Latest Supply Agreements News

Speculative money piled into new discoveries and tight-supply metals, while a handful of small caps were sold hard on thin liquidity. The week’s biggest moves came from PGMs and tungsten on the way up, and micro-cap gas on the way down.

A handful of healthcare names did the heavy lifting this week, driven by FDA wins, guideline upgrades, and big shifts in sales and cashflow. The flip side: several clinical-stage stocks fell hard as investors stayed picky about near-term proof and funding.

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.

European Lithium Limited has bolstered its cash reserves with over A$300 million from share sales in Critical Metals Corp, while delivering promising high-grade rare earth drilling results at its Greenland Tanbreez Project.

Industrial Minerals Ltd has announced a maiden JORC Inferred Mineral Resource Estimate of 6.2 million tonnes at 98% silica for its Pippingarra Quarry Project, signalling a significant step forward in supplying high-value quartz to advanced technology markets.

Northern Minerals has made significant strides in developing its Browns Range Heavy Rare Earths Project, securing substantial funding support from US and Australian agencies alongside a $60.5 million capital raise. Exploration success and engineering progress position the company for a Final Investment Decision by late 2026.

Clarity Pharmaceuticals reports robust progress in prostate cancer and neuroendocrine tumour trials alongside a strong cash position of $226.2 million, underpinning its path towards commercialisation.

Central Petroleum has secured a letter of intent for a long-term gas supply contract through 2034 and expanded its exploration portfolio into the Otway and Cooper Basins, setting the stage for multiple new wells and production growth.

RooLife Group Limited (ASX, RLG) reported a strong Q2 FY2026 with revenue climbing to $3.25 million, driven by rapid growth in its RLG Coffee range in China. The company’s lean, data-driven marketplace model is scaling efficiently despite expected seasonal slowdowns.

Nickel Industries welcomes Sphere Corp as a strategic partner with a 10% stake in the Excelsior Nickel Cobalt project, while revising acquisition terms to reduce cash outflows and securing a 15-year exclusive ore supply deal.

AnteoTech has marked significant progress in battery and life sciences sectors, highlighted by a major capital raise and strategic US partnership. The company is poised to convert promising trials into sales amid expanding market opportunities.

ABx Group Limited has reported significant progress across its rare earths, fluorine chemical, and bauxite mining projects, underpinned by a $6 million capital raise and promising metallurgical results.