Latest Supply Agreements News

Vanadium Resources (ASX: VR8) has signed a non-binding offtake term sheet with U.S. Vanadium for 100% of vanadium slag from its Steelpoortdrift V-Iron Plant, while appointing Rand Merchant Bank to secure project financing.

Lithium Universe Limited (ASX: LU7) is pushing ahead with its second lithium refinery in Texas and a silver recycling plant amid a strong lithium price rebound. The company secured a decade-long spodumene supply deal to underpin its flagship Canadian refinery and appointed Iggy Tan as full-time CEO to steer growth.

Wide Open Agriculture appoints Craig Swan as CEO and pivots to a contract manufacturing model to improve economics and scale lupin protein production, while receiving a A$1.69 million R&D tax rebate.

Radiopharm Theranostics (ASX: RAD) has completed enrolment in its Phase 2b RAD 101 brain metastases imaging trial with interim data showing 90% concordance with MRI, while progressing early-stage trials of therapeutic candidates RAD 202, RV-01, and RAD 402. The company reported a $19.2 million cash balance at quarter end, down from $34.5 million, with a net operating cash outflow of $14.9 million driven by milestone-related R&D and staff costs.

Coronado Global Resources (ASX: CRN) will hold its 2026 Annual General Meeting virtually on June 4, 2026, following a challenging 2025 marked by a $432 million net loss amid weak metallurgical coal prices and logistical constraints. The company reported operational improvements and liquidity support from Stanwell, while navigating leadership changes and ongoing risks.

Lynas Rare Earths reported a record A$265 million quarterly revenue in Q3 FY26, driven by higher NdPr prices and production milestones including early Samarium oxide output. The company secured a 10-year Malaysian operating licence and extended a key supply deal with Japanese partner JARE through 2038.

Boab Metals has secured a six-year diesel supply deal with Cambridge Gulf subsidiary CGL Fuel, ensuring fuel reliability for Sorby Hills as it advances toward production in late 2027.

AnteoTech (ASX: ADO) pushed forward its advanced battery and life sciences technologies in the March 2026 quarter, achieving key product validations and expanding its sales pipeline to record levels. The company ended the period with A$3.3 million cash and no debt following a recent A$3.5 million capital raise.

Critical Metals Corp has consolidated its stake in the Tanbreez Rare Earths Project, gaining government approval to increase ownership to 92.5%, while European Lithium retains a 7.5% interest. This clearance removes a key hurdle, enabling the project’s development to accelerate.

Green360 Technologies has produced its first commercial batch of Eco-Clay under a tolling deal with Calix, advancing its low-carbon cement alternative towards market entry in Victoria by mid-2026.

SciDev Ltd trims FY26 revenue guidance to $82-$87 million from $100-$110 million due to intensified competition in Energy Services and weather-related delays at Rum Jungle, while maintaining positive EBITDA and a confident FY27 outlook.

Qube Holdings anticipates a combined $13-$25 million EBITA impact in FY26 due to geopolitical tensions and severe weather, yet maintains an underlying earnings growth outlook amid operational resilience and contractual protections.