Latest Global Supply Chains News

Qantas has sharply revised its FY26 outlook as jet fuel prices soar, doubling its international unit revenue growth forecast while trimming domestic capacity and deferring its share buyback.

Southern Cross Gold Consolidated Ltd. has transitioned its Sunday Creek project into execution, commencing surface works and targeting a maiden inferred resource in early 2027, supported by a robust $123.2 million cash position.

West Cobar Metals (ASX: WC1) is progressing its U.S.-focused critical minerals strategy by formally engaging with U.S. government funding programs and partnering with Washington D.C.-based advisor GreenMet. The company’s Australian projects contain key minerals aligned with U.S. supply chain priorities, while it evaluates potential U.S. acquisitions to expand its footprint.

Arafura Rare Earths has locked in binding cornerstone equity agreements worth approximately A$230 million with German and Australian government-backed funds, advancing the financing of its Nolans Rare Earths Project.

The U.S. District Court has upheld the federal permit for Ioneer’s Rhyolite Ridge project, removing key legal obstacles and enabling the company to advance construction of its critical minerals mine in Nevada.

St George Mining has partnered with Spain’s Tecnicas Reunidas to test advanced processing technology on its Araxá rare earths, aiming to unlock European markets alongside existing US and Brazilian alliances.

Astron Limited has completed a Bankable Feasibility Study for Phase 1 of its Donald Rare Earth and Mineral Sands Project, confirming robust economics and advanced financing talks ahead of a targeted Q2 2026 Final Investment Decision.

Aldoro Resources has reported a significant 50% increase in rare earth and strontium grades across a 525-meter continuous mineralised interval at its Kameelburg deposit in Namibia, reinforcing the project's scale and potential.

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.