Latest Supply Chain News

Capral Limited posted a solid first half for 2026 with revenue rising 14% on higher aluminium prices and volume growth, while earnings remained steady despite cost pressures and subdued residential demand.

PLS Group Limited delivered a robust FY26 with record lithium production, strong cash flow, and progress on key expansions including the Ngungaju Plant restart and P2000 feasibility study.

Ansell Limited (ASX:ANN) reported a robust FY26 with net profit doubling to US$208.6 million, driven by strong sales growth and operational resilience amid geopolitical challenges. The company also announced a leadership change and reaffirmed its sustainability ambitions.

Terra Critical Minerals has obtained full land-access approval for its Glen Eden Project, paving the way for drilling to test a substantial tungsten exploration target in New South Wales.

Apollo Minerals scored a legal win as the Administrative Court of Toulouse dismissed an NGO-led challenge that briefly stalled its Couflens tungsten project in France. The ruling removes an immediate obstacle, but an appeal window remains open.

Accent Group posted a statutory loss for FY26 driven by a significant goodwill impairment, while reaffirming its 2030 growth ambitions and urging shareholders to reject Frasers Group's takeover offer.

Li-S Energy reported a reduced net loss of $4.9 million in FY26, propelled by major technological advances and a $7.8 million ARENA grant to scale manufacturing. The company secured key regulatory approvals and expanded strategic defence partnerships, positioning itself at the forefront of sovereign lithium sulfur battery supply.

Argo Global Listed Infrastructure posted a 24% profit decline to $39.5 million for FY2026 but declared a record fully franked dividend of 10 cents per share, supported by AI-driven data centre demand.

American Tungsten & Antimony Ltd (ASX: AT4) has kicked off critical wet table trials at its Del Sol Refinery in Nevada, moving closer to producing ammonium paratungstate and antimony flake from domestic sources. Engineering proposals for expanding the plant’s tungsten processing capacity are under review, while the company pursues US government funding and regulatory approvals.

Elevra Lithium has secured a binding seven-year supply agreement with Mangrove Lithium for spodumene concentrate from its North American Lithium site, anchoring a key feedstock for Mangrove’s planned Canadian lithium conversion facility.

International Graphite Limited has closed a $4.4 million placement, securing cornerstone investors including Xcelsior Capital to fund expansion of graphite processing operations in Australia and Europe.

Aurora Labs posted a 36% increase in net loss to $5.1 million for FY2026 despite securing key defence contracts and partnerships. The company is transitioning from R&D to early commercialisation of its micro gas turbine propulsion systems, backed by a $5.5 million capital raise and government grants.