By Topic
Global Lithium Resources (ASX: GL1): Accelerated Integration Toward First Spodumene Production
Global Lithium Resources is advancing Manna-Nova integration to target DSO in early 2027 and spodumene concentrate by mid-2027. Nova infrastructure, offtake, prepayment funding and asset-sale proceeds strengthen its pathway to FID, although permitting, funding, execution and lithium-price risks remain.
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Group 6 Metals (ASX: G6M): Operational Momentum Builds, but the Chart Is Still Finding Its Footing
Group 6 Metals has resumed ASX trading as Dolphin moves underground. Record throughput and stronger cash flow support the story, but execution risk, tungsten exposure and an unsettled chart keep G6M speculative.
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Sunrise Energy Metals (ASX: SRL): Syerston Expansion and Downstream Strategy Drive Structural Re‑rating
Sunrise Energy Metals (ASX: SRL) advances its Syerston Scandium Project toward FID, expands production scope, and deepens downstream exposure through U.S. semiconductor investment, positioning for structural re‑rating amid tightening scandium supply.
Sunrise Energy Metals (ASX: SRL): Positioned at the Strategic Heart of Western Critical Minerals Supply Chains
Sunrise Energy Metals (ASX: SRL) is advancing one of the Western world’s most strategically significant battery-materials developments: the Sunrise Nickel-Cobalt-Scandium Project in NSW, a globally large, long-life, ESG-aligned source of critical minerals essential for EVs, aerospace alloys, defence technologies and high-performance fuel cells. Backed by strong balance sheet discipline, rising government engagement, escalating Western supply-security policies, and material advancement across strategic partnerships during 2025, Sunrise enters 2026 with a profile we view as deeply undervalued relative to its strategic optionality.
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Arafura Rare Earths's (ASX: ARU) share price is trading at a strong support level, is it a buying opportunity?
Arafura Rare Earths (ASX: ARU) is trading near a key support zone after recent volatility, where buyers have previously stepped in. Strength in rare earth prices adds sector momentum. While this mix may signal opportunity, confirmation depends on support holding and the company delivering meaningful project progress.
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Arafura Rare Earths (ASX: ARU) : Building Australia’s Rare Earth Future
Arafura Rare Earths (ARU) is progressing its flagship Nolans NdPr Project in the Northern Territory — a fully integrated mine-to-separation operation targeting strategic electrification supply chains. With formal government backing, advanced engineering progress, and off-take partnerships in motion, ARU is positioning itself as a critical rare-earth supplier to global EV and wind OEMs.
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