Each week our High Voltage column wraps all the news driving ASX battery metals stocks with exposure to lithium, cobalt, graphite, manganese and vanadium.

Scroll down for a table showing the recent performance of 200 ASX battery metal stocks >>

INDUSTRY FOCUS

Lithium-ion isn’t just the battery tech of choice down here on Earth.

At the International Space Station, astronauts are in the process of replacing the old nickel-hydrogen batteries with newer, lighter more powerful lithium-ion batteries.

Check this out:

 

On the EV front, Ford and GM will spend $US900m and $US300m respectively to manufacture EVs in the US state of Michigan, and Tesla says customers shouldn’t bother with an annual service. Bonus.

“Tesla engineers continuously review maintenance recommendations to optimise the performance, reliability, durability, safety and resell value of your Tesla,” the company says.

“Unlike gasoline cars, Tesla cars require no traditional oil changes, fuel filters, spark plug replacements or emission checks. As electric cars, even brake pad replacements are rare because regenerative braking returns energy to the battery, significantly reducing wear on brakes.”

Nickel: stocks are falling, and prices are rising

The words “dire” and “critical levels” were used to sum up the increasing shortage of nickel at this week’s Lithium & Battery Metals Conference in Perth.

Wood Mackenzie, although more conservative than others with its estimates, reckons the nickel market is going to need the equivalent of 12 “Ambatovy” mines by 2030.

That amounts to 480,000 tonnes of much-needed nickel supply by 2030.

Nickel isn’t included in our basket of battery metals stocks just yet, but that may need to change very soon.

For the battery sector, the demand for nickel is currently less than 5 per cent but growing up to 35 per cent by 2040, said Angela Durrant, principal analyst metals research at Wood Mackenzie.

“Our projection at this stage is that by 2040, we are looking at about a 1.7-million-tonne requirement to meet our demand projections,” she says.

“So that’s stainless, that’s into batteries, that is basically into everything and that is really the shortfall we are looking at because there really is nothing of huge significance in the development pipeline.”

Wood Mackenzie predicts prices will head back up to over $US15,400 before rising even further to potentially as much as nearly $US21,000 a tonne by 2025.

“At this stage we are in sustained undersupply, stocks are falling, and prices are rising,” Ms Durrant said.

“So we are looking at a relatively good price outlook for the next couple of years.”

SMALL CAP SPOTLIGHT

Of the companies on our list, 82 lost ground, 59 were ahead and 50 were steady this week.

Not bad right? But for those longer term investors, battery stocks have been abysmal performers over the past 12 months. Check this out:

Ouch.

This week’s big winner was gold and vanadium play Coziron Resources (ASX:CZR), which jumped 57 per cent.

The micro-cap explorer is flying by the seat of its pants right now. Last week, directors tipped in $125,000 to keep the company afloat until the market can be tapped for extra cash.

The new money comes six months after mining identity Mark Creasy agreed to lend them $1m, of which just $63,000 was left at the end of December.

Austria-based European Lithium (ASX:EUR) is part of a syndicate applying to participate in a €1 billion ($1.6 billion) battery production funding programme launched by the German government.

Investors loved this, sending the stock up 48 per cent for the week.

Below-freezing weather is a problem for lithium-ion battery performance.

Last month a study by the American Automobile Association found that freezing temperatures decrease the vehicle’s driving range and fuel economy compared to normal temperatures.

Basically, below-freezing weather is a problem for lithium-ion battery performance.

But aspiring miner/advanced materials tech company Talga Resources (ASX:TLG) may have a solution;  the company says it has produced lithium-ion batteries which have shown 100% capacity and 100% cycle efficiency at freezing conditions .

Here’s a table of ASX battery metal stocks with exposure to lithium, cobalt, graphite, manganese and vanadium>>>

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

Ticker Name 1 Week Price Change % 1 Year Price Change % Share Price [March 25] Market Cap
CZR COZIRON RESOURCES 57 -56 0.011 $17,855,512.00
EUR EUROPEAN LITHIUM 48 -46 0.135 $67,045,752.00
CMC CHINA MAGNESIUM 45 28 0.032 $13,873,157.00
MTH MITHRIL RESOURCES 40 -85 0.007 $2,534,335.25
HGM HIGH GRADE METALS 33 -86 0.008 $3,623,503.00
MTB MOUNT BURGESS MINING 25 -55 0.005 $1,807,517.63
SCI SILVER CITY MINERALS 25 -76 0.01 $2,349,682.00
KAI KAIROS MINERALS 22 -44 0.022 $17,045,456.00
VMC VENUS METALS 21 21 0.17 $14,482,351.00
MLS METALS AUSTRALIA 20 -25 0.003 $5,854,494.50
DTM DART MINING 20 -32 0.006 $5,568,257.00
LML LINCOLN MINERALS 20 -83 0.006 $3,449,902.00
BAT BATTERY MINERALS 18 -55 0.033 $31,182,804.00
OAR OAKDALE RESOURCES 17 -50 0.014 $2,403,225.00
AUT AUTECO MINERALS 17 40 0.007 $5,414,788.00
POW PROTEAN ENERGY 17 -62 0.014 $4,048,684.25
CUL CULLEN RESOURCES 17 -33 0.014 $2,372,507.50
DGR DGR GLOBAL 16 69 0.14 $82,779,552.00
N27 NORTHERN COBALT 15 -79 0.075 $3,766,938.50
SRK STRIKE RESOURCES 15 48 0.092 $13,225,418.00
PNN PEPINNINI LITHIUM 14 -86 0.004 $2,456,023.25
TLG TALGA RESOURCES 12 -17 0.615 $128,763,160.00
DEV DEVEX RESOURCES 11 -40 0.049 $4,137,306.75
HNR HANNANS 11 -44 0.01 $21,867,500.00
WKT WALKABOUT RESOURCES 11 69 0.15 $44,116,212.00
HXG HEXAGON RESOURCES 11 -21 0.15 $40,849,676.00
NWC NEW WORLD COBALT 10 -89 0.011 $6,066,694.00
4CE FORCE COMMODITIES 10 -89 0.011 $4,245,158.50
BAR BARRA RESOURCES 10 -35 0.034 $17,783,394.00
FGR FIRST GRAPHENE 9 0 0.18 $78,599,008.00
MZZ MATADOR MINING 8 -37 0.2 $10,776,667.00
AEE AURA ENERGY 8 -36 0.014 $14,516,087.00
INF INFINITY LITHIUM 7 -30 0.088 $16,354,715.00
IEC INTRA ENERGY 7 15 0.015 $5,815,860.50
GBE GLOBE METALS AND MINING 7 -6 0.015 $8,386,602.50
TMT TECHNOLOGY METALS AUSTRALIA 7 -44 0.235 $20,137,458.00
VXR VENTUREX RESOURCES 7 23 0.24 $63,299,956.00
OKR OKAPI RESOURCES 6 -55 0.17 $6,181,716.00
RNU RENASCOR RESOURCES 6 -45 0.018 $19,608,214.00
CLA CELSIUS RESOURCES 6 -86 0.019 $14,387,144.00
INR IONEER 6 -61 0.19 $272,871,936.00
BOA BOADICEA RESOURCES 5 -7 0.2 $10,040,583.00
PUR PURSUIT MINERALS 5 -79 0.021 $3,749,074.00
AVZ AVZ MINERALS 5 -83 0.043 $98,177,536.00
SVM SOVEREIGN METALS 5 -31 0.086 $28,382,620.00
EME ENERGY METALS 5 13 0.11 $23,065,164.00
EUC EUROPEAN COBALT 5 -77 0.022 $15,995,644.00
NMT NEOMETALS 4 -25 0.24 $127,833,952.00
MNS MAGNIS ENERGY TECHNOLOGIES 4 -46 0.26 $161,951,040.00
ORE OROCOBRE 4 -40 3.48 $912,750,144.00
IRC INTERMIN RESOURCES 4 -45 0.135 $30,600,500.00
LPD LEPIDICO 4 -38 0.028 $93,972,904.00
AOU AUROCH MINERALS 3 -27 0.07 $7,135,751.50
RIO RIO TINTO 3 44 94.17 $134,302,433,280.00
MXR MAXIMUS RESOURCES 3 -33 0.077 $2,270,476.25
MQR MARQUEE RESOURCES 2 -88 0.052 $2,222,702.75
S32 SOUTH32 2 27 3.87 $19,378,638,848.00
JMS JUPITER MINES 1 383 0.34 $675,851,904.00
BKT BLACK ROCK MINING 1 28 0.0655 $36,889,704.00
KOR KORAB RESOURCES 0 -39 0.027 $7,721,399.50
POS POSEIDON NICKEL 0 14 0.042 $110,993,480.00
MRR MINREX RESOURCES 0 -83 0.012 $1,150,532.75
PSM PENINSULA MINES 0 -67 0.004 $3,451,488.25
BAU BAUXITE RESOURCES 0 -2 0.06 $12,865,340.00
PSC PROSPECT RESOURCES 0 -66 0.018 $36,830,068.00
CDT CASTLE MINERALS 0 -67 0.007 $1,566,571.88
PM1 PURE MINERALS 0 -17 0.015 $4,715,686.00
ADV ARDIDEN 0 -80 0.003 $5,030,640.50
FEL FE 0 -48 0.016 $6,158,047.50
OAU ORA GOLD 0 -50 0.011 $6,460,959.00
KSN KINGSTON RESOURCES 0 -5 0.02 $23,240,770.00
PMY PACIFICO MINERALS 0 -50 0.005 $8,232,189.50
NXE NEW ENERGY MINERALS 0 -88 0.029 $4,526,863.50
RIE RIEDEL RESOURCES 0 -88 0.01 $4,180,697.00
DHR DARK HORSE RESOURCES 0 -79 0.004 $7,904,346.50
BGS BIRIMIAN 0 -65 0.17 $46,289,272.00
SI6 SIX SIGMA METALS 0 -76 0.004 $1,830,012.63
TKM TREK METALS 0 -71 0.006 $1,873,821.63
THR THOR MINING 0 -63 0.019 $12,904,210.00
SYA SAYONA MINING 0 -75 0.015 $25,818,900.00
LRS LATIN RESOURCES 0 -82 0.002 $8,103,133.50
CAD CAENEUS MINERALS 0 -67 0.001 $18,619,644.00
ADN ANDROMEDA METALS 0 -25 0.006 $8,132,995.50
PLL PIEDMONT LITHIUM 0 -29 0.11 $70,389,936.00
WCN WHITE CLIFF MINERALS 0 -96 0.005 $2,822,081.25
LTR LIONTOWN RESOURCES 0 -41 0.02 $25,679,750.00
ERX EXORE RESOURCES 0 56 0.078 $35,381,220.00
VML VITAL METALS 0 -27 0.008 $13,940,890.00
AMD ARROW MINERALS 0 -65 0.011 $3,459,946.75
MCT METALICITY 0 -55 0.013 $6,627,101.00
MZN MARINDI METALS 0 -50 0.005 $9,923,794.00
HIG HIGHLANDS PACIFIC 0 19 0.105 $114,737,056.00
CHN CHALICE GOLD MINES 0 18 0.155 $38,652,380.00
BDI BLINA MINERALS 0 0 0.001 $4,543,882.50
MEI METEORIC RESOURCES 0 -68 0.013 $7,467,925.00
TAR TARUGA MINERALS 0 -72 0.064 $9,034,703.00
CGM COUGAR METALS 0 -86 0.001 $1,065,472.13
SRN SUREFIRE RESOURCES 0 -77 0.004 $1,762,614.50
RMX RED MOUNTAIN MINING 0 -50 0.005 $4,668,220.50
CGN CRATER GOLD MINING 0 -35 0.013 $14,729,950.00
SBR SABRE RESOURCES 0 -69 0.005 $2,034,868.00
LCD LATITUDE CONSOLIDATED 0 -52 0.016 $4,127,685.00
TKL TRAKA RESOURCES 0 -72 0.014 $4,638,494.50
COB COBALT BLUE HOLDINGS 0 -89 0.145 $18,066,062.00
TNO TANDO RESOURCES 0 -27 0.105 $19,383,708.00
TRT TODD RIVER RESOURCES 0 -32 0.08 $11,207,170.00
SVD SCANDIVANADIUM 0 -57 0.011 $3,870,527.00
AVL AUSTRALIAN VANADIUM 0 -59 0.019 $37,503,032.00
KNL KIBARAN RESOURCES 0 -31 0.1 $29,602,752.00
PLS PILBARA MINERALS -1 -19 0.71 $1,247,327,104.00
SO4 SALT LAKE POTASH -1 3 0.57 $119,636,936.00
DEG DE GREY MINING -1 -45 0.096 $40,199,800.00
OMH OM HOLDINGS -1 2 1.305 $967,596,544.00
MIN MINERAL RESOURCES -2 -7 15.68 $2,943,584,000.00
RTR RUMBLE RESOURCES -2 0 0.053 $18,922,500.00
ARU ARAFURA RESOURCES -2 -59 0.048 $35,348,752.00
IDA INDIANA RESOURCES -2 -31 0.048 $5,087,754.00
TON TRITON MINERALS -2 -44 0.044 $40,794,068.00
GME GME RESOURCES -3 -55 0.073 $35,196,236.00
PGM PLATINA RESOURCES -3 -39 0.07 $17,696,458.00
GXY GALAXY RESOURCES -3 -39 1.99 $802,822,336.00
SGQ ST GEORGE MINING -3 -22 0.16 $50,679,756.00
NZC NZURI COPPER -3 -10 0.31 $93,210,232.00
SYR SYRAH RESOURCES -3 -71 1.045 $338,473,760.00
MLM METALLICA MINERALS -3 -36 0.029 $9,379,975.00
BMT BERKUT MINERALS -3 0 0.145 $7,332,750.00
PIO PIONEER RESOURCES -3 -46 0.014 $21,057,570.00
CXO CORE LITHIUM -4 -8 0.055 $38,890,132.00
AUZ AUSTRALIAN MINES -4 -75 0.026 $77,905,040.00
PAN PANORAMIC RESOURCES -4 -24 0.38 $201,121,712.00
HMX HAMMER METALS -4 -34 0.025 $7,857,427.00
ARL ARDEA RESOURCES -4 -70 0.48 $49,888,348.00
BUX BUXTON RESOURCES -4 -18 0.115 $15,646,375.00
TNG TNG -4 -46 0.087 $86,712,072.00
VRC VOLT RESOURCES -4 -48 0.022 $32,020,520.00
LIT LITHIUM AUSTRALIA NL -5 -49 0.082 $37,770,780.00
LPI LITHIUM POWER INTERNATIONAL -5 -45 0.205 $55,127,920.00
BPL BROKEN HILL PROSPECTING -5 -86 0.02 $3,105,551.50
CZI CASSINI RESOURCES -5 22 0.093 $33,514,188.00
E25 ELEMENT 25 -5 -37 0.18 $15,953,226.00
GED GOLDEN DEEPS -5 -38 0.035 $5,998,327.50
BEM BLACKEARTH MINERALS -5 -60 0.07 $4,716,927.00
FCC FIRST COBALT -5 -84 0.175 $59,381,320.00
ARE ARGONAUT RESOURCES -6 -29 0.018 $27,978,852.00
HWK HAWKSTONE MINING -6 -54 0.017 $10,265,724.00
WML WOOMERA MINING -6 -78 0.033 $4,282,768.50
BDC BARDOC GOLD -6 -61 0.042 $47,654,680.00
CNJ CONICO -6 -62 0.016 $5,979,890.50
JRV JERVOIS MINING -6 -50 0.22 $49,117,860.00
HAV HAVILAH RESOURCES -6 -39 0.155 $33,828,604.00
CLQ CLEAN TEQ HOLDINGS -6 -75 0.305 $227,629,440.00
BSX BLACKSTONE MINERALS -6 -79 0.091 $9,200,791.00
ORN ORION MINERALS -6 -25 0.03 $56,212,004.00
CRL COMET RESOURCES -6 -63 0.03 $6,958,500.00
GPX GRAPHEX MINING -7 -34 0.215 $18,337,226.00
ESR ESTRELLA RESOURCES -7 -48 0.014 $6,886,366.00
ANW AUS TIN MINING -7 -39 0.014 $27,834,390.00
ARM AURORA MINERALS -7 -50 0.014 $1,405,599.38
AUR AURIS MINERALS -7 -56 0.028 $11,851,759.00
AGY ARGOSY MINERALS -7 -71 0.098 $90,872,064.00
KDR KIDMAN RESOURCES -7 -43 1.25 $499,924,800.00
RDS REDSTONE RESOURCES -7 -4 0.013 $6,122,536.00
CAZ CAZALY RESOURCES -7 -48 0.025 $5,820,476.50
A4N ALPHA HPA -8 -12 0.115 $68,052,000.00
VMS VENTURE MINERALS -8 -30 0.023 $11,453,464.00
LI3 LITHIUM CONSOLIDATED -8 -54 0.046 $4,177,817.50
ZNC ZENITH MINERALS -8 -75 0.055 $12,127,441.00
CHK COHIBA MINERALS -8 10 0.011 $8,639,985.00
BSM BASS METALS -8 -58 0.011 $33,462,790.00
LKE LAKE RESOURCES -9 -64 0.052 $18,715,816.00
AXE ARCHER EXPLORATION -9 -34 0.069 $13,633,318.00
GLN GALAN LITHIUM -11 104 0.255 $27,708,852.00
AML AEON METALS -11 -6 0.245 $161,536,736.00
NVA NOVA MINERALS -12 -55 0.015 $11,642,012.00
AJM ALTURA MINING -13 -69 0.135 $270,673,504.00
EMH EUROPEAN METALS -14 -23 0.3 $41,059,824.00
ASN ANSON RESOURCES -14 16 0.066 $34,180,000.00
SEI SPECIALITY METALS -15 0 0.029 $13,871,910.00
SUH SOUTHERN HEMISPHERE MINING -15 -48 0.033 $2,919,492.50
BYH BRYAH RESOURCES -16 -55 0.067 $4,563,759.00
AYR ALLOY RESOURCES -17 -75 0.0025 $4,731,233.00
SXX SOUTHERN CROSS EXPLORATION -17 -38 0.005 $5,384,216.00
KTA KRAKATOA RESOURCES -17 -53 0.02 $2,350,000.00
GWR GWR GROUP -17 -55 0.091 $23,070,086.00
AZI ALTA ZINC -20 -37 0.004 $5,475,863.00
ENT ENTERPRISE METALS -20 -53 0.008 $3,104,502.00
RLC REEDY LAGOON CORP -20 -91 0.004 $1,609,086.88
CZN CORAZON MINING -20 -69 0.004 $5,061,133.50
MTC METALSTECH -20 -89 0.02 $2,339,077.75
KLH KALIA -25 -70 0.003 $7,543,042.00
GPP GREENPOWER ENERGY -33 -87 0.002 $3,130,740.75
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