Latest Geopolitics News

Arafura Rare Earths has made decisive strides in funding its Nolans Project, securing up to US$400 million in conditional and indicative investments from Australian and US government-linked financiers, alongside a strong equity raise.

Arafura Rare Earths has launched a major A$475 million placement alongside a A$50 million share purchase plan, significantly advancing funding for its Nolans Project and edging closer to a Final Investment Decision in early 2026.

Mount Ridley Mines reports a maiden inferred gallium resource of 838.7 million tonnes at its Mt Ridley Project, marking a significant step in Australia's critical minerals landscape amid global supply chain shifts.

Locksley Resources has made significant strides in its US critical minerals strategy, advancing proprietary antimony refining technology and expanding its Mojave Project landholding. The company also completed an oversubscribed capital raise to fund upcoming drilling and downstream processing initiatives.

Greenwing Resources has launched a Stage 2 Scoping Study to explore restarting and expanding its Graphmada Graphite Mine in Madagascar, aiming to meet rising global demand and strategic supply challenges.

Heavy Rare Earths Limited has completed the acquisition of an 80% interest in the Prospect Hill Tin Project, South Australia’s most advanced tin asset, setting the stage for a swift maiden resource estimate.

Canadian Phosphate Limited has bolstered its balance sheet through the sale of its pelleting plant and reported improved cash flow despite permitting setbacks in British Columbia. The company is strategically positioned to capitalize on growing North American demand for domestically sourced phosphate amid global supply disruptions.

Group 6 Metals has completed open cut mining at its Dolphin project, ramped up tungsten production to record levels, and secured new funding while preparing for underground operations.

Northern Minerals Limited (ASX – NTU) has launched a $60.5 million equity placement to fund the development of its Browns Range Heavy Rare Earths Project in Western Australia, supported by strategic partnerships and conditional debt backing from Australian and US government agencies.

Northern Minerals has raised $60.5 million through a heavily oversubscribed placement to advance its Browns Range Heavy Rare Earths Project, positioning itself as a key supplier of critical minerals essential for clean energy and defense technologies.

Lodestar Minerals has agreed to acquire a major heavy rare earth element project in Arizona, positioning itself near the US's only active rare earth mine amid tightening Chinese export controls. The $3.25 million placement backs immediate exploration plans.

TotalEnergies has lifted the force majeure on the $20 billion Mozambique LNG project, signaling a full restart after 4.5 years. RBR Group, uniquely positioned as the only ASX-listed company with direct exposure, stands to benefit from the surge in workforce and infrastructure demand.