Latest Supply Agreements News

Comet Ridge now controls the entire Mahalo Gas Hub after completing its Santos buyout, but the annual report flags a material uncertainty over funding and a potential $28.7 million CleanCo settlement. The company is targeting a final investment decision while remaining pre-production and reliant on further finance.

Talga has signed a non-binding LOI with German battery maker EAS Batteries for a potential five-year supply agreement covering Talnode graphite anode products. No volumes or purchase obligations have been agreed, with product qualification and negotiations now scheduled to run into 2027.

Sparc Technologies has reported a 25% reduction in corrosion creep after adding HydroGraph’s Fractal Graphene to its ecosparc protective coating. The result strengthens the commercial case, but a definitive supply agreement remains conditional on longer testing due in November.

Dotz Nano has secured a two-year supply agreement with Finnish direct-air-capture company Soletair Power, giving its carbon-capture sorbent a defined commercial customer and a contract value of EUR600,000. The deal is an important validation step, although the announcement does not disclose volumes, margins or delivery schedules.

Echelon Resources delivered a sharp FY26 earnings increase after selling its Cue Energy stake, repaying debt and simplifying its portfolio. The headline profit includes a substantial disposal gain, leaving Palm Valley drilling and Amadeus Basin production to demonstrate the next phase of value creation.

Cobre has secured two ore supply agreements that could add about 300 tonnes of copper cathode a month from Q4 2026, without changing its existing production guidance. The deal is designed to lift utilisation of the under-used Sierra Atacama plant while the company transitions from underground to open-pit mining in 2027.

Forrestania Resources has secured a framework to purchase and process up to 2 million tonnes of third-party ore while locking in key laboratory, haulage and reagent arrangements for its Lake Johnston and Edna May hubs. The agreements strengthen restart preparation, although financial terms, margins and delivery timing remain undisclosed.

EV Resources has produced a 68.3% antimony concentrate from preliminary bench-scale testing of material from the Vinatas operation in Mexico. The results support Tecomatlán as a potential regional processing hub, but the proposed ore supply remains non-binding and plant-scale performance is untested.

The Calmer Co International Limited has closed a renounceable rights issue, raising $1.82 million before costs with full director participation. The capital will support inventory build, retail expansion with Coles, and ongoing strategic partnerships in kava supply and manufacturing.

Argosy Minerals has raised $3 million through a placement at a 19% discount, with an additional $500,000 sought via a Share Purchase Plan to fund its 12ktpa Rincon Lithium Project development.

BLS Pharmaceuticals (ASX: BLS) reported a standout FY26 with revenue surging 161% to $74.2 million and net profit more than tripling to $15.4 million, driven by expanded manufacturing and major international contracts including a $50 million German supply deal.

MyEco Group has trimmed its net loss by 8.1% in FY26, driven by a strategic shift toward higher-margin sustainable consumer products and operational cost savings. Australian retail sales surged 22.7%, underpinning a stronger revenue mix and improved cash flow.