Latest Supply Chain News

Ionic Rare Earths has advanced its global rare earths strategy with a key US partnership, significant UK government funding, and progress in Brazil and Uganda, positioning itself as a critical player in sustainable magnet recycling and heavy rare earth supply.

Archer Materials has made significant strides in its quantum computing and medical diagnostics programs, including improved carbon qubit readout and clinical-standard silicon biochips, while securing key partnerships and maintaining a strong cash position.

Renascor Resources is advancing its government-backed Purified Spherical Graphite demonstration facility in Adelaide, poised to challenge China’s dominance in battery anode materials with an innovative HF-free process.

Arafura Rare Earths has raised A$481 million in equity funding and secured key government backing, advancing its Nolans Project towards a final investment decision in 2026.

Prairie Lithium has secured a 10-year binding export agreement with South Korea’s Hydro Lithium and progressed key construction milestones at its Saskatchewan project, positioning itself as a rising player in North America’s lithium sector.

Li-S Energy has made significant strides in Q4 2025, securing a major government grant, forging key defence partnerships, and commissioning Australia’s first lithium foil production line.

Ragusa Minerals has executed a binding agreement to acquire a majority interest in the Purple Pansy manganese-gold project in Arizona, expanding its landholding and raising $600,000 to fund exploration.

Temas Resources has confirmed its patented Regenerative Chloride Leach (RCL) technology can produce commercial-grade titanium dioxide with significant cost reductions, positioning the company for global licensing opportunities.

Sea Forest Limited has exceeded its breakeven target for its methane-reducing feed additive SeaFeed™, securing commitments for over 118,000 cattle and expanding commercial trials with major industry partners.

NGX Limited has progressed its natural graphite exploration in Malawi and uranium projects in Namibia, while maintaining a robust financial footing with $2.7 million cash and no debt. The company is actively pursuing strategic partnerships and development pathways aligned with the clean energy transition.

NOVONIX is ramping up industrial-grade synthetic graphite production with mass manufacturing slated for 2026, while battery-grade output for Panasonic faces delays until late 2027. The company also navigates a major offtake termination and secures significant funding to support its growth.

Athena Resources has reported a maiden inferred resource estimate for its Byro South Magnetite Project, boosting the global Byro resource by 160%. The company also strengthened its leadership with the appointment of former WA Minister Alannah MacTiernan.