Latest Geopolitical Risk News

Vault Minerals has begun commissioning stage 1 of its King of the Hills plant upgrade, set to increase throughput capacity to around 6 million tonnes per annum on time and budget.

Aldoro Resources has revealed a major extension of mineralisation at its Kameelburg project, including a newly identified strontium-rich layer amid soaring global prices. This discovery could reshape the critical minerals landscape.

Vection Technologies has renewed a $1.64 million annual recurring revenue contract with a classified defence client, leveraging Dell Technologies AI appliances to enhance mission-critical intelligence capabilities.

Sims Group’s North American Metal division reports a successful operational turnaround, strengthened leadership, and strategic acquisitions that position it well for growth despite geopolitical headwinds.

Memphasys Limited confirms uninterrupted operations across the Middle East and North Africa, securing new orders and advancing regulatory approvals despite ongoing regional tensions.

SunRice Group maintains its forecast for profit growth in FY26, even as revenue is expected to remain flat or slightly decline due to competitive pressures, adverse weather, and geopolitical disruptions.

Sims Limited projects a robust FY26 underlying EBIT between $350 million and $400 million, buoyed by strong non-ferrous metal prices and resilient memory chip demand despite geopolitical and market headwinds.

Perseus Mining has agreed to sell its majority interest in the Meyas Sand Project in Sudan for US$260 million, marking a strategic shift amid regional conflict. The deal will bolster Perseus’s balance sheet and refocus resources on core assets.

Briscoe Group Limited reported record full-year sales of NZD 798.8 million for FY2026, with net profit after tax dipping slightly to NZD 59.2 million. The company maintained dividends and invested heavily in supply chain upgrades despite a challenging retail environment.

Nex Metals Explorations is progressing metallurgical testing at its Kookynie Tailings Project and broadening collaboration with WTAC, while navigating geopolitical challenges delaying its Egyptian exploration efforts.

Ridley Corporation has revealed its FY26–28 Growth Plan, spotlighting earnings growth driven by its recent fertiliser acquisition and operational efficiencies across its agricultural inputs and feed segments. The company aims to leverage its market leadership and diversified portfolio to capitalise on rising demand in Australian agriculture.

Air New Zealand has halted its full-year 2026 earnings guidance following a sharp spike in jet fuel prices triggered by Middle East conflict, introducing uncertainty into its financial outlook.