Latest Critical Minerals Supply Chain News

Vital Metals Limited has released a comprehensive Scoping Study for its Tardiff Rare Earths deposit in Canada, revealing strong economic potential with an 11-year mine life and significant neodymium-praseodymium resources.

Felix Gold is advancing its Treasure Creek Project in Alaska, aiming for the first domestic antimony concentrate production in over 30 years by late 2025 or early 2026, supported by strong government engagement and solid finances.

Locksley Resources has advanced its Mojave Project with critical drilling permits secured, a strategic $1.47 million capital raise, and a new U.S. OTCQB listing, setting the stage for maiden drilling campaigns targeting rare earths and antimony.

Metals Australia reports a 595% surge in graphitic carbon intervals at its Lac Carheil project, advances critical infrastructure funding applications, and initiates copper-gold drilling at Warrego East.

Brazilian Rare Earths Limited (BRE) confirms Sulista West as an ultra high-grade rare earth project with exceptional drill results and reports metallurgical breakthroughs at Monte Alto, underpinning its integrated supply chain ambitions.

Tivan Limited has taken significant strides in financing its Speewah Fluorite Project, securing a conditional Letter of Support from Export Finance Australia and moving into the Northern Australia Infrastructure Facility’s due diligence phase. These developments mark important progress toward full project funding and highlight fluorite’s rising strategic importance.

Novonix Limited reports significant progress in its synthetic graphite anode materials production, benefiting from new US tariffs on Chinese imports and strategic leadership appointments. The company also secures up to US$100 million in convertible debenture funding to support expansion plans.

Prospech Limited has reported a 90% increase in its Korsnäs rare earth element resource in Finland, alongside progressing key metallurgical test work and exploring promising copper-gold targets in Slovakia.

Southern Cross Gold Consolidated Ltd has reported significant high-grade gold and antimony mineralization extending to 600 metres depth at its Christina prospect, expanding the Sunday Creek project’s strike length to 1.5 km.

Rimfire Pacific Mining has secured $3.5 million through a discounted share placement to accelerate scandium resource development across its NSW projects, signaling renewed momentum after arbitration setbacks.

IperionX has successfully commissioned its Virginia titanium manufacturing campus, secured a substantial U.S. Department of Defense contract, and raised $46 million to fast-track production expansion through 2030.

Australian Strategic Materials (ASM) reports significant progress in Q2 2025, including its first commercial heavy rare earth metals sale and a transformative low-cost production pathway at its Dubbo Project.