Latest Market Demand News

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.

FirstWave Cloud Technology has completed a $2.66 million capital raise alongside operational restructuring and a strategic shift to AI-powered compliance management, positioning itself for growth with renewed key contracts and improved cash flow.

Talga Group has reported a quarter of significant commercial and regulatory progress, including its largest anode shipment, expanded product offerings, and major mining approvals in Sweden, supported by substantial capital raises and new patents.

Echelon Resources reported a slight dip in production but secured long-term gas sales contracts extending to 2034 and plans four new development wells in the Amadeus Basin. The company also reduced its debt by A$7 million, maintaining financial flexibility for growth.

Minbos Resources advances key financing deals and unveils a cost-cutting plan for its Cabinda Phosphate Project, while forming a strategic joint venture to develop green ammonia production targeting 2028.

Cobalt Blue Holdings has enhanced the financial outlook for its Kwinana Cobalt Refinery project, secured a $5.3 million capital raise, and advanced key environmental and feedstock initiatives amid a tightening cobalt market.

Andromeda Metals has made significant strides in advancing its Great White and High Purity Alumina projects, underpinned by a $14 million capital raise and the commencement of Early Works at the Great White site.