Latest Critical Minerals Supply News

Since its October 2025 ASX IPO, Temas Resources has made significant strides in commercialising its proprietary metallurgical technology and advancing its Québec mineral projects, supported by solid financial reserves.

Arafura Rare Earths has locked in binding cornerstone equity agreements worth approximately A$230 million with German and Australian government-backed funds, advancing the financing of its Nolans Rare Earths Project.

Ardea Resources reports steady progress on the Kalgoorlie Nickel Project’s Definitive Feasibility Study, with the Japanese-Australian Consortium increasing its stake to 35%. The project moves closer to a potential 50% joint venture ownership upon a positive investment decision.

Viking Mines has achieved a remarkable upgrade to a 63.6% tungsten concentrate at its Linka Project in Nevada, signalling a rapid, low-capital pathway to production amid soaring global tungsten prices.

Hastings Technology Metals has acquired a 49% stake in a fully permitted rare earth processing plant in Thailand, aiming to commence production by late 2026. This strategic move offers a lower-cost, near-term production hub with potential to process feedstock from its Yangibana project.

Bayan Mining and Minerals has secured membership in the U.S. Defense Industrial Base Consortium, opening doors to strategic partnerships and funding for its rare earth technologies, including a patented yttrium upgrade process. This move positions Bayan at the forefront of efforts to secure critical mineral supply chains vital to U.S. national security.

Pioneer Minerals has reported outstanding gallium assay results at its Springfield Prospect in Idaho, revealing a new critical mineral dimension alongside tungsten and precious metals. This discovery positions the North Pine Project as a strategically significant multi-commodity critical minerals hub aligned with US supply chain priorities.

West Cobar Metals reports promising metallurgical testwork supporting a low-cost heap leach processing pathway at its Salazar Critical Minerals Project, highlighting strong recoveries of high-value rare earths including dysprosium and terbium.

Cobalt Blue Holdings and Glomar Minerals have teamed up to develop a pioneering polymetallic nodule processing facility in the US, aiming to secure critical minerals for advanced manufacturing and defence sectors.

Red Mountain Mining has identified five promising antimony drill targets at its Armidale project in NSW, revealing a significant 3km mineralised system. Drilling is set to begin next quarter, with metallurgical results expected soon.

American West Metals has commenced a 5,000-metre diamond drilling campaign at its West Desert Project in Utah, targeting high-grade indium, gallium, and copper to bolster US critical metals security.

International Graphite Limited (IG6) has partnered with Italian chemical giant ALKEEMIA to establish a cutting-edge graphite processing facility in Italy, targeting production by late 2027. This joint venture aims to secure Europe's graphite supply chain amid rising demand and regulatory pressures.