Latest Supply Chain News

SunRice reported a 4% rise in net profit after tax for FY26 to $73.3 million, maintaining an 8% EBITDA margin despite a 2.5% revenue decline. The company declared a record fully franked dividend of 70 cents per share but expects FY27 profit to fall amid a smaller Australian rice crop.

Lotus Resources has halted production at its Kayelekera uranium mine due to acid supply interruptions linked to Middle East geopolitics and acid plant issues, while advancing export permits and pursuing new funding arrangements.

Core Energy Minerals (ASX:CR3) has reinforced the prospectivity of its Tunas Rare Earth Element Project in Brazil with new assay results confirming thick, near-surface mineralisation and elevated yttrium levels, while mineralisation remains open at depth.

International Graphite Limited has inked a non-binding deal with Wogen Pacific to supply micronised graphite and feedstock for its Collie facility, targeting Asia-Pacific markets with an initial three-year term.

Li-S Energy has secured ISO 9001:2015 certification for its lithium foil production in Geelong and completed its first commercial shipment to a leading Australian battery research institution, marking a key step in establishing a sovereign lithium foil supply chain.

Provaris Energy has hit a major FEED milestone, submitting its detailed engineering package for the YP-Provaris LCO2 tank to DNV for maritime certification, positioning the company for significant CCS supply chain opportunities.

The a2 Milk Company has announced a $300 million fully franked special dividend following regulatory clearance in China to rebrand infant formula products under its a2 label.

Li-FT Power Ltd. has obtained a binding call option to acquire the Renard diamond mine site or its owning companies, aiming to repurpose its processing infrastructure for lithium production. The deal hinges on Canadian court approval and involves a significant option fee and care commitments.

American West Metals is finalising its Pre-Feasibility Study for the Storm Copper Project in Nunavut, advancing permitting and exploration along a 110km copper belt, backed by secured development funding.

Pure Resources and Rice University have secured 'Awardable' status on the DARPA ERIS Marketplace for their advanced Carbon Nanotube Fibre 3D thermal management technology, positioning them for potential US Department of Defense contracts.

Nickel Industries is investing US$169 million for a 17.5% stake in the PT Teluk Metal Industry HPAL project, aiming for production by September 2027 and leveraging its exclusive ore supply from Sampala.

EV Resources has validated a flotation-led processing route at its Tecomatlán Plant, achieving 81.1% antimony recovery and concentrate grades up to 62.9% Sb, enabling a low-CAPEX upgrade and a compressed production timeline.