Latest Critical Minerals Supply News

Castile Resources has added critical mineral bismuth as a by-product to its Rover 1 Bankable Feasibility Study, leveraging a dramatic price surge driven by Chinese export restrictions.

First Graphene Limited reported a successful A$2.4 million capital raise alongside promising progress in its PureGRAPH-CEM product trials in the UK and South Africa, while securing key patents and expanding distribution across Asia and South America.

PVW Resources reports strong drilling results at its Capão Bonito rare earth project in Brazil, with Total Rare Earth Oxide grades reaching up to 3,267 ppm, while preparing for further exploration campaigns across its Brazilian hubs.

Australian Mines Limited reports significant progress in its critical minerals projects during Q1 2025, capitalizing on geopolitical shifts that underscore the strategic importance of diversified supply chains. The company highlights expanded studies at Flemington and promising exploration results at Jequie and Resende, while navigating financing challenges for its Sconi nickel-cobalt asset.

Pantera Lithium has identified six high-priority drilling locations for its Smackover Lithium Brine Project, supported by promising Arkansas legislation offering fiscal and regulatory incentives that could reshape the project's economics.

Volt Resources Limited reports strong quarterly progress in graphite production and downstream development, securing new orders and partnerships while advancing US refinery plans and implementing cost-saving measures.

Felix Gold Limited advances its Treasure Creek Project in Alaska, aiming for near-term domestic antimony production by late 2025, supported by ongoing metallurgical testing and strong U.S. government backing. The company also highlights its significant gold resource base in the Fairbanks Mining District, positioning itself as a dual-critical minerals player.

Ardea Resources reports robust progress on its Kalgoorlie Nickel Project – Goongarrie Hub, highlighted by significant drilling outcomes, major engineering contracts awarded, and a $98.5 million DFS funding commitment from a Japanese consortium.

Jindalee Lithium’s McDermitt Lithium Project has been designated a FAST-41 Transparency Project, enhancing federal permitting visibility and coordination to accelerate development in the US critical minerals sector.

Ardea Resources Limited has made significant progress on its Kalgoorlie Nickel Project (KNP) Goongarrie Hub, supported by a fully funded $98.5 million Definitive Feasibility Study (DFS) led by a Japanese consortium. The project is positioned as a long-life, low-cost nickel-cobalt operation critical to the global battery supply chain.

Enova Mining has reported a series of high-grade titanium mineralisation intercepts at its CODA North project in Brazil, with assays exceeding 15% TiO2, reinforcing the site's rare earth and multi-commodity potential.

International Graphite's Springdale Project achieves over 99.95% purity in graphite purification tests coordinated by Marubeni, signaling strong potential for battery market supply.