Latest Supply Chain Security News

Nimy Resources has identified significant extensions to its high-grade gallium deposit at Mons Block 3 and shipped test material to the US as part of a strategic partnership. A scoping study is underway to evaluate mining and processing economics, while regional exploration continues across multiple targets.

Arafura Rare Earths has locked in binding cornerstone equity agreements worth approximately A$230 million, bolstering its path to a final investment decision for the Nolans Project. The company also acquired critical camp infrastructure and is progressing technology development and offtake negotiations amid supportive government frameworks.

Victory Metals has unlocked a rare metallurgical feat at North Stanmore, achieving a globally top-tier 72% heavy rare earth ratio and unveiling a second revenue stream from zircon-hafnium concentrate using a low-cost gravity separation process.

American Tungsten & Antimony Ltd (ASX: AT4) has joined the U.S. Defense Industrial Base Consortium, unlocking direct access to Department of War programs and funding opportunities for its antimony and tungsten projects. The company will leverage this to advance its U.S.-focused supply chain ambitions, highlighted by a critical minerals event in Utah this May.

Pantera Minerals has seen a 37% uplift in the valuation of its EnergyX stake following an increase in EnergyX’s Regulation A raise price to US$13 per share, reflecting operational progress and stronger market confidence.

Hastings Technology Metals has secured a critical supply of African monazite concentrate to fuel its newly acquired hydromet plant in Thailand, aiming to start production by Q4 2026. This move positions Hastings closer to generating operational cash flow while expanding rare earths supply capacity.

EV Resources (ASX: EVR) pushes forward its Mexico Antimony Hub with 11 diamond drill holes completed at Los Lirios, a new near-surface vein discovered, and Tecomatlán plant refurbishment progressing toward a 2H 2026 start.

6K Additive has secured a $3.9 million U.S. defense contract modification to expand domestic production of strategic tungsten and niobium powders, reinforcing supply chain resilience amid geopolitical risks.

American Tungsten & Antimony Ltd (ASX: AT4) has appointed David Groombridge as Exploration Manager USA and engaged SRK Consulting for independent Competent Person services, reinforcing its technical and governance capabilities as it advances critical minerals projects in Utah and Nevada.

Since its October 2025 ASX IPO, Temas Resources has made significant strides in commercialising its proprietary metallurgical technology and advancing its Québec mineral projects, supported by solid financial reserves.

The U.S. District Court has upheld the federal permit for Ioneer’s Rhyolite Ridge project, removing key legal obstacles and enabling the company to advance construction of its critical minerals mine in Nevada.

American Tungsten & Antimony Ltd has begun a low-cost refurbishment of its Dutch Mountain tungsten mill in Utah, aiming to restart production swiftly and ease regional processing bottlenecks.