Minerals Supply Chain News

Felix Gold's metallurgical testwork confirms ultra-high purity antimony concentrate from its Treasure Creek NW Array prospect, exceeding US military specifications and offering multiple processing pathways. This breakthrough could rapidly address critical US supply shortages amid geopolitical export bans.

Osmond Resources has reported exceptional assay results from its first drill hole at the Orión EU Critical Minerals Project, confirming high-grade titanium, zircon, and rare earth mineralisation. The discovery positions the project as a significant potential supplier of critical minerals within the EU.

Tungsten Mining NL’s latest scoping study for the Mt Mulgine Project in Western Australia reveals a robust critical minerals asset with strong financial metrics and a clear path to production by 2029.

Magnetite Mines Limited has confirmed additional near-surface rare earth mineralisation at its Ironback Hill Project in South Australia, setting the stage for a targeted drilling campaign in early 2026.

Cobalt Blue Holdings is pivoting its Broken Hill Technology Centre to process battery black mass, aiming to secure a sustainable domestic feedstock for its Kwinana Cobalt Refinery and unlock near-term revenue opportunities.

Viridis Mining and Minerals has received a significant US$100 million Letter of Interest from Export Development Canada, reinforcing the financing framework for its Colossus Rare Earths Project in Brazil. This follows prior support from French and Brazilian export credit agencies, positioning the company for a Final Investment Decision in 2026.

Green Technology Metals advances its Ontario lithium projects with a streamlined environmental footprint and strong government backing, positioning for a lithium market recovery in 2026.

Southern Cross Gold Consolidated Ltd has reported exceptional high-grade drill results from its Golden Dyke prospect, confirming a robust gold-antimony system within the Sunday Creek Project. The standout intercept includes 9.2 meters at 34.6 g/t gold equivalent, highlighting significant resource expansion potential.

Metallium Ltd has secured exclusive rights to apply its breakthrough Flash Joule Heating technology to the heavy rare earth-rich Harts Range Project, achieving an unprecedented 20-fold upgrade in rare earth concentration. This deal positions Metallium as a key player in Western critical minerals supply amid global geopolitical tensions.

New Frontier Minerals has locked in a decade-long exclusive agreement with Metallium to apply cutting-edge Flash Joule Heating technology to its Harts Range ore, achieving unprecedented rare earth enrichment. This partnership targets strategic US defense and magnet markets, marking a pivotal step for the project’s commercial future.

Syrah Resources has secured an $8.5 million tranche from its US DFC loan, deferred interest payments to mid-2026, and issued warrants to the DFC, reinforcing the strategic importance of its Balama graphite operation.

Osmond Resources reports steady progress in drilling and assay results at its Orión EU Critical Minerals Project in Spain, targeting key heavy minerals vital for the EU’s supply chain.