Latest Supply Chain Disruption News

The a2 Milk Company delivered solid first-half FY25 results with revenue up 10.1% and net profit rising 7.6%, driven by strong growth in China and the USA despite supply constraints and ANZ challenges. The company also declared its first-ever interim dividend and upgraded its full-year outlook.

Althea Group Holdings has sharply downgraded its FY25 financial guidance, citing significant challenges in its medicinal cannabis division and the strategic withdrawal from a vape product initiative. Despite the setback, the company highlights ongoing growth in its recreational cannabis operations and a strategic refocus on capital efficiency.

Firebird Metals has inked a non-binding MoU with global mining giant Eramet to supply manganese ore for its upcoming battery-grade manganese plant in China, marking a pivotal step toward production. The agreement aims to evolve into a long-term supply contract by 2026, underpinning Firebird’s growth in the EV battery materials market.

Ansell Limited delivered a robust FY25 half-year performance, marked by double-digit sales and earnings growth, successful KBU acquisition integration, and an upward revision of adjusted EPS guidance.

Nufarm’s 2025 AGM revealed a resilient FY24 performance despite industry headwinds, with strategic investments in omega-3 canola, biofuels, and cost-saving initiatives setting the stage for growth in FY25.

Nova Eye Medical Limited is raising A$6.6 million to strengthen its financial position following resolved supply chain disruptions, while reporting strong sales growth and nearing profitability in its glaucoma division.

Peninsula Energy has delayed commissioning of its Lance Uranium Project’s Central Processing Plant to mid-2025, prompting a likely downgrade in annual production guidance amid ongoing operational challenges.

Galena Mining Limited reports a challenging December quarter at its 60%-owned Abra Base Metals Mine, marked by production declines and ongoing voluntary administration. The company appoints a new CEO for Abra and explores recapitalisation options to stabilise operations.

Sunrise Energy Metals reports significant progress on its Syerston Scandium Project and battery materials complex, while navigating evolving global supply dynamics and maintaining a strong safety record.

Battery Age Minerals has verified the presence of Germanium-76 in concentrate from Austria’s historic Bleiberg mine, positioning the project as a strategic supplier for semiconductor materials amid tightening global supply.