Latest Geopolitical Supply Risks News

RareX Limited advances its critical minerals portfolio with a strategic consortium for Kenya’s Mrima Hill project and unveils high-grade gallium and scandium at its Cummins Range deposit in Western Australia.

Northern Minerals reports strong progress on its Browns Range Heavy Rare Earths Project with key regulatory approvals, promising exploration results, and near-completion of its Definitive Feasibility Study amid tightening global supply.

International Graphite Limited is advancing its strategy to become a global mine-to-market industrial graphite company, with a new joint venture in Germany and expansion of its Western Australian operations targeting production by 2027.

International Graphite Limited has partnered with Arctic Graphite AS to establish a new expandable graphite facility in Germany, aiming to bolster European supply with an initial 3,000 tonnes per year capacity. Backed by a potential $10 million funding commitment, this venture marks a strategic push into critical mineral processing amid rising demand.

Ionic Rare Earths has announced a $3 million capital raise via convertible notes, aimed at advancing its rare earth projects across multiple continents. The raise, pending shareholder approval, underscores the company’s strategic push into sustainable rare earth extraction and recycling technologies.

Rimfire Pacific Mining reports robust scandium assay results from its Currajong drilling program, reinforcing the project's potential amid tightening global supply due to Chinese export controls.

Northern Minerals has made significant progress on its Browns Range Heavy Rare Earths Project, advancing its feasibility study and exploration while raising $41.5 million, positioning itself as a strategic alternative amid growing geopolitical supply risks.

Boss Energy has declared commercial production effective January 1, 2025, reporting strong quarterly uranium output growth and a robust financial position. The company remains on track to deliver 850,000 pounds of U3O8 in FY2025 amid ongoing ramp-up and expansion initiatives.