Latest Supply Chain News

Nickel Industries faced a challenging December quarter due to delayed regulatory approvals impacting ore sales, yet the company kicked off 2026 with robust nickel ore sales and record earnings from its HPAL project.

Resolution Minerals is fast-tracking development of its historic Golden Gate Tungsten Mine in Idaho, leveraging expert geological insight and acquiring critical processing infrastructure to capitalise on soaring tungsten demand.

Tivan Limited has completed its acquisition of the Molyhil Tungsten-Molybdenum Project in the Northern Territory and is fast-tracking development with a drilling program planned for March 2026 to explore resource expansion.

Phoslock Environmental Technologies has reversed its cashflow deficits with a quarterly surplus, resumed factory operations after a long pause, and is gearing up for significant sales growth in 2026.

St George Mining reports outstanding new drill results from its Araxá Rare Earths and Niobium Project, revealing thick, high-grade mineralisation beyond the current resource boundary. These findings underpin a significant resource upgrade and bolster the project's economic prospects.

Patagonia Lithium has advanced drilling at its Formentera project in Argentina, reaching 131 metres with promising brine test results indicating strong lithium potential. Early packer tests reveal increasing dissolved solids and excellent flow rates, supporting the company’s resource growth ambitions.

Syrah Resources and Tesla have agreed to extend the cure date for an alleged default under their offtake agreement to March 2026, buying time to resolve ongoing qualification issues at Syrah’s Vidalia facility.

Critical Resources Limited launches a comprehensive 2026 exploration program targeting significant lithium resource growth across the Northern Prospects of its Mavis Lake Project in Ontario, Canada.

Yari Minerals has appointed seasoned coal geologist Courtney Taylor as Executive Director and incoming Managing Director to spearhead the Rolleston South Coal Project’s next phase. This leadership change marks a strategic pivot as the company prepares for feasibility studies.

Talga Group has entered a strategic development agreement with German battery innovator V4Smart to co-develop high-performance graphite anodes for fast-charging lithium-ion batteries, aiming for commercial readiness by 2027.

Tungsten Mining NL has released an updated financial analysis for its Mt Mulgine project, illustrating a substantial uplift in project economics driven by record-high tungsten and precious metal spot prices. While the study remains illustrative, it highlights the potential for accelerated development amid a robust commodity market.

NOVONIX has delayed the start of mass production of battery-grade synthetic graphite anode material for Panasonic Energy to the second half of 2027, while maintaining its 2026 target for industrial-grade graphite production.