Latest Geopolitical Supply Chains News

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.

Lindian Resources has begun full-scale construction at its Kangankunde Rare Earths Project and secured the SARECO Mixed Rare Earth Carbonate facility in Kazakhstan, positioning itself as a rare earths producer with downstream processing capabilities.

ABx Group has announced a breakthrough with its second mixed rare earth carbonate sample from Tasmania’s Deep Leads deposit, boasting higher heavy rare earth content and fewer impurities. This advancement enhances project flexibility and strengthens ABx’s position in the competitive rare earths market.

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.

Australian Rare Earths has demonstrated a low-risk, scalable process producing a high-purity mixed rare earth oxide with 99.9% recovery, positioning its Koppamurra project as a strategic supplier amid tightening global rare earth markets.

IRIS Metals has signed a binding agreement to farm-in exclusively to the Finley Basin Tungsten Project in Montana, expanding its critical minerals portfolio and cancelling a planned capital raise. Exploration is set to begin in early 2026 with resource estimation targeted for 2027.

Brazilian Critical Minerals Ltd has produced a high-grade mixed rare earth carbonate with 52.5% total rare earth oxides and 41.5% magnet rare earth oxides from its Ema Project field trials, validating a low-capital in-situ recovery process.

Almonty Industries reported a strong net income in Q3 2025, driven by a significant non-cash warrant gain, while advancing the ramp-up of its flagship Sangdong Mine amid rising tungsten demand.

Arafura Rare Earths has made decisive strides in funding its Nolans Project, securing up to US$400 million in conditional and indicative investments from Australian and US government-linked financiers, alongside a strong equity raise.

Victory Metals reports substantial grade increases in terbium, dysprosium, and scandium at its North Stanmore Project, leveraging a simple beneficiation method that enhances strategic supply prospects amid tightening Chinese export controls.

ASM Limited has raised A$55 million to accelerate production capacity at its Korean Metals Plant and expand its footprint in the rare earths sector, responding to growing global demand and geopolitical supply chain pressures.

Felix Gold Limited confirms strong continuity and high-grade antimony mineralisation at its NW Array project in Alaska, positioning for near-term production to address critical US supply shortages amid China's export ban.