Latest Geopolitics News

Almonty Industries has extended and expanded its tungsten offtake agreement with Global Tungsten & Powders, raising contracted volumes by 40% and expected annual revenue by US$30 million at current prices.

D3 Energy has secured independent certification of maiden prospective resources for helium, hydrogen, and methane in its South Australian PEL121 permit, establishing a significant new critical gases footprint.

Rio Tinto reported a 3% year-on-year increase in copper equivalent production for H1 2026, driven by Oyu Tolgoi’s 31% growth and record iron ore output in the Pilbara, while maintaining full-year guidance amid geopolitical headwinds.

Kinetiko Energy is progressing rapidly from exploration to production with a major onshore gas discovery in South Africa, targeting first commercial compressed natural gas by late 2027 through a phased, capital-efficient development.

EQ Resources reported FY26 tungsten production of 1,189 tonnes WO3 and is advancing major expansion projects at its Mt Carbine and Barruecopardo mines to more than triple output amid tightening global supply.

Olympio Metals has secured two historically rich silver and antimony projects in the US, unlocking significant exploration potential with no modern drilling recorded. The acquisition aligns with US strategic mineral priorities and sets the stage for renewed exploration activity.

Nova Minerals has completed engineering and design for its Estelle antimony pilot plant in Alaska, moving swiftly into procurement and construction with equipment en route to site.

Future Generation Global (ASX: FGG) posted a robust 22.7% total shareholder return for the year to June 2026, driven by share price gains and fully franked dividends, while increasing its interim dividend by 5%.

Locksley Resources has demonstrated significant progress in antimony recovery through its collaboration with Rice University, successfully upgrading raw ore to high-purity antimony products and producing metallic antimony via electrodeposition.

Godolphin Resources is launching an IPO for Matrix Critical Minerals to unlock value in its Narraburra Rare Earths Project, targeting a $8-12 million raise and ASX listing in H2 2026.

Alara Resources (ASX:AUQ) is seeking to raise $3.84 million through a pro-rata non-renounceable entitlement offer, partially underwritten by major shareholder ATI. The funds will primarily support exploration and working capital amid ongoing operational progress at its Oman copper projects.

Ioneer has signed non-binding MOUs with Korea’s KIND and Hyundai Engineering, edging closer to a Final Investment Decision for its Rhyolite Ridge lithium-boron project in Nevada.