Latest Geopolitics And Supply Chains News

Latrobe Magnesium has locked in a US$2 million non-dilutive prepayment from its US distribution partner to accelerate commissioning of its Demonstration Plant, aiming for first magnesium deliveries in late 2026.

Locksley Resources has produced 99.5% pure antimony trioxide from its Desert Antimony Mine feedstock, marking a key step toward restoring a fully domestic U.S. supply chain for this critical mineral.

Lodestar Minerals has reported high-grade heavy rare earth element assays up to 3.73% TREO from its Virgin Mountain project in Arizona, significantly surpassing previous results and highlighting its strategic potential in the US critical minerals landscape.

Black Cat Syndicate’s latest drilling at Mt Clement confirms strong, high-grade antimony mineralisation extending beyond current resources, advancing the project towards a pivotal economic study.

Clarity Pharmaceuticals reports robust progress in prostate cancer and neuroendocrine tumour trials alongside a strong cash position of $226.2 million, underpinning its path towards commercialisation.

Ioneer Ltd has raised US$50 million through a share placement to accelerate development of its Rhyolite Ridge Lithium-Boron Project, positioning itself as a key U.S. supplier of critical minerals.

Krakatoa Resources has confirmed high-grade antimony and gold mineralisation at its Zopkhito Project in Georgia through its maiden drilling program, reinforcing historical estimates and setting the stage for a JORC-compliant resource.

ABx Group has achieved over 98% retention of rare earth elements with near-complete impurity removal in large batch tests from its Deep Leads project, advancing toward delivering its first mixed rare earth carbonate sample by November’s end.

ACDC Metals reports compelling mineralogy results from its Goschen Central project, highlighting elevated rare earth element grades that reinforce its economic potential. The announcement coincides with strategic momentum from the Australia-US Critical Minerals Framework, positioning the project as a key player in global supply chains.

Renascor Resources reports steady progress on its Purified Spherical Graphite demonstration plant in Adelaide, backed by a $5 million government grant, aiming to challenge China’s dominance in battery materials.

Lynch Group Holdings Limited proposes a scheme of arrangement for acquisition by Hasfarm Bidco at a 23% premium, with unanimous board support and an independent expert endorsement. Shareholders will vote in November on a deal that would delist Lynch from the ASX.

United States Antimony Corporation has proposed acquiring Larvotto Resources in a deal that could create one of the largest antimony producers outside China, offering Larvotto shareholders a significant premium.