Latest Geopolitical Risks News

PhosCo Ltd has confirmed a significant phosphate mineralisation discovery at its DOH prospect within the Gasaat Project in Tunisia, highlighting the project’s potential as a world-scale phosphate source. This discovery complements pending maiden resource estimates at nearby prospects, reinforcing Gasaat’s strategic value amid global fertiliser supply pressures.

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.

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.

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.

Battery Age Minerals has secured an exclusive evaluation licence with NTUitive to assess advanced germanium technologies, aligning its Austrian and US projects with downstream market specifications and sustainable processing goals.

MFF Capital Investments reported a strong half-year net profit of $209.7 million and declared a fully franked interim dividend of 10 cents per share, signaling confidence despite global economic headwinds. The company’s portfolio remains liquid and focused on high-quality holdings as it navigates geopolitical and technological challenges.

Lowell Resources Fund reported a remarkable 63% increase in net asset value for the half-year ending December 2025, driven by a strategic overweight in gold equities and buoyed by soaring commodity prices.