Latest North American Supply Chain News

Lithium Universe (ASX: LU7) has made significant progress in its Silver Extraction PV Recycling (SEPR) project by developing a microwave-based delamination process that preserves valuable solar panel materials and reduces energy use. The company is also advancing its lithium refinery plans in North America.

Novonix has secured A$20.7 million from an institutional placement at a 33% discount, alongside a A$3 million Share Purchase Plan for existing shareholders, aiming to fund production capacity expansion amid growing battery demand.

PMET Resources has received a non-binding Letter of Interest from Société Générale to act as Mandated Lead Arranger for debt financing of the Phase 1 development of its Shaakichiuwaanaan lithium project in Quebec, advancing its syndicate-building strategy ahead of an updated feasibility study.

Lithium Universe Limited appoints Iggy Tan as full-time CEO and Executive Chairman, signalling a strategic push to fast-track lithium refinery projects and innovative recycling technologies.

EV Resources has partnered with U.S.-based MineMaker LLC to accelerate its antimony projects in Mexico and Nevada, aiming to become a key supplier to North America’s critical minerals market.

EV Resources has successfully produced its first metallic antimony ingots from the Los Lirios project in Mexico, validating a low-cost smelting process and advancing its strategy to supply the North American market.

NOVONIX is ramping up industrial-grade synthetic graphite production with mass manufacturing slated for 2026, while battery-grade output for Panasonic faces delays until late 2027. The company also navigates a major offtake termination and secures significant funding to support its growth.

Critical Resources Limited launches a comprehensive 2026 exploration program targeting significant lithium resource growth across the Northern Prospects of its Mavis Lake Project in Ontario, Canada.

NOVONIX has delayed the start of mass production of battery-grade synthetic graphite anode material for Panasonic Energy to the second half of 2027, while maintaining its 2026 target for industrial-grade graphite production.

Volt Resources has initiated a Definitive Feasibility Study for its Alabama Graphite Refinery, aiming to produce high purity graphite by mid-2026 and strengthen US critical minerals supply chains.

EV Resources has secured a 150-tonne-per-day processing plant near its Los Lirios project, fast-tracking antimony production and positioning itself as a key North American supplier.

Bayan Mining and Minerals Limited has secured $3.27 million through a strategic placement to fast-track exploration at its Desert Star projects in California’s Mojave Desert, positioning itself near major rare earth and gold mining operations.