Latest Supply Chain News

Metals Australia Ltd has significantly expanded its Lac Carheil graphite project resource with a 595% increase in graphitic carbon intercepts, setting the stage for an updated Mineral Resource Estimate and advanced mine planning.

Lithium Universe has completed the acquisition of New Age Minerals, gaining exclusive rights to a patented solar panel recycling technology that promises to revolutionize critical metal recovery. This move complements its lithium refinery ambitions and positions the company at the forefront of sustainable clean energy solutions.

EVZ Limited has issued earnings guidance for FY2025, forecasting revenue between $108 million and $110 million with EBITDA expected around $5.2 million to $5.4 million. The final audited results will be released in late August.

Australian Rare Earths Limited (ASX, AR3) reports strong progress in rare earth recovery and uranium exploration, alongside a successful capital raise and strategic U.S. government registrations.

Pivotal Metals has enhanced its Midrim Field exploration announcement by adding detailed assay data and launching an AI-driven program targeting high-grade copper-nickel-PGM deposits in Canada’s Belleterre-Angliers Greenstone Belt. The company aims to leverage historic drilling successes and modern geophysics to unlock new discoveries.

Metallium Ltd has completed a A$50 million institutional raise, secured a Texas site, and validated its commercial Flash Joule Heating reactor, setting the stage for its first U.S. metals recovery plant commissioning by year-end 2025.

Australian Rare Earths (ASX, AR3) has responded to an ASX price query, denying any undisclosed price-sensitive information and attributing recent trading activity to sector interest and recent company announcements.

Locksley Resources has confirmed multiple new mineralised trends at its Mojave Critical Minerals Project in California, setting the stage for an expanded drilling campaign in Q3 2025. The company’s detailed structural mapping and 3D geological modelling have refined exploration targets for antimony and rare earth elements, aligning with growing US strategic interests in domestic critical minerals.

Conrad Asia Energy has inked a binding gas sales agreement with Indonesia’s PLN EPI for the entire output of its Mako Gas Field, marking a pivotal step towards production and domestic market integration.

Osmond Resources has verified monazite as the dominant rare earth mineral at its Orión Project in Spain, highlighting elevated levels of critical magnetic rare earth elements. A maiden drilling program and ongoing metallurgical testing aim to advance the project as a strategic EU supply source.

Ionic Rare Earths’ Brazilian joint venture Viridion has secured land and government backing to build South America’s inaugural rare earth refining and recycling centre, aiming to start operations by late 2026.

MLG Oz Limited has locked in a new two-year contract with Fortescue subsidiaries to provide crushing and screening services at multiple Western Australian mine sites, reinforcing its foothold in the mining services sector.