Latest Supply Chain News

Red Mountain Mining has reported outstanding high-grade antimony and anomalous gold assay results from its Thompson Falls Antimony Project on the Montana-Idaho border, signalling promising resource potential near the only operating US antimony smelter.

Syrah Resources has locked in a multi-year conditional offtake agreement with NextSource Materials, underpinning the strategic importance of its Balama graphite in the evolving battery supply chain outside China.

Lynas Rare Earths has secured a 10-year renewal of its Malaysian operating licence, providing a significant boost to its investment certainty and supply chain stability.

Black Cat Syndicate has announced a 95% increase in antimony resources at its Mt Clement project, alongside substantial gains in silver and lead. The company plans further drilling and an economic study to unlock the deposit's potential.

Nova Minerals has identified a significant new gold-copper anomaly spanning 1,500 by 800 metres at its West Wing prospect within the Estelle Project in Alaska, based on 2025 surface sampling results. This discovery hints at a potentially distinct deposit style and sets the stage for targeted drilling in 2026.

Merino & Co. Limited reported a 60.5% drop in revenue and a 28.2% increase in net loss for the half-year ending December 2025, reflecting a strategic investment phase aimed at future growth. The company is expanding production capacity and building inventory ahead of wholesale expansion, signaling a pivot towards revenue acceleration.

PARKD Limited reported a 37% revenue decline to $3.88 million for H1 FY2026, driven by the winding down of its flagship Audi Centre Myaree project. The company posted a $1.03 million loss as it invests in East Coast growth and commissions a new prefabrication facility in Penrith, NSW.

Yojee Limited reported a 9% revenue increase driven by software activities, while net losses widened due to accelerated investment in its MOSAIC platform and joint venture costs. The company maintains a robust cash balance and has strengthened its leadership ahead of a mid-2026 commercial launch.

Resolute Mining Limited reported a robust financial turnaround in 2025, posting a $126.7 million net profit driven by higher gold prices and cost efficiencies despite lower production volumes. The granting of the Doropo mining permit and strategic asset sales mark key milestones in its West African expansion.

ClearVue Technologies reported a 9% reduced half-year loss of $5.25 million, while pushing forward with significant advancements in its solar glass technology and expanding global licensing partnerships.

TerraCom Limited reported a significant half-year loss amid falling coal prices and production challenges, completing a $56 million capital raise to strengthen its financial position.

Murray Cod Australia Ltd reported a 40% revenue increase to $6.69 million for H1 2026 but swung to a $4.06 million net loss, reflecting significant investments and operational expansion.