Latest Geopolitics News

Rio Tinto has opted out of operating Sovereign Metals' Kasiya project, ending its exclusive marketing rights and allowing Sovereign to pursue a US-focused critical minerals approach. Sovereign aims to secure binding offtake deals with US and allied partners, leveraging Kasiya's strategic minerals for Western supply chains.

OD6 Metals has unveiled exceptional high-grade fluorspar channel sampling results at its Horseshoe Prospect, pointing to a substantial near-surface deposit with grades averaging above 64% CaF2 and widths up to 50 metres.

West Cobar Metals (ASX: WC1) has identified promising high-grade scandium drill targets at its Salazar project, alongside metallurgical testwork indicating potential for lower-cost scandium production via atmospheric leaching and bioleaching.

EV Resources has delineated two structurally controlled mineral corridors at its Nevada projects, defining a clear path to drill targets amid growing US antimony supply concerns.

Netwealth has broadened its partnership with Morgan Stanley Wealth Management Australia by providing a new domestic platform for ASX equities and investments, underpinning robust FY26 fund inflows and an optimistic FY27 outlook.

Atomos Limited has trimmed its FY26 sales guidance to approximately $40 million due to softer end-consumer demand and delayed product shipments, while forecasting EBITDA between $2.5 million and $3.5 million supported by improved margins.

Compumedics reported a record $60.3 million in FY26 revenue, driven by an 18% year-on-year increase and a 70% jump in SaaS recurring revenues from Somfit and Nexus 360. The company resolved supply chain disruptions and targets faster EBITDA growth in FY27.

Cobre Limited has achieved a swift operational turnaround at its Sierra Atacama copper mine, generating positive operating cash flow within two months of assuming control. The company targets a significant production ramp-up supported by capital investments and ongoing optimisation.

Southern Cross Gold's latest drilling at Sunday Creek reveals strong antimony dominance alongside gold, with standout intercepts reinforcing the project's critical mineral potential.

Gold Hydrogen gears up for critical Ramsay Project flow testing of Natural Hydrogen and Helium, while advancing a green methanol feasibility study with Mitsubishi Gas Chemical.

Iluka Resources has locked in a long-term supply deal with VHM Limited for rare earth concentrate from the Goschen project, underpinning its Eneabba refinery feedstock with a $40 million convertible note commitment to aid project development.

SRJ Technologies has started delivering services under two major Middle East contracts, marking the transition from agreements to revenue-generating operations with AD Ports Group’s Divetech and Dubai Petroleum.