Latest Electrification News

AGL Energy tightens its FY26 earnings outlook, buoyed by strong operational performance and strategic investments in batteries and gas peaking assets amid rising electricity demand driven by data centres and electrification.

Diablo Resources has identified multiple high-grade silver-antimony-copper-gold trends at its Star Range Project in Utah, with maiden drilling scheduled for Q2 2026. Early drilling at the Phoenix Copper Project also confirmed shallow copper mineralisation, supporting further exploration.

Evion Group has secured key approvals from Madagascar’s Ministry of Mines to convert exploration permits into mining permits for its Maniry Graphite Project, backed by significant EU funding and US trade initiatives. Meanwhile, its Indian joint venture progresses a major graphite plant expansion to meet growing demand.

KGL Resources has secured a US$300 million streaming agreement with Wheaton Precious Metals, unlocking early construction funding for its Jervois Copper-Silver-Gold Project. The updated Baseline Economic Model highlights robust returns with a post-tax NPV8 of A$839 million and a 30% IRR, underpinning the path to production.

Green & Gold Minerals completed the Herberton Conductor Metals Project acquisition, unveiling high-grade copper, silver, indium, and rare earth discoveries while maintaining a strong cash position for 2026 exploration.

Janus Electric has begun generating export revenue in the US while expanding its electric truck fleet to 28 vehicles and significantly improving its cash position through a $1.4 million R&D tax refund and a $2.75 million finance facility.

Oceana Metals is set to transform its portfolio with the acquisition of the Serra Negra rare earths and niobium project in Brazil, backed by a $20 million placement to fund aggressive exploration.

Kingston Resources has brought forward copper concentrate production at Mineral Hill by a quarter, successfully trialing underground ore processing and advancing its multi-commodity strategy.

Barramundi Limited’s portfolio took a heavy hit in Q1 2026, with a 15.4% adjusted NAV decline amid AI disruption anxieties and geopolitical tensions. The fund responded by trimming tech holdings and adding miners BHP and Rio Tinto, betting on copper demand and scale advantages.

Voltaic Strategic Resources has added a strategic exploration licence adjacent to its Ti Tree Project in Western Australia, consolidating its position along the Yinnetharra lithium corridor. The low-cost acquisition enhances its exposure to lithium and tantalum resources in a highly prospective geological setting.

Green & Gold Minerals (ASX: GG1) is gearing up to drill at its Copper Hills project in Queensland after releasing historic and new data showing high-grade copper, silver, and indium mineralisation. The Herberton Conductor Metals Project is shaping as a polymetallic hotspot with potential ties to electrification and AI sectors.

Perpetual Resources continues to hit high-grade lithium and caesium targets at its Igrejinha and Renaldinho projects while strategically entering the tungsten market with a sizeable new tenure in Brazil’s Seridó Mineral Province. The company is gearing up for trenching and drilling campaigns amid a tight cash position.