Latest Exports News

Atomic Eagle has formally executed the Mining Convention for its Madaouela uranium project in Niger, securing the legal, fiscal and operational framework for the asset. The agreement also triggers steps to end historical arbitration proceedings, while a US$5 million payment and a targeted JORC resource update now sit ahead of the company.

Astron Limited (ASX:ATR) says its Donald rare earths and mineral sands project is construction-ready, with a $759 million Phase 1 pre-tax NPV and first production targeted for 2028. The unresolved question is whether debt financing can convert the project’s strong study economics into a final investment decision.

Strike Resources delivered an A$8.58 million full-year profit, but the result was driven largely by its equity-accounted investment in LE Minerals rather than operating cash generation. The company is also relying on a conditional A$5.5 million Apurimac stake sale to strengthen its funding position in Peru.

Rua Bioscience delivered a sharp rise in customer revenue and secured a UK agreement expected to generate NZ$10 million over two years. But PwC disclaimed an audit opinion, warning the company may not have enough cash without another capital raise.

Bass Oil’s Bunian 6 well has confirmed oil in a previously unproduced zone, with the company targeting a potential threefold increase in Tangai-Sukananti field production. August sales also improved as Cooper Basin exports resumed, while Vanessa and Kiwi advanced toward future gas development.

Zeotech Limited (ASX:ZEO) is moving Toondoon toward its first direct-shipping kaolin export after securing a potential A$200 million offtake agreement, while AusPozz™ and zeoteCH₄® produce encouraging trial results. The progress came alongside an A$8.15 million FY26 loss, negative operating cash flow and an acknowledgement that further funding may be required.

Fortuna Metals has reported a sharply expanded exploration base at its Mkanda rutile and graphite project in Malawi, alongside a narrower FY2026 loss and A$8.6 million of post-year-end funding. The resource remains early-stage and inferred, but the scale and product quality have moved the project into a more consequential development phase.

Elementos has materially strengthened its balance sheet while moving its Spanish Oropesa tin project closer to permitting, financing and a final investment decision. The annual report also highlights a doubling of Cleveland’s inferred tungsten resource, but both projects still require substantial capital and further approvals.

VHM's refreshed feasibility study projects an A$807 million pre-tax NPV for its Goschen rare earths and mineral sands project, with approvals and major procurement work substantially advanced. The project still needs financing, lender due diligence and a Final Investment Decision before construction can begin.

Tolu Minerals has more than doubled its reported gold resources to 1.33 million ounces after declaring a maiden 293,000-ounce resource at Mt Penck in Papua New Guinea. The project also carries a largely untested copper-gold porphyry target, but its proposed A$30 million exploration program still requires separate funding.

Vulcan Energy has started commercial-scale production in Germany of VULSORB, the proprietary adsorbent at the centre of its planned direct lithium extraction process. The material will supply first-fill volumes for Project Lionheart, although lithium production remains targeted for the second half of 2028.

Arafura Rare Earths has extended a binding offtake agreement covering up to 500 tonnes a year of NdPr oxide from its Nolans Project. The deal adds multi-year sales coverage, but leaves the counterparty, pricing formula and financial value undisclosed.