Latest Supply Chain Disruption News

Viridis Mining and Minerals is expanding its Viridion joint venture to develop a rare earth refinery in the U.S., leveraging Brazilian feedstock and proprietary technology to meet growing demand for secure, non-Chinese rare earths.

Yowie Group has posted its first profitable seasonal quarter, driven by strategic cost control and product improvements, but faces ongoing capital challenges due to a significant loan default by Keybridge Capital.

Aldoro Resources has announced assay results from diamond drilling at its Kameelburg project in Namibia, revealing a significant south-west extension that doubles the discovery footprint and delivers the highest grades to date.

5E Advanced Materials has raised $6.35 million through a private placement to advance its boron and lithium project in Southern California, aiming to strengthen U.S. supply chains and move closer to commercialization.

Nimy Resources has clarified that no undisclosed information explains its recent share price jump, pointing instead to ongoing drilling and positive media coverage about a gallium discovery.

James Hardie Industries plc has entered a definitive merger agreement to acquire The AZEK Company Inc. in a $7.8 billion deal, creating a combined leader in outdoor living and home exteriors. The transaction, expected to close in the second half of 2025, will see AZEK stockholders owning approximately 26% of the combined company.

Gale Pacific has sharply downgraded its full-year EBITDA guidance due to tariff-driven demand softness in the US, while its Australia, New Zealand, and developing markets hold steady.

Globe Metals & Mining has signed two non-binding MOUs covering up to 100% of Phase 1 production at its Kanyika Niobium Project, while finalising its updated Bankable Feasibility Study is delayed to June 2025. The company also secured additional short-term funding to support ongoing development.

TZ Limited reported a challenging Q3 FY2025 with a $1.03 million net cash outflow amid US tariff disruptions but strengthened its SaaS base through the Keyvision acquisition, positioning for a rebound and growth in FY2026.

Peninsula Energy has postponed commissioning of its Lance Uranium Project’s Central Processing Plant to the June quarter, prompting a downward revision of production forecasts through 2027 amid leadership changes and share suspension.

Aldoro Resources has reported significant assay results from its Kameelburg project in Namibia, confirming a large polymetallic deposit rich in rare earth elements, niobium, and molybdenum. The discovery, characterized by extensive mineralization and strategic metal zonation, is shaping up as a potential Tier 1 resource with strong commercial appeal.

SRJ Technologies reports a 47% drop in Q1 cash receipts but secures significant new contracts and advances a strategic leadership transition aimed at stabilising growth.