Latest Supply Chain News

Nelson Resources has staked 186 federal claims forming the Cinnamon Property in Nevada, directly adjoining Guardian Metal's Pilot Mountain tungsten project, positioning itself in a critical US mineral district amid soaring tungsten prices and supply concerns.

SPC Global Holdings has kicked off a fully underwritten $100 million equity raise via a 1-for-0.1993 renounceable entitlement offer priced at $0.10 per share, aiming to sharply reduce net debt and back its expansion plans.

The Australian Treasurer has mandated the disposal of over 1.6 billion shares held by foreign entities in Northern Minerals, intensifying regulatory scrutiny of foreign ownership in this critical rare earths company.

Challenger Gold's Pre-Feasibility Study for the Hualilan Project delivers a robust US$1.45 billion pre-tax NPV, 1.84 million ounces gold equivalent production, and a low upfront capital strategy.

Australian Strategic Materials Limited (ASM) shareholders are set to vote on a scheme of arrangement for Energy Fuels Inc. to acquire 100% of ASM shares and options, offering a significant premium and exposure to a vertically integrated rare earth supply chain.

Enova Mining has engaged renowned Brazilian rare earth specialist Alexandre da Rocha to accelerate development of its East Salinas ionic adsorption clay project, following promising high-grade drilling results.

Cauldron Energy has acquired five new tenements at its Yanrey Uranium Project, significantly enlarging its landholding around Paladin Energy’s Manyingee deposit and setting the stage for a major 2026 drilling campaign.

Reach Resources has locked in a binding option with Andel Resources that fully funds mining and processing at Murchison South, with a profit-sharing model and a strategic equity investment.

Viking Mines has cleared the final federal regulatory hurdle to commence its maiden drilling campaign at the Linka Tungsten Project in Nevada, positioning itself in the strategically critical US tungsten market.

Critica Limited has achieved a major leap in rare earth product quality at its Jupiter Project, producing a Mixed Rare Earth Oxide with approximately 97% Total Rare Earth Oxide and strong recovery rates that bolster its mine-to-magnet ambitions.

New Hope Corporation lifted quarterly coal production and sales, cut sustaining capital guidance, and issued $300 million in convertible notes to extend debt maturity to 2032.

Brazilian Rare Earths Limited (ASX: BRE) is demerging its Amargosa Bauxite-Gallium Project into a new ASX-listed entity, Alurion Resources, aiming to unlock value and sharpen focus on distinct mineral opportunities.