Latest Defense Supply Chains News

A takeover premium blew the doors off the Materials board this week, while one discounted equity raise did the opposite. Uranium names kept climbing on real production progress, and rare earths stayed in favour as governments and buyers circle supply.

A takeover offer lit up small caps, while one high-growth software name slid hard despite strong sector news. Resources dominated the winners list, but investors still punished dilution and discounted fundraisings.

IperionX has secured a US$0.3 million prototype order from American Rheinmetall to supply lightweight titanium components for U.S. Army combat vehicles, marking a strategic step in reshoring critical materials production.

Metal Powder Works reported a stellar December quarter with a threefold increase in CP-Ti orders, expansion into precious metals, and strategic contracts that position it strongly in defence and advanced manufacturing markets.

A few stocks did the heavy lifting this week, with one biotech exploding higher and a gas name collapsing on the other side of the ledger. Big moves came from capital raises, regulator decisions, and drill results that investors treated as near-term value, not distant promises.

IperionX has received the last $4.6 million tranche of a $47.1 million U.S. Department of War award and 290 metric tons of titanium scrap, advancing its plan to scale titanium production in Virginia.

Amaero Ltd has secured a A$4.6 million order from Titomic under their exclusive five-year agreement, marking a significant step in supplying critical refractory and titanium powders for defense applications.

Metal Powder Works has formalized a partnership with Austal USA to develop custom metal powders for US Navy additive manufacturing, positioning MPW within a critical defense supply chain.

Resolution Minerals appoints Dr Adam Roper as Chief Metallurgist to advance antimony, tungsten, and gold processing at its Idaho Horse Heaven Project, aligning with US defense supply chain goals.

Amaero Ltd has secured a significant endorsement from the U.S. Department of the Navy for its Powder Metallurgy Hot Isostatic Pressing (PM-HIP) technology, positioning it as a key solution to long lead times in defense manufacturing.

Dreadnought Resources reports an initial inferred resource of 1.17 million tonnes at the Orion deposit within its Tarraji-Yampi project, highlighting significant copper, gold, silver, and cobalt grades in a strategically important region of Western Australia.

Pantera Minerals has launched trading on the OTCQB Venture Market under ticker PTMLF, broadening its reach to U.S. investors and advancing its critical minerals exploration in Arkansas. This move complements its ASX listing and positions the company at the forefront of America’s push for secure domestic supply chains.