Latest Supply Chain News

Australian Rare Earths Limited (ASX: AR3) reports promising extensions of near-surface calcrete-hosted uranium mineralisation at its Overland Uranium Project, reinforcing a dual-asset exploration strategy that combines shallow deposits with deeper in-situ recoverable targets.

Pact Group Holdings reports a modest 2.7% revenue increase for Q3 FY25, driven by higher volumes and cost savings, while preparing to refinance debt and review its Asian packaging business.

Foresta Group Holdings advances its flagship Kawerau renewable energy project with inclusion in New Zealand’s Fast-Track Approvals Act, a key term sheet with Genesis Energy, and $2 million raised via convertible notes.

Global Uranium and Enrichment Limited has significantly expanded its Pine Ridge Uranium Project landholding in Wyoming’s Powder River Basin by approximately 85%, adding 937 new claims and enhancing exploration potential in a premier U.S. uranium district.

Nickel Industries delivered a robust US$97.3 million Adjusted EBITDA in Q1 2025 despite production challenges and a declining nickel price. Key milestones include approval to nearly double Hengjaya Mine’s ore sales quota and a strategic deferral of substantial ENC acquisition payments.

Rimfire Pacific Mining reports standout scandium drilling results at Murga and Currajong prospects, supported by a $3.65 million equity placement to accelerate exploration amid tightening global supply.

Vital Metals is nearing completion of a pivotal Scoping Study for its Tardiff deposit in Canada, while spearheading a new Canadian rare earths consortium and securing fresh funding to support its development ambitions.

Syrah Resources reports a strategic pause at its Balama graphite mine while advancing production at its Vidalia AAM facility, navigating evolving US trade policies and strong EV-driven demand. The company’s integrated ex-China supply chain and ESG credentials position it for growth despite near-term operational headwinds.

Syrah Resources halts production at its Balama graphite mine amid ongoing protests while advancing its US-based Vidalia anode material facility, securing a significant $165 million US tax credit and forging key offtake deals.

Lumos Diagnostics reported a 21% quarter-on-quarter revenue increase in Q3 FY25, driven by strong product sales and expanded development agreements. The company also secured Medicare coverage in key US regions and advanced its pivotal FebriDx CLIA waiver study with FDA submission expected by year-end.

NH3 Clean Energy has reported a significant uplift in the value of its WAH2 clean ammonia project following completion of Pre-FEED engineering, alongside strategic export agreements and a recent capital raise.

Felix Gold Limited advances its Treasure Creek Project in Alaska, aiming for near-term domestic antimony production by late 2025, supported by ongoing metallurgical testing and strong U.S. government backing. The company also highlights its significant gold resource base in the Fairbanks Mining District, positioning itself as a dual-critical minerals player.