Latest Global Supply Chain News

Blue Star Helium has dispatched its first helium production tube trailer from its Pinon Canyon Plant, marking a key milestone as the facility ramps up output and secures a new fixed-price offtake deal.

Critica Limited’s recent drilling at its Jupiter Rare Earth Project has validated broad, near-surface high-grade zones, underpinning an imminent resource upgrade and advancing its scoping study.

Channel Infrastructure has unlocked value from decommissioned assets while the Marsden Point Biorefinery project broadens its scope to include fertiliser production, aiming to boost New Zealand’s fuel and economic security.

Arafura Rare Earths has wrapped up the second tranche of its A$350 million placement, issuing over 671 million shares and raising A$174.5 million. The company is also finalising its share purchase plan with results due next week.

Brazilian Critical Minerals (ASX: BCM) has raised around A$10 million through a two-tranche institutional placement to fast-track its Ema Rare Earths Project towards a Final Investment Decision. The capital injection follows a robust Bankable Feasibility Study highlighting Ema's low capital intensity and strategic significance.

ACDC Metals has locked in a crucial 10-year Retention Licence for its Goschen Central rare earth and heavy mineral sands project, underpinning long-term development plans backed by a robust $384 million NPV8 Scoping Study.

International Graphite Limited has appointed Liam Farley, CEO of Xcelsior Capital, to its board and increased its placement to $4.4 million, reinforcing its strategic push in graphite processing across Australia and Europe.

Terrain Minerals has reported compelling assay results from 35 air core holes at its Lort River Rare Earths Project in Western Australia, revealing a broad, shallow clay-hosted rare earth system with standout high-grade intervals and significant heavy rare earth proportions.

Red Mountain Mining has verified significant tungsten mineralisation at its Pioneer Tungsten Project, with rock chip assays rivaling nearby major deposits. The company is gearing up for further sampling and potential drilling to explore this critical minerals opportunity.

Brazilian Critical Minerals releases a robust Bankable Feasibility Study for its Ema Rare Earth Project, highlighting a US$1.47 billion post-tax NPV and a swift 0.5-year payback period, underpinned by low capital and operating costs.

Kingfish Limited posted a $13.6 million net loss for the year ended 31 March 2026, with portfolio returns lagging the benchmark amid geopolitical tensions and AI sector uncertainty.

Perpetual Resources (ASX: PEC) has locked in a 100% stake in the historic Nevada Scheelite tungsten mine, boasting an average grade of 1.1% WO3 and existing underground infrastructure. The acquisition is backed by a $2.5 million placement to fund validation and exploration.