Latest Export Controls News

Battery Age Minerals (ASX – BM8) showcased its global portfolio of critical minerals projects at the Ignite Investment Summit in Hong Kong, highlighting maiden drilling at Austria’s Bleiberg germanium project, a newly granted drill permit for Argentina’s El Aguila gold-silver system, and ongoing lithium exploration in Canada’s Falcon Lake.

VHM Limited has secured a significant offtake framework with Mitsui and a US$200 million financing interest from the US Export-Import Bank for its Goschen Rare Earths and Mineral Sands Project, alongside key environmental approvals. These milestones set the stage for a Final Investment Decision in the first half of 2026.

Pinnacle Minerals has secured a strategic acquisition of eight critical minerals projects in Idaho and Washington, positioning itself at the forefront of the US critical minerals supply chain. The company also raised $3 million to accelerate exploration and development.

CuFe Ltd has raised $5.4 million through a strategic placement to fund exploration and feasibility studies at its Tennant Creek Copper/Gold project, including a focus on critical mineral bismuth.

Metallium Limited announces a breakthrough rare earth recovery method using Flash Joule Heating with chlorination, promising faster, cleaner recycling of critical metals from magnet waste and advancing U.S. supply chain independence.

Cobalt Blue Holdings attributes its recent share price jump to a surge in cobalt prices driven by new export controls in the Democratic Republic of Congo, while confirming no undisclosed company information is influencing trading.

Stellar Resources has reported strong tin mineralisation results from wedge hole ZS187W1B at its Severn deposit, underpinning resource upgrades and advancing its prefeasibility study at the Heemskirk Tin Project.

Ionic Rare Earths has raised $15.6 million through a heavily oversubscribed rights issue and placement, anchored by a $3 million strategic investment from U.S.-based Argentem Creek Partners. The capital will fund the company’s global expansion in magnet recycling and rare earth supply chain development amid rising geopolitical tensions.

Australian Mines Limited has secured key approvals to begin a ~1,000m drilling program at its high-grade Flemington scandium project, positioning itself strategically amid tightening Chinese rare earth export controls.

Eclipse Metals has raised $4 million to accelerate drilling and resource upgrades at its Greenland rare earths project, while preparing for a potential NASDAQ dual listing.

St George Mining has secured A$72.5 million in institutional and strategic funding to advance its Araxá rare earths and niobium project in Brazil towards a final investment decision. The capital raise underscores the project's strategic importance amid tightening global critical minerals supply chains.

Metallium Limited is set to commission its first Flash Joule Heating processing line in Texas by December 2025, expanding capacity fivefold and adding a second rare earth demonstration line. This move positions the company as a key player in non-Chinese critical metals refining amid tightening Chinese export controls.