Latest Supply Chain Resilience News

SRG Global has agreed to acquire Total AMS Pty Ltd (TAMS), a leading marine infrastructure services provider, for $85 million, significantly enhancing its revenue and earnings profile for FY26.

Metallium Limited is set to commission its first Flash Joule Heating processing line in Texas by December 2025, expanding capacity fivefold and adding a second rare earth demonstration line. This move positions the company as a key player in non-Chinese critical metals refining amid tightening Chinese export controls.

Nova Minerals has secured a critical land use permit for an antimony refinery at Port MacKenzie, Alaska, backed by a US$43.4 million award from the U.S. Department of War. The company aims to produce military-grade antimony by 2026/27, positioning itself as a pivotal domestic supplier in the U.S. critical minerals market.

Altech Batteries has achieved a major milestone with its Silumina Anodes™, delivering 88.5% capacity retention after 500 cycles and a 40% capacity boost over graphite anodes. This advancement promises longer electric vehicle ranges and lighter battery packs.

Locksley Resources has produced a high-grade antimony concentrate exceeding market standards from its Desert Antimony Mine in California, marking a significant step toward a fully domestic US antimony supply chain.

Osmond Resources has successfully intersected a highly prospective mineralized layer in its first drill hole at the Orión EU Critical Minerals Project, advancing its critical minerals exploration in Spain. Assay results are expected by the end of October, with further drilling underway.

Metallium’s U.S. subsidiary has signed a pivotal Memorandum of Understanding with Glencore, setting the stage for a major supply and offtake partnership in electronic scrap recycling. This collaboration underpins Metallium’s Texas facility launch and validates its proprietary technology in a competitive market.

Dyno Nobel has finalised the sale of its Fertilisers Distribution business and is advancing strategic shifts including a new US TNT manufacturing partnership, underpinning a strong FY25 outlook.

Resolution Minerals has begun a large-scale stream sediment sampling program at its Horse Heaven project in Idaho, aiming to uncover new critical mineral targets and validate geological links with Perpetua Resources’ adjacent Stibnite Gold Project.

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.

Cobalt Blue Holdings has secured a crucial works approval for its Kwinana Cobalt Refinery, pushing Australia’s first dedicated cobalt processing plant closer to a final investment decision by the end of 2025.

Sunrise Energy Metals has attracted a significant financing interest from the U.S. Export-Import Bank, potentially securing half the capital needed for its Syerston Scandium Project amid shifting global supply dynamics.