Latest Market Demand News

Region Group has reported a robust first half for FY26, with solid growth in funds from operations and an upgraded earnings outlook. Strategic acquisitions and portfolio management underpin its positive momentum.

West Cobar Metals has confirmed that antimony grades at its Bulla Park project in NSW are higher than previously reported, thanks to a new assay method. This discovery could enhance the deposit’s value amid rising demand for critical minerals.

Red Mountain Mining has acquired the Thompson Falls Antimony Project on the Montana-Idaho border, adjacent to the only operating antimony smelter in the US. Early assays reveal exceptional grades, positioning the company to capitalise on critical mineral supply chain demands.

Volt Resources has extended and significantly increased its graphite offtake agreement with Qingdao Baixing, aligning with the Bunyu project’s development timeline and production targets.

BPH Global has secured a $1 million strategic placement to accelerate growth of its Indonesian seaweed trading operations, backed by record sales and robust infrastructure. This capital injection aims to boost trading volumes and pave the way for higher-margin revenue streams.

Fortuna Metals has confirmed it is exempt from Malawi’s 2025 raw mineral export ban, provided it processes rutile and graphite locally before export. This regulatory clarity positions the company to develop premium mineral products for high-value markets.

Lithium Universe Limited has secured a decade-long binding offtake agreement with Norah Mining Limited to supply spodumene concentrate for its Bécancour Lithium Refinery in Canada, reinforcing its North American lithium ambitions amid rising prices.

Vitrafy Life Sciences has delivered key milestones in the first half of FY26, including a strategic partnership with IMV Technologies and progress in clinical studies, while maintaining a strong cash position to support its U.S. expansion and product launches.

Provaris Energy and Yinson Production have teamed up with Himile Heavy Industries to explore manufacturing large-scale LCO₂ tanks in China, a key step for offshore carbon capture infrastructure.

PT ANTAM Tbk reported record production and sales volumes for nickel ore, bauxite, and alumina in FY25, driven by strong domestic demand and operational efficiencies. The company also progressed key downstream projects and strengthened its ESG leadership with multiple awards.

Conico Ltd has finalised a major recapitalisation and corporate restructure, positioning itself for renewed exploration with a focus on scandium amid strong market demand. The company plans an extensive drilling program at its Mt Thirsty project to expand its scandium resource.

Merino & Co. reported steady progress in Q2 FY26 with growing demand from China and ongoing investments in brand and manufacturing, despite a tightening cash position.