Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel and vanadium.

In 2017,  more than 100 ASX exploration stocks were chasing a lithium payday.

But then ‘an avalanche of supply’ led to plummeting prices, Macquarie and Morgan Stanley said ‘I told you so’, and investors bailed almost as quickly as they arrived.

Lithium explorers and miners — comprising a big chunk of 2017’s top performing stocks  — have been pounded since that peak.

But in 2020, the battery metals ‘supply crunch’ is maturing into a much more tangible concept. Prices remain suppressed for now, but sentiment is finally improving.

In late September Tesla became the first automaker, but probably not the last, to vertically integrate into lithium conversion and production.

This plant will source its spodumene feedstock from advanced explorer Piedmont – a deal announcement which sent that stock through the proverbial roof.

Tesla is expected to source from other US-based concentrate suppliers, says Benchmark Mineral Intelligence.

That explains why fellow US-based lithium explorers, Jindalee and ioneer, also went on a run.

 

Piedmont also says it expects to make more deals with carmakers.

And then there’s Europe, where major battery cell manufacturers are planning numerous factories “in preparation for market growth in 2021 and beyond”, Benchmark says.

“With the combined cell capacity of these companies in 2020 estimated at 105 GWh, according to the Benchmark Megafactory Assessment – nearly 15 per cent of the market – these expansions alone would have the potential to significantly increase the demand for lithium products in the mid-term, further improving the demand outlook for the industry,” it says.

The number of lithium-focused stocks has dropped precipitously since 2017; and yet some of the top performing stocks over the past month are dominated by the stalwarts – Piedmont Lithium (ASX:PLL) +434%, ioneer (ASX:INR) +104%, Lake Resources (ASX:LKE) +88%, Vulcan Energy (ASX:VUL) +61%, Liontown Resources (ASX:LTR) +50%, and Jindalee Resources (ASX:JRL) +49%.

These explorers, the ones that continued to progress their projects during the ‘dark days’, are now in a pretty good spot.

Here’s how a basket of 105 ASX stocks with exposure to lithium, cobalt, graphite, nickel, and vanadium are performing>>>

Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop:

CODE COMPANY 1 MONTH CHANGE % 6 MONTH CHANGE % 1 YEAR CHANGE % PRICE MARKET CAP
PLL Piedmont Lithium 434 527 422 0.47 $ 427,468,476.22
EGR Ecograf 150 312 163 0.21 $ 76,437,221.28
CHN Chalice Gold Mines 104 409 1202 2.8 $ 799,511,622.00
INR Ioneer 104 144 14 0.2 $ 285,966,760.38
LKE Lake Resources 88 71 46 0.05 $ 48,319,846.06
VUL Vulcan Energy 61 534 500 1.11 $ 81,794,101.90
BEM Blackearth Minerals 53 61 16 0.058 $ 6,592,020.22
LTR Liontown Resources 50 221 137 0.225 $ 362,154,790.83
JRL Jindalee Resources 49 91 177 0.6 $ 20,074,132.40
PM1 Pure Minerals 47 180 65 0.028 $ 20,574,346.10
S2R S2 Resources 47 233 87 0.28 $ 86,769,530.12
TNG TNG 43 150 43 0.12 $ 118,077,238.02
TMT Technology Metals 42 291 54 0.27 $ 32,595,000.00
PNN PepinNini Minerals 42 63 -46 0.145 $ 2,655,979.50
ASN Anson Resources 40 65 -26 0.028 $ 18,802,825.66
DEV Devex Resources 40 512 203 0.3 $ 70,125,344.40
STK Strickland Metals 39 447 228 0.082 $ 30,521,411.03
CNJ Conico 36 280 138 0.019 $ 9,924,768.59
AZS Azure Minerals 28 242 17 0.205 $ 52,071,412.66
TLG Talga Resources 28 184 71 0.78 $ 203,371,241.15
MLS Metals Australia 25 150 25 0.0025 $ 7,296,705.55
INF Infinity Lithium 23 143 35 0.092 $ 22,617,720.77
PAN Panoramic Resources 20 3 -55 0.1 $ 194,836,830.38
LPI Lithium Power International 20 20 -38 0.18 $ 46,027,433.03
ESS Essential Metals 19 28 -36 0.115 $ 16,596,406.97
RLC Reedy Lagoon 18 550 225 0.013 $ 6,106,539.19
MRC Mineral Commodities 17 55 48 0.31 $ 145,629,302.72
FGR First Graphene 17 17 -30 0.14 $ 70,968,687.98
CXO Core Lithium 16 26 10 0.043 $ 42,756,203.80
CLQ Clean Teq 15 96 -5 0.275 $ 209,008,857.40
LML Lincoln Minerals 14 60 33 0.008 $ 4,599,869.49
AXE Archer Materials 13 209 246 0.51 $ 107,834,315.04
CTM Centaurus Metals 11 435 155 0.535 $ 166,187,151.60
ALY Alchemy Resource 11 71 57 0.02 $ 13,444,869.06
G88 Golden Mile Resources 11 140 -17 0.06 $ 7,504,118.01
NMT Neometals 11 25 14 0.2 $ 103,616,740.54
SYA Sayona Mining 11 43 14 0.01 $ 28,431,914.30
VMC Venus Metals 10 69 50 0.27 $ 39,658,154.29
RFR Rafaella Resources 9 37 -32 0.082 $ 7,246,045.68
CWX Carawine Resources 9 68 18 0.235 $ 23,826,545.57
EUR European Lithium 9 23 -42 0.049 $ 33,704,805.35
AVL Aust Vanadium 8 63 18 0.013 $ 38,005,053.96
AVZ AVZ Minerals 8 33 51 0.065 $ 181,663,904.51
MAN Mandrake Resources 8 550 282 0.065 $ 18,703,143.42
AQD Ausquest 7 158 94 0.031 $ 20,319,980.43
AGY Argosy Minerals 6 65 -29 0.051 $ 51,994,609.19
GLN Galan Lithium 5 -5 -20 0.1475 $ 26,896,916.76
PLS Pilbara Minerals 4 69 22 0.355 $ 723,811,389.93
GED Golden Deeps 4 81 -48 0.00145 $ 8,076,610.49
GME GME Resources 2 16 -27 0.043 $ 23,945,277.99
ORE Orocobre 1 33 13 2.75 $ 894,513,245.60
IGO IGO Limited 0 -3 -30 4.36 $ 2,481,347,542.80
AJM Altura Mining 0 106 3 0.07 $ 209,037,029.25
ATM Aneka Tambang 0 0 0 1 $ 1,303,649.00
BAR Barra Resources 0 71 20 0.024 $ 14,841,378.22
BSM Bass Metals 0 0 -63 0.003 $ 11,783,627.21
CZI Cassini Resources 0 233 159 0.22 $ 97,147,853.44
LPD Lepidico 0 -29 -56 0.007 $ 36,300,145.27
PGM Platina Resources 0 194 88 0.047 $ 18,992,065.17
QXR Qx Resources 0 15 7 0.015 $ 7,524,240.34
SBR Sabre Resources 0 900 233 0.01 $ 12,506,462.58
TKL Traka Resources 0 606 112 0.021 $ 9,622,836.29
BHP BHP Group 0 19 2 36.18 $ 106,463,069,379.16
MCR Mincor Resources -1 72 34 0.86 $ 357,995,626.56
BOA Boadicea Resources -2 36 58 0.3 $ 16,122,766.34
TON Triton Minerals -2 117 30 0.052 $ 57,857,602.14
GBR Great Boulder Resources -2 78 -4 0.048 $ 9,591,048.27
NIC Nickel Mines -2 57 8 0.71 $ 1,457,748,254.77
OZL OZ Minerals -2 98 51 14.02 $ 4,602,905,922.90
WKT Walkabout Resources -3 70 -30 0.195 $ 68,081,060.78
PSC Prospect Resoources -3 83 36 0.165 $ 47,179,526.46
RXL Rox Resources -3 241 132 0.058 $ 108,428,908.54
ADV Ardiden -4 733 525 0.025 $ 49,924,485.22
IPT Impact Minerals -4 257 178 0.0025 $ 40,875,261.60
GXY Galaxy Resources -4 56 35 1.27 $ 477,043,428.77
EMH European Metals -4 126 54 0.43 $ 51,270,932.21
MOH Moho Resources -5 40 38 0.105 $ 7,648,476.77
SLZ Sultan Resources -5 180 228 0.21 $ 12,018,186.50
COB Cobalt Blue -6 -1 -36 0.089 $ 20,419,875.26
BKT Black Rock Mining -6 110 -2 0.058 $ 38,758,656.02
ESR Estrella Resources -7 133 27 0.014 $ 10,285,069.16
POS Poseidon Nickel -7 69 4 0.054 $ 137,420,495.21
MNS Magnis Energy Technologies -7 268 8 0.195 $ 130,806,987.63
LIT Lithium Australia -7 31 9 0.051 $ 40,405,542.34
JRV Jervois Mining -8 97 33 0.285 $ 193,023,763.50
RNU Renascor Resources -8 120 -21 0.011 $ 18,121,171.33
AUZ Australian Mines -9 45 -37 0.0145 $ 59,421,807.75
BSX Blackstone -9 314 200 0.435 $ 135,084,610.29
SGQ St George Mining -10 27 -38 0.099 $ 50,354,337.60
VR8 Vanadium Resources -10 160 -40 0.026 $ 9,731,213.39
MIN Mineral Resources -11 66 90 25.14 $ 4,671,560,099.77
AOU Auroch Minerals -12 51 -23 0.068 $ 15,493,632.42
SRI Sipa Resources -12 26 -22 0.075 $ 12,573,913.90
LEG Legend Mining -12 -3 303 0.125 $ 374,953,000.94
ARL Ardea Resources -12 114 8 0.47 $ 58,007,469.39
MLX Metals X -12 9 -58 0.071 $ 63,508,624.69
HNR Hannans -14 50 -33 0.006 $ 11,927,727.23
CZN Corazon -17 29 -14 0.0025 $ 8,133,397.86
MLL Mali Lithium -18 191 116 0.16 $ 56,621,884.25
AML Aeon Metals -20 88 -11 0.12 $ 77,920,518.61
PUR Pursuit Minerals -27 267 10 0.011 $ 5,281,202.48
BUX Buxton Resources -30 82 -16 0.08 $ 10,884,434.56
VRC Volt Resources -31 83 1 0.011 $ 22,226,109.10
GAL Galileo Mining -34 25 88 0.225 $ 28,620,241.00
SVD Scandivanadium -58 275 67 0.015 $ 6,276,292.08
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