Latest Supply Chain News

Bapcor reports a softer FY25 with pro-forma NPAT of $81-82 million and statutory NPAT sharply lower at $31-34 million, citing operational disruptions and a challenging retail environment. The company also announces key board resignations amid a strategic reset.

Dalaroo Metals has initiated its maiden field program at the Blue Lagoon zirconium, niobium, and rare earth project in Greenland, aiming to validate historic geochemical anomalies and unlock strategic critical minerals. The work is led by a seasoned Greenland geologist and aligns with growing US interest in diversifying rare earth supply chains.

Fortescue Metals Group delivered record iron ore shipments in FY25 alongside a rare cost decline, while recalibrating its green energy ambitions and maintaining a strong financial position.

Calix Limited has secured a $44.9 million grant from ARENA to build a pioneering Green Iron Demonstration Plant using its ZESTY technology, aiming to produce 30,000 tonnes of low-emission iron annually and advance Australia’s green steel ambitions.

Lynas Rare Earths has achieved record quarterly production of key rare earth elements and reported a strong 38% increase in sales revenue, while advancing its Mt Weld expansion and signing strategic MOUs in Malaysia.

Tungsten Mining NL (ASX – TGN) highlights its position as a key supplier of ethically sourced tungsten outside China, leveraging one of the world’s largest resource bases amid tightening global supply and rising prices.

Canadian Phosphate Limited advances its Canadian operations with new bulk sampling permits and a promising exploration target, while steady sales and customer upgrades signal growth ahead.

Ardea Resources is progressing its Kalgoorlie Nickel Project with a fully funded Definitive Feasibility Study by Sumitomo Metal Mining and Mitsubishi Corporation, aiming to deliver a long-life, low-cost nickel-cobalt supply from Australia’s largest resource.

Rimfire Pacific Mining is advancing its position as a leading scandium explorer in Australia’s Fifield district, with plans for new Mineral Resource Estimates and a $3.5 million capital raise to fund drilling and exploration. Joint ventures with Golden Plains Resources have been reinstated, underpinning a strategic push in a critical mineral market facing supply constraints.

Rimfire Pacific Mining has secured $3.5 million through a discounted share placement to accelerate scandium resource development across its NSW projects, signaling renewed momentum after arbitration setbacks.

IperionX has successfully commissioned its Virginia titanium manufacturing campus, secured a substantial U.S. Department of Defense contract, and raised $46 million to fast-track production expansion through 2030.

Meteoric Resources has successfully raised $42.5 million through an oversubscribed placement, underpinning its push towards a Final Investment Decision for the Caldeira Rare Earth Project in 2026.