Latest Supply Chain News

European Resources Limited (ASX: ERE) has announced a $4.26 million renounceable entitlement offer to accelerate exploration and metallurgical work at its Korsnäs rare earth elements project in Finland. The offer is partially underwritten and includes attaching options, providing shareholders with a strategic opportunity amid significant recent resource growth.

AML3D has landed a nearly $10 million order for four ARCEMY X 6700 systems from Newport News Shipbuilding, expanding its footprint in the US defence manufacturing sector.

Peak Processing Limited anticipates a surge in beverage production to approximately 1.4 million units in Q4 FY26, driven by strong customer demand and operational improvements. The company also reports near-perfect delivery performance and multiple new product listings with the Ontario Cannabis Store.

Evion Group is advancing the Stage 2 expansion of its expandable graphite facility in India to boost production capacity amid rising demand from Europe, the USA, and Asia. The upgrade aligns with the EU’s recognition of graphite as a critical mineral, positioning Evion as a key supplier in strategic sectors.

Elixir Energy has marked a pivotal step in developing Queensland’s Taroom Trough gas resource with the successful drilling of the Lorelle-3 well and ambitious appraisal plans set for 2026. Positioned near key infrastructure and backed by major players, the company is poised to accelerate commercialisation efforts in this emerging energy hub.

Renascor Resources has completed construction of its Purified Spherical Graphite demonstration facility in Adelaide, marking a pivotal step towards commercialising its innovative HF-free purification process for battery anode materials.

Centaurus Metals has locked in a binding five-year offtake agreement with global giant Glencore for a third of its Jaguar Nickel Project’s output, marking a pivotal step towards commercial production in Brazil.

EcoGraf Limited has signed a non-binding MoU with Taiwan’s Long Time Technology to develop HFfree® purification facilities and expand battery anode operations across South East Asia and Taiwan, aiming to tap into Tier-1 OEM supply chains.

Lynas Rare Earths has inked a binding Letter of Intent with the US Department of War to supply critical rare earth oxides over four years, backed by a US$96 million government allocation and a US$110/kg floor price for NdPr oxide.

Southern Cross Gold Consolidated Ltd has reported record-breaking high-grade gold and antimony intersections from its Sunday Creek project in Victoria, revealing a consistent and expanding mineral system at shallow depths.

ABx Group has announced a breakthrough with its second mixed rare earth carbonate sample from Tasmania’s Deep Leads deposit, boasting higher heavy rare earth content and fewer impurities. This advancement enhances project flexibility and strengthens ABx’s position in the competitive rare earths market.

OD6 Metals has significantly expanded its claim holdings around the Quinn Fluorspar Project in Nevada, securing promising new exploration targets including the large Dresser epithermal alteration zone. This move strengthens its position in a critical mineral district vital to US supply chains.