• Singapore-based Arcane Capital sees a lithium rebound as soon as Q4 2025
  • Recovery could be driven by low battery prices and BESS market growth
  • Companies like AZL, FBM, GT1 and CC9 could be poised to benefit

 

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

 

A lot of lithium players abandoned the sector through the price downturn, but a few are standing stoic and strong, timing the development of their projects for a rebound.

Green Technology Metals (ASX:GT1) is one of those companies, confident of a recovery by the time they get the Seymour project in Canada into production in 2027 – when Fastmarkets expect 5.5% spodumene concentrate to be trading at around US$1146/t.

For comparison, investment bank RBC thinks spodumene prices will rise to US$1125/t on a 6% Li2O basis in 2026.

But Arcane Capital Advisors director and co-fund manager YueJer (YJ) Lee thinks it could rebound even sooner, and said he is among the (very) short list of people that think the lithium market will turn around as early as Q4 2025.

“Low battery prices are driving down EV prices and that WILL have an effect on EV penetration rates,” he said.

“This year we will see EVs becoming cheaper than their ICE counterparts in many markets.

“Drivers get lower upfront costs, lower maintenance over the vehicle lifetime, and nearly cost-free driving (and if paired with solar/batteries in the house, literally cost-free.)”

 

 

Battery energy storage systems growing exponentially

That’s just the first tipping point, the second is the growth of Battery Energy Storage Systems (BESS), Lee said.

“This is growing exponentially, far faster than companies and analysts realise,” he said.

“Last year’s BESS market was 160GWh (not including behind-the-meter of another 45GWh), and I expect this year the BESS market to be in the 300GWh range (plus another 80GWh BTM).

“Many forecasters are still calculating 200GWh in the whole storage market.

“The difference here is equal to, or greater than, their entire lithium oversupply.”

He’s not alone in that opinion. Liontown Resources (ASX:LTR) Tony Ottaviano sees energy storage systems as the next big growth area for lithium demand.

“The one that I want to draw out is energy storage systems. If we look at this and seeing … the growth we’ve experienced over the last 12 months and what is being projected, we see this as a tremendous growth engine for demand of lithium units,” he said in the company’s earnings call last week.

“Just to give you a bit of colour, I don’t know how many people have seen the recent CATL prospectus, but they are projecting a significant increase in battery shipments for stationary batteries.

“And if they are accurate in their forecast by the end of the decade, they believe that market will be as big as in terms of lithium carbon equivalents to the EV market today.

“That’s how strong they believe this market will grow.”

Lee says there’s one more element to the recovery scenario, that every other large demand source is not well-covered.

“Each e-bus is 300kWh, each truck 600-800kWh,” he said.

“Even ships and ferries are going electric now (LV Shui 01 has a 50MWh battery!).

“With everything electrifying at a faster rate than before, driven by exceptionally low prices of batteries, I see a positive demand shock that should make lithium investors very happy.”

 

Who else is making moves?

Among the lithium players holding steady are Arizona Lithium (ASX:AZL) who just launched a $2m share purchase plan (SPP) to advance its 6.3Mt lithium carbonate equivalent Prairie lithium project in Canada as it looks toward phase 1 production.

Future Battery Minerals (ASX:FBM), is advancing the promising Big Red lithium deposit within the Kangaroo Hills project in WA – where recent hits include 29m at 1.36% lithium oxide from 38m and 31m at 1.13% lithium oxide from 86m, including 20m at 1.43% – as they wait for the market to turn.

Then there’s Chariot Corporation (ASX:CC9), who picked up seven exploration licences in WA which lie between the 189Mt Earl Grey Mine, jointly owned by Wesfarmers and SQM – the largest lithium producer in the world – and the Marvel Loch gold mine operated by St Barbara (ASX:SBM) as part of its plan to position itself ahead of the next lithium cycle alongside a host of projects in the United States.

On a similar track is Pursuit Minerals (ASX:PUR) who’ve taken meaningful strides towards becoming a commercial producer at its Rio Grande Sur asset in Argentina’s Salta lithium region within the prolific ‘Lithium Triangle’. A 339% resource increase late last year put Pursuit squarely on the Argentine map, with the company believing it now commands attention from the major miners (and briners) looking for a significant lithium investment.

One of those major briners could be American Salars (CSE:USLI) which is so confident of a price recovery that it is forging ahead with a strategy to pick up brine projects across the Americas – specifically more lithium brine assets in Argentina.

 

 

Battery Metals Winners and Losers

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

 

Code Company Price % Week % Month % Six Month % Year Market Cap
XTC XTC Lithium Limited 0.2 19900% 19900% 19900% 19900% $17,528,272
EGR Ecograf Limited 0.27 74% 125% 178% 52% $111,262,296
AKN Auking Mining Ltd 0.008 60% 60% 14% -56% $4,598,230
TKM Trek Metals Ltd 0.038 58% 46% 12% 9% $19,825,469
PSC Prospect Res Ltd 0.13 44% 40% 35% 63% $65,856,243
SMX Strata Minerals 0.055 41% 67% 90% 72% $13,310,579
BUX Buxton Resources Ltd 0.035 40% 3% -45% -70% $8,669,016
ARU Arafura Rare Earths 0.2075 38% 54% 34% 1% $455,900,808
AQD Ausquest Limited 0.057 36% 33% 489% 435% $67,284,076
AVW Avira Resources Ltd 0.008 33% -11% -60% -60% $1,175,518
CDT Castle Minerals 0.002 33% -20% -50% -67% $3,855,646
KGD Kula Gold Limited 0.006 33% 0% -25% -21% $4,606,268
M2R Miramar 0.004 33% 0% -56% -76% $1,597,214
VRC Volt Resources Ltd 0.004 33% 14% 0% -20% $22,646,967
VMC Venus Metals Cor Ltd 0.12 29% 35% 94% 40% $22,554,799
DEV Devex Resources Ltd 0.089 29% 20% -34% -70% $37,985,398
MRR Minrex Resources Ltd 0.009 29% 13% 0% -36% $7,594,073
GCM Green Critical Min 0.014 27% -7% 460% 133% $27,463,496
THR Thor Energy PLC 0.014 27% -7% -18% -44% $9,923,058
LRV Larvottoresources 0.965 26% 13% 144% 1385% $393,559,689
PTR Petratherm Ltd 0.32 25% 10% 611% 1500% $101,956,357
CZN Corazon Ltd 0.0025 25% 25% -38% -72% $2,369,145
RAG Ragnar Metals Ltd 0.02 25% 18% 5% 5% $8,531,748
TMB Tambourahmetals 0.035 25% 25% -8% -55% $4,115,652
YAR Yari Minerals Ltd 0.005 25% 0% 67% -29% $2,411,789
SYR Syrah Resources 0.305 24% 27% 36% -44% $328,275,616
SYR Syrah Resources 0.305 24% 27% 36% -44% $328,275,616
RNU Renascor Res Ltd 0.052 24% 0% -41% -37% $119,475,511
COB Cobalt Blue Ltd 0.063 24% 24% -6% -56% $29,884,184
KAI Kairos Minerals Ltd 0.021 24% 0% 62% 50% $52,618,244
MEK Meeka Metals Limited 0.1475 23% 13% 159% 310% $351,493,474
KM1 Kalimetalslimited 0.092 23% -12% -26% -80% $7,068,141
PMT Patriotbatterymetals 0.3175 22% 9% -16% -67% $180,707,626
MLX Metals X Limited 0.64 22% 19% 45% 73% $585,018,415
AZI Altamin Limited 0.028 22% 12% -1% -39% $16,086,081
BKT Black Rock Mining 0.023 21% -26% -57% -74% $32,327,678
CMO Cosmometalslimited 0.018 20% -8% -24% -40% $2,095,886
LNR Lanthanein Resources 0.003 20% 0% 0% 0% $4,887,272
LNR Lanthanein Resources 0.003 20% 0% 0% 0% $4,887,272
MRD Mount Ridley Mines 0.003 20% 0% -70% -85% $2,335,467
TON Triton Min Ltd 0.006 20% -14% -57% -60% $9,410,332
ASL Andean Silver 1.185 20% 0% 4% 270% $187,353,031
LOT Lotus Resources Ltd 0.2025 19% 9% -19% -49% $437,090,609
SRZ Stellar Resources 0.016 19% 0% -3% 7% $34,315,884
AR3 Austrare 0.084 18% -2% 38% -24% $13,355,137
AVL Aust Vanadium Ltd 0.013 18% 0% -13% -24% $112,250,555
AXE Archer Materials 0.3125 18% -11% 42% -26% $77,728,339
CAE Cannindah Resources 0.086 18% 39% 100% 43% $63,342,956
MEI Meteoric Resources 0.0765 18% 3% -21% -67% $181,926,160
NTU Northern Min Ltd 0.02 18% 11% -13% -39% $167,143,116
RXL Rox Resources 0.3275 17% 17% 134% 100% $203,640,922
DM1 Desert Metals 0.022 16% 5% -4% -21% $6,842,232
LTR Liontown Resources 0.7 16% 12% 5% -44% $1,784,189,519
GRE Greentechmetals 0.067 16% -7% -39% -76% $7,289,261
MHK Metalhawk. 0.41 15% 19% 141% 486% $47,250,451
GW1 Greenwing Resources 0.031 15% -18% -34% -61% $7,460,196
NC1 Nicoresourceslimited 0.086 15% 0% -22% -48% $8,865,497
EUR European Lithium Ltd 0.047 15% -2% 18% -29% $67,923,529
CY5 Cygnus Metals Ltd 0.12 14% -14% 64% 140% $93,415,484
DYM Dynamicmetalslimited 0.4 14% 38% 105% 105% $19,633,736
VUL Vulcan Energy 4.83 14% 12% 28% 59% $1,066,116,618
NVA Nova Minerals Ltd 0.33 14% 5% 106% 25% $104,642,661
PLS Pilbara Min Ltd 1.945 13% -3% -32% -50% $6,435,860,012
WCN White Cliff Min Ltd 0.017 13% -15% -15% 21% $34,118,473
TOR Torque Met 0.105 13% 5% 5% -30% $28,314,712
ANX Anax Metals Ltd 0.009 13% -10% -57% -59% $7,945,268
GRL Godolphin Resources 0.0135 13% -16% -21% -58% $5,027,381
LEG Legend Mining 0.009 13% -10% -36% -36% $26,185,295
IG6 Internationalgraphit 0.055 12% 0% -24% -69% $10,065,033
IGO IGO Limited 4.285 12% -8% -18% -45% $3,286,542,308
WA1 Wa1Resourcesltd 13.705 12% 7% -8% 17% $914,162,976
ASO Aston Minerals Ltd 0.019 12% 12% 46% 36% $25,901,285
NVX Novonix Limited 0.485 11% -10% -13% -46% $305,299,326
EMC Everest Metals Corp 0.1725 11% 11% 44% 118% $36,924,333
MIN Mineral Resources. 23.47 11% -3% -38% -66% $4,692,864,264
AS2 Askarimetalslimited 0.01 11% -17% -47% -88% $2,717,860
NH3 Nh3Cleanenergyltd 0.02 11% 0% -13% -26% $10,442,491
OD6 Od6Metalsltd 0.031 11% -31% -31% -67% $4,936,618
CHN Chalice Mining Ltd 1.465 11% 1% 0% 34% $577,704,780
RAS Ragusa Minerals Ltd 0.021 11% -9% 40% -30% $2,994,575
STK Strickland Metals 0.087 10% 26% -7% 1% $196,459,912
INF Infinity Lithium 0.022 10% -24% -39% -69% $10,639,618
PGM Platina Resources 0.022 10% 10% 10% 22% $13,709,967
VR8 Vanadium Resources 0.022 10% -15% -50% -46% $12,377,754
LPM Lithium Plus 0.067 10% 12% -39% -57% $8,900,280
BSX Blackstone Ltd 0.068 10% 13% 48% 16% $41,269,159
DVP Develop Global Ltd 3.04 9% 6% 54% 27% $806,733,316
ICL Iceni Gold 0.075 9% -19% 103% 226% $24,322,953
ZNC Zenith Minerals Ltd 0.051 9% 24% 21% -49% $18,334,864
AAJ Aruma Resources Ltd 0.013 8% 30% -28% -28% $2,664,698
IXR Ionic Rare Earths 0.0065 8% 8% -19% -64% $34,049,784
PEK Peak Rare Earths Ltd 0.105 8% -16% -46% -43% $36,969,882
PEK Peak Rare Earths Ltd 0.105 8% -16% -46% -43% $36,969,882
KZR Kalamazoo Resources 0.082 8% 4% 5% -8% $16,332,694
CXO Core Lithium 0.0795 7% -9% -21% -49% $167,155,212
WC8 Wildcat Resources 0.1825 7% -13% -19% -74% $254,572,376
TVN Tivan Limited 0.088 7% -11% 83% 49% $172,662,107
ETM Energy Transition 0.076 7% 6% 217% 111% $116,265,651
PNT Panthermetalsltd 0.016 7% -6% -33% -40% $4,814,473
E25 Element 25 Ltd 0.25 6% -6% 16% -4% $57,153,100
RMX Red Mount Min Ltd 0.0085 6% -6% -15% -51% $3,952,141
RR1 Reach Resources Ltd 0.0085 6% -39% -39% -38% $7,432,666
RR1 Reach Resources Ltd 0.0085 6% -39% -39% -38% $7,432,666
A11 Atlantic Lithium 0.175 6% -10% -27% -53% $128,232,253
GL1 Globallith 0.175 6% -13% -8% -68% $45,803,122
LKE Lake Resources 0.035 6% 3% -24% -50% $57,655,943
ABX ABX Group Limited 0.037 6% -5% -10% -44% $9,761,444
1MC Morella Corporation 0.019 6% -5% -37% -75% $6,275,045
EVG Evion Group NL 0.019 6% -16% -17% -10% $8,263,479
LIT Livium Ltd 0.0095 6% -32% -53% -69% $16,785,784
LYC Lynas Rare Earths 7.435 5% 11% 6% 30% $7,159,941,297
FBM Future Battery 0.02 5% 0% 0% -68% $13,307,119
NWC New World Resources 0.021 5% 0% 24% -48% $70,825,634
JMS Jupiter Mines. 0.1625 5% 5% 5% -12% $313,766,682
IPX Iperionx Limited 3.3 5% -27% 15% 65% $1,011,740,402
SCN Scorpion Minerals 0.022 5% -8% 10% -27% $11,481,742
PGD Peregrine Gold 0.13 4% -7% -13% -43% $10,330,316
ADV Ardiden Ltd 0.14 4% -13% 4% -15% $8,752,451
EFE Eastern Resources 0.028 4% -7% -38% -63% $3,530,519
ESR Estrella Res Ltd 0.028 4% -10% 300% 600% $59,506,169
KNI Kunikolimited 0.14 4% -7% -22% -47% $12,147,698
SLM Solismineralsltd 0.084 4% -16% -11% -13% $8,304,959
INR Ioneer Ltd 0.16 3% -3% -14% 0% $400,464,328
ILU Iluka Resources 4.19 3% -8% -31% -43% $1,821,458,780
EMN Euromanganese 0.037 3% -24% -29% -60% $7,483,108
PUR Pursuit Minerals 0.075 3% 0% -25% -70% $6,192,547
ASM Ausstratmaterials 0.38 3% -16% -28% -62% $68,909,459
CTM Centaurus Metals Ltd 0.38 3% -3% -8% 27% $191,229,967
BNR Bulletin Res Ltd 0.042 2% 11% -2% -36% $12,478,566
FGR First Graphene Ltd 0.043 2% -26% -10% -25% $34,438,878
FLG Flagship Min Ltd 0.045 2% 18% -33% -72% $9,161,740
VHM Vhmlimited 0.275 2% -10% -51% -47% $60,801,987
FTL Firetail Resources 0.061 2% -14% -36% 42% $22,801,679
OMH OM Holdings Limited 0.32 2% -4% -11% -22% $245,202,176
TLG Talga Group Ltd 0.43 1% -10% 4% -47% $189,092,745
BHP BHP Group Limited 39.13 0% -5% -3% -10% $200,723,530,997
A8G Australasian Metals 0.075 0% 9% -32% 6% $4,341,729
ADD Adavale Resource Ltd 0.002 0% -20% -20% -60% $4,574,558
AGY Argosy Minerals Ltd 0.022 0% -10% -49% -86% $32,030,261
ALY Alchemy Resource Ltd 0.007 0% -22% 17% -13% $8,246,534
AM7 Arcadia Minerals 0.02 0% -5% -46% -71% $2,347,669
AML Aeon Metals Ltd. 0.005 0% 0% 0% -29% $5,482,003
AOA Ausmon Resorces 0.002 0% 0% -33% 0% $2,179,455
ARR American Rare Earths 0.28 0% -13% 4% -2% $139,541,407
ASR Asra Minerals Ltd 0.0025 0% 0% -50% -50% $7,119,380
ATM Aneka Tambang 0.995 0% 0% -3% -10% $1,297,131
AUZ Australian Mines Ltd 0.009 0% -10% 20% -31% $12,586,609
AXN Alliance Nickel Ltd 0.032 0% -15% -9% -20% $23,226,868
BOA BOA Resources Ltd 0.017 0% -23% -29% -29% $2,096,998
BUR Burleyminerals 0.058 0% 18% -16% -3% $8,721,515
CLZ Classic Min Ltd 0.001 0% 0% 0% -98% $1,544,026
CMX Chemxmaterials 0.026 0% 0% -28% -48% $3,354,580
CNB Carnaby Resource Ltd 0.29 0% -24% -23% -48% $66,232,769
CNJ Conico Ltd 0.007 0% -13% -65% -72% $1,662,411
CRI Criticalim 0.016 0% -20% 23% -20% $45,703,626
CRR Critical Resources 0.0045 0% -10% -59% -74% $7,392,664
CTN Catalina Resources 0.003 0% 0% 0% -25% $4,548,786
DLI Delta Lithium 0.17 0% -3% -19% -47% $118,229,396
DRE Dreadnought Resources Ltd 0.0155 0% 29% 3% -9% $66,547,200
EMH European Metals Hldg 0.18 0% 38% 16% -44% $35,265,600
EMS Eastern Metals 0.01 0% -9% -58% -66% $1,023,086
ENT Enterprise Metals 0.003 0% 50% -25% 0% $2,945,793
EV1 Evolutionenergy 0.016 0% 14% -33% -85% $5,802,408
EVR Ev Resources Ltd 0.0045 0% -18% -2% -55% $8,936,265
FIN FIN Resources Ltd 0.006 0% 0% 20% -68% $3,895,612
G88 Golden Mile Res Ltd 0.009 0% -25% 0% -18% $4,898,231
GAL Galileo Mining Ltd 0.13 0% -10% -21% -46% $25,691,241
GED Golden Deeps 0.021 0% -9% -46% -51% $3,234,469
GLN Galan Lithium Ltd 0.11 0% -8% 5% -70% $87,602,477
GSM Golden State Mining 0.009 0% 0% -18% -10% $2,514,336
HAW Hawthorn Resources 0.043 0% -2% -28% -39% $14,405,671
IDA Indiana Resources 0.077 0% 4% 49% 77% $49,490,399
IMI Infinitymining 0.014 0% 56% 0% -83% $5,922,221
IPT Impact Minerals 0.006 0% -29% -51% -58% $20,131,850
JRV Jervois Global Ltd 0.011 0% 0% 0% -54% $29,730,402
KNG Kingsland Minerals 0.125 0% 4% -26% -51% $9,070,114
KOR Korab Resources 0.008 0% 0% 0% -20% $2,936,400
KTA Krakatoa Resources 0.009 0% 0% -25% -10% $5,311,206
LEL Lithenergy 0.37 0% 0% 19% -36% $41,440,581
LIN Lindian Resources 0.096 0% -4% -20% -23% $110,704,535
LLL Leolithiumlimited 0.332997 0% 0% 0% 0% $401,204,047
LMG Latrobe Magnesium 0.014 0% -13% -53% -71% $32,879,523
LPD Lepidico Ltd 0.002 0% 0% -33% -58% $17,178,371
LSR Lodestar Minerals 0.012 0% 0% -40% -50% $2,527,404
LTM Arcadium Lithium PLC 9.33 0% 2% 161% 37% $1,994,929,982
MAN Mandrake Res Ltd 0.019 0% -14% -27% -50% $11,917,938
MHC Manhattan Corp Ltd 0.018 0% -10% -10% -64% $4,228,180
MLS Metals Australia 0.02 0% -5% -17% -9% $14,574,390
MNS Magnis Energy Tech 0.042 0% 0% 0% 0% $50,378,922
MRC Mineral Commodities 0.026 0% 0% 0% 8% $25,596,288
MTM MTM Critical Metals 0.15 0% -17% 100% 100% $68,749,937
NMT Neometals Ltd 0.067 0% -11% -25% -52% $50,012,630
OM1 Omnia Metals Group 0.078 0% 0% 0% 0% $5,233,153
PBL Parabellumresources 0.04 0% -22% -29% -26% $2,492,000
PRL Province Resources 0.041 0% 0% 0% 0% $48,441,219
PVT Pivotal Metals Ltd 0.007 0% 0% -50% -50% $6,350,581
PVW PVW Res Ltd 0.015 0% 25% -29% -40% $2,983,572
QPM QPM Energy Limited 0.048 0% -21% 45% 12% $115,978,684
QXR Qx Resources Limited 0.004 0% 0% -33% -75% $5,240,311
REE Rarex Limited 0.008 0% -20% -33% -50% $7,207,613
RIL Redivium Limited 0.004 0% 0% -20% 33% $13,609,422
RLC Reedy Lagoon Corp. 0.002 0% -33% 0% -50% $1,553,413
S32 South32 Limited 3.58 0% -2% 12% 15% $16,305,215,789
SBR Sabre Resources 0.008 0% -11% -43% -56% $3,143,695
SLZ Sultan Resources Ltd 0.007 0% -13% 17% -46% $1,620,289
SRI Sipa Resources Ltd 0.011 0% -8% -27% -42% $4,580,382
SRN Surefire Rescs NL 0.003 0% -14% -50% -70% $7,248,923
STM Sunstone Metals Ltd 0.006 0% 0% 20% -45% $25,750,018
TEM Tempest Minerals 0.005 0% -17% -52% -42% $3,172,649
TKL Traka Resources 0.001 0% 0% -33% -50% $2,125,790
TMX Terrain Minerals 0.004 0% 0% 33% -11% $8,014,226
WIN WIN Metals 0.018 0% -5% -51% -66% $10,451,104
WKT Walkabout Resources 0.095 0% 0% -10% -17% $63,769,838
WMG Western Mines 0.1 0% -23% -59% -39% $9,035,334
WR1 Winsome Resources 0.27 0% -16% -45% -71% $68,290,166
EG1 Evergreenlithium 0.08 -1% 0% 100% -16% $4,498,400
LLI Loyal Lithium Ltd 0.077 -1% -8% -41% -74% $7,756,446
ARN Aldoro Resources 0.305 -2% -9% 277% 291% $55,884,838
QEM QEM Limited 0.061 -2% -5% -51% -60% $11,640,855
CWX Carawine Resources 0.098 -2% -2% 7% -7% $23,140,294
ITM Itech Minerals Ltd 0.046 -2% -8% -30% -40% $7,858,428
PLL Piedmont Lithium Inc 0.1125 -2% -10% 2% -39% $71,513,647
BC8 Black Cat Syndicate 0.835 -2% 4% 129% 318% $478,872,596
SYA Sayona Mining Ltd 0.0205 -2% -11% -27% -49% $242,409,216
VTM Victory Metals Ltd 0.4 -2% -2% -17% 45% $43,401,086
L1M Lightning Minerals 0.071 -3% -8% 4% 8% $7,336,311
HAS Hastings Tech Met 0.31 -3% 0% 11% -47% $56,229,702
KOB Kobaresourceslimited 0.058 -3% -3% -42% -50% $9,196,574
NIC Nickel Industries 0.6325 -3% -18% -24% -21% $2,702,580,224
CHR Charger Metals 0.048 -4% -23% -45% -62% $3,096,810
FRB Firebird Metals 0.096 -4% 3% -9% -22% $13,666,694
OCN Oceanalithiumlimited 0.024 -4% -20% -30% -55% $3,299,913
GBR Greatbould Resources 0.07 -4% 9% 46% 17% $52,757,473
BM8 Battery Age Minerals 0.06 -5% -25% -52% -52% $7,386,113
JLL Jindalee Lithium Ltd 0.2 -5% 3% -17% -74% $14,350,411
PAT Patriot Lithium 0.04 -5% -9% 14% -47% $5,056,719
SGQ St George Min Ltd 0.019 -5% -50% -37% -10% $50,688,626
PNN Power Minerals Ltd 0.071 -5% -10% -25% -62% $7,969,841
PFE Pantera Lithium 0.017 -6% -11% -26% -56% $7,580,539
BMM Bayanminingandmin 0.046 -6% -4% 0% -30% $4,520,904
HRE Heavy Rare Earths 0.023 -6% -15% -23% -42% $4,784,779
BCA Black Canyon Limited 0.061 -6% -16% 9% -39% $6,471,126
CLA Celsius Resource Ltd 0.0075 -6% -32% -38% -50% $21,353,908
SRL Sunrise 0.225 -6% -18% -49% -52% $20,752,325
FRS Forrestaniaresources 0.027 -7% 50% 125% 50% $7,086,270
1AE Auroraenergymetals 0.04 -7% -11% 0% -65% $8,415,996
M24 Mamba Exploration 0.013 -7% -7% -7% -48% $3,837,153
S2R S2 Resources 0.06 -8% -12% -28% -52% $28,077,196
RBX Resource B 0.033 -8% 10% -3% -27% $3,801,088
DTM Dart Mining NL 0.005 -9% -17% -67% -64% $3,438,820
FG1 Flynngold 0.02 -9% -26% -31% -49% $7,066,868
LCY Legacy Iron Ore 0.01 -9% 0% -20% -26% $97,620,426
LML Lincoln Minerals 0.005 -9% -17% -17% 0% $10,281,298
NWM Norwest Minerals 0.01 -9% -29% -44% -60% $4,851,195
ARL Ardea Resources Ltd 0.41 -10% -8% 0% -45% $86,862,068
MQR Marquee Resource Ltd 0.009 -10% -18% -50% -55% $4,854,805
ASN Anson Resources Ltd 0.051 -11% -23% -42% -45% $72,110,300
SUM Summitminerals 0.057 -11% -42% -79% -7% $5,053,423
KFM Kingfisher Mining 0.048 -11% -4% -29% -45% $2,578,320
RGL Riversgold 0.004 -11% -20% -20% -50% $6,734,850
TAR Taruga Minerals 0.008 -11% -20% 0% 0% $6,354,241
LM1 Leeuwin Metals Ltd 0.11 -12% -19% 29% 28% $6,896,038
LU7 Lithium Universe Ltd 0.007 -13% -30% -30% -63% $6,287,837
RVT Richmond Vanadium 0.14 -13% 8% -54% -54% $32,165,833
RON Roninresourcesltd 0.165 -15% -6% 57% 57% $6,661,877
ODE Odessa Minerals Ltd 0.005 -17% -29% 100% 0% $7,997,663
WC1 Westcobarmetals 0.015 -17% -38% -46% -67% $2,687,348
ENV Enova Mining Limited 0.0065 -19% -28% -28% -78% $7,383,862
BYH Bryah Resources Ltd 0.004 -20% 0% -20% -64% $2,507,203
MOH Moho Resources 0.004 -20% 0% -33% -33% $2,865,898
VML Vital Metals Limited 0.002 -20% 0% -20% -50% $17,685,201
REC Rechargemetals 0.014 -22% -26% -42% -75% $3,590,860
AX8 Accelerate Resources 0.006 -25% -40% -40% -82% $5,227,278
EMT Emetals Limited 0.003 -25% -40% -25% -40% $2,550,000
WSR Westar Resources 0.006 -25% -45% -33% -47% $3,588,523
AZL Arizona Lithium Ltd 0.0065 -28% -35% -57% -77% $31,932,702
GT1 Greentechnology 0.04 -31% -20% -55% -73% $15,550,084
OB1 Orbminco Limited 0.001 -40% -20% -52% -70% $2,166,590
CAI Calidus Resources 0 -100% -100% -100% -100% $93,678,206
LRS Latin Resources Ltd 0 -100% -100% -100% -100% $477,661,711
POS Poseidon Nick Ltd 0 -100% -100% -100% -100% $23,380,727
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Ecograf (ASX:EGR) has completed its environmental and social programs for the Epanko graphite project in Tanzania, which are a key requirement of the financing process for the project.

Key environmental programs include biodiversity surveys and critical habitat assessments; surface and hydrogeological modelling; tailings storage facility evaluation, design and expansion planning; development of a conceptual mine closure plan.

Social and commodity programs include: surveying of households and landholdings to generate updated social data and compensation arrangements; establishment of resettlement working groups; confirmation and valuation of potential resettlement areas proposed by villagers; and community health, human rights, social and labour planning assessments.

And on the larger end of town, Arafura Rare Earths (ASX:ARU) has signed a binding deal with Traxys Europe to supply up to 300 tonnes per year of NdPr oxide from the Nolans Project over five years.

The deal will help Arafura hit its target of securing 80% of planned production under binding agreements. Traxys will market the NdPr globally, helping to diversify the supply chain and manage delivery schedules.

The deal is subject to Arafura completing Nolans’ construction and starting commercial production.

 

At Stockhead, we tell it like it is. While Arizona Lithium, Future Battery Minerals, Chariot Corporation, Pursuit Minerals, Green Technology Metals, and American Salars Lithium are Stockhead advertisers, they did not sponsor this article.

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