Latest Supply Chain Resilience News

Astron Limited and Energy Fuels have received a conditional Letter of Support from Export Finance Australia for up to A$80 million in senior debt financing, advancing the Donald Rare Earth and Mineral Sands Project toward production.

Arafura Rare Earths has received conditional approval for a US$100 million equity investment from Export Finance Australia, reinforcing the strategic importance of its Nolans Project in Australia’s critical minerals landscape.

Arafura Rare Earths has secured a non-binding Letter of Interest from the US Export-Import Bank for up to US$300 million to support its Nolans Project, enhancing the US rare earth supply chain and national security.

VHM Limited has obtained conditional financial backing of up to A$379 million from Export Finance Australia and the US Export-Import Bank to advance its Goschen Rare Earths and Mineral Sands Project in Victoria.

Latrobe Magnesium Limited has received a non-binding Letter of Interest from the U.S. Export Import Bank to finance up to A$200 million for its Stage 2 Commercial Magnesium Plant, aiming to strengthen critical mineral supply chains for the U.S.

Pioneer Lithium has launched its maiden field exploration program at the North Pine Project in Idaho, targeting critical antimony and tungsten deposits near major US mineral developments.

Viridis Mining and Minerals has secured a prime site and finalized key contracts for its Rare Earth Research and Processing Centre in Brazil, positioning itself as a critical Western-aligned rare earth supplier amid tightening Chinese export controls.

VHM Limited has secured a significant offtake framework with Mitsui and a US$200 million financing interest from the US Export-Import Bank for its Goschen Rare Earths and Mineral Sands Project, alongside key environmental approvals. These milestones set the stage for a Final Investment Decision in the first half of 2026.

SRG Global has agreed to acquire Total AMS Pty Ltd (TAMS), a leading marine infrastructure services provider, for $85 million, significantly enhancing its revenue and earnings profile for FY26.

Metallium Limited is set to commission its first Flash Joule Heating processing line in Texas by December 2025, expanding capacity fivefold and adding a second rare earth demonstration line. This move positions the company as a key player in non-Chinese critical metals refining amid tightening Chinese export controls.

Nova Minerals has secured a critical land use permit for an antimony refinery at Port MacKenzie, Alaska, backed by a US$43.4 million award from the U.S. Department of War. The company aims to produce military-grade antimony by 2026/27, positioning itself as a pivotal domestic supplier in the U.S. critical minerals market.

Altech Batteries has achieved a major milestone with its Silumina Anodes™, delivering 88.5% capacity retention after 500 cycles and a 40% capacity boost over graphite anodes. This advancement promises longer electric vehicle ranges and lighter battery packs.