Latest Global Supply Chain News

InVert Graphite reports impressive high-grade graphite trench results up to 31.4% TGC at its Morogoro Project in Tanzania and has commenced its maiden drilling program to further explore these promising deposits.

Lynas Rare Earths is set to boost its Heavy Rare Earths production with a new separation plant in Malaysia, aiming to meet rising global demand outside China. The A$180 million project will leverage Lynas’ Mt Weld deposit and local resources to supply critical materials for advanced manufacturing.

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.

Syrah Resources reported resumed production at its Balama graphite mine and ongoing qualification delays at its Vidalia anode material facility, while US tariffs on Chinese graphite reshape global supply chains.

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.

Firebird Metals has appointed industry veteran Ron Mitchell as CEO, signaling a strategic push in lithium and manganese battery materials development. The leadership reshuffle also sees Evan Cranston become Executive Chairman, while Peter Allen transitions to a consulting role.

AnteoTech Ltd reports strong quarterly progress with a key US joint development agreement, significant manufacturing scale-up, and expanded market access in South Korea, underpinning its 2025 commercialisation strategy.

Nova Minerals has secured a significant US$43.4 million funding award from the U.S. Department of War to accelerate its Estelle Project in Alaska, advancing both gold and antimony development with strong government backing and infrastructure progress.

Australian Strategic Materials (ASM) reports significant progress in rare earth metals production and strategic growth, including a major capital raise and advances in its Dubbo and US projects.

Sunrise Energy Metals has nearly doubled its scandium resource at the Syerston Project and attracted significant US government financing interest, underscoring the strategic value of its critical minerals assets amid tightening global supply.