Latest Downstreaming News

Stakk Ltd aims to nearly double its annual recurring revenue to $15 million by mid-2026, driven by a strong enterprise pipeline and a flagship deployment of its new Mobile IQ SDK with Robinhood. This move underscores Stakk’s growing footprint in embedded finance security.

Ionic Rare Earths has advanced its global rare earths strategy with a key US partnership, significant UK government funding, and progress in Brazil and Uganda, positioning itself as a critical player in sustainable magnet recycling and heavy rare earth supply.

Renascor Resources is advancing its government-backed Purified Spherical Graphite demonstration facility in Adelaide, poised to challenge China’s dominance in battery anode materials with an innovative HF-free process.

Osmond Resources has reported exceptional initial drilling results from its Orión EU Critical Minerals Project in Spain, advancing towards a maiden Mineral Resource Estimate and Scoping Study in 2026. A recent $6.6 million placement boosts the company’s cash position to over $8.5 million, underpinning further development.

Iluka Resources is set to report a hefty $565 million pre-tax charge in FY25, driven by impairments and inventory write-downs amid ongoing weak demand for mineral sands products.

Globe Metals & Mining has officially started construction at its fully permitted Kanyika Niobium Project in Malawi, marking a key shift from planning to execution with first oxide production targeted for early 2028.

Meteoric Resources has cleared a major regulatory hurdle with the approval of its Preliminary Environmental License for the Caldeira Rare Earths Project, enabling the company to progress towards construction and first production targeted for 2028. The company also commissioned its pilot plant, producing its first batches of rare earth carbonate.

Australian Vanadium Limited has made significant strides in its integrated vanadium project, advancing its feasibility study and securing key environmental approvals while preparing to bid for a major Western Australian battery storage project.

American Rare Earths has successfully produced Mixed Rare Earths Oxide from its Halleck Creek ore, marking a key technical milestone. The company also updated its resource estimate and strengthened leadership as it advances towards becoming a major U.S. rare earths supplier.

Syrah Resources reported a strong Q4 2025 with a 34% rise in graphite production and a strategic edge from US tariffs on Chinese imports. The company advances its Vidalia anode material facility amid growing demand for natural graphite outside China.

St George Mining has appointed a top Washington DC government relations firm to deepen its engagement with US agencies, advancing its Araxá rare earths project amid growing US efforts to secure critical mineral supply chains in the Western Hemisphere.

Metals Australia Ltd is progressing pre-feasibility studies for its Lac Carheil Graphite Project in Quebec, aligning with the province’s new strategy to accelerate critical minerals development. The project’s expanded resource and downstream battery material plans position it well for North American markets.