• EV makers and OEM’s pivotal to growing nascent ex-China rare earths industry
  • OEM involvement in REE mining could make a significant difference in the viability of new projects: Argus
  • Action between OEMs and miners in the lithium space provides the blueprint

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

 

Western carmakers must get more involved in developing the rare earths supply chain to ensure future demand, just as they have in lithium, experts say.

EV makers and other OEMs – which boast far larger balance sheets than emerging miners — are pivotal to moving the nascent ex-China REE industry forward, delegates heard at the recent Rare Earths Industry Association (REIA) Annual Conference in Barcelona.

“OEMs have a massive role to play, especially those in the automotive industry but also those in power generation,” Neo Performance Materials (TSX:NEO) chief exec Constantine Karayannopoulos said, according to Argus.

“We need everybody at the table. OEMs and governments will be crucial,” Peak Rare Earths (ASX:PEK) head of marketing Andrea Cornwell said.

“The bigger end of town needs to step up,” Arafura Rare Earths’ (ASX:ARU) general manager Lloyd Kaiser added.

Rare earth permanent magnets are a crucial component in wind turbines and in the drive train of hybrid and electric vehicles.

There’s a couple of kilos of rare earths magnets in every EV, and about a tonne in every MW of power produced by wind turbines.

By 2030, demand of magnet REOs is forecast to exceed supply by 40%.

The forecast production of the magnet rare earths terbium and dysprosium appears to be in shortfall from about 2025 onwards.

Where is the supply going to come from?

 

Lithium supplies the blueprint

During the ICE (internal combustion engine) age, the idea that a carmaker would invest directly in metal and mining operations to ensure supply was unheard of.

As recently as 2019 it was merely a light “topic of conversation”; now, miner and carmaker tie-ups are real and becoming more real every day.

This is the EV age, and things are different.

We need more than 300 new mines to feed a 500% increase in battery demand by 2035 – for lithium specifically, this means roughly 74 new lithium mines with an average size of 45,000 tonnes.

Securing access to critical minerals for batteries has therefore become ever more important amid the global automakers’ expedited transition to EVs. There are examples everywhere.

In 2020, Piedmont Lithium (ASX:PLL) inked a landmark supply deal with EV trailblazer Tesla.

Liontown (ASX:LTR) will supply both Tesla and Ford once production kicks off at the Kathleen Valley project in WA next year.

Lake (ASX:LKE) and Ioneer (ASX:INR) also have offtake deals with Ford, while European Lithium (ASX:EUR) has one with BMW.

PLL, LTR, LKE, INR, EUR share price charts

 

But it’s not just offtake carmakers and OEMs are interested in anymore; they want a stake in the mine itself.

In 2022, China’s largest electric carmaker BYD became the second automaker to take a stake in a major lithium miner, in a RMB 3 billion (~$630m) deal with Shenzhen-listed Chengxin Lithium.

This year, General Motors made the largest ever investment by an automaker in battery raw materials after pouring US$650m into NYSE-listed Lithium Americas Corp to help develop the Thacker Pass lithium project.

In April, Mercedes Benz CEO Ola Kaellenius said the company was willing to allocate capital to support or ramp up a mining business “if an opportunity presents itself”.

 

The ex-China REE sector needs OEMs in order to survive and thrive

OEM involvement in REE mining could make a significant difference in the viability of new projects, Argus says.

“These projects are typically fraught with risk — navigating complex geologies, very high costs, [and] an unusually intricate value chain,” it says.

In fact, only a handful of ex-China REE mining operations have come online in the past 50 years, such are the barriers to entry.

Then there’s the volatile pricing.

“The past two years have seen FOB China prices for neodymium oxide swing within a range of almost $130/kg — peaking at $193.75/kg on 23 February 2022 before falling to a low of $64.70/kg on 5 May 2023,” according to Argus.

“Similarly, praseodymium oxide peaked at $175.50/kg fob China on 1-4 March 2022 before then sinking to a low of $64.80/kg on 4 May 2023.”

Having an OEM secure long-term offtake makes new rare earth projects bankable, one attendee said on the sidelines of the Rare Earths Industry Association (REIA) Annual Conference.

Near term miner Arafura is a case in point; it recently received in principle support for up to US$300m ($437.8m) in debt financing from Canadian export credit agency Export Development Canada.

This was based on support from General Electric Company (GE), which is negotiating a long-term sales agreement for the supply of NdPr from Nolans for use in permanent magnets used in GE’s offshore wind turbines.

Binding offtake agreements have also been reached with two customers – Siemens and Hyundai– which together account for about 53% of the targeted 85% annual production from Nolans secured under long-term sale arrangements.

Nolans is expected to churn out 4,325 tonnes of NdPr oxide per annum over four decades, with first production pencilled in for 2025.

ARU share price chart

 

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

Battery metals stocks missing from our list? Shoot a mail to [email protected].

CODE COMPANY 1 WEEK RETURN % 1 MONTH RETURN % YTD RETURN % 12 MONTH RETURN % PRICE MARKET CAP
FRS Forrestaniaresources 141% 186% 43% 67% 0.2 $6,461,029
TEM Tempest Minerals 38% 29% -22% -77% 0.018 $9,122,790
PSC Prospect Res Ltd 38% 7% 21% 200% 0.145 $64,716,325
RAG Ragnar Metals Ltd 35% 42% 125% -34% 0.027 $10,617,177
KNI Kunikolimited 31% 5% -18% -26% 0.42 $22,110,227
AZS Azure Minerals 31% 219% 560% 643% 1.485 $591,207,649
EMC Everest Metals Corp 31% 89% 115% 94% 0.17 $19,414,966
MRD Mount Ridley Mines 25% -17% -50% -50% 0.0025 $15,569,766
PVW PVW Res Ltd 23% 18% -19% -70% 0.08 $6,597,061
MRR Minrex Resources Ltd 23% 7% -50% -54% 0.016 $16,273,013
LRS Latin Resources Ltd 23% 36% 150% 271% 0.245 $657,259,504
KFM Kingfisher Mining 20% 56% -29% 34% 0.335 $15,845,925
IDA Indiana Resources 18% 9% -15% -18% 0.047 $25,512,711
TKM Trek Metals Ltd 16% 17% 5% 33% 0.08 $32,042,991
CHR Charger Metals 15% -27% -7% 12% 0.415 $21,299,500
GSM Golden State Mining 14% 45% 12% 17% 0.048 $6,780,418
BM8 Battery Age Minerals 13% 36% 2% 2% 0.51 $34,140,355
EMT Emetals Limited 13% 0% -10% -10% 0.009 $7,650,000
ODE Odessa Minerals Ltd 13% 35% -10% 23% 0.0135 $13,259,566
GRE Greentechmetals 12% 413% 321% 111% 0.59 $21,792,985
QEM QEM Limited 11% 8% 11% 0% 0.2 $27,078,342
VRC Volt Resources Ltd 11% 11% -33% -38% 0.01 $39,394,239
MMC Mitremining 11% 7% 7% 150% 0.3 $11,470,530
KGD Kula Gold Limited 11% 43% -20% -9% 0.02 $7,091,026
FRB Firebird Metals 11% -9% -41% -70% 0.091 $6,649,825
MAN Mandrake Res Ltd 11% 2% 5% 17% 0.042 $23,351,637
DLI Delta Lithium 10% 37% 83% 138% 0.87 $460,707,540
PVT Pivotal Metals Ltd 10% -27% -50% -37% 0.022 $11,863,761
WC1 Westcobarmetals 10% 22% -35% -4% 0.11 $9,502,211
TLG Talga Group Ltd 10% 11% 1% 25% 1.415 $506,691,012
LML Lincoln Minerals 9% 38% 163% 163% 0.018 $8,624,755
SBR Sabre Resources 9% 14% -34% -50% 0.025 $8,161,613
ARR American Rare Earths 8% -24% -32% -46% 0.13 $55,802,912
SUM Summitminerals 8% -18% -7% 0% 0.135 $2,967,306
MEI Meteoric Resources 8% -5% 296% 1809% 0.21 $389,532,211
RGL Riversgold 7% -6% -50% -48% 0.015 $12,366,399
CAE Cannindah Resources 7% 0% -35% -11% 0.155 $87,106,893
GSR Greenstone Resources 7% -11% -50% -63% 0.016 $20,724,061
RVT Richmond Vanadium 7% 5% 72% 0% 0.405 $34,483,122
SRI Sipa Resources Ltd 6% -14% -44% -51% 0.018 $3,878,688
EG1 Evergreenlithium 6% -4% 0% 0% 0.36 $20,242,800
GRL Godolphin Resources 6% -5% -31% -40% 0.057 $6,747,058
SCN Scorpion Minerals 5% 11% 14% 8% 0.08 $28,693,614
REC Rechargemetals 5% 60% 122% 43% 0.3 $31,282,350
CWX Carawine Resources 5% 5% 5% 0% 0.105 $20,665,834
PGD Peregrine Gold 4% -10% -30% -34% 0.27 $15,708,731
LNR Lanthanein Resources 3% 3% -26% -6% 0.0155 $16,823,634
CMO Cosmometalslimited 3% -15% -30% -48% 0.094 $3,110,131
WIN Widgienickellimited 2% -10% -32% -8% 0.225 $68,428,835
OD6 Od6Metalsltd 2% -13% -31% 48% 0.23 $12,103,409
OM1 Omnia Metals Group 2% -28% 44% 77% 0.23 $10,025,602
WKT Walkabout Resources 2% 1% -30% -43% 0.098 $64,521,394
DRE Dreadnought Resources Ltd 2% -7% -50% 30% 0.052 $173,041,867
MRC Mineral Commodities 2% 10% -23% -38% 0.053 $38,721,533
M24 Mamba Exploration 1% -30% -52% -8% 0.07 $4,268,834
RNU Renascor Res Ltd 1% -11% -15% 22% 0.1825 $444,396,312
HRE Heavy Rare Earths 1% -28% -25% 0% 0.086 $5,591,865
CTM Centaurus Metals Ltd 1% 27% -20% -5% 0.9 $375,045,073
TMB Tambourahmetals 1% -8% -12% -39% 0.092 $3,872,104
PLS Pilbara Min Ltd 0% 7% 29% 117% 4.84 $14,481,245,533
AKE Allkem Limited 0% 8% 41% 57% 15.89 $10,017,608,531
HNR Hannans Ltd 0% 10% -42% -48% 0.011 $29,970,653
AVZ AVZ Minerals Ltd 0% 0% 0% 0% 0.78 $2,752,409,203
RLC Reedy Lagoon Corp. 0% 0% -40% -57% 0.006 $2,833,598
CLA Celsius Resource Ltd 0% 0% 50% 71% 0.024 $53,065,240
HXG Hexagon Energy 0% -8% -35% -48% 0.011 $5,642,075
EUR European Lithium Ltd 0% 0% 35% 59% 0.1 $148,923,918
ESR Estrella Res Ltd 0% -20% -43% -56% 0.008 $13,352,147
GED Golden Deeps 0% 0% -33% -60% 0.006 $6,931,360
ADV Ardiden Ltd 0% 17% 0% 0% 0.007 $18,818,347
PRL Province Resources 0% 0% -32% -21% 0.041 $48,441,219
MCR Mincor Resources NL 0% 0% -7% -14% 1.4 $759,351,429
FFX Firefinch Ltd 0% 0% 0% 0% 0.2 $236,569,315
ATM Aneka Tambang 0% -7% 19% -14% 1.07 $1,394,904
RMX Red Mount Min Ltd 0% 0% -20% -27% 0.004 $9,087,404
1MC Morella Corporation 0% -13% -42% -56% 0.007 $42,690,063
PUR Pursuit Minerals 0% -24% -19% -19% 0.013 $35,190,739
CNJ Conico Ltd 0% -13% -18% -68% 0.007 $10,990,665
MLS Metals Australia 0% -11% -26% -31% 0.033 $21,217,230
EVR Ev Resources Ltd 0% -13% -7% -48% 0.013 $12,167,793
EMS Eastern Metals 0% 0% -32% -61% 0.05 $2,394,658
LSR Lodestar Minerals 0% -10% -10% -10% 0.0045 $8,295,288
CTN Catalina Resources 0% 0% -70% -63% 0.003 $3,715,461
RR1 Reach Resources Ltd 0% 117% 160% 225% 0.013 $35,815,658
PNT Panthermetalsltd 0% 11% -58% -53% 0.08 $4,892,000
AVW Avira Resources Ltd 0% -33% -33% -43% 0.002 $4,267,580
CAI Calidus Resources 0% -8% -37% -73% 0.17 $94,814,068
ZNC Zenith Minerals Ltd 0% -30% -64% -66% 0.095 $34,533,327
AZI Altamin Limited 0% -13% -19% -32% 0.065 $29,770,473
CLZ Classic Min Ltd 0% 0% -89% -99% 0.001 $7,013,882
VMS Venture Minerals 0% -18% -39% -53% 0.014 $27,300,182
WCN White Cliff Min Ltd 0% 17% -50% -50% 0.007 $7,369,963
TAR Taruga Minerals 0% -27% -54% -52% 0.011 $7,766,295
RR1 Reach Resources Ltd 0% 117% 160% 225% 0.013 $35,815,658
AOA Ausmon Resorces 0% -13% -50% -30% 0.0035 $3,877,157
CDT Castle Minerals 0% -27% -48% -56% 0.011 $11,807,176
WR1 Winsome Resources 0% -8% 34% 746% 1.65 $276,215,179
LLI Loyal Lithium Ltd 0% 0% 8% 60% 0.32 $19,036,800
PBL Parabellumresources 0% 0% 1% 97% 0.345 $18,879,263
MGG Mogul Games Grp Ltd 0% 0% 0% -25% 0.0015 $4,905,643
ASM Ausstratmaterials 0% -6% -25% -70% 1.08 $185,042,802
IGO IGO Limited -1% 4% 10% 47% 14.815 $11,109,118,817
WA1 Wa1Resourcesltd -1% 23% 314% 3886% 5.78 $221,338,320
GAL Galileo Mining Ltd -1% -16% -36% -57% 0.56 $110,669,959
PTR Petratherm Ltd -1% -11% 33% 15% 0.077 $17,755,340
VR8 Vanadium Resources -1% -11% 27% -12% 0.073 $40,363,213
ASN Anson Resources Ltd -2% -13% -15% 71% 0.1575 $187,000,661
E25 Element 25 Ltd -2% -5% -28% 22% 0.63 $122,825,032
AXE Archer Materials -2% 47% -6% -8% 0.58 $165,650,558
OMH OM Holdings Limited -2% -18% -29% -39% 0.495 $369,311,669
LTR Liontown Resources -2% 7% 120% 197% 2.9 $6,315,378,920
BHP BHP Group Limited -2% 5% -1% 12% 44.97 $225,175,723,714
ASO Aston Minerals Ltd -2% -6% -1% -1% 0.079 $88,063,744
ILU Iluka Resources -3% -1% 17% 28% 11.14 $4,754,302,915
POS Poseidon Nick Ltd -3% -5% -5% -17% 0.038 $129,353,174
VMC Venus Metals Cor Ltd -3% 3% 41% 6% 0.19 $34,433,450
EV1 Evolutionenergy -3% -16% -18% -39% 0.185 $27,112,500
ETM Energy Transition -3% -20% -42% -25% 0.036 $51,518,272
LOT Lotus Resources Ltd -3% 3% -15% -20% 0.175 $235,196,858
ABX ABX Group Limited -3% -8% -16% -25% 0.097 $23,477,035
NWM Norwest Minerals -3% 10% -41% 14% 0.032 $8,884,304
LPI Lithium Pwr Int Ltd -3% -3% -30% -19% 0.31 $191,917,456
LYC Lynas Rare Earths -3% -5% -11% -20% 7.01 $6,518,032,029
KOB Kobaresourceslimited -3% -19% 7% 7% 0.15 $16,339,583
IPT Impact Minerals -4% 23% 93% 93% 0.0135 $39,825,854
ADD Adavale Resource Ltd -4% 69% 42% 16% 0.027 $12,988,575
PLL Piedmont Lithium Inc -4% 3% 33% 35% 0.86 $327,338,888
MIN Mineral Resources. -4% 1% -9% 46% 70.51 $13,500,846,306
INF Infinity Lithium -4% -9% -20% -20% 0.096 $44,871,433
BOA Boadicea Resources -4% -30% -53% -60% 0.047 $4,478,775
CY5 Cygnus Metals Ltd -4% 18% -38% 52% 0.235 $51,393,771
SYA Sayona Mining Ltd -4% -18% -9% 38% 0.1725 $1,756,849,154
FTL Firetail Resources -4% 5% -28% -58% 0.115 $9,240,000
VTM Victory Metals Ltd -4% 2% 0% 110% 0.22 $14,642,473
SLZ Sultan Resources Ltd -5% -11% -51% -58% 0.042 $6,668,552
BUR Burleyminerals -5% -13% -5% 119% 0.21 $14,923,961
SRL Sunrise -5% -11% -46% -56% 1.03 $89,157,300
HAS Hastings Tech Met -5% -42% -65% -68% 1.215 $154,485,599
S32 South32 Limited -5% -5% -7% -7% 3.72 $16,871,492,695
A11 Atlantic Lithium -5% -6% -6% 0% 0.585 $362,498,788
BNR Bulletin Res Ltd -5% -13% -38% -54% 0.058 $17,909,057
AS2 Askarimetalslimited -5% 4% -34% 14% 0.285 $19,798,431
WSR Westar Resources -5% 2% 14% 14% 0.057 $10,750,736
GBR Greatbould Resources -5% -6% -17% 11% 0.075 $36,810,761
LLL Leolithiumlimited -5% 41% 110% 110% 1.02 $1,065,666,276
BC8 Black Cat Syndicate -5% -4% 1% 16% 0.36 $94,630,381
GL1 Globallith -6% 8% -21% 23% 1.46 $389,872,557
NMT Neometals Ltd -6% 0% -36% -45% 0.51 $279,134,294
TON Triton Min Ltd -6% 3% -6% 79% 0.034 $51,524,735
KAI Kairos Minerals Ltd -6% -15% -26% 0% 0.017 $33,389,589
PMT Patriotbatterymetals -6% -1% 147% 0% 1.85 $615,545,794
ESS Essential Metals Ltd -6% -9% 29% 20% 0.42 $107,026,678
TMT Technology Metals -6% -18% -29% -31% 0.25 $67,385,786
EMN Euromanganese -6% -20% -54% -33% 0.165 $41,197,031
GT1 Greentechnology -6% -6% -20% 14% 0.66 $146,954,491
BUX Buxton Resources Ltd -6% -6% 39% 129% 0.16 $28,260,964
AML Aeon Metals Ltd. -6% -11% -41% -27% 0.016 $18,638,811
GLN Galan Lithium Ltd -6% -15% -19% -20% 0.865 $299,854,710
AKN Auking Mining Ltd -6% -19% -51% -43% 0.047 $9,388,771
WC8 Wildcat Resources -6% 59% 390% 352% 0.1175 $79,861,719
BYH Bryah Resources Ltd -6% -17% -42% -58% 0.015 $5,124,367
CHN Chalice Mining Ltd -6% -12% 0% 66% 6.27 $2,460,898,911
TVN Tivan Limited -6% -10% 3% 42% 0.074 $111,631,367
DEV Devex Resources Ltd -6% -16% 5% 23% 0.295 $111,233,573
1AE Auroraenergymetals -6% -22% -61% -74% 0.059 $9,504,416
DVP Develop Global Ltd -7% -4% 3% 56% 3.3 $594,797,478
AR3 Austrare -7% -16% -30% -25% 0.28 $33,907,990
LRV Larvottoresources -7% -28% -13% -43% 0.14 $9,415,661
GCM Green Critical Min -7% -13% -18% 5% 0.014 $14,797,179
ARU Arafura Rare Earths -7% -14% -33% 8% 0.3125 $665,709,878
BKT Black Rock Mining -7% -11% -24% -27% 0.1025 $118,238,650
FGR First Graphene Ltd -7% -18% -40% -42% 0.067 $39,543,754
JMS Jupiter Mines. -7% -2% -9% 5% 0.2 $401,593,162
LMG Latrobe Magnesium -7% -16% -31% -9% 0.053 $90,618,161
CNB Carnaby Resource Ltd -7% -12% 6% 0% 0.99 $157,871,707
CRR Critical Resources -7% -11% -9% -11% 0.039 $60,600,685
IG6 Internationalgraphit -7% -19% -28% -35% 0.195 $17,157,681
PAT Patriot Lithium -7% 8% -2% 0% 0.26 $15,039,938
NVA Nova Minerals Ltd -7% -14% -63% -53% 0.255 $53,776,939
BMM Balkanminingandmin -8% -21% -44% 0% 0.185 $8,837,823
RBX Resource B -8% 9% 118% 54% 0.185 $13,702,919
WMG Western Mines -8% -31% 203% 266% 0.485 $25,842,665
EMH European Metals Hldg -8% 53% 41% 28% 0.905 $118,288,867
FBM Future Battery -8% 14% 126% 94% 0.12 $51,341,416
WML Woomera Mining Ltd -8% -8% -37% -24% 0.012 $11,473,935
KZR Kalamazoo Resources -8% -4% -43% -37% 0.12 $19,213,837
NIC Nickel Industries -8% 2% -11% -15% 0.8625 $2,661,346,400
SYR Syrah Resources -8% -6% -61% -35% 0.805 $533,959,207
VUL Vulcan Energy -8% -2% -40% -40% 3.78 $632,527,438
PAM Pan Asia Metals -8% -18% -45% -52% 0.225 $34,158,587
CXO Core Lithium -8% -10% -10% 1% 0.9225 $1,709,835,450
LPD Lepidico Ltd -8% -8% -31% -57% 0.011 $84,021,469
NTU Northern Min Ltd -8% -16% -21% -13% 0.033 $167,562,315
RXL Rox Resources -8% -7% 89% 35% 0.33 $75,158,677
KOR Korab Resources -8% -21% -27% 16% 0.022 $8,075,100
MEK Meeka Metals Limited -8% -3% -51% -35% 0.033 $36,298,704
LEL Lithenergy -8% -9% 6% 12% 0.815 $79,808,400
AVL Aust Vanadium Ltd -9% -6% 28% 0% 0.032 $139,677,158
L1M Lightning Minerals -9% -6% -3% 0% 0.16 $6,078,821
STK Strickland Metals -9% -9% 3% -34% 0.041 $74,718,649
NWC New World Resources -9% -12% -12% -6% 0.03 $63,164,761
ARL Ardea Resources Ltd -9% -19% -58% -62% 0.3 $54,146,853
EFE Eastern Resources -9% 0% -66% -58% 0.01 $12,419,465
SRZ Stellar Resources -9% -9% -23% -33% 0.01 $10,059,642
MLX Metals X Limited -9% -3% -32% -27% 0.2625 $235,889,177
NC1 Nicoresourceslimited -10% -12% -24% -39% 0.47 $42,643,626
G88 Golden Mile Res Ltd -10% 142% 126% 58% 0.046 $15,810,696
AXN Alliance Nickel Ltd -10% -9% -1% -8% 0.09 $67,745,097
AX8 Accelerate Resources -10% -22% -22% -40% 0.018 $6,832,832
CMX Chemxmaterials -10% -22% -51% -42% 0.09 $4,762,146
AGY Argosy Minerals Ltd -10% -16% -34% 18% 0.3775 $533,674,849
VHM Vhmlimited -11% -12% 0% 0% 0.635 $101,115,726
LPM Lithium Plus -11% -21% -32% -34% 0.25 $17,156,932
MQR Marquee Resource Ltd -11% 81% 32% -21% 0.049 $15,051,545
CZN Corazon Ltd -11% -16% -24% -16% 0.016 $9,765,289
VML Vital Metals Limited -11% -11% -58% -80% 0.008 $42,449,198
IMI Infinitymining -11% -8% -56% -14% 0.12 $9,177,398
RAS Ragusa Minerals Ltd -11% -19% -44% -30% 0.064 $9,411,520
THR Thor Energy PLC -11% -11% -33% -60% 0.004 $5,840,051
OCN Oceanalithiumlimited -11% 5% -10% 0% 0.31 $12,732,363
JRL Jindalee Resources -12% -14% -5% -35% 1.8 $103,855,928
AUZ Australian Mines Ltd -12% -21% -72% -78% 0.015 $8,453,513
ALY Alchemy Resource Ltd -12% -6% -35% 15% 0.015 $17,671,144
QPM Queensland Pacific -12% -19% -12% -3% 0.097 $174,634,792
PEK Peak Rare Earths Ltd -12% -16% -3% 26% 0.435 $118,897,860
REE Rarex Limited -12% -20% -33% -40% 0.036 $24,744,692
LIN Lindian Resources -12% -14% 106% 191% 0.32 $323,632,604
INR Ioneer Ltd -13% -6% -17% -17% 0.315 $681,959,937
AAJ Aruma Resources Ltd -13% -42% -21% -32% 0.042 $8,436,680
EVG Evion Group NL -13% -15% -51% -51% 0.035 $13,352,008
TKL Traka Resources -13% 17% -13% 40% 0.007 $6,099,305
MTM MTM Critical Metals -13% -23% 22% -20% 0.096 $9,277,543
NKL Nickelxltd -13% -19% -24% -47% 0.061 $5,531,858
EGR Ecograf Limited -13% -10% -39% -43% 0.135 $60,795,017
PNN Power Minerals Ltd -13% -18% -30% -12% 0.37 $27,487,028
SGQ St George Min Ltd -13% -15% -41% 25% 0.04 $32,779,911
KTA Krakatoa Resources -13% -23% -55% -58% 0.02 $7,630,908
SRN Surefire Rescs NL -13% -26% 8% -41% 0.013 $23,119,089
PAN Panoramic Resources -14% -10% -46% -54% 0.095 $203,040,486
GW1 Greenwing Resources -14% -27% -31% -7% 0.19 $29,232,406
PGM Platina Resources -14% -25% 26% -17% 0.024 $14,956,328
FG1 Flynngold -14% -2% -40% -43% 0.06 $8,153,744
DM1 Desert Metals -15% -28% -70% -66% 0.058 $4,352,465
COB Cobalt Blue Ltd -15% 13% -56% -59% 0.26 $86,963,520
ITM Itech Minerals Ltd -15% -17% -25% -29% 0.2 $25,140,716
MNS Magnis Energy Tech -15% -15% -62% -57% 0.14 $150,569,750
MOH Moho Resources -15% -31% -48% -56% 0.011 $2,855,355
ARN Aldoro Resources -16% -13% -34% -19% 0.105 $14,786,612
LIT Lithium Australia -17% -17% -33% -47% 0.03 $36,635,750
NVX Novonix Limited -17% 1% -36% -62% 0.935 $457,693,704
AQD Ausquest Limited -18% -13% -18% -39% 0.014 $12,377,238
BSX Blackstone Ltd -18% -18% -15% -43% 0.115 $54,474,224
S2R S2 Resources -18% -12% -32% -12% 0.115 $47,160,525
AM7 Arcadia Minerals -18% -36% -44% -36% 0.115 $5,837,237
IXR Ionic Rare Earths -18% -7% -38% -46% 0.0205 $90,760,413
DTM Dart Mining NL -18% -23% -25% -21% 0.041 $7,063,776
IPX Iperionx Limited -18% 25% 51% 25% 1.04 $206,303,419
YAR Yari Minerals Ltd -19% -28% -24% -19% 0.013 $6,270,652
LEG Legend Mining -19% -16% 5% -18% 0.042 $139,270,905
JRV Jervois Global Ltd -19% -28% -76% -87% 0.067 $137,268,124
M2R Miramar -20% -20% -50% -52% 0.04 $3,376,033
STM Sunstone Metals Ltd -21% -27% -49% -59% 0.019 $61,639,698
QXR Qx Resources Limited -21% -33% -38% 18% 0.026 $26,905,870
A8G Australasian Metals -21% -19% -42% -31% 0.11 $7,296,869
AZL Arizona Lithium Ltd -23% -25% -47% -62% 0.033 $90,739,331
ENT Enterprise Metals -25% -50% -70% -67% 0.003 $2,917,884
LKE Lake Resources -26% -47% -65% -65% 0.2825 $419,621,189
BCA Black Canyon Limited -26% -23% -29% -33% 0.17 $9,826,004
XTC Xantippe Res Ltd -33% -60% -60% -71% 0.002 $22,960,199
ENV Enova Mining Limited -45% -40% -60% -63% 0.006 $2,345,576
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