Latest Critical Minerals Supply Chain News

Talga Group has taken a significant step toward securing long-term supply and investment for its Vittangi Anode Project by signing a non-binding Letter of Intent with Japan’s Hanwa. The agreement targets binding contracts by year-end, reinforcing Talga’s foothold in the global battery materials market.

West Cobar Metals made progress on its Salazar scandium and Cobar West copper projects during the June quarter, while deciding not to proceed with its Baxter Fluorspar acquisition and securing $1.05 million in new funding.

Victory Metals has delivered a major processing breakthrough with a 59-fold upgrade to a 7.1% Total Rare Earth Oxide concentrate from its North Stanmore project, backed by strategic partnerships and government funding.

Krakatoa Resources is pushing its 2026 drilling program at the Zopkhito Antimony-Gold Project two months ahead of schedule, advancing toward a maiden JORC-compliant mineral resource estimate with multiple technical workstreams underway.

Ardea Resources is pushing forward its Kalgoorlie Nickel Project’s Goongarrie Hub with a fully funded $98.5 million Definitive Feasibility Study, underpinned by multi-jurisdictional government support and strategic partnerships with Japanese industry giants.

Mandrake Resources has secured key agreements to produce lithium brine from its Utah project and plans a significant drilling campaign in Australia, supported by strong cash reserves.

Lion Rock Minerals has launched a significant drilling campaign targeting a large monazite-rich rare earth system at its Minta Est tenement, complementing its expanding rutile discoveries. The 118-hole program aims to validate high-grade shallow mineralisation with assay results expected in August 2026.

Resolution Minerals has earned FAST-41 transparency status for its Golden Gate Project in Idaho, marking its second such designation and positioning the company as a key player in U.S. critical minerals supply chain development.

Volt Resources’ Ukrainian subsidiary Zavalievsky Graphite is launching a new graphite production campaign in July 2026, supported by firm European sales contracts worth around €377,000.

G50 Corp's latest metallurgical tests at Golconda confirm low-cost recovery of gallium alongside gold and silver, reinforcing its potential as a strategic domestic supplier of critical minerals.

Stelar Metals has revealed multiple rock chip assays exceeding 1% WO3 at its Hill of Leaders Project, marking a significant new tungsten discovery in the Northern Territory. The company is fast-tracking drilling to test the system's scale amid tightening global tungsten supply.

Temas Resources has filed a new patent for extracting chromium using its Regenerative Chloride Leach technology, broadening its critical minerals platform and commercial prospects.