Latest Supply Chain Risk News

Horizon Minerals has taken a decisive step to fast-track its Black Swan Processing Hub by ordering critical long lead items, underpinning its transformation into a 2.2Mtpa gold processing facility near Kalgoorlie.

6K Additive, a US-based metal powder innovator, reports a 3.85% revenue dip to US$17.7 million and narrows net loss to US$17.9 million in its first ASX-listed year. The company plans a fivefold capacity expansion backed by significant government grants and a US$27.4 million loan.

Waterco Limited reported a modest revenue decline but delivered a strong 13% rise in net profit after tax for the half year ended December 2025, driven by improved margins and operational efficiencies. The company declared a 7 cent fully franked interim dividend and is advancing its manufacturing footprint in Malaysia.

American West Metals has appointed a top Washington DC advisory firm to deepen US government engagement for its West Desert Project, aiming to establish the first domestic indium supply chain amid critical minerals supply risks.

Lithium Universe Limited has secured a decade-long binding offtake agreement with Norah Mining Limited to supply spodumene concentrate for its Bécancour Lithium Refinery in Canada, reinforcing its North American lithium ambitions amid rising prices.

Clarity Pharmaceuticals reports robust progress in prostate cancer and neuroendocrine tumour trials alongside a strong cash position of $226.2 million, underpinning its path towards commercialisation.

Lithium Universe Limited (ASX, LU7) reports major advances in silver recycling technology alongside plans for a second lithium refinery in Texas, supported by a $2.5 million capital raise.

IperionX has completed commissioning of its titanium powder and component manufacturing facilities, setting the stage for a major production scale-up backed by US Department of War funding. The company is progressing commercial contracts and advancing its critical minerals project in Tennessee.

Lotus Resources reports steady progress at its Kayelekera uranium mine despite supply challenges, while its Letlhakane project shows promising metallurgical advances. The company targets full production and first shipments in the second quarter of 2026.

Ionic Rare Earths has secured a listing on the U.S. OTCQB Venture Market, enhancing access for American investors to its rare earth and magnet recycling ventures. This move aligns the company with North American critical minerals priorities and broadens its global investor base.

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.