Latest Supply Chains News

Data#3 has upgraded its FY27 first-half profit projection after delivering record FY26 sales, earnings and dividends. The company expects strong early-year growth, although one-off transactions and a softer second-half growth rate will shape the full-year result.

Oceana Metals is positioning its 100%-owned Serra Negra project in Brazil as a large-scale rare earths opportunity, backed by broad, high-grade exploration results and a four-rig drilling program. The next test is whether those results can be converted into a maiden mineral resource and, eventually, an economically viable project.

Nova Minerals has secured the final approvals needed to build and operate its integrated Alaska antimony project, removing a major regulatory hurdle ahead of targeted 2027 production. The US$43.4 million Phase 1 program is funded and equipped, but the company has not yet disclosed production volumes, costs or a detailed construction schedule.

Venari Minerals has funded the next stage of its Red Mountain lithium project after raising $6.1 million, while drilling and permitting advance in Nevada. The company is also testing whether strontium and magnesium can add value beyond lithium carbonate, although commercial recovery remains unproven.

Janus Electric has secured a repeat A$3.1 million order from California operator King Fio Trucking, lifting its North American order book to 124 trucks. The expansion reuses existing charging and battery-swapping infrastructure, but remains conditional on California incentive approval.

Brazilian Critical Minerals has moved its Ema rare earth project into FEED, raised approximately A$10 million and advanced the final land-access step for environmental licensing. Its proposed acquisition of a Brazilian magnesium sulphate plant could cover half of Ema’s early reagent needs, but remains subject to approvals, restructuring and plant modifications.

Zeotech has begun an approximately 800-tonne commercial-scale AusPozz production trial while reporting independently replicated mining test results and a 92% average methane reduction in treated landfill cells. The September quarter also brought a non-binding VINCI Construction MOU, further Toondoon resource work and A$6.609 million in cash.

AML3D has secured an approximately $2.2 million order from Northrop Grumman Marine Systems for a large-scale ARCEMY X metal additive manufacturing system. The contract gives AML3D its first engagement with the US defence prime and expands its contracted US base to 17 ARCEMY systems.

Metallium has signed a non-binding MOU with global commodity trader Traxys to explore feedstock, processing, offtake and financing opportunities for U.S. critical metals. The framework could improve the path to commercial scale, but it contains no binding volumes, prices, funding or sales commitments.

Everest Metals’ Mt Edon project has been selected as Australia’s representative site in a five-year German-funded exploration program and accepted into the European Union’s Raw Materials Mechanism. The recognition may improve access to technical expertise, strategic partners and potential financing, although no funding, offtake or development commitment was announced.

Kinatico has started FY27 with SaaS revenue up 17.8% and cash 21.8% higher, while its expanded compliance platform moves into production with Civeo and new customers. The company is also pursuing an exclusive childcare partnership with OWNA, but the commercial terms remain undisclosed.

Sunrise Energy Metals has completed key Syerston engineering work and received a conditional commitment for up to US$400 million in long-term debt from the U.S. Office of Strategic Capital. The project’s revised scope now carries an estimated A$450 million to A$475 million capital cost, while the proposed Nasdaq redomiciliation remains subject to multiple approvals.