Latest Supply Chain News

Mastermyne Group is poised to hit the top end of its FY26 revenue and EBITDA guidance, bolstered by robust second-half activity and new Anglo American agreements. Despite supply chain hiccups and a financial penalty under appeal, the underground mining services provider maintains a healthy order book and pipeline.

Nova Minerals CEO Christopher Gerteisen highlighted progress on the Estelle Project at the Alaska Sustainable Energy Conference, emphasizing the company’s role in establishing a US domestic antimony supply chain backed by US$43.4 million in government funding.

Orezone Gold’s acquisition of the Casa Berardi mine propels it into a diversified mid-tier producer, while Q1 2026 results show a 35% jump in gold output and robust financials despite operational challenges at Bomboré.

Pantera Minerals has completed a second phase of soil and rock sampling at its Gillham Silver-Antimony Project in Arkansas, broadening key target areas and setting the stage for maiden drilling planned in mid-2026.

PMET Resources has secured crucial non-binding letters of support from Export Development Canada and Germany’s KfW IPEX-Bank, marking a key step toward financing its Shaakichiuwaanaan critical minerals project in Quebec ahead of an updated feasibility study.

Napier Port reported a robust half-year performance with an 8.8% revenue rise to NZ$84.9 million and underlying net profit after tax up 21.5%, driven by container services growth and key infrastructure projects progressing on schedule.

Australia’s Treasurer has mandated six foreign shareholders to divest nearly 18% of Northern Minerals shares by early July, citing national security under the Foreign Acquisitions and Takeovers Act. Northern Minerals supports the move as vital for aligning with Australia’s strategic interests and advancing its Browns Range rare earths project.

Anson Resources' scoping study for its Green River Lithium Project in Utah reveals first quartile operating costs and a clear development pathway targeting 10,000 tonnes per annum lithium carbonate production by 2029.

American Tungsten & Antimony Ltd (ASX: AT4) has raised A$10 million through a strongly supported placement and secured a 40% Utah state tax credit, underpinning its strategy to develop a domestic US supply chain for tungsten and antimony ahead of a planned Nasdaq listing.

Provaris Energy, alongside Kawasaki Kisen Kaisha (K LINE) and Norwegian Hydrogen, has formalised a cooperation to develop a commercial hydrogen shipping supply chain from Norway to Northern Europe, focusing on cost modelling and charter terms for compressed hydrogen transport.

Dalaroo Metals has secured government approval for two key exploration licences, significantly enlarging its Blue Lagoon Project in Greenland and reinforcing its position in a critical minerals hotspot.

Metallium's US affiliate wins a US$1 million Phase II SBIR contract from the U.S. Department of War to pilot-scale its Flash Joule Heating technology, targeting gallium and germanium extraction from electronic waste. This advances the company’s push to secure domestic supply chains for defence-critical materials.