Latest Critical Minerals Supply Chain News

Lithium Energy has acquired the Mt Dromedary Graphite Project, merging it with its Burke deposit to form a world-class high-grade graphite inventory, setting the stage for a vertically integrated battery anode material business in Queensland.

Morella Corporation has expanded its critical minerals portfolio by acquiring the Dixon Well Project in Western Australia, confirming significant titanium mineralisation with assays up to 17.0% TiO2. This move diversifies Morella’s assets beyond lithium and rubidium into a mineral critical for aerospace and defence industries.

Hastings Technology Metals and Wyloo have formalised their joint venture for the Yangibana Rare Earths Project, with Wyloo taking a 60% stake and cancelling A$123 million in exchangeable notes, significantly de-risking the project and reducing Hastings’ funding burden.

Locksley Resources reports robust metallurgical testwork from its Mojave Project, confirming high antimony recoveries and concentrate grades that support a domestic US supply chain. The results align with US strategic priorities for critical mineral independence.

Brazilian Critical Minerals has reported sustained high-grade rare earth element recovery from its in-situ recovery trials at the Ema Project, with pregnant leach solution grades exceeding 5,700 ppm TREO and strong magnet rare earth oxide content.

Iondrive Limited has inked a binding Term Sheet with Livium Limited to commercialise its innovative Deep Eutectic Solvent (DES) technology for recycling critical materials from batteries, solar panels, and e-waste in Australia, with a pilot plant set to begin commissioning by the end of 2025.

Livium Ltd has entered a binding term sheet with Iondrive Limited to collaborate on recycling end-of-life solar panels, lithium-ion battery black mass, and rare earth magnets using Iondrive’s innovative Deep Eutectic Solvent (DES) technology. This partnership aims to position both companies at the forefront of Australia’s emerging clean energy waste recycling market.

Pantera Lithium has won strong shareholder approval for its sale of Daytona Lithium to EnergyX, with due diligence complete and closing expected soon. Meanwhile, Pantera is broadening its US critical minerals portfolio beyond lithium.

Felix Gold Limited reports significant high-grade antimony mineralisation at its NW Array prospect in Alaska, alongside plans for near-term production and US government collaboration amid a global supply crunch.

Locksley Resources is ramping up its exploration efforts at the Mojave Project in California following a major land acquisition and the discovery of a significant historical mining shaft, signaling new opportunities in critical minerals.

EV Resources announces a $1 million follow-on placement to Tribeca Capital, reinforcing its strategic partnerships and advancing its critical antimony projects aligned with U.S. supply chain ambitions.

Red Mountain Mining has secured 87 claims in Utah’s historically rich Antimony Mining District, strategically adjoining Trigg Minerals’ high-grade Antimony Canyon Project. This move strengthens RMX’s position in the US critical minerals sector amid rising antimony prices and government supply chain initiatives.