Latest Supply Chain News

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Battery Age Minerals has joined the U.S. Defense Industrial Base Consortium, positioning itself at the forefront of securing critical germanium supply amid escalating export restrictions from China. The company’s dual-continental assets in Austria and Utah and its technology initiatives aim to address strategic vulnerabilities in defence and semiconductor supply chains.
Maxwell Dee
Maxwell Dee
22 Apr 2026
Iluka Resources scaled back mineral sands output in Q1 2026 amid operational idling and market caution, while capital expenditure on its Eneabba rare earths refinery hit $977 million with commissioning progressing.
Maxwell Dee
Maxwell Dee
22 Apr 2026
Brazilian Critical Minerals (ASX: BCM) has boosted the indicated mineral resource at its Ema rare earth project by 58%, now totalling 1.07 billion tonnes at 732 ppm TREO. This positions Ema as one of the world’s largest ionic clay rare earth deposits and the only ISR-ready project in the western world.
Maxwell Dee
Maxwell Dee
22 Apr 2026
Advanced Braking Technology Ltd (ASX: ABV) reported a 28% jump in product sales revenue to $6 million for Q3 FY26, driven by strong aftermarket sales and international market traction. The company also advanced certification of its autonomous BRAKEiQ system, targeting FY27 adoption.
Victor Sage
Victor Sage
22 Apr 2026
South32's March quarter saw a tragic fatality at Worsley Alumina and weather disruptions, yet the miner delivered solid operational results and progressed its Hermosa zinc-lead-silver project. Production guidance was mostly maintained, with a notable revision lower for Australia Manganese due to water management issues.
Maxwell Dee
Maxwell Dee
22 Apr 2026
EBOS Group has trimmed its FY26 underlying EBITDA forecast by up to AUD 15 million due to surging fuel and logistics expenses, while maintaining its commitment to healthcare supply continuity.
Ada Torres
Ada Torres
22 Apr 2026
Jindalee Lithium is set to list its McDermitt lithium project on NASDAQ through a US SPAC deal valuing the assets at US$571 million, while securing key US federal approvals and advancing magnesium by-product potential.
Maxwell Dee
Maxwell Dee
21 Apr 2026
Elixinol Wellness maintained steady revenue at $3.5 million in Q1 FY26 while boosting gross margins to 45% and reporting a second consecutive quarter of positive underlying operating cash flow.
Victor Sage
Victor Sage
21 Apr 2026
Aldoro Resources has reported a 354.2-meter continuous intercept of rare earth elements and strontium at its Kameelburg project, confirming significant northwest extension of mineralisation and reinforcing the deposit's growing scale.
Maxwell Dee
Maxwell Dee
21 Apr 2026
Lynas Rare Earths reported a record A$265 million quarterly revenue in Q3 FY26, driven by higher NdPr prices and production milestones including early Samarium oxide output. The company secured a 10-year Malaysian operating licence and extended a key supply deal with Japanese partner JARE through 2038.
Maxwell Dee
Maxwell Dee
21 Apr 2026
Bioxyne Limited posted a record $21.3 million revenue in Q3 FY26, driven by strong demand for medicinal cannabis and psychedelics. The company secured a manufacturing agreement with Aurora Cannabis and initial orders for GMP psilocybin capsules, reaffirming FY26 guidance.
Victor Sage
Victor Sage
21 Apr 2026
Boab Metals has secured a six-year diesel supply deal with Cambridge Gulf subsidiary CGL Fuel, ensuring fuel reliability for Sorby Hills as it advances toward production in late 2027.
Maxwell Dee
Maxwell Dee
21 Apr 2026