Latest Defense Supply Chains News

Ioneer Ltd has been conditionally awarded a long-term land lease by the U.S. Army to establish a critical boron processing facility at the Tooele Army Depot in Utah, marking a significant step in securing domestic defense supply chains.

Resolution Minerals has secured membership in the US Defense Industrial Base Consortium, opening doors to funding and collaboration that could accelerate its critical minerals projects in Idaho.

Pure Resources has appointed retired US Navy Vice Admiral Jeff Trussler to its advisory board, aiming to fast-track US government funding and integration of its advanced materials into defence supply chains.

IperionX has commissioned a cutting-edge six-axis SACMI powder metallurgy press in Virginia, tripling its titanium manufacturing capacity and enabling production of complex components for defense and aerospace markets.

Viking Mines has cleared the final federal regulatory hurdle to commence its maiden drilling campaign at the Linka Tungsten Project in Nevada, positioning itself in the strategically critical US tungsten market.

Almonty Industries reported a 221% jump in Q1 2026 revenue to CAD 25.4 million, driven by soaring tungsten prices and ramp-up at its Sangdong Mine, while net loss narrowed to CAD 5.3 million amid strong operational cash flow.

Bayan Mining and Minerals delivers strong rare earth assay results from its Desert Star project, advances permitting and drill planning at Bayan Springs South, and strengthens its leadership and strategic positioning.

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.

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.

Lynas Rare Earths reported a record A$265 million quarterly revenue in Q3 FY26, driven by higher NdPr prices and production milestones including early Samarium oxide output. The company secured a 10-year Malaysian operating licence and extended a key supply deal with Japanese partner JARE through 2038.

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 secured membership in the US Defense Industrial Base Consortium, positioning its Idaho-based North Pine tungsten project at the heart of critical mineral supply chain initiatives.