IRIS Metals (ASX: IR1) has emerged in 2026 as one of the more differentiated ASX critical minerals plays, anchored by a portfolio of pegmatite-hosted projects in South Dakota, United States. The company’s strategy has expanded beyond a primary lithium thesis to include rubidium, caesium, …
TakeawaysMineral Resources lifted production guidance, sending shares higher on improved operational momentum.Diesel and consumables costs remain elevated, but management indicated stronger volumes are offsetting unit-cost pressure.The update supports the broader Pilbara iron ore narrative even as global price expectations remain mixed.Lithium operations continue to …
Critical minerals, including rare earth elements, have become increasingly central to global industrial strategy. Their use in permanent magnets for electric motors, wind turbine generators, defence applications, electronics and a wide range of advanced technologies makes them strategically important. Concerns about concentration ofSupplyhave driven …
Niobium is one of several critical minerals attracting renewed interest as governments, industries andCapitalallocators emphasise the importance of diversifiedSupplychains. Used primarily as an alloying element in high-strength steels, niobium also features in superalloys for aerospace, electronics applications and emerging energy storage technologies. Its strategic …
Lodestar Minerals (ASX:LSR) has reported visible copper sulphide mineralisation in the second diamond drill hole at its Three Saints copper project in northern Chile, building on a similarly encouraging maiden hole earlier in the program. The results add early geological weight to the company’s …
Legacy Minerals (ASX:LGM) has formalised a research collaboration with the Commonwealth Scientific and Industrial Research Organisation (CSIRO) to support the next phase of work at its Mt Carrington gold-silver project in New South Wales. The agreement is structured around a CSIRO Kick-Start voucher and …
Core Energy Minerals (ASX:CR3) has positioned itself as one of the more closely watched ASX small-cap rare earths plays of 2026, advancing its 100 per cent owned Itambe rare earths project in Bahia State, Brazil. The asset was acquired from Rio Tinto in December …
QMines (ASX: QML) has secured one of the more notable ASX small-capMiningendorsements of 2026, entering binding agreements for a A$15 million strategicInvestmentfrom the QIC Critical Minerals and Battery Technology Fund managed by QueenslandInvestmentCorporation. The deal was announced on 20 April 2026 and provides QMines …
Chariot Resources (ASX:CC9) has continued to advance its district-scale Nigerian lithium portfolio in 2026, moving the project past several key administrative and commercial hurdles. The NigerianMiningCadastre Office has now endorsed and reissued five of the tenMiningtitles required to finalise theAcquisitioninto the name of C&Amp;C …
South32 (ASX: S32) shares fell sharply after the diversified miner disclosed thatCapitalcosts for its Hermosa zinc-lead-silver project in Arizona had increased materially, with the latest estimate pointing to approximately US$3.3 billion. The update sparked an immediate negative reaction from investors, who repriced the stock …