Latest Supply Chain News

Universal Store Holdings has reported robust FY25 results with revenue climbing 15.5% to $333.3 million and a dividend increase, signaling confidence despite retail headwinds. Early FY26 trading shows continued momentum.

RareX Limited has entered a strategic partnership with U.S. Strategic Metals to integrate Australian rare earth production with U.S. processing capabilities, aiming to strengthen allied critical minerals supply chains.

IperionX has boosted titanium powder production capacity by 60% and secured US$75 million in Department of War funding to scale up to 1,400 tonnes per annum by 2027, aiming to become the largest and lowest-cost US titanium producer.

BluGlass Limited reports a robust project pipeline exceeding US$100 million, bolstered by initial orders from Collins Aerospace and Infleqtion Inc, alongside strategic board appointments and a $6 million R&D tax rebate.

Pantera Lithium Limited has secured a significant 5,000-acre exploration footprint in Southwest Arkansas, targeting antimony and silver in a historically rich but long-neglected mining district. This move aligns with U.S. critical minerals priorities and leverages Pantera’s proven local expertise.

Aurora Labs has advanced its micro gas turbine propulsion program with critical durability testing, a new Defence contract phase, and a strategic $5.5 million capital raise to scale manufacturing and commercialisation.

Locksley Resources appoints Kerrie Matthews as Managing Director and CEO to spearhead the commercialisation of U.S.-produced antimony, following a landmark domestic metal ingot milestone.

Australian Dairy Nutritionals reported a 66% year-on-year revenue increase in Q1 FY26, driven by strong nutritional powder sales and expanded distribution in China, while improving cash flow and production capacity.

Kuniko Limited has executed a binding earn-in agreement for a major Australian gold-silver project and raised A$2.7 million to fund exploration, while progressing its Norwegian battery metals portfolio.

Lynas Rare Earths delivered record quarterly sales revenue of A$200.2 million in Q1 FY26, bolstered by a successful $932 million equity raise and strategic partnerships aimed at securing critical rare earth supply chains outside China.

Dalaroo Metals has broadened its gold footprint in Côte d’Ivoire with four new project acquisitions while completing initial exploration in Greenland’s critical minerals sector. A $1 million capital raise supports these strategic moves as leadership changes unfold.

Vital Metals has raised A$6.8 million through a strategic placement and refreshed its board to accelerate development of its Nechalacho Rare Earths and Niobium Project in Canada, with further funding pending shareholder approval.