Latest Supply Chain Strategy News

Hastings Technology Metals has acquired a 49% stake in a fully permitted rare earth processing plant in Thailand, aiming to commence production by late 2026. This strategic move offers a lower-cost, near-term production hub with potential to process feedstock from its Yangibana project.

American Tungsten & Antimony Ltd (AT4) has submitted a drilling permit for the historic Fraction Lode tungsten mine and commenced refurbishment of its Dutch Mountain processing mill, marking a pivotal step in its US tungsten supply chain strategy.

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.

Botanix Pharmaceuticals has launched a A$45 million capital raising to support the expansion of its dermatology product Sofdra®, while negotiating to reduce active pharmaceutical ingredient costs by up to 40%. The raising includes a two-tranche placement and a security purchase plan, with options offered to investors.

EcoGraf Limited has marked significant progress in its Epanko Graphite Project financing and expansion plans, while initiating a strategic gold farm-in agreement with AngloGold Ashanti in Tanzania.

Lion Rock Minerals confirms significant high-grade rutile mineralisation across its expansive Minta Project in Cameroon, while strategic partner Tronox Holdings gains conditional US-Australian government financing to advance rare-earth ambitions.

Clarity Pharmaceuticals has raised $203 million to accelerate its copper-64 and copper-67 radiopharmaceutical pipeline, targeting prostate and neuroendocrine cancers with multiple FDA Fast Track trials underway.

Great Northern Minerals has taken a significant step toward advancing its Catalyst Ridge rare earth project by securing an exclusive option to license a patented flotation technology from the University of Arizona, promising improved recovery and lower processing costs.

Lodestar Minerals has appointed two former heavy rare earths experts from MP Materials and Lynas Rare Earths to spearhead its U.S. downstream magnet and supply chain strategy, following its planned acquisition of the Virgin Mountain project in Arizona.

Tungsten Mining NL is moving to list on the U.S. OTCQB Market, aiming to tap into strong North American investor interest as tungsten prices climb and critical mineral security becomes a priority.

Red Mountain Mining has secured 87 claims in Utah’s historically rich Antimony Mining District, strategically adjoining Trigg Minerals’ high-grade Antimony Canyon Project. This move strengthens RMX’s position in the US critical minerals sector amid rising antimony prices and government supply chain initiatives.

Clarity Pharmaceuticals has bolstered its cash reserves to approximately $288 million following a $203 million institutional placement, while reporting significant clinical progress across multiple copper-based radiopharmaceutical trials targeting prostate cancer and neuroendocrine tumours.