Latest Supply Chain Resilience News

Arafura Rare Earths has locked in binding cornerstone equity agreements worth approximately A$230 million with German and Australian government-backed funds, advancing the financing of its Nolans Rare Earths Project.

The U.S. District Court has upheld the federal permit for Ioneer’s Rhyolite Ridge project, removing key legal obstacles and enabling the company to advance construction of its critical minerals mine in Nevada.

Metallium Limited’s US subsidiary has inked a decade-long off-take agreement with Indium Corporation, setting a firm commercial foundation for supplying critical metals like gallium and germanium recovered through innovative recycling technology.

Latrobe Magnesium has locked in a US$2 million non-dilutive prepayment from its US distribution partner to accelerate commissioning of its Demonstration Plant, aiming for first magnesium deliveries in late 2026.

Group 6 Metals has extended its offtake agreement with global trader Traxys, locking in a multi-year supply of tungsten concentrate valued at US$1.75 billion. This deal strengthens G6M’s market access amid growing demand for critical minerals.

The Speewah Fluorite Project in Western Australia has been officially recognised by the Japanese and US governments as a critical minerals supply chain asset, signalling strong international support and potential financial backing.

Vulcan Energy has obtained its inaugural lithium production licence for the Lionheart Project in Germany, marking a pivotal step as the project moves into funded construction. This licence supports Vulcan’s ambition to supply Europe with sustainable lithium for electric vehicle batteries, backed by renewable energy co-production.

EcoGraf Limited has signed a non-binding MoU with Taiwan’s Long Time Technology to develop HFfree® purification facilities and expand battery anode operations across South East Asia and Taiwan, aiming to tap into Tier-1 OEM supply chains.

Lynas Rare Earths has inked a binding Letter of Intent with the US Department of War to supply critical rare earth oxides over four years, backed by a US$96 million government allocation and a US$110/kg floor price for NdPr oxide.

Ridley Corporation has revealed its FY26–28 Growth Plan, spotlighting earnings growth driven by its recent fertiliser acquisition and operational efficiencies across its agricultural inputs and feed segments. The company aims to leverage its market leadership and diversified portfolio to capitalise on rising demand in Australian agriculture.

BluGlass has embarked on a A$1.25 million development program with a major US defence prime, receiving an initial A$560,000 order to develop cutting-edge visible GaN lasers for aerospace and defence applications.

6K Additive has secured a US$1.95 million Phase II contract from a U.S. defense agency to develop domestic recycling of critical strategic metals into high-value powders, aiming to reduce reliance on foreign imports.