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

Pundits expect this EV boom to be long and lucrative for raw materials like nickel, cobalt, lithium and graphite.

The number of EVs due to hits the streets in the next few years tells a very bullish story.

Ford’s first mass-market electric vehicle, the Mustang Mach-E is due for release next year.  Rivian releases its R1T pickup truck, and VW and Nissan their first electric compact SUVs priced for the masses.

German luxury carmaker BMW has also come out and said it  will build a quarter of a million more electric cars than originally planned between 2021 and 2023. Phone maker Apple is dipping its toes in the pool.

Even Toyota, a laggard when it comes to EVs, is releasing a baby EV called the C+ pod in 2022:

Cute.

In Australia there will be as many as 30 electric car models to choose from in 2021.  Hopefully that includes Tesla’s awesome CyberTruck, a dystopian take on the 4×4 ute:

It’s no Prius, that’s for sure.

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 WEEK RETURN % 1 MONTH RETURN % 6 MONTH RETURN % 1 YEAR RETURN % SHARE PRICE MARKET CAP
PNN PepinNini Minerals 83 62 106 55 0.275 $ 8,098,357.40
AVZ AVZ Minerals 52 51 164 226 0.14 $ 329,762,328.42
CZN Corazon 50 20 55 3 0.003 $ 9,760,077.44
PGM Platina Resources 31 28 53 224 0.055 $ 18,183,892.19
BOA Boadicea Resources 29 2 76 34 0.245 $ 13,982,792.85
COB Cobalt Blue 26 45 53 4 0.145 $ 32,834,949.35
VRC Volt Resources 25 0 -58 -9 0.01 $ 21,628,281.01
EMH European Metals 20 43 253 231 1.06 $ 109,133,730.21
GLN Galan Lithium 18 0 143 175 0.365 $ 72,766,670.20
FFX Firefinch 14 3 52 132 0.16 $ 113,376,551.40
RFR Rafaella Resources 14 1 1 -32 0.075 $ 7,661,295.54
EGR Ecograf 13 0 165 119 0.175 $ 60,057,816.72
ALY Alchemy Resources 13 0 -8 67 0.018 $ 11,428,138.70
PSC Prospect Resources 12 7 104 1 0.145 $ 44,832,200.09
AOU Auroch Minerals 15 -3 216 135 0.155 $ 35,156,705.79
LPD Lepidico 11 25 43 -32 0.01 $ 49,264,482.86
LKE Lake Resources 11 -1 106 188 0.072 $ 54,524,489.18
VUL Vulcan Energy 10 22 342 1613 2.74 $ 198,123,762.70
ARR American Rare Earths 10 -24 300 400 0.08 $ 25,397,391.94
JRV Jervois Mining 10 31 162 105 0.4 $ 308,608,376.70
RNU Renascor Resources 9 0 33 9 0.012 $ 19,120,793.04
TLG Talga Group 9 -15 191 266 1.7 $ 478,850,778.63
PLL Piedmont Lithium 9 1 332 230 0.38 $ 528,467,846.04
LIT Lithium Australia 8 12 35 8 0.065 $ 47,535,932.16
AGY Argosy Minerals 8 -1 22 -12 0.067 $ 65,248,137.02
LPI Lithium Power 8 -28 10 -2 0.215 $ 59,652,780.60
INF Infinity Lithium 7 4 80 149 0.145 $ 41,906,126.66
GXY Galaxy Resources 7 5 186 153 2.24 $ 1,068,615,434.08
BEM Blackearth Minerals 7 2 29 -15 0.045 $ 6,768,651.74
AVL Australian Vanadium 7 15 67 36 0.015 $ 40,944,199.65
CTM Centaurus Metals 7 39 149 364 0.835 $ 263,944,299.60
CNJ Conico 7 -16 343 244 0.031 $ 21,936,537.16
VR8 Vanadium Resources 7 28 88 23 0.032 $ 11,976,878.02
GBR Great Boulder Resources 7 -4 64 42 0.049 $ 8,462,689.65
ESR Estrella Resources 6 -32 689 689 0.071 $ 63,865,369.11
INR Ioneer 6 -2 100 51 0.28 $ 455,192,694.09
STK Strickland Metals 5 -63 71 105 0.041 $ 17,267,212.36
LEG Legend Mining 5 5 -22 33 0.105 $ 267,823,572.10
MIN Mineral Resources 5 14 74 119 36.5 $ 6,749,904,560.79
ORE Orocobre 4 9 92 75 4.54 $ 1,489,708,597.48
NMT Neometals 4 0 50 44 0.24 $ 128,157,547.51
MLX Metals X 4 57 59 69 0.13 $ 113,408,258.38
TNG TNG Limited 3 -4 68 3 0.091 $ 109,100,429.82
MNS Magnis Energy Tech 3 6 179 138 0.19 $ 130,871,663.64
DEV Devex Resources 3 -32 95 189 0.205 $ 55,117,498.80
JRL Jindalee Resources 2 -9 140 174 0.755 $ 33,527,974.50
PLS Pilbara Minerals 2 32 271 264 0.9 $ 2,401,091,998.80
CHN Chalice Mining 2 -3 310 1614 3.77 $ 1,266,840,551.25
MAN Mandrake Resources 1 -15 212 440 0.081 $ 25,196,256.93
CXO Core Lithium 1 38 89 156 0.087 $ 84,815,577.29
MOH Moho Resources 1 -15 11 89 0.089 $ 8,618,851.55
SGQ St George Mining 1 -20 -13 -20 0.1 $ 50,354,337.60
MLS Metals Australia 0 -25 -25 0 0.0015 $ 6,286,355.36
AML Aeon Metals 0 -12 21 -28 0.115 $ 71,144,821.34
GME GME Resources 0 -14 31 -15 0.05 $ 27,843,346.50
IPT Impact Minerals 0 -9 54 233 0.02 $ 35,577,804.52
TON Triton Minerals 0 7 2 30 0.048 $ 55,588,935.28
AUZ Australian Mines 0 14 100 7 0.016 $ 59,421,807.75
SBR Sabre Resources 0 -18 350 350 0.009 $ 15,147,572.84
MRC Mineral Commodities 0 6 54 51 0.37 $ 173,314,796.98
ARL Ardea Resources 0 -1 58 -16 0.435 $ 54,259,997.35
CLA Celsius Resources 0 7 275 309 0.045 $ 33,549,377.48
LML Lincoln Minerals 0 0 100 60 0.008 $ 4,599,869.49
AJM Altura Mining 0 0 19 46 0.07 $ 209,037,029.25
QXR Qx Resources 0 -12 0 -21 0.015 $ 8,540,197.15
ATM Aneka Tambang 0 0 0 0 1 $ 1,303,649.00
GED Golden Deeps 0 -27 38 -54 0.011 $ 8,520,746.80
G88 Golden Mile Resources 0 -2 41 33 0.052 $ 6,150,916.40
EUR European Lithium 0 2 -6 -36 0.047 $ 34,147,373.23
FGR First Graphene 0 -8 109 85 0.24 $ 126,232,556.40
LTR Liontown Resources 0 20 195 274 0.325 $ 605,729,602.78
SYA Sayona Mining 0 6 29 -8 0.009 $ 24,478,589.58
HNR Hannans 0 -17 0 -44 0.005 $ 11,799,885.96
IGO IGO 0 33 31 -2 6.32 $ 4,603,805,300.52
MCR Mincor Resources -1 16 48 73 1.12 $ 474,556,442.80
AXE Archer Materials -1 -3 -19 235 0.52 $ 119,322,369.38
SRI Sipa Resources -2 -8 16 -13 0.065 $ 11,558,777.62
NIC Nickel Mines -2 7 100 84 1.14 $ 2,625,966,026.81
BHP BHP Group -2 11 19 8 42.89 $ 126,524,317,372.30
CLQ Clean Teq -2 -6 76 19 0.255 $ 206,641,852.28
GAL Galileo Mining -2 -4 8 59 0.215 $ 30,766,759.08
VMC Venus Metals -2 -5 -33 5 0.2 $ 30,971,130.02
POS Poseidon Nickel -3 -6 158 46 0.067 $ 185,418,320.87
S2R S2 Resources -4 -51 42 4 0.135 $ 42,510,309.17
PAN Panoramic Resources -4 0 67 -46 0.135 $ 276,873,390.54
ESS Essential Metals -4 -10 -30 -36 0.077 $ 15,412,016.39
BAR Barra Resources -4 -22 67 4 0.025 $ 16,940,202.53
RXL Rox Resources -4 -2 -43 100 0.05 $ 102,491,423.15
TKL Traka Resources -5 -13 188 188 0.02 $ 11,648,696.56
OZL OZ Minerals -5 15 71 75 18.72 $ 6,185,247,012.53
BKT Black Rock Mining -5 7 74 67 0.089 $ 63,818,193.33
ADV Ardiden -6 -24 300 300 0.016 $ 34,128,990.14
QPM Queensland Pacific -6 -24 129 113 0.032 $ 29,518,322.40
BUX Buxton Resources -6 -3 -23 -23 0.062 $ 8,843,603.08
CWX Carawine Resources -6 -8 31 12 0.23 $ 25,044,677.46
BSX Blackstone -6 4 97 161 0.365 $ 115,319,588.40
SLZ Sultan Resources -7 -14 50 250 0.21 $ 14,602,221.69
ASN Anson Resources -7 -13 27 0 0.028 $ 26,953,868.90
TMT Technology Metals -7 -16 80 125 0.315 $ 47,805,244.80
PRL Province Resources -8 -3 -41 94 0.012 $ 8,052,229.39
AZS Azure Minerals -8 -46 515 296 0.535 $ 163,332,402.44
PUR Pursuit Minerals -9 33 329 258 0.02 $ 13,975,898.84
WKT Walkabout Resources -11 -27 -23 -38 0.12 $ 43,641,705.63
BSM Bass Metals -13 -13 75 -30 0.0035 $ 14,075,865.07
AQD Ausquest -18 -22 0 17 0.014 $ 9,482,657.53
RLC Reedy Lagoon Corp -25 15 275 400 0.015 $ 6,576,272.98

 

SMALL CAP STANDOUTS

Last week, Congo-based AVZ Minerals (ASX:AVZ) – a former high profile darling of the circa 2018’s lithium wave – locked in an offtake agreement with Chinese lithium giant Ganfeng.

AVZ’s still-undeveloped Manano project will sell 160,000 tonnes per year of spodumene concentrate, or 30 per cent of planned production, to Ganfeng for an initial five years.

“This … offtake agreement with GFL will greatly assist the company in meeting any conditions precedent that are required for our prospective financiers,” AVZ boss Nigel Ferguson says.

“Over the coming months, I look forward to finalising other offtake agreements which are currently under negotiation, not only for our lithium products but also for our tin and tantalum materials,” AVZ boss Nigel Ferguson says.

The stock  gained 53 per cent to 14c per share over the past week.

 

Cobalt Blue (ASX:COB) – one of the last remaining pure play cobalt explorers on the ASX — is planning pilot plant production for Q1 next year.

A pilot plant is a smaller version of the real thing, designed to see if the processing tech works at scale. It’s very important for battery metals project developers.

First production is targeted in late February 2021, with samples to be sent to prospective offtake partners.

“Our commercial aim is to make battery ready cobalt sulphate from this facility on a scale sufficient to provide test samples (~10 kgs) for global commercial partners,” the company says.

“The Pilot Plant data will be used to define a larger Demonstration Plant activity scheduled for 2H 2021.”

Cobalt Blue says it is currently working with 15 global partners who have expressed interest in receiving cobalt samples, with a view to qualifying it as a supplier to the global battery industry.

To date LG International, Mitsubishi Corporation and Sojitz Corporation have become named partners.

 

European Metals Holdings (ASX:EMH) has soared after the company’s shares started trading on the US Nasdaq exchange’s international program.

The company said it has experienced increased investor interest from the US in its Cinovec project, the third largest lithium resource in Europe.

European Metals will join the Nasdaq platform under the code ERPNF to “accelerate exposure to US investors”, increase trading liquidity in its shares, and heighten awareness of its brand.

 

Galan Lithium (ASX:GLN) is flying, up 156 per cent since the start of November.

The reason? It’s Hombre Muerto West (HMW) project in Argentina — a high grade lithium resource ~7.5km long, up to ~2.5km wide and 718m deep – is a certified industry leader.

A preliminary economic assessment (PEA) released in December placed HMW in the lowest quartile of lithium carbonate projects for production costs, with a US$1 billion pre-tax net present value and an internal rate of return of 22.8 per cent.

HMW would produce lithium at about US$3518 per tonne – already one of the lowest cash cost points in the industry, against Roskill’s average long-term lithium carbonate price (2020-2040) of US$11,687/t.