Latest Supply Chain News

EcoGraf Limited has signed a non-binding MoU with Taiwan’s Long Time Technology to develop HFfree® purification facilities and expand battery anode operations across South East Asia and Taiwan, aiming to tap into Tier-1 OEM supply chains.

Lynas Rare Earths has inked a binding Letter of Intent with the US Department of War to supply critical rare earth oxides over four years, backed by a US$96 million government allocation and a US$110/kg floor price for NdPr oxide.

Southern Cross Gold Consolidated Ltd has reported record-breaking high-grade gold and antimony intersections from its Sunday Creek project in Victoria, revealing a consistent and expanding mineral system at shallow depths.

ABx Group has announced a breakthrough with its second mixed rare earth carbonate sample from Tasmania’s Deep Leads deposit, boasting higher heavy rare earth content and fewer impurities. This advancement enhances project flexibility and strengthens ABx’s position in the competitive rare earths market.

OD6 Metals has significantly expanded its claim holdings around the Quinn Fluorspar Project in Nevada, securing promising new exploration targets including the large Dresser epithermal alteration zone. This move strengthens its position in a critical mineral district vital to US supply chains.

Syrah Resources has secured an extension to the cure date for an alleged default under its Tesla offtake agreement, pushing the deadline from March to June 2026 as both parties work to resolve outstanding issues.

Vection Technologies has secured approximately $4 million in new orders for its Algho AI platform, spanning 10 diverse industry verticals and reinforcing its strong momentum following a record half-year performance.

Orica Limited has resolved its US litigation with CF Industries by agreeing to a US$169.5 million settlement and is acquiring Nelson Brothers’ explosives business, strengthening its North American operations and boosting earnings.

NeuRizer Limited has secured a pivotal partnership with Reliance Industries, enabling it to resolve funding challenges and accelerate its Leigh Creek urea project. This collaboration marks a turning point for the company, allowing it to exit suspension and advance critical regulatory and operational milestones.

Dalrymple Bay Infrastructure has successfully priced a $350 million five-year bond, marking its debut in the Australian Medium-Term Note market with robust investor demand.

Metro Performance Glass reports solid operational gains and a stronger balance sheet amid ongoing construction market challenges, though revenue falls short of earlier forecasts.

Electro Optic Systems has secured two major counter-drone contracts worth US$45 million, highlighting rising defence demand amid Middle East conflicts. The largest order involves the Slinger Remote Weapon System for a Middle Eastern customer, with deliveries planned for 2026.