Latest Supply Chain News

Nova Minerals’ U.S. subsidiary has won a $43.4 million award from the U.S. Department of War to accelerate production of military-grade antimony trisulfide at its Alaska Estelle Project, aiming to strengthen domestic critical mineral supply.

Axel REE Limited has announced a significant inferred rare earth mineral resource of 233 million tonnes at its Caladão Project in Brazil, highlighting strong metallurgical recovery prospects that could substantially increase resource size.

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.

Victory Metals has taken a significant step forward by signing a non-binding Letter of Intent with Sumitomo Corporation to supply heavy rare earths from its North Stanmore project, marking a deepening of their strategic partnership.

Petratherm’s Phase 3 drilling at the Muckanippie Project reveals a significant extension of high-grade titanium mineralisation at Rosewood and discovers a new heavy mineral sands zone at Echo.

OD6 Metals has selected an innovative process flowsheet for its Splinter Rock Rare Earth Project, achieving approximately 75% recovery of key rare earths with superior product purity and optimized costs. This milestone sets the stage for advanced testing and mining studies as the company advances toward production.

Baumart Holdings has recorded a nearly $1 million impairment on its mining equipment due to halted diamond mining operations and no clear plans for asset redeployment.

Quantum Graphite Ltd reported a significant revenue jump alongside a $4.9 million net loss for FY2025, as it pushes forward with its Uley 2 graphite project backed by major infrastructure and funding initiatives.

Ryzon Materials has expanded its engineering contract with Xinhai to fast track production at its Nachu Graphite Project, alongside a $500,000 capital raising from Xinhai. The deal involves a $3.5 million contract largely settled through shares and options, pending shareholder approval.

Dalrymple Bay Infrastructure has appointed CEO Michael Riches as Managing Director, coinciding with the resignation of two non-executive directors following a significant shareholder sell-down.

Altech Batteries has partnered with AMPower to immediately market and distribute sodium nickel chloride batteries across Europe, Australia, and the USA, fast-tracking revenue ahead of its large-scale CERENERGY project in Germany.

Peak Rare Earths has officially been acquired by Shenghe Resources, with shareholders paid $0.443 per share and delisting from the ASX imminent. This marks a significant consolidation in the rare earths sector.