Latest Supply Chain Risks News

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.

Orica reports solid first-half earnings growth led by digital and specialty chemicals, while launching a $100 million cost reduction program to navigate supply disruptions and litigation headwinds.

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.