Latest Supply Chain Risk News

St George Mining has extended its strategic alliance with US rare earths processor REalloys to finalise potential offtake agreements for high-grade rare earths from the Araxá Project in Brazil. This move aligns with US efforts to build independent rare earth supply chains critical for defence and green technologies.

Tivan Limited has completed its acquisition of the Molyhil Tungsten-Molybdenum Project in the Northern Territory and is fast-tracking development with a drilling program planned for March 2026 to explore resource expansion.

Altech Batteries has won conditional approval for a €46.11 million German government grant to support its innovative CERENERGY Sodium-Chloride Solid-State battery project, advancing plans for a 120 MWh manufacturing facility in Saxony.

Lithium Universe Limited has taken a significant step forward in its North American lithium refining ambitions by confirming the suitability of a Brownsville, Texas site for its second refinery. This move supports a binational platform designed to meet surging demand for battery-grade lithium carbonate.

Metal Powder Works Limited has achieved a major production milestone by successfully manufacturing high-purity silver powder using its patented DirectPowder™ process, positioning itself to serve the booming electric vehicle and electronics sectors.

Neurizon Therapeutics has completed manufacturing three GMP registration batches of its lead ALS drug candidate NUZ-001 ahead of schedule, paving the way for FDA submissions and clinical trial enrollment.

Lotus Resources reports promising progress at its Kayelekera uranium mine, targeting steady state production by Q1 2026 despite recent sulphuric acid supply constraints. The company is addressing supply issues with new sourcing and an on-schedule acid plant rebuild.

Battery Age Minerals has appointed DGWA as its European strategic advisor to advance the Bleiberg Zinc Germanium Project within the EU’s Critical Raw Materials Act framework, initiating high-level engagements across key EU capitals.

AnteoTech has achieved a breakthrough with its Ultranode™ X anode surpassing 1,000 charge cycles at 80% capacity retention, meeting key benchmarks for electric vehicle and eVTOL batteries. This milestone leverages cost-effective silicon materials, promising to reshape supply chains and accelerate market adoption.

Elders Limited reported a solid FY25 with a 12% rise in profit after tax to $50.3 million, completing the strategic acquisition of Delta Agribusiness and advancing key operational and sustainability initiatives.

EcoGraf Limited has revealed a comprehensive expansion study for its Epanko Graphite Project in Tanzania, aiming to increase production from 73,000 to 390,000 tonnes per annum over the next decade. This growth underpins the company’s strategy to supply its proprietary HFfree® purification facilities across key global lithium-ion battery markets.

Sun Silver Limited’s latest re-assay results confirm near-surface antimony mineralisation at its Maverick Springs Project, reinforcing its potential as a critical minerals hub alongside silver and gold. This comes as JPMorgan’s landmark US$75 million investment in U.S. antimony projects signals growing strategic focus on domestic mineral security.