Latest Defence Supply Chains News

Evion Group has secured an exclusive option to acquire a high-grade fluorspar project in Nevada, complementing its graphite assets and supported by a $6.5 million capital raise to fund US expansion and exploration.

Pure Resources has launched an integrated Defence Materials Platform Strategy for its Garnet Hills Project, leveraging US government collaborations to diversify from commodity mining into advanced defence supply chains.

Terra Critical Minerals has established a US foothold with the True American Tungsten Project acquisition while progressing key Australian and Canadian critical metals projects, positioning for upcoming drilling campaigns.

Orbital Corporation advances its UAV engine production and hybrid propulsion technology while managing a $0.5 million net cash outflow in Q1 2026, supported by a $43 million business pipeline and new international contracts.

New Frontier Minerals has secured technical approval for its Big One Copper Deposit Mining Lease Application, updated exploration targets across multiple copper prospects, and expanded its rare earths footprint in Australia and Canada.

American Tungsten & Antimony Ltd (ASX: AT4) has joined the U.S. Defense Industrial Base Consortium, unlocking direct access to Department of War programs and funding opportunities for its antimony and tungsten projects. The company will leverage this to advance its U.S.-focused supply chain ambitions, highlighted by a critical minerals event in Utah this May.

Aurora Labs has made significant strides in commercial propulsion delivery and deepened its partnership with European defence giant MBDA, while scaling manufacturing capabilities and reinforcing its Board with defence expertise.

Battery Age Minerals has joined the U.S. Defense Industrial Base Consortium, positioning itself at the forefront of securing critical germanium supply amid escalating export restrictions from China. The company’s dual-continental assets in Austria and Utah and its technology initiatives aim to address strategic vulnerabilities in defence and semiconductor supply chains.

Pioneer Minerals has signed a non-binding MOU with Mineral Technologies USA to collaborate on tungsten beneficiation and gallium recovery at its Springfield Project in Idaho, aiming to support US critical mineral supply chains and progress towards potential near-term production.

Battery Age Minerals has expanded its Apex Germanium-Gallium Project in Utah by 40%, staking 51 new mining claims adjacent to the historic Apex Mine. This move strengthens its foothold in a vital US critical minerals hub amid growing demand for semiconductor and defence supply chains.

Almonty Industries has commenced commercial production at its flagship Sangdong Mine in South Korea and secured more than US$200 million through Nasdaq IPO and equity offerings to fund expansion projects. Despite rising revenues driven by soaring tungsten prices, the company reported a significant net loss due to non-cash derivative liabilities.

Electro Optic Systems has secured two major counter-drone contracts worth US$45 million, highlighting rising defence demand amid Middle East conflicts. The largest order involves the Slinger Remote Weapon System for a Middle Eastern customer, with deliveries planned for 2026.