Latest Market Demand News

Li-S Energy has won a $7.8 million ARENA grant to accelerate development of a lithium-sulfur battery manufacturing facility in Australia, aiming to boost production capacity from 2 MWh to 1 GWh annually.

Cobalt Blue Holdings is pivoting its Broken Hill Technology Centre to process battery black mass, aiming to secure a sustainable domestic feedstock for its Kwinana Cobalt Refinery and unlock near-term revenue opportunities.

Megaport Limited has launched a Share Purchase Plan (SPP) targeting up to A$20 million, following a successful A$200 million institutional placement. Eligible shareholders in Australia and New Zealand can acquire shares at a discount, supporting the company’s recent acquisition and expansion plans.

James Hardie Industries reports a 34% jump in Q2 FY26 net sales driven by the AZEK acquisition and European growth, while grappling with margin pressures and integration costs.

New Frontier Minerals has locked in a decade-long exclusive agreement with Metallium to apply cutting-edge Flash Joule Heating technology to its Harts Range ore, achieving unprecedented rare earth enrichment. This partnership targets strategic US defense and magnet markets, marking a pivotal step for the project’s commercial future.

Stellar Resources has raised an extra A$500,000 through a placement to a major shareholder, adding to a recent $12.4 million capital influx aimed at advancing its Heemskirk Tin Project in Tasmania amid robust tin market demand.

HMC Digital Infrastructure Ltd’s DigiCo REIT has surpassed its IPO guidance with strong growth in contracted IT capacity and accelerated development projects in Australia and the US, positioning itself for a $180 million EBITDA run-rate by July 2026.

First Graphene has extended its partnership with Breedon Group to October 2026 following successful trials of graphene-enhanced cement that improved strength by up to 35% and reduced CO2 emissions by 15%.

Associate Global Partners Limited (AGP) reported robust FY25 results, with funds under management climbing to $1.464 billion, driven by stellar investment returns and successful capital raisings. The firm is advancing its distribution reach and launching new products to sustain momentum.

Lodestar Minerals has appointed two former heavy rare earths experts from MP Materials and Lynas Rare Earths to spearhead its U.S. downstream magnet and supply chain strategy, following its planned acquisition of the Virgin Mountain project in Arizona.

Altech Batteries reveals Sodium-Nickel-Chloride (SNC) batteries achieve an exceptionally low failure rate of 0.6-1.5% over 15+ years in harsh South African conditions, significantly outperforming lithium-ion and lead-acid alternatives.

Verbrec Limited is streamlining its business by selling its Competency Training division for $11.5 million and acquiring Alliance Automation for $5.5 million, significantly boosting its digital and automation capabilities.