Latest Supply Chain News

Astron Limited is progressing a $220 million senior debt facility for its Donald Rare Earth and Mineral Sands Project, targeting a Final Investment Decision in Q3 2026. The company’s joint venture partner Energy Fuels Inc. is expanding its rare earth supply chain with a $1.9 billion acquisition, while a revised Phase 2 study boosts the project’s combined NPV to $2.3 billion.

KALiNA Power has strengthened its foothold in Alberta’s booming AI data centre sector, securing a C$18 million load sale to Meta alongside key regulatory reforms that enhance project flexibility and commercial prospects.

ReNerve Limited delivered its strongest sales quarter ever with $211,000 in revenue, boosted by new distribution deals in Asia-Pacific and a $5 million funding facility to underpin growth.

AdAlta has completed a key US$1 million milestone payment securing rights to its lead CAR-T therapy EW-001 outside Greater China, progressed Australian manufacturing with first runs expected late 2026, and is preparing for a critical pre-IND meeting with the US FDA.

GALE Pacific reported a robust $4.1 million operating cash inflow in Q4 FY26, culminating in $14.4 million for the full year. The company reduced borrowings by over $12 million, entering FY27 with a net cash position of $4.9 million and renewed focus on growth amid geopolitical uncertainties.

Stelar Metals has secured environmental approval for its inaugural ~3,000m Reverse Circulation drilling campaign at the Hill of Leaders Tungsten Project, set to begin in August 2026. This marks the first deep drilling beneath a high-grade tungsten system with significant strike and width in the Northern Territory.

St George Mining has delivered its most impressive drill results yet at the Araxá Rare Earths and Niobium Project, revealing a new record intercept of 207 metres of continuous high-grade mineralisation from surface. These findings bolster the case for a straightforward open-pit operation and reinforce Araxá’s status as South America’s largest, highest-grade carbonatite-hosted rare earth resource.

American West Metals is progressing its Storm Copper Project towards near-term production while expanding critical metals resources at West Desert, supported by a US$40 million financing and offtake deal.

Green360 Technologies has sealed its first binding supply contract with Holcim and ramped up MKX production, positioning itself as Australia’s leading supplier of low-carbon cement alternatives amid tightening SCM markets.

Biome Australia capped FY26 with record $23.9 million sales and its flagship probiotic topping Australian pharmacy charts. The company signed an onshore manufacturing deal and expanded its proprietary probiotic clinical trial internationally.

Axel REE has confirmed a breakthrough in sustainable rare earth extraction at its Woolrich deposit, surpassing previous test benchmarks and preparing for field trials in December 2026.

Sea Forest Limited accelerated its commercial momentum in 4Q26 with an 83% revenue increase to $2.1 million, underpinned by new cattle supply agreements and the commissioning of its first regional distribution centre in Newcastle.