Latest Strategic Supply Agreements News

Lynas Rare Earths delivered a record A$977.9 million revenue and A$222.4 million net profit in FY26, underpinned by strong rare earth production, strategic supply agreements, and a 10-year Malaysian licence renewal.

Andromeda Metals has successfully produced 4N High Purity Alumina (HPA) with 99.9986% purity at continuous pilot scale, marking a crucial step towards commercialisation and customer evaluation under a strategic supply agreement with Traxys.

The Calmer Co. has secured a long-term supply agreement for premium noble kava from Papua New Guinea and Vanuatu, underpinning its manufacturing growth and diversified Pacific sourcing network.

EV Resources has locked in agreements covering more than 50% of its Tecomatlán Processing Plant's feedstock capacity through four non-binding MOUs, advancing its path to near-term antimony production amid global supply tightness.

BrainChip detailed significant progress in its neuromorphic AI technology and commercial strategy at its 2026 AGM, highlighting the AKD1500 chip launch and expanding defense and industrial collaborations.

Botanix Pharmaceuticals has successfully renegotiated its API supply agreement, deferring significant purchases to later years and strengthening its financial position ahead of Sofdra's market rollout.

Nickel Industries has secured a significant increase in its 2026 ore sales license and finalized a long-term supply agreement for its Excelsior Nickel Cobalt project, enhancing production certainty and sustainability.

BPH Global has reported record sales in its Indonesian seaweed operations alongside completing a $1.1 million capital raise and advancing promising R&D projects. The company is scaling its trading platform and expanding into bio-stimulants and wellness products as it enters 2026.

Range International’s subsidiary Re>Pal Indonesia has landed significant supply contracts with major FMCG players Yakult, FKS Food, and Mayora, marking a strong step in sustainable packaging solutions.

Northern Minerals Limited (ASX – NTU) has launched a $60.5 million equity placement to fund the development of its Browns Range Heavy Rare Earths Project in Western Australia, supported by strategic partnerships and conditional debt backing from Australian and US government agencies.

BrainChip Holdings has moved its AKD1500 neuromorphic AI chip into volume production, supported by key supply agreements and expanded distribution channels, while maintaining a stable cash position.

Titomic Limited and Amaero Ltd have entered a five-year exclusive agreement to supply high-quality titanium and refractory powders, bolstering cold spray additive manufacturing for defense and aerospace sectors.