Latest Supply Chain Diversification News

Northern Minerals has completed a Definitive Feasibility Study for its Browns Range Heavy Rare Earths Project, confirming its technical and financial viability as a critical new source of dysprosium and terbium outside China.

Cobalt Blue Holdings has raised $2.5 million through a $1 million institutional placement and a $1.5 million placement agreement with Lind Global Fund III, aiming to advance its cobalt refinery and exploration projects.

Hazer Group and First Graphene have signed a non-binding MOU to explore innovative applications for Hazer’s proprietary graphite, aiming to capitalize on rising global demand amid supply constraints.

Centuria Industrial REIT has successfully settled a A$325 million exchangeable notes offering due 2030, simultaneously repurchasing nearly A$300 million of its higher-cost notes maturing in 2028. This refinancing move aims to extend debt maturity and reduce interest expenses.

Cettire Limited reported stable revenue for FY25 despite a challenging luxury market, but profitability sharply declined due to increased promotional activity and softer demand.

Lynas Rare Earths has launched a fully underwritten A$750 million equity raising to fund its ambitious Towards 2030 growth strategy, aiming to expand rare earths production and downstream capabilities outside China.

Breville Group Limited reported robust FY25 results with 10.9% revenue growth and a 10.2% rise in EBIT, underpinned by strong coffee segment performance and strategic geographic expansion. The company also advanced its sustainability agenda, achieving net zero Scope 1 and 2 emissions.

Pacgold Limited advances its Northern Queensland footprint with a maiden 900,000-ounce gold resource at Alice River and a new high-grade antimony acquisition at St George, positioning itself amid critical mineral supply challenges.

EcoGraf Limited reveals a major breakthrough in its HFfree® graphite purification technology, cutting operating costs by 25% and projecting a US$282 million NPV for its initial 25,000 tonnes per annum facility. This positions the company as a competitive, eco-friendly supplier amid rising global demand and geopolitical shifts in battery materials.

Australian Rare Earths Limited (AR3) has received a $1 million instalment from the Australian Government’s $5 million IPCM grant, boosting progress on its Koppamurra Rare Earths Project. This funding supports critical metallurgical testwork and a Pre-Feasibility Study, positioning AR3 as a key future supplier of rare earths.

Lindian Resources has locked in a US$20 million funding facility and a 15-year offtake agreement with Iluka Resources, cementing a strategic partnership that advances the Kangankunde Rare Earths Project and links supply to Australia’s Eneabba refinery.

Viridis Mining and Minerals has been selected for up to US$903 million in Brazilian government funding to advance its Colossus Rare Earth Project, while delivering Brazil’s first locally sourced rare earth oxides and posting robust Pre-Feasibility Study results.