Latest Market Demand News

Lake Resources has raised A$3.8 million through an at-the-market placement priced above recent trading levels, earmarked for environmental and power optimisation work at its Kachi lithium project.

Australian Mines has fast-tracked its Flemington Scandium Project pre-feasibility study to explore scaling production from 60 to 180 tonnes per annum amid rising market demand. The study builds on a strong scoping study that valued the project at up to US$860 million NPV.

Supply Network Limited has reported a strong preliminary FY2026 with $403.1 million in sales and a 44-cent fully franked final dividend, reflecting solid profit growth despite Middle East disruptions. The company is advancing major branch expansions and IT upgrades to fuel future growth.

Genetic Signatures has completed a major restructure delivering $5 million in annual savings from FY2027 and secured a decade-long supply contract with Denmark’s Hvidovre Hospital, while posting $14.8 million revenue for FY2026 amid market pressures.

Sunrise Energy Metals is fast-tracking studies to triple scandium oxide production at its Syerston project, aiming to meet soaring global demand and secure supply outside China. The initial 60tpa development targets commercial production in 2028, while the expanded 180tpa plan remains flexible and contingent on market signals.

Syrah Resources moderated graphite output amid subdued ex-China demand, raised US$72 million to support ramp-up, and advanced Vidalia anode material towards commercial sales in H2 2026.

Genesis Energy reported an 11.6% increase in electricity netback to $189/MWh in Q4 FY26, driven by a strategic shift to a single brand and simplified product offering. Despite a 5.8% decline in total customers and lower electricity sales, the company advanced its renewables pipeline and battery storage projects while thermal generation dropped sharply due to warmer conditions.

Vysarn Limited reported a record FY26 with NPBT of $20.9 million and operational revenue of $140.1 million, while completing the $50 million NewGround acquisition that boosts pro forma EPS by 26.7%.

LTR Pharma has formalised its US commercialisation strategy by signing a definitive agreement with telehealth leader Shed, targeting at least 150,000 ROXUS units in the first year through digital men’s health platforms.

Condor Energy has completed a pivotal feasibility study for its Piedra Redonda gas discovery offshore Peru, confirming a conventional development approach and underpinning ongoing commercial and financing efforts.

Meridian Energy's June 2026 report reveals record-high hydro inflows and storage, robust generation growth, and rising retail sales, offset by sharply lower wholesale prices and rising costs.

Phoslock Environmental Technologies increased production significantly in the June quarter but faced a higher operating cash flow deficit and ongoing legal disputes.