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

 

Pure scale means that electric vehicles will dominate future demand for battery metals like cobalt, lithium, graphite, nickel and rare earths.

But large scale stationary storage is also surging as costs fall.

Stationary storage systems are big batteries often designed to store excess power from the power grid — including from renewable sources — for use during expensive peak demand periods.

Hornsdale in South Australia, also known as ‘Tesla’s Big Battery’, was a global trailblazer.

The Hornsdale Power Reserve in South Australia.
The Hornsdale Power Reserve in South Australia.

It was misunderstood early on.

In 2017, ScoMo reckoned it would become a “big banana”.

Matt Canavan called it “the Kim Kardashian of the energy world: it’s famous for being famous. It really doesn’t do very much.”

They were both very wrong. The positive impacts of the battery’s services were quickly recognised.

These mega battery developments are now being built faster than anyone expected as costs continue to fall.

The world’s largest grid-scale solar battery – about eight times the size of Hornsdale – is about to be built in the NSW Hunter Valley.

The 1200 megawatt project is being developed by specialist renewable energy fund CEP Energy, which is sourcing its power from factory and warehouse rooftops around the country.

The battery would be the largest of four planned utility-scale batteries CEP Energy is planning throughout Australia.

All up, this planned portfolio would have capacity of 2GW.  In 2016, BNEF expected 25GW of installed global storage total by 2028.

Former NSW premier Morris Iemma is now the chairman of CEP Energy. He said integrated grid-scale battery networks are accelerating Australia’s transition to a clean energy future.

“Big batteries, including the one planned by CEP Energy for the Hunter, will play a major role in filling the gaps left by the gradual retirement of coal and gas-fired generation assets, including the nearby Liddell Power Station,” Iemma said.

It may have the biggest aspirations, but CEP isn’t the only mega battery builder in Australia.

Origin Energy plans to build a 700MW battery – four times bigger that the South Australian version — in the Hunter region.

Fellow power provider AGL is rolling out 850MW of energy storage across the National Energy Market by 2024.

And French renewables giant Neoen – which partnered with Tesla on the Hornsdale Energy Reserve in South Australia – is building a new 500MW ‘Great Western Battery’ in NSW.

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

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

CODE COMPANY 1 WEEK RETURN % 1 MONTH RETURN % 6 MONTH RETURN % 1 YEAR RETURN % PRICE MARKET CAP
BEM Blackearth Minerals 72 113 144 122 0.1 $ 13,386,888.99
HWK Hawkstone Mining -15 309 150 650 0.045 $71,770,345.86
EGR Ecograf Limited 66 303 908 692 0.665 $ 252,970,803.76
RFR Rafaella Resources 29 25 52 -10 0.094 $ 12,534,745.96
BSX Blackstone Ltd 22 31 47 230 0.545 $ 164,134,416.90
INR Ioneer Ltd 22 59 280 130 0.44 $ 682,789,041.14
DEV Devex Resources Ltd 20 -2 33 336 0.24 $ 63,597,114.00
GED Golden Deeps 20 0 9 -52 0.012 $ 9,295,360.14
FFX Firefinch Ltd 20 11 40 136 0.21 $ 152,472,153.80
SYR Syrah Resources 16 15 200 113 1.17 $ 554,256,703.61
AQD Ausquest Limited 16 47 -15 100 0.022 $ 13,546,653.62
INF Infinity Lithium 16 26 166 265 0.22 $ 69,608,371.14
LIT Lithium Australia NL 15 117 150 134 0.15 $ 132,980,861.25
JRL Jindalee Resources 15 141 460 578 1.9 $ 87,367,733.70
VUL Vulcan Energy 14 196 1631 4515 9 $ 805,822,669.95
GME GME Resources Ltd 13 24 93 49 0.077 $ 43,435,620.54
CLA Celsius Resource Ltd 13 -5 179 342 0.053 $ 47,531,776.37
RXL Rox Resources 12 -27 -43 42 0.037 $ 73,793,824.67
ALY Alchemy Resource Ltd 12 6 14 77 0.019 $ 12,100,382.15
GAL Galileo Mining Ltd 12 67 13 148 0.385 $ 52,947,445.85
PNN PepinNini Minerals 11 47 264 173 0.485 $ 20,407,059.00
CHN Chalice Mining Ltd 11 -3 291 1457 4.36 $ 1,398,060,564.91
MRC Mineral Commodities 11 12 71 43 0.41 $ 180,215,420.55
MNS Magnis Energy Tech 10 74 74 172 0.34 $ 240,901,971.42
CLQ Clean Teq Hldgs Ltd 9 7 76 7 0.29 $ 256,923,022.82
COB Cobalt Blue Ltd 9 73 238 154 0.355 $ 79,430,991.04
BAR Barra Resources 9 -14 4 19 0.025 $ 16,262,594.42
PLS Pilbara Min Ltd 9 8 189 214 1.01 $ 2,853,356,967.44
VR8 Vanadium Resources 8 38 60 67 0.04 $ 14,596,820.08
AXE Archer Materials 8 55 87 229 0.805 $ 189,534,698.64
BOA Boadicea Resources 8 17 53 47 0.28 $ 16,779,351.42
MAN Mandrake Res Ltd 8 -11 133 467 0.085 $ 27,159,601.63
TLG Talga Group Ltd 7 -16 184 204 1.49 $ 439,683,363.70
MIN Mineral Resources. 7 -6 34 112 36.72 $ 6,595,254,609.97
WKT Walkabout Resources 7 23 -3 -18 0.16 $ 52,370,046.75
MCR Mincor Resources NL 6 -10 47 58 1.08 $ 464,251,462.95
EMH European Metals Hldg 6 -1 298 312 1.18 $ 144,510,646.80
SBR Sabre Resources 6 -15 113 325 0.0085 $ 11,781,445.54
CNJ Conico Ltd 6 21 192 289 0.035 $ 30,786,914.19
RNU Renascor Res Ltd 6 200 140 227 0.036 $ 61,631,263.86
AOU Auroch Minerals Ltd 6 90 358 344 0.275 $ 69,879,624.62
IPT Impact Minerals 5 5 0 186 0.02 $ 35,617,728.82
VRC Volt Resources Ltd 5 82 11 67 0.02 $ 34,605,249.62
BUX Buxton Resources Ltd 4 14 -4 -12 0.074 $ 9,659,935.67
CTM Centaurus Metals Ltd 4 -3 59 406 0.835 $ 278,719,021.80
TON Triton Min Ltd 4 14 12 57 0.058 $ 65,799,147.89
LPI Lithium Pwr Int Ltd 3 30 50 -14 0.3 $ 86,786,531.87
BKT Black Rock Mining 3 53 206 217 0.15 $ 103,435,419.26
LKE Lake Resources 3 281 747 549 0.305 $ 302,287,769.70
QPM Queensland Pacific 3 88 220 237 0.064 $ 60,641,592.38
PSC Prospect Res Ltd 3 3 35 8 0.175 $ 59,776,266.78
BHP BHP Group Limited 3 1 18 15 44.75 $ 129,028,291,057.20
AVZ AVZ Minerals Ltd 3 12 233 171 0.19 $ 534,680,557.38
OZL OZ Minerals 2 -4 36 91 19.09 $ 6,205,124,614.07
LTR Liontown Resources 3 -7 233 365 0.4 $ 723,259,227.20
G88 Golden Mile Res Ltd 2 -20 -31 -10 0.045 $ 5,658,843.09
AZS Azure Minerals 2 -12 213 245 0.5 $ 152,502,431.90
GLN Galan Lithium Ltd 2 35 257 128 0.535 $ 121,077,933.63
NMT Neometals Ltd 2 14 89 64 0.33 $ 185,419,430.44
AGY Argosy Minerals Ltd 1 50 238 116 0.17 $ 163,120,395.84
GXY Galaxy Resources 0 4 135 121 2.7 $ 1,340,809,931.44
ARR American Rare Earths 0 18 300 426 0.1 $ 32,825,796.60
HNR Hannans Ltd 0 33 0 0 0.008 $ 17,699,828.94
MLX Metals X Limited 0 36 105 118 0.17 $ 154,235,231.39
ATM Aneka Tambang 0 0 0 0 1 $ 1,303,649.00
AJM Altura Mining Ltd 0 0 1 13 0.07 $ 209,037,029.25
LML Lincoln Minerals 0 0 14 33 0.008 $ 4,599,869.49
LEG Legend Mining 0 14 -14 48 0.12 $ 307,997,107.92
SGQ St George Min Ltd 0 5 11 -5 0.105 $ 51,613,196.04
TKL Traka Resources 0 5 -24 165 0.021 $ 10,635,766.43
MLS Metals Australia 0 25 25 150 0.0025 $ 8,381,807.15
TNG TNG Limited -5 10 43 20 0.1 $ 124,949,704.00
VMC Venus Metals Cor Ltd 0 7 -11 34 0.235 $ 35,503,490.51
PRL Province Resources 0 50 -21 296 0.021 $ 15,308,796.22
ADV Ardiden Ltd 0 0 53 667 0.023 $ 51,433,485.22
AML Aeon Metals Ltd. 0 0 -23 -18 0.115 $ 77,920,518.61
ESR Estrella Res Ltd 0 -4 550 767 0.078 $ 71,734,349.54
FGR First Graphene Ltd 0 0 133 75 0.28 $ 148,900,573.36
EUR European Lithium Ltd 0 48 51 -20 0.068 $ 61,909,268.91
BSM Bass Metals Ltd 0 33 100 20 0.006 $ 24,130,054.41
JRV Jervois Mining -1 12 120 106 0.505 $ 401,058,015.00
ARL Ardea Resources Ltd -1 15 -15 0 0.5 $ 56,813,408.99
POS Poseidon Nick Ltd -1 9 56 127 0.075 $ 207,896,699.05
IGO IGO Limited -1 -6 33 9 6.34 $ 4,823,795,968.81
PLL Piedmont Lithium Ltd -1 68 591 415 0.67 $ 920,759,594.70
PGM Platina Resources -2 2 0 141 0.053 $ 22,241,264.13
CWX Carawine Resources -2 -8 18 22 0.225 $ 23,411,328.93
ORE Orocobre Limited -2 -1 56 34 4.88 $ 1,661,730,375.48
SLZ Sultan Resources Ltd -3 -21 12 206 0.19 $ 13,906,877.80
NIC Nickel Mines Limited -3 7 111 116 1.23 $ 3,131,211,168.50
PUR Pursuit Minerals -3 28 81 663 0.032 $ 23,538,355.94
SRI Sipa Resources Ltd -3 -11 -39 -11 0.058 $ 11,380,950.27
ESS Essential Metals Ltd -3 73 46 4 0.145 $ 29,118,508.50
PAN Panoramic Resources -5 17 125 -10 0.16 $ 328,146,240.64
QXR Qx Resources Limited -5 36 12 0 0.019 $ 9,607,721.80
S2R S2 Resources -5 -5 40 75 0.175 $ 58,254,868.12
MOH Moho Resources -6 -18 -50 70 0.075 $ 7,400,970.35
GBR Greatbould Resources -7 -18 -16 25 0.042 $ 8,086,570.11
AVL Aust Vanadium Ltd -7 69 157 125 0.027 $ 73,253,970.35
LPD Lepidico Ltd -7 69 286 95 0.027 $ 145,258,593.90
ASN Anson Resources Ltd -7 191 365 151 0.093 $ 81,327,395.42
SYA Sayona Mining Ltd -7 179 333 166 0.039 $ 153,271,512.08
AUZ Australian Mines Ltd -7 32 32 67 0.025 $ 99,036,346.25
CXO Core Lithium -9 58 570 751 0.315 $ 315,765,551.12
TMT Technology Metals -11 -3 89 154 0.33 $ 50,878,072.60
STK Strickland Metals -13 -24 -31 70 0.034 $ 14,319,151.71
RLC Reedy Lagoon Corp. -15 6 113 467 0.017 $ 8,455,208.11
CZN Corazon Ltd -27 38 38 -19 0.055 $ 9,760,104.36
PM8 Pensana Rare Earths 0 -27 168 747 1.53 $185,600,000
ARR American Rare Earths 0 18 300 426 0.1 $32,800,000
IXR Ionic Rare Earths 8 122 300 371 0.04 $101,200,000
REE RareX 11 2 102 245 0.13 $51,100,000
ARU Arafura Resources 7 88 205 213 0.235 $256,100,000
LYC Lynas Rare Earths 7 18 115 139 5.12 $4,400,000,000
HXG Hexagon Energy 5 96 83 120 0.11 $34,600,000
HAS Hastings Tech Met 5 18 80 73 0.225 $271,000,000
NTU Northern Min Ltd 3 42 128 12 0.0525 $217,200,000
GGG Greenland Minerals -13 -15 0 108 0.24 $328,540,000
ADD Adavale Resources 2 0 288 82
ARN Aldoro Resources 33 65 124 70