Latest Geopolitical Supply Risks News

Ampol's first half 2026 earnings soared, powered by a resilient supply chain and a sharp rise in refinery margins driven by Middle East geopolitical tensions.

Critical Minerals Group’s Pre-Feasibility Study for its Lindfield Vanadium Project delivers a robust $821 million pre-tax NPV and 26.6% IRR, setting the stage for a Definitive Feasibility Study and potential final investment decision in 2027.

Andromeda Metals has started commissioning its High Purity Alumina pilot plant, aiming to produce commercial-grade 4N HPA samples in the second half of 2026 for customer qualification. The pilot plant will also explore value from by-products like amorphous silica and gallium, adding potential upside to the project.

Almonty Industries has closed a US$700 million convertible senior notes offering, including a full US$100 million over-allotment exercise, bolstering its balance sheet to accelerate development of the Sangdong tungsten mine and secure a non-China supply chain for Western defence.

Volt Resources is making headway in securing US customers for its Alabama Graphite Refinery, leveraging recent policy shifts and supply chain dynamics to target near-term revenue from industrial and battery markets.

Noble Helium has secured $12 million in a two-tranche placement to advance its North Rukwa helium project in Tanzania, positioning itself as a key player amid a global helium supply disruption caused by Middle East conflicts.

Bioxyne Limited posted a record $21.3 million revenue in Q3 FY26, driven by strong demand for medicinal cannabis and psychedelics. The company secured a manufacturing agreement with Aurora Cannabis and initial orders for GMP psilocybin capsules, reaffirming FY26 guidance.

Astral Resources has reported strong drilling results across its Western Australian gold projects, progressing the Mandilla Definitive Feasibility Study (DFS) and securing $1.76 million in a recent placement tranche. The company maintains a healthy cash position of $73 million as it targets first gold production in early 2028.

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.

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.

Cadoux Limited has made significant progress in its High Purity Alumina (HPA) project and its 50% owned Minhub rare earths processing initiative, advancing engineering design and market engagement amid growing global demand for critical minerals.

WA1 Resources has revealed a substantial indicated mineral resource at its Luni Niobium Project, supported by successful metallurgical testwork and a robust financial position. The project’s strategic importance in the critical minerals sector is underscored by ongoing development and community engagement.