Latest Supply Chain News

VHM Limited has achieved a key milestone with mining licence approval for its Goschen Rare Earths and Mineral Sands Project, alongside a revised staged expansion plan that adjusts capital and operating costs while extending Major Project Status.

Arafura Rare Earths has marked a pivotal quarter with a A$200 million cornerstone equity commitment for its Nolans Project, alongside binding offtake agreements securing two-thirds of its NdPr oxide target amid rising rare earth demand and geopolitical tensions.

Australian Strategic Materials (ASM) has made significant strides in its mine to metals strategy during the March 2025 quarter, including plans for US expansion and progress at its Dubbo Project and Korean Metals Plant. The company is positioning itself as a key alternative supply chain amid escalating geopolitical tensions and export restrictions.

Loyal Lithium bolsters its North American lithium portfolio with significant exploration advances at Trieste and strategic board appointments, positioning itself strongly for the electric future.

Marmota Limited reports a standout March quarter with a 73% uplift in gold grades at Aurora Tank, bonanza grades at Campfire Bore, and a new high-grade titanium sands discovery at Muckanippie, backed by a $5 million capital raise.

ImpediMed Limited reported a record A$3.4 million revenue in Q3 FY25, bolstered by a surge in Annual Recurring Revenue and a strategic sales leadership change aimed at accelerating SOZO platform adoption.

Botala Energy has secured a mining licence for its Serowe CBM Project and signed a binding LNG offtake agreement with South Africa’s SCAW, marking a pivotal step toward commercial production and regional energy supply.

Sun Silver Limited has announced a substantial upgrade to its Maverick Springs Project resource, now totalling nearly 480 million ounces silver equivalent, alongside key leadership appointments and the launch of its 2025 drilling campaign.

Castile Resources has added critical mineral bismuth as a by-product to its Rover 1 Bankable Feasibility Study, leveraging a dramatic price surge driven by Chinese export restrictions.

Vulcan Energy Resources has marked significant progress in Q1 2025 by achieving Strategic Project status under the EU Critical Raw Materials Act and producing Europe’s first fully integrated battery-quality lithium hydroxide monohydrate. The company advances drilling, financing, and commercial partnerships, positioning itself as a key player in Europe’s sustainable lithium supply chain.

New Frontier Minerals has identified 46 priority exploration targets rich in heavy rare earth elements at its Harts Range Project and formalized a strategic alliance to process copper ore from its Big One Deposit, marking significant progress in its multi-commodity portfolio.

SRJ Technologies reports a 47% drop in Q1 cash receipts but secures significant new contracts and advances a strategic leadership transition aimed at stabilising growth.