Latest Supply Chain Risks News

Barramundi Limited’s portfolio delivered a 2.2% gross return in July, outpacing the S&P/ASX200 hedged benchmark, driven by strong performances in healthcare and financials alongside strategic portfolio adjustments.

Brightstar Resources reports steady July progress at its Goldfields Project, maintaining schedule and budget for first gold production in mid-2027 with key infrastructure milestones reached.

OD6 Metals has completed its acquisition of the Quinn Fluorspar Project, consolidating 100% ownership of 226 mining claims in Nevada and positioning itself as a potential key domestic fluorspar supplier for the US.

Elementos Limited has cleared all conditions to acquire up to 50% of Iberian Smelting, advancing its integrated European tin mine-to-metal strategy by linking its Oropesa project with downstream smelting capacity in Spain.

Advanced Innergy Holdings (ASX:AIH) has revised down its FY26 revenue and EBITDA forecasts due to project timing delays and supply chain issues but maintains a robust order book and financial position.

Northern Minerals propels its Browns Range Heavy Rare Earths Project forward with a planned Final Investment Decision in Q3 2026 and a significant 40% increase in the Dazzler Deposit resource.

VBX Limited has secured crucial environmental approvals to optimise its Wuudagu bauxite project and signed a $10 million indicative prepayment and offtake facility, alongside a framework agreement with a major Chinese aluminium group, amid robust market demand.

Finder Energy has secured key regulatory approval for its KTJ Project in Timor-Leste and raised $27 million to advance development, positioning for a Final Investment Decision in Q3 2026.

Sovereign Metals has unveiled a robust Definitive Feasibility Study for its Kasiya project, projecting a US$2.2 billion pre-tax NPV and positioning the mine as a critical non-Chinese supplier of rutile, graphite, and heavy rare earths to the US and allies.

AdAlta has completed a key US$1 million milestone payment securing rights to its lead CAR-T therapy EW-001 outside Greater China, progressed Australian manufacturing with first runs expected late 2026, and is preparing for a critical pre-IND meeting with the US FDA.

Electro Optic Systems (ASX:EOS) posted a 284% surge in first-half 2026 revenue to $169 million, driven by robust defence contracts and regional tensions. Its order book hit a historic $846 million, prompting an upgrade to full-year guidance and signalling strong momentum in counter-drone and laser weapon systems.

Vitrafy Life Sciences has partnered with the historic Hoxworth Blood Center to deploy its next-generation cryopreservation technology, aiming to address a critical gap in red blood cell preservation ahead of legacy technology discontinuation in 2027.