Latest Supply Chain News

Brazilian Rare Earths has successfully produced high-purity mixed-rare-earth carbonate and uranium yellowcake from its Monte Alto Project, marking a key milestone in its integrated supply chain ambitions.

ACDC Metals has released a comprehensive scoping study for its Goschen Central project in Victoria, revealing strong economic potential through a two-phase heavy mineral sand and rare earth element operation. The study highlights robust financial metrics and strategic importance in critical minerals supply.

Vulcan Energy has extended its conditional debt commitment letter to September 2025, aligning with its revised financing timeline for the Lionheart Project. This move supports ongoing bank discussions and the potential inclusion of significant government funding.

Clover Corporation has upgraded its FY25 earnings forecast, expecting net profit after tax to exceed market consensus by around 20%, driven by strong sales and operational improvements.

Talga Group has cleared the last regulatory hurdle for its Nunasvaara South graphite mine in Sweden, paving the way for production of battery anode materials critical to the green transition.

Felix Gold Limited has launched field exploration and development at its Treasure Creek Antimony Project in Alaska, aiming for potential antimony concentrate production by late 2025. The company is progressing drilling, environmental studies, and engineering design to support a feasibility study and permitting.

Resolution Minerals Ltd has entered a binding agreement to acquire the Horse Heaven Project in Idaho, a promising antimony-gold-silver-tungsten asset adjacent to a major US mine, with drilling planned for 2025.

Aurora Labs has been awarded a $544,333 Defence Industry Development Grant to expand its production capabilities for gas turbine propulsion systems, reinforcing Australia’s sovereign defence manufacturing.

Blaze Minerals has announced promising initial diamond drilling results from its Ntungamo Project in Uganda, confirming a new discovery of critical minerals Gallium and Rubidium. These findings validate the company’s exploration thesis and set the stage for further work.

IperionX has secured its first U.S. Army task order worth $1.3 million under a $99 million SBIR Phase III contract, marking a significant step in reshoring titanium production for U.S. defense needs.

European Lithium Ltd has released assay results from deep diamond drilling at Greenland’s Tanbreez Project, revealing high-grade rare earth mineralisation below the current resource estimate and setting the stage for resource expansion.

Pilbara Minerals Limited has announced a significant 2025 Mineral Resource update for its Pilgangoora Operation, increasing contained lithium oxide by 23% to 5.7 million tonnes and reinforcing its status as a global lithium powerhouse.