Latest Supply Chain News

Osmond Resources has reported exceptional initial drilling results from its Orión EU Critical Minerals Project in Spain, advancing towards a maiden Mineral Resource Estimate and Scoping Study in 2026. A recent $6.6 million placement boosts the company’s cash position to over $8.5 million, underpinning further development.

Lotus Resources has made significant progress resolving sulphuric acid supply issues critical to ramping up production at its Kayelekera Uranium Mine, though full steady-state output is now expected in the second quarter of 2026.

Pinnacle Minerals has advanced its strategic pivot to North American critical minerals exploration, initiating fieldwork across multiple US projects and securing a strong cash position of approximately A$2.8 million.

Krakatoa Resources has confirmed high-grade antimony and gold mineralisation at its Zopkhito Project in Georgia through its maiden drilling program, reinforcing historical estimates and setting the stage for a JORC-compliant resource.

Mandrake Resources advances its Utah Lithium Project with a significant 3.3Mt lithium carbonate equivalent inferred resource, alongside key agreements for lithium offtake and uranium recovery.

Iluka Resources reported a strong finish to 2025 with record zircon and rutile production, while advancing its Eneabba rare earth refinery and navigating softer zircon prices amid cautious 2026 guidance.

Pantera Minerals has completed a $40 million divestment of its Smackover Lithium Project, pivoting strategically into U.S. critical minerals with a major land acquisition in Arkansas. The company’s strengthened balance sheet and expanded U.S. market presence set the stage for accelerated growth.

Godolphin Resources has delivered a major upgrade to its Lewis Ponds project, increasing gold and silver resources significantly while confirming promising expansion targets. The company also raised $1.68 million to fund further development.

Mount Ridley Mines has announced a maiden scandium mineral resource estimate of nearly 368 million tonnes at its Mount Ridley Project in Western Australia, positioning it among the world’s largest scandium deposits.

Northern Minerals has identified a promising new heavy rare earths target, the Vulcan prospect, through extensive drilling and soil sampling at its Browns Range project in Western Australia. This discovery, alongside advances in geological modelling and AI-driven exploration, signals a strategic step forward in the company’s rare earths ambitions.

Simble Solutions reported steady cash flow and operational growth in Q4 FY25, alongside a strategic acquisition and capital raise to bolster its energy intelligence offerings.

Chimeric Therapeutics reports encouraging clinical progress in its CAR-T and NK cell therapy trials, alongside FDA orphan drug designation and a strategic funding boost to propel development.