Latest Supply Chain Risks News

Latrobe Magnesium has achieved continuous production of high-grade Magnesium Oxide from brown coal ash and secured a US$2 million prepayment from its US offtake partner, setting the stage for magnesium metal production in the second half of 2026.

Cyprium Metals has made substantial progress on its Nifty Copper Complex restart, targeting copper cathode production by September 2026 while securing A$41 million to fuel exploration and growth.

AdAlta has launched its East-to-West cellular immunotherapy strategy through a co-development deal for CAR-T therapy BZDS1901, showing promising complete tumour clearance in mesothelioma patients and transferring manufacturing to Australia to boost scalability.

Australian Strategic Materials reports a 70% surge in NdFeB alloy production, installs pilot heavy rare earth furnace, and progresses its acquisition by Energy Fuels with regulatory approvals underway.

Peak Processing reported its first positive EBITDA month in March 2026, driven by operational efficiencies and strong production growth. The company upgraded its Q4 production forecast and expanded key customer contracts, signaling a turning point after a challenging period.

Castile Resources has kicked off pilot plant bench scale testing for its Rover 1 project, integrating a 41% resource upgrade and higher metal prices into its Bankable Feasibility Study. The company also secured $8.4 million in funding and is preparing for exploration drilling amid regional consolidation.

Tolu Minerals has raised AUD 23.75 million through convertible notes from Petrosea, reinforcing its capital position ahead of shareholder approval. The company is also shoring up diesel supplies to safeguard operations at its Tolukuma Gold Mine amid global fuel volatility, while early drilling results hint at further resource potential.

Mirvac Group reported robust operational results in 3Q26, driven by a 28% jump in residential sales, high occupancy across its investment portfolio, and a successful $630 million capital raise for its wholesale office fund. The company reaffirmed its FY26 guidance amid cautious risk management.

South32's March quarter saw a tragic fatality at Worsley Alumina and weather disruptions, yet the miner delivered solid operational results and progressed its Hermosa zinc-lead-silver project. Production guidance was mostly maintained, with a notable revision lower for Australia Manganese due to water management issues.

Lynas Rare Earths reported a record A$265 million quarterly revenue in Q3 FY26, driven by higher NdPr prices and production milestones including early Samarium oxide output. The company secured a 10-year Malaysian operating licence and extended a key supply deal with Japanese partner JARE through 2038.

Yancoal’s March quarter report reveals stable coal output amid rising diesel prices pushing operating costs higher, alongside progress on its $2.6 billion Kestrel Coal Mine acquisition. The company’s safety performance improved and market coal prices gained momentum, with realized price benefits expected from Q2.

Tartana Minerals has finished stacking 50,000 tonnes of copper-rich pit fill and is finalising a key plant upgrade, setting the stage for copper sulphate production to resume within weeks.