Latest Export Controls News

Volt Resources is making headway in securing US customers for its Alabama Graphite Refinery, leveraging recent policy shifts and supply chain dynamics to target near-term revenue from industrial and battery markets.

Tennant Minerals has delivered a standout diamond drilling result at its Bluebird copper-gold-bismuth discovery, extending high-grade mineralisation and highlighting bismuth’s rising strategic value.

Australian Strategic Materials reports a 70% surge in NdFeB alloy production, installs pilot heavy rare earth furnace, and progresses its acquisition by Energy Fuels with regulatory approvals underway.

Talga Group reported record anode production at its EVA plant and significant progress on its 5,000tpa Vittangi anode plant FEED study, alongside strategic partnerships and exploration breakthroughs.

Volt Resources has secured a major extension and volume increase to its Bunyu graphite offtake agreement while progressing high purity graphite production and downstream refinery development in the US.

Sovereign Metals' March 2026 update reveals a robust DFS for its Kasiya Rutile-Graphite Project, a substantial resource upgrade, strategic offtake MOUs, and a high-value heavy rare earth by-product discovery.

Australian Mines Limited's latest scoping study for its Flemington Scandium Project reveals strong financial metrics and significant upside potential tied to scandium pricing, underscoring the project's strategic position in critical minerals.

Castile Resources has kicked off pilot plant bench scale testing for its Rover 1 project, integrating a 41% resource upgrade and higher metal prices into its Bankable Feasibility Study. The company also secured $8.4 million in funding and is preparing for exploration drilling amid regional consolidation.

Ionic Rare Earths (ASX: IXR) has secured a £12 million UK government grant offer for its Belfast rare earth magnet recycling facility and is progressing its Brazilian JV and Ugandan heavy rare earths project, reinforcing its role in ex-China supply chains.

Australian Rare Earths Limited (ASX: AR3) reported robust progress at its Koppamurra Rare Earths Project, delivering a high-purity Mixed Rare Earth Oxide pathway with near-complete rare earth recovery and improved heap leach performance. Concurrently, the company defined new uranium targets at Overland with drilling imminent, supported by a strengthened balance sheet following a $6 million placement and government grants.

Electro Optic Systems (ASX: EOS) wraps up a three-year turnaround, reporting a $459 million order backlog despite a 27% revenue drop. The company expands its counter-drone and space control portfolio with the acquisition of the UK-based Interceptor business and a pending deal for MARSS, a European command-and-control software provider.

Omnia Metals has made a decisive entry into the US critical minerals market by acquiring the Stibnite Ridge antimony and silver project and staking the Radix rare earth and gallium project in Montana, backed by a $1.5 million capital raise.