Latest Global Supply Chain News

Impact Minerals has raised A$2 million through a strategic placement to advance its High Purity Alumina project and explore new industrial minerals opportunities in Western Australia.

RLF AgTech has raised $4.5 million through an institutional placement to accelerate its commercial rollout and meet rising demand amid global fertiliser shortages.

Mount Ridley Mines has announced a significant inferred mineral resource of heavy rare earth oxides at its Western Australian project, highlighting strong concentrations of critical elements dysprosium and terbium essential for advanced technologies.

The Speewah Fluorite Project in Western Australia has been officially recognised by the Japanese and US governments as a critical minerals supply chain asset, signalling strong international support and potential financial backing.

Impact Minerals has identified substantial sulphate clay deposits at its Salmon Gums Project, defining an Exploration Target of up to 4.3 million tonnes with significant potash content, advancing plans for fertiliser and acid production.

Diatreme Resources has reported a significant boost in mineral recoveries and production forecasts for its Cyclone Project in Western Australia, driven by advanced metallurgical testwork and flowsheet optimisation.

Sims Limited projects a robust FY26 underlying EBIT between $350 million and $400 million, buoyed by strong non-ferrous metal prices and resilient memory chip demand despite geopolitical and market headwinds.

Sovereign Metals has significantly upgraded its Kasiya Rutile-Graphite Project resource, increasing measured and indicated rutile by 32% ahead of its definitive feasibility study. This cements Kasiya as the world’s largest natural rutile deposit, reinforcing its strategic importance in critical mineral supply chains.

EcoGraf Limited has signed a non-binding MoU with Taiwan’s Long Time Technology to develop HFfree® purification facilities and expand battery anode operations across South East Asia and Taiwan, aiming to tap into Tier-1 OEM supply chains.

Lynas Rare Earths and Japan Australia Rare Earths B.V. have extended their supply agreement to 2038, securing firm commitments for critical rare earths with a pricing floor and upside sharing mechanism.

Ridley Corporation has revealed its FY26–28 Growth Plan, spotlighting earnings growth driven by its recent fertiliser acquisition and operational efficiencies across its agricultural inputs and feed segments. The company aims to leverage its market leadership and diversified portfolio to capitalise on rising demand in Australian agriculture.

Magnetite Mines Limited (ASX:MGT) has been awarded Federal Major Project Status for its Razorback Iron Ore Project, unlocking government support as it advances multi-commodity exploration across South Australia. The company is progressing rare earth, copper, and gold programs while positioning Razorback for long-term green steel supply.