Latest Supply Chain News

Brazilian Rare Earths has secured a decade-long heavy rare earth offtake deal with Carester, aligning Brazil’s high-grade resources with a leading European separation facility. This partnership also includes engineering support to accelerate BRE’s refinery development.

Pioneer Lithium has expanded its US critical minerals portfolio by staking 111 claims across Idaho and Wyoming, targeting antimony, tungsten, and uranium in strategic mining districts. This move positions the company within key US government-prioritized minerals essential for energy security and clean technology.

Golden Deeps Ltd has expanded its Graceland mineralised corridor in Namibia by 500 metres to over 2.5 kilometres, revealing impressive copper, silver, zinc, lead, germanium, and antimony grades. An extensive Induced Polarisation survey is underway to pinpoint high-grade drilling targets.

Altech Batteries has achieved a major milestone with its Silumina Anodes™, delivering 88.5% capacity retention after 500 cycles and a 40% capacity boost over graphite anodes. This advancement promises longer electric vehicle ranges and lighter battery packs.

Australian Vanadium Limited has received a $4.9 million milestone payment from the federal government, advancing its integrated vanadium project aimed at supporting domestic battery energy storage solutions.

Power Minerals Limited has secured an option to acquire the Gamma Heavy Rare Earths Project in California, adjacent to the Mountain Pass Mine, backed by a $4.1 million placement to accelerate exploration.

Locksley Resources has produced a high-grade antimony concentrate exceeding market standards from its Desert Antimony Mine in California, marking a significant step toward a fully domestic US antimony supply chain.

Winsome Resources has resolved a regulatory hurdle to receive 17.65 million shares in Power Metals Corp, increasing its stake to 16.15% and reinforcing its position in critical minerals. Combined with a strong cash balance, this move strengthens Winsome’s liquidity and strategic outlook.

Redox Limited reported a 9.4% increase in sales revenue for FY25 despite challenging global conditions, while declaring a robust dividend payout that exceeds its policy. The company’s strategic focus on specialty chemicals, operational expansion, and ESG commitments positions it well for continued growth.

Lindian Resources has successfully completed early development works at its Kangankunde Rare Earths Project in Malawi on time and within budget, setting the stage for mining operations to begin in early 2026. The company has also secured key mining equipment and is progressing with infrastructure and process plant preparations.

Battery Age Minerals has addressed a sharp rise in its share price and trading volume, attributing the activity to recent research coverage and ongoing exploration updates rather than undisclosed information.

Mayfield Group Holdings has landed a pivotal $20 million contract for the Brigalow Gas Peaking Plant in Queensland, pushing its FY26 contract awards to $37 million and reinforcing its role in Australia's energy transition.