Latest Customer Qualification News

Impact Minerals’ 50%-owned Alluminous project reveals a strong financial case for a staged US high purity alumina plant, projecting a post-tax NPV₈ of A$518 million and a 42.3% IRR under a modular development approach.

Iondrive Limited’s updated evaluation of its IONSolv™ technology projects a US$243 million post-tax NPV and US$62 million annual EBITDA for a single rare earth recovery module in the US, driven by high feedstock grade assumptions and independently validated recoveries.

NOVONIX Limited posted a $24.6 million half-year loss while delivering a critical synthetic graphite sample to Panasonic and reaffirming a 2027 production start. The company raised $21.7 million to fund its North American battery materials expansion amid ongoing U.S. trade and policy developments.

Alpha HPA Limited reported a 135% revenue increase but a 31% rise in net loss for FY2026, while progressing its Stage Two facility on schedule with robust customer demand exceeding 12,000 tonnes per annum under letters of intent.

Andromeda Metals launches a $3 million Share Purchase Plan to fund the next phase of its High Purity Alumina project, aiming to complete a Pre-Feasibility Study and advance commercialisation.

Iondrive has launched its first five-tonne IONSolv™ production campaign in North America, aiming to produce about 1.4 tonnes of mixed rare earth oxide from recycled permanent magnets by Q4 2026. This milestone bridges lab validation and commercial-scale plans while supporting US supply chain independence.

Australian Rare Earths (ASX: AR3) has delivered a standout Pre-Feasibility Study and maiden Ore Reserve for its Koppamurra project, underpinning a low-capital, high-return rare earths development. Meanwhile, pilot processing advances and a new niobium-REE discovery at Overland add momentum.

Evolution Energy Minerals (ASX:EV1) is poised to begin its maiden drilling campaign at the Chikundo Copper Project, while advancing a modular development plan for its Chilalo Graphite Project targeting first production in 2027.

Syrah Resources moderated graphite output amid subdued ex-China demand, raised US$72 million to support ramp-up, and advanced Vidalia anode material towards commercial sales in H2 2026.

Firebird Metals has achieved a key milestone under the ARENA Battery Breakthrough Initiative, unlocking a A$1 million non-dilutive payment and progressing site development for its Australian Demonstration Plant in Perth.

Renascor Resources' cost study estimates its hydrofluoric acid-free purification method can produce battery-grade graphite at about US$459 per tonne, positioning it as a competitive ex-China alternative to conventional HF-based processes.

Talga Group has begun commercial deliveries of its Talnode®-C battery anode to Nyobolt, marking a key revenue milestone and advancing its European supply ambitions. The 3,000-tonne offtake deal sets the stage for Talga's planned commercial-scale anode plant, with further customer negotiations underway.