Latest North American Supply Chains News

Mont Royal Resources has partnered with Alta Resource Technologies to investigate a novel protein-based method for producing high-purity rare earth oxides from the Ashram Project, aiming to deepen its processing capabilities within North America’s critical minerals supply chain.

Iondrive has launched its first five-tonne IONSolv™ production campaign in North America, aiming to produce about 1.4 tonnes of mixed rare earth oxide from recycled permanent magnets by Q4 2026. This milestone bridges lab validation and commercial-scale plans while supporting US supply chain independence.

NOVONIX has hit a critical milestone by delivering a synthetic graphite anode sample to Panasonic, supporting a planned production start in late 2027. The company secured A$21.66 million in fresh capital to fund production readiness, while navigating an evolving US trade and policy landscape aimed at boosting domestic battery materials.

Critical Resources (ASX:CRR) spotlighted its multi-commodity pipeline and breakthrough battery cooling technology at the July 2026 TechKnow Invest Roadshow, highlighting exploration progress and exclusive global licensing deals.

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.

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.

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.