Latest Energy Transition Metals News

Betashares’ 2026 annual report shows a sharp split across its thematic ETF range, led by a $1.886 billion accounting profit for the Nasdaq 100 ETF and a $97.7 million loss for its Australian technology fund. The report also flags a 24.89% post-year-end fall in the Space Industry ETF’s NAV and a name change for the energy-transition strategy.

Monadelphous Group Limited delivered a standout FY2026 with revenue climbing 31.5% to $2.98 billion and net profit after tax soaring 52.1% to $127.3 million, underpinned by robust contract wins and strategic acquisitions.

OZZ Resources moves closer to acquiring Sulphide Minerals and regaining ASX listing with a $5 million capital raise, while navigating legal challenges on key tenements.

Thor Energy wraps up 2025 with strategic shifts towards natural hydrogen and helium exploration, divesting non-core assets while strengthening its copper-gold exposure in South Australia.

Terra Critical Minerals has launched a non-renounceable entitlement offer of quoted options to eligible shareholders, aiming to raise $586,302 in working capital with potential for $5.3 million if all options are exercised. The offer provides shareholders speculative exposure to the company’s critical and precious metals projects across Australia and North America.

Variscan Mines Limited is advancing its high-grade zinc projects in Spain with a near-term production target and strategic expansion into Ireland, supported by strong drilling results and favorable market conditions.

Monadelphous Group Limited reported a robust FY25 with record contract wins and a 30% revenue surge, setting the stage for continued growth in FY26. The company’s strategic acquisitions and energy transition focus underpin its optimistic outlook.

Bastion Minerals advances its ICE Copper-Gold Project with a new geochemical exploration program and strategic board appointments, while preparing for a November capital raise to fund ongoing activities.

Aura Energy has made significant strides in funding and development of its Tiris Uranium Project in Mauritania, while legislative progress in Sweden could unlock value at its Häggån Polymetallic Project. Rising uranium prices and secured offtake agreements underpin a positive outlook.

Perpetual Resources has launched a systematic exploration program across its key lithium projects in Brazil, aiming to expand on recent high-grade discoveries and define new drill targets.

Infini Resources has initiated its Phase 2 diamond drilling campaign at the Portland Creek Uranium Project in Newfoundland, targeting multiple high-grade uranium anomalies within a 6-kilometre corridor. The company aims to refine its exploration model and potentially unlock a significant uranium discovery.

Asian Battery Metals advances its Oval Cu-Ni-PGE project in Mongolia with significant down-dip extensions confirmed and new electromagnetic targets identified, setting the stage for an active Phase 4 drilling campaign.