Latest Supply Chain Risk News

Tartana Minerals has finished stacking 50,000 tonnes of copper-rich pit fill and is finalising a key plant upgrade, setting the stage for copper sulphate production to resume within weeks.

New Zealand King Salmon (NZX: NZK) has sharply upgraded its FY26 earnings guidance, citing better-than-expected summer fish growth and lower mortality. The company now expects pro-forma EBITDA between $19 million and $27 million, up from $9 million to $15 million previously.

Botanix Pharmaceuticals has agreed to terms with Piramal to establish an alternate supplier for the active ingredient in Sofdra, aiming to reduce costs by up to 40% and strengthen its supply chain.

DGL Group reported a 5.8% revenue decline to $225.2 million in H1 FY26, weighed down by audit qualifications, ERP rollout delays, and one-off impairments. Despite these headwinds, the company cut net debt by $16.4 million and advanced strategic site consolidations and new facility investments.

Fletcher Building posted a mixed quarterly volume update for Q3 FY26, with gains in light building products and distribution offset by weakness in heavy materials. The recent Middle East conflict adds new supply chain and cost pressures, complicating the outlook.

International Graphite Limited (ASX: IG6) and ALKEEMIA have achieved graphite purification exceeding 99.9% total graphitic carbon across diverse concentrate samples, reinforcing their joint venture plans to build a major processing hub in Italy.

Beetaloo Energy Australia Limited has announced a non-underwritten placement and a follow-on share purchase plan to raise approximately A$66.3 million at a discounted price, aiming to finance the completion of the Carpentaria Gas Plant and advance development activities targeting first gas sales in late 2026.

Ramelius Resources (ASX: RMS) reported gold production of 38,093 ounces for the March 2026 quarter, maintaining FY26 guidance at the midpoint. The company progressed key projects including early Never Never ore delivery and completed A$110.2 million in share buybacks.

Botanix Pharmaceuticals has successfully renegotiated its API supply agreement, deferring significant purchases to later years and strengthening its financial position ahead of Sofdra's market rollout.

AML3D has landed a AU$2.61 million contract to produce critical submarine components for the US Navy using its advanced 3D metal printing technology, marking a significant step in its US defence expansion.

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.

European Resources Limited (ASX: ERE) has announced a $4.26 million renounceable entitlement offer to accelerate exploration and metallurgical work at its Korsnäs rare earth elements project in Finland. The offer is partially underwritten and includes attaching options, providing shareholders with a strategic opportunity amid significant recent resource growth.