Latest Supply Chain News

Ionic Rare Earths has announced a $3 million capital raise via convertible notes, aimed at advancing its rare earth projects across multiple continents. The raise, pending shareholder approval, underscores the company’s strategic push into sustainable rare earth extraction and recycling technologies.

Elsight Limited has expanded its supply agreement with a European defence drone OEM to a total of US$9.63 million for 2025, positioning the company for profitability and cash flow break-even this year.

The ACCC has raised preliminary concerns that Elders’ proposed acquisition of Delta Agribusiness could reduce competition in rural merchandise supply across key Australian regions, potentially impacting prices and service quality.

Clarity Pharmaceuticals has successfully imaged the first patient in its pivotal Phase III AMPLIFY trial for Cu-SAR-bisPSMA, a next-generation diagnostic agent targeting recurrent prostate cancer. This milestone sets the stage for potential FDA approval and broader clinical adoption.

BP8 has completed its inaugural shipment of Indonesian seaweed biomass to South Korean manufacturer MSC, Ltd., under a new sales cooperation agreement with PT Kebula Raya Bestari. This initial contract signals BP8’s growing footprint in the global seaweed supply chain.

Trigg Minerals has launched its maiden exploration program at the Antimony Canyon Project in Utah, aiming to unlock the potential of historically productive antimony mines with modern techniques.

Felix Gold Limited has confirmed its ability to produce premium-grade antimony concentrate with up to 69% purity from its Treasure Creek Project in Alaska, targeting production by late 2025. The results align with U.S. strategic mineral priorities amid a tightening global supply.

European Lithium Ltd and Critical Metals Corp have updated the Tanbreez Rare Earth Project scoping study, incorporating feldspar and arfvedsonite alongside eudialyte, underpinning a robust $2.4–3.0 billion NPV and a 162% IRR over a 19-year mine life.

European Lithium has announced a significant addendum to its Tanbreez Project Mineral Resource Estimate, adding 180 million tonnes of feldspar and arfvedsonite to the existing rare earth elements resource base. This broadens the project's economic scope and underlines its potential as a world-class rare earth development.

Marmota Limited has unveiled spectacular heavy mineral concentrations from its February 2025 drilling at the Muckanippie EL 6166 titanium project, expanding the mineralised zone to 3.2km by 1.8km with grades reaching 63%.

Euro Manganese has successfully closed a C$11.2 million financing round, attracting heavyweight investors including the European Bank for Reconstruction and Development and Eric Sprott. The funds will accelerate development of its Chvaletice Manganese Project, a critical European source of battery-grade manganese.

American Rare Earths has installed groundwater monitoring wells at its Cowboy State Mine, advancing environmental permitting and keeping its rare earth project on track for 2029 production.