Latest Supply Chain News

Syrah Resources has resumed production and shipping from its Balama Graphite Operation in Mozambique, marking a significant step in restoring normal operations after earlier disruptions.

Astron Corporation has released updated economics for its Donald Rare Earth and Mineral Sands Project, showcasing robust financial metrics and targeting a Final Investment Decision by late 2025 with production slated for 2027.

Ampol Limited reports a solid first half of 2025 with earnings growth in Convenience Retail and New Zealand segments, while refinery margins show signs of recovery in the second quarter.

Structural Monitoring Systems Plc (SMS) reported a breakout second half of FY25 with a $3.1 million profit after tax, driven by strong operational leverage and strategic growth in avionics. The company secured over US$1 million in new orders from CAL FIRE and advanced FAA certification for its innovative sensor technology.

Australian Strategic Materials (ASM) reports significant progress in Q2 2025, including its first commercial heavy rare earth metals sale and a transformative low-cost production pathway at its Dubbo Project.

Iluka Resources has met its full-year zircon-in-concentrate production guidance by mid-2025 while progressing key projects like Balranald and Eneabba amid ongoing global trade uncertainties.

Vulcan Energy has won up to €104 million in grants from German federal and state governments to advance its sustainable lithium production project, bolstering Europe’s electric vehicle battery supply chain.

Kingsland Minerals is finalising its scoping study for the Leliyn Graphite Project, positioning itself to capitalise on shifting global graphite markets driven by new US tariffs on Chinese imports.

Infinity Lithium progresses its Australian gold-copper-silver exploration with new option agreements, while facing delays and strategic shifts in its Spanish lithium project.

Sunrise Energy Metals reports strong high-grade scandium drill results at Syerston and secures $7.5 million to accelerate project development. The company is updating its feasibility study amid growing market demand and geopolitical supply pressures.

Genetic Signatures reported steady quarterly sales of $4.4 million, reflecting seasonal demand in Australia, while restructuring its US operations to accelerate growth. A new US contract and strategic partnerships signal potential for future expansion.

Volt Resources has drawn $0.5 million from a $1 million funding agreement to accelerate development of its graphite projects in Tanzania and the US, positioning itself amid rising US tariffs on Chinese graphite imports.