Latest Supply Chain Risks News

Great Northern Minerals has completed its strategic acquisition of the Catalyst Ridge Project in California, positioning itself in a key US critical minerals hub with promising rare earth and antimony prospects.

Evion Group has raised $2.3 million through a placement led by US-based Atlas Strategic Assets, aiming to expand graphite production in India and develop new facilities in the US. This move highlights Evion's growing role in critical minerals supply chains for allied industrial and defense sectors.

Cochlear Limited reports steady FY25 financials alongside the launch of its innovative Nucleus Nexa cochlear implant system, setting the stage for projected double-digit profit growth in FY26.

Renascor Resources reports steady progress on its Purified Spherical Graphite demonstration plant in Adelaide, backed by a $5 million government grant, aiming to challenge China’s dominance in battery materials.

Lynch Group Holdings Limited proposes a scheme of arrangement for acquisition by Hasfarm Bidco at a 23% premium, with unanimous board support and an independent expert endorsement. Shareholders will vote in November on a deal that would delist Lynch from the ASX.

Victory Metals reports substantial grade increases in terbium, dysprosium, and scandium at its North Stanmore Project, leveraging a simple beneficiation method that enhances strategic supply prospects amid tightening Chinese export controls.

Australian Strategic Materials secures A$50.8 million via share placement to fund Korean plant expansion and advance US metals project, while navigating complex supply chain and funding risks.

Metal Powder Works Limited (MPW) has landed a $1 million contract with the US Navy for its innovative expeditionary DirectPowder™ unit, while expanding its alloy portfolio and customer base amid a $15 million capital raise.

DroneShield Limited reports a staggering 1,091% revenue increase in 3Q25, driven by booming military and civilian counter-drone demand and strategic expansion of manufacturing and AI-powered SaaS offerings.

Everest Metals has signed a strategic MOU with Arlington Innovation Partners to access U.S. government non-dilutive funding and partnerships, advancing its Mt Edon critical minerals project focused on rubidium and lithium.

EV Resources is rapidly progressing its Los Lirios Antimony Project in Mexico, defining drill-ready targets ahead of a maiden drilling campaign amid growing global demand for critical minerals.

Sunrise Energy Metals has attracted a significant financing interest from the U.S. Export-Import Bank, potentially securing half the capital needed for its Syerston Scandium Project amid shifting global supply dynamics.