Latest Supply Chain Risk News

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.

Altech Batteries reveals Sodium-Nickel-Chloride (SNC) batteries achieve an exceptionally low failure rate of 0.6-1.5% over 15+ years in harsh South African conditions, significantly outperforming lithium-ion and lead-acid alternatives.

Battery Age Minerals Limited (BM8) is accelerating exploration across its diversified critical metals projects spanning Europe, North America, and South America, positioning itself as a key player in the global supply of germanium, gallium, lithium, gold, and silver.

Jindalee Lithium is progressing its McDermitt Lithium Project with a proposed US SPAC listing, government backing, and an $8 million capital raise, positioning it as a key player in the US critical minerals landscape.

Talga Group has made significant strides in Q1 FY2026 with key partnerships in the US and Germany, new patents, and a substantial Swedish government grant to advance its battery anode production.

CurveBeam AI reports a 33% increase in Q1 FY26 purchase orders, secures A$6.5 million in new funding, and finalizes a strategic joint venture for China distribution and manufacturing rights.