Latest Market Dynamics News

Southern Palladium’s March quarter report highlights strong project economics from its Bengwenyama PGM project, with a $1.06 billion NPV and a mining right decision expected in Q2 2025. The company is progressing a Definitive Feasibility Study and project optimisation to accelerate production.

Australian Critical Minerals reports significant high-grade iron ore discoveries at its Pilbara Shaw and Cooletha projects, while strategically withdrawing from rare earths to concentrate on iron assets.

Castile Resources has added critical mineral bismuth as a by-product to its Rover 1 Bankable Feasibility Study, leveraging a dramatic price surge driven by Chinese export restrictions.

Peak Rare Earths made significant strides in the March 2025 quarter, progressing its Ngualla Rare Earth Project, securing A$8.5 million in capital, and benefiting from a surge in rare earth prices driven by growing EV demand and evolving Chinese regulations.

Energy Metals Limited has reported a 12% increase in uranium resources at its flagship Bigrlyi Joint Venture, strengthening its position amid a stable uranium market and robust cash reserves. The company is advancing exploration plans across its Northern Territory and Western Australia projects for 2025.

Leeuwin Metals has rapidly transformed into a formidable Western Australian gold explorer by acquiring the Marda Gold Project, completing its maiden drilling program, and securing $3.25 million in fresh capital. Historical data and early drilling hint at significant high-grade gold potential.

Desane Group Holdings reports a $6.6 million uplift in its property portfolio valuation, driven by strong leasing activity and market demand, enhancing shareholder value with a 9-cent increase in net tangible assets per share.

Canadian Phosphate Limited reported a steady rise in Q1 sales to $534,000, driven by US demand, with a significant capacity expansion at a key customer set to boost Q2 performance. The company also advances exploration and permitting efforts amid shifting North American phosphate dynamics.

Alexium International Group reported a challenging Q3 FY2025 with lower revenues due to softness in the US bedding market, while making significant technological strides and maintaining a solid funding position.

Syrah Resources reports a strategic pause at its Balama graphite mine while advancing production at its Vidalia AAM facility, navigating evolving US trade policies and strong EV-driven demand. The company’s integrated ex-China supply chain and ESG credentials position it for growth despite near-term operational headwinds.

Peet Limited has upgraded its FY25 net profit forecast, buoyed by a robust project pipeline and solid settlement progress, signaling sustained growth in the property development sector.

Solis Minerals has raised A$4.5 million to advance drilling at its copper-rich projects in southern Peru, confirming promising new copper-gold targets and appointing a seasoned CEO to lead exploration efforts.