Latest Critical Minerals Supply Chain News

Centaurus Metals has received a non-binding Letter of Intent from Brazil’s National Development Bank for R$1 billion in debt funding to advance its Jaguar Nickel Project, marking a key milestone in its financing strategy.

The Speewah Fluorite Project in Western Australia has been officially recognised by the Japanese and US governments as a critical minerals supply chain asset, signalling strong international support and potential financial backing.

Ardea Resources’ Kalgoorlie Nickel Project has been formally recognised in the Japan–US Critical Minerals Joint Fact Sheet, highlighting its strategic role in securing nickel and cobalt supply chains. This inclusion underscores growing international cooperation and significant funding commitments for the project’s development.

PMET Resources has reported its final 2025 drilling results from the Shaakichiuwaanaan Property, revealing the widest caesium intercept to date at the newly discovered Helios Zone and identifying a new mineralized lens north of the Vega Zone.

EQ Resources Limited showcased its strategic position as a leading tungsten producer with strong growth ambitions amid a tightening global supply deficit. The company’s dual operations in Australia and Spain underpin its role in securing ethical tungsten supply chains for Western markets.

Meteoric Resources hosted Minas Gerais Governor Romeu Zema at its Caldeira Rare Earth Project pilot plant, highlighting continuous production success and strong government backing for the project’s expansion.

Lodestar Minerals has verified xenotime as the dominant heavy rare earth mineral at its Virgin Mountain project in Arizona, highlighting critical elements essential for US defence and clean energy. The discovery positions the project as a strategic domestic source of scarce heavy rare earths.

Sovereign Metals has significantly upgraded its Kasiya Rutile-Graphite Project resource, increasing measured and indicated rutile by 32% ahead of its definitive feasibility study. This cements Kasiya as the world’s largest natural rutile deposit, reinforcing its strategic importance in critical mineral supply chains.

Almonty Industries has completed Phase 1 commissioning of the Sangdong Tungsten Mine in South Korea, marking its first production in over 30 years and setting the stage for a major expansion.

Renascor Resources has completed construction of its Purified Spherical Graphite demonstration facility in Adelaide, marking a pivotal step towards commercialising its innovative HF-free purification process for battery anode materials.

Terrain Minerals has launched a targeted air-core drilling campaign at its Lort River Project in Western Australia, aiming to expand on previously identified high-grade rare earth element mineralisation within a large regolith clay basin.

Brazilian Rare Earths (ASX: BRE) has significantly expanded its Sulista Rare Earth District in Bahia, Brazil, extending the strike length from over 10 km to more than 17 km with multiple high-grade mineralised corridors. The latest drilling results underpin a maiden JORC Mineral Resource Estimate expected mid-2026 and support BRE’s strategic hub-and-spoke development plan.