Latest Geopolitics News

Iluka Resources has met its full-year zircon-in-concentrate production guidance by mid-2025 while progressing key projects like Balranald and Eneabba amid ongoing global trade uncertainties.

Amotiv Limited reports a slight decline in EBITA for FY25 alongside a significant non-cash impairment on its APG business, reflecting a cautious outlook amid challenging market conditions.

WAM Global Limited outperformed the MSCI World Index with a 19.4% portfolio gain in FY2025, prompting an increased fully franked dividend of 17.0 cents per share. The company’s strong results reflect strategic positioning amid global market volatility.

Kingsland Minerals is finalising its scoping study for the Leliyn Graphite Project, positioning itself to capitalise on shifting global graphite markets driven by new US tariffs on Chinese imports.

Sunrise Energy Metals reports strong high-grade scandium drill results at Syerston and secures $7.5 million to accelerate project development. The company is updating its feasibility study amid growing market demand and geopolitical supply pressures.

Volt Resources has drawn $0.5 million from a $1 million funding agreement to accelerate development of its graphite projects in Tanzania and the US, positioning itself amid rising US tariffs on Chinese graphite imports.

American Rare Earths announces the resignation of CEO Chris Gibbs as leadership transitions to focus on advancing the Halleck Creek Project, with minimal disruption expected.

BKI Investment Company posted a solid financial performance for FY2025 with a 1% increase in dividends and introduced a neutralised Dividend Reinvestment Plan to maintain capital neutrality. Despite modest portfolio underperformance against major ETFs, BKI continues to offer an attractive dividend yield amid shifting market dynamics.

BKI Investment Company Limited reported a modest rise in revenue and operating profit for FY2025, alongside a 1% increase in dividends, supported by robust returns from key portfolio holdings.

Tivan and Sumitomo Corporation have formalised their joint venture for the Speewah Fluorite Project, securing a strategic investment from Japan’s JOGMEC. This partnership marks a significant step towards advancing the project’s feasibility and strengthening Australia-Japan critical minerals ties.

BKI Investment Company Limited reported a 4% decline in net profit for FY2025, driven by lower special investment revenue despite a 1% rise in ordinary revenue. The company declared a fully franked final dividend of 4.00 cents per share, maintaining a steady income stream for shareholders.

Meteoric Resources has released a robust Pre-Feasibility Study for its Caldeira rare earths project in Brazil, highlighting a low-cost, long-life deposit with strong government backing and a targeted production start in 2028.