Latest Geopolitics News

Lynas Rare Earths posted a record A$288.9 million in quarterly sales for Q4 FY26, driven by higher prices and heavy rare earth sales. The company advanced its Malaysia heavy rare earth facility despite a cost surge and appointed Pol Le Roux as interim CEO.

Paladin Energy completes Langer Heinrich Mine ramp-up, delivering strong FY2026 results and advancing its Canadian PLS Project with a new uranium discovery. FY2027 guidance forecasts stable production and costs amid ongoing regulatory progress.

Ardea Resources is pushing forward its Kalgoorlie Nickel Project’s Goongarrie Hub with a fully funded $98.5 million Definitive Feasibility Study, underpinned by multi-jurisdictional government support and strategic partnerships with Japanese industry giants.

KMD Brands expects a 5% rise in FY26 sales and a more than doubling of EBITDA, while planning to divest its Southeast Asian manufacturing facility over the next year.

Fenix Resources delivered record iron ore shipments and haulage volumes in the June 2026 quarter, achieving full-year FY26 production within guidance while maintaining cash costs. The company strengthened its balance sheet with a US$44 million funding facility and forged a new freight partnership to reduce shipping costs.

Yancoal's June quarter saw a 20% jump in attributable saleable coal production to 10.8 million tonnes, supported by rising realised coal prices and operational improvements. The company advances its strategic growth with the pending acquisition of an 80% stake in the Kestrel Coal Mine, while planning to close Ashton mine by early 2028.

Podium Minerals has confirmed robust platinum group metals mineralisation extending to 500 metres depth at Parks Reef, reinforcing the project's scale and growth potential amid supportive market fundamentals.

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.

WAM Income Maximiser has posted a 19.2% investment portfolio gain for the year ended June 2026, outperforming its benchmark by 13.4% with notably lower volatility, while increasing fully franked dividends to an annualised yield of 6.9%.

Almonty Industries will delist from the Toronto Stock Exchange by July 31, 2026, focusing its trading exclusively on Nasdaq to streamline costs and align with where most activity occurs.

Marmota Limited has pushed its Greenewood gold project drilling beyond 20,000 metres in just three months, significantly extending high-grade mineralisation and advancing its maiden scoping study.

South32 has outperformed its FY26 production guidance, boosted quarterly sales by 15%, and announced a strategic sale of aluminium assets to Alcoa for up to US$5.6 billion, pivoting towards a base metals-focused portfolio.