Latest Global Supply Chains News

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.

Eminence Minerals has kicked off a comprehensive drilling campaign at its Campo Grande Rare Earth Project in Brazil, targeting high-priority corridors adjacent to a major peer's high-grade rare earth discovery.

Chilwa Minerals’ latest assays from drill hole MPYDD007 at Nakombe South in Malawi confirm a multi-commodity critical minerals system with significant niobium, tantalum, rare earth elements, and gallium mineralisation. The company has defined a maiden conceptual Exploration Target and is advancing drilling towards a maiden Mineral Resource.

Electro Optic Systems (ASX:EOS) reports sustained demand driven by global conflicts, launches MARSS business in Europe, and updates 2026 revenue outlook with base business guidance of $240m to $270m.

ANTAM's 2025 AGM approved a record Rp5.04 trillion dividend distribution, reflecting a 106% profit surge. The company also greenlit a government-backed nickel downstreaming program to build Indonesia's EV battery ecosystem.

Aguia Resources has successfully commissioned its Caçapava do Sul plant, raising Pampafós phosphate fertilizer capacity to over 200,000 tonnes per annum and launching commercial sales in Southern Brazil.

QEM Limited has pushed back the deadline to complete due diligence on its planned acquisition of two U.S. critical minerals projects, citing legal and environmental concerns that require further investigation.

Cryosite Limited delivered a robust 22% revenue increase and 28% EBITDA growth for the ten months to April 2026, powered by expanding clinical trial activity and infrastructure upgrades.

XReality Group (ASX:XRG) posts strong FY26 revenue and ARR growth, marking key milestones with its first commercial MR-1 mixed reality sale to the US Department of Defense and debut European contract with the Swedish Armed Forces.

Schoolblazer Limited delivers its inaugural consolidated results following a strategic pivot to global schoolwear, posting $55.3 million revenue but a $15.2 million statutory loss amid integration and supply chain challenges.