• Oil and gas titan ExxonMobil reveals big bold lithium-producing plans
  • Despite recent bearish lithium spot prices, EV sales are surging in Europe
  • S&P Global believes lithium supply will need to increase 270% to meet future demand
  • Weekly ASX battery metal gainers led by: AZL, WML, ASR

 

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

 

If you’re a battery metals investor, there are several reasons to be optimistic about the future of the sector, or at least awake to it. Here are three…

1. Fossil fuels beast Exxon’s big shift into lithium

2. Growing evidence of long-term EV demand with sales picking up 

3. Follow-the-money M&A activity in the Aussie lithium scene

 

And there’s more besides, too. The ducks seem to be lining up for battery metal hunters and producers – you just need to look at the big picture is all.

The “exponential age” is that big, wide-angle lens picture – one that encompasses rapidly accelerating technologies – artificial intelligence, machine learning, biotech, blockchain, clean, efficient energy narratives and more.

Battery metals mining and production and electric-powered vehicles (EVs) very much slots into the “and more” part. Which is not to say it’s not a massive part of the very near future.

American oil and gas energy major ExxonMobil has certainly woken in a cold sweat from its electric dreaming. It’s been known for a while it’s been shifting towards the EV narrative and has now confirmed it’s making a major move into the sector – lithium hunting and producing.

Meanwhile S&P Global sees the neon writing on the wall, too, citing exciting stats in its latest research, which we’ll touch on further below.

 

Exxon’s head-turning lithium pivot

ExxonMobil announced this week that it plans to start lithium production in Arkansas by 2027, which marks a dramatic shift back into the lithium battery space.

We say ‘back’, because the lithium-ion battery was invented by an Exxon research scientist in the 1970s, before the company decided back then it was an un-scalable narrative, and that fossil fuels were absolutely the way to go for multiple decades.

It’s multiple decades later and Exxon has dubbed its new plan “Project Evergreen”. This is set to involve a partnership with Tetra Technologies to produce battery-ready lithium in bulk.

Earlier this year, ExxonMobil CEO Darren Woods told CNBC that his company expects all new car sales to be electric by 2040. Tesla’s Elon Musk, by the way, has a closer target for that – about 2035.

In early 2023, ExxonMobil gained the rights to 120,000 acres of the Smackover formation in southern Arkansas – “considered one of the most prolific lithium resources of its type in North America” says the company.

Exxon stated on Monday that it’s talking with “potential customers” in the electric vehicle and battery making space. And, by the start of the next decade, the company plans to produce “enough lithium to supply the manufacturing needs of well over a million EVs per year”.

That’s our italicisation there… and it works best if you can imagine it in a Dr Evil voice.

Exxon executive Dan Ammann told CNBC this week, too, that the company wants “to get in early” on domestic lithium mining.

And that desire to be a relatively early mover comes as the US and European governments, not to mention other global govs including Australia, begin to ramp up promotion of EVs and reducing fossil fuel consumption. Case in point, this…

There are about 280 million vehicles in the US today, and fewer than 3 million are EVs, or about 1% of the total, Ammann said.

“There is still 99% to go, which suggests it is a very, very big opportunity,” he added. “In the long term, lithium really is a global opportunity.”

Exxon will be going the briny route for its lithium hunt in areas of Arkansas renowned for large lithium-rich saltwater deposits.

It will reportedly be using oil and gas drilling methods to access reservoirs more than 3,000m underground and will then use direct lithium extraction (DLE) tech to separate the lithium from the brine.

Ammann reckons the company’s approach will represent “far fewer environmental impacts than traditional mining operations”, which is a statement that would no doubt infuriate aquatic ecologists.

Still, a chunk of the opportunity is there for Exxon to seize, as the US has just one commercial-scale lithium mining site – run by chemical manufacturing titan Albemarle, in Nevada. 

A “global opportunity”, it is indeed, though – and the race is on.

 

(A lot) more lithium needed: S&P Global

In S&P Global’s most recent Commodity Insights report, a few things jumped out at us, the following absolutely being one of them:

“S&P Global Mobility has forecast that an over 270% increase of lithium production levels is needed to meet forecast demand from the EV battery sector by 2030.”

That’s getting on for almost quadrupling current production levels for an expected boom in uptake of EVs by the beginning of the next decade.

Obviously Exxon wants to be a big part of that, as does a plethora of Aussie resources companies.

And we’re not forgetting this neat recent infographic from Visual Capitalist, which suggests that by 2030, the way things are potentially going, demand for lithium will outstrip supply by 46%.

The shorter-term story in the sector, though, as S&P Global notes is one of oversupply:

“The market is currently considered to be in a short-term supply surplus amid better-than-expected progress from eight projects that were due to come online in 2023 located in Australia, Brazil, China and Canada, and two each in Zimbabwe and Argentina,” reads the report.

“High supply chain inventories and consumer spending constrained by a weak macroeconomic environment” have played their parts.

S&P Global also notes, though, that despite recent bearish spot price sentiment for lithium, “there has been a surge of M&A activity in the lithium market as established players look to buy promising junior miners to secure lithium supply”.

Liontown Resources (ASX:LTR) , Wildcat Resources (ASX:WC8) and Delta Lithium (ASX:DLI), for example – as regular readers of Stockhead will be fully aware by now.

 

Meanwhile, EV sales are actually surging in Europe

Okay, yeah, there’s this, too, from a World Economic Forum report this week, dated November 13.

“Electric vehicle (EV) sales are surging, especially in Europe, where the market grew by 62% in the past 12 months.”

But…

“Mass-market EV adoption still faces barriers such as their high cost and lack of charging infrastructure.”

And…

“Supply chain issues also need to be addressed to ensure the production and affordability of electric cars, a goal that the World Economic Forum’s Resilient and Sustainable Automotive Value Chains initiative supports.”

Righto, WEF – where are you getting that Euro stat? Bloomberg. Which got it from the European Automobile Manufacturers Association (ACEA).

At Stockhead‘s High Voltage, we’re proudly first with the fourth-hand news (collated neatly we hope, with the eyes picked out for your benefit.)

“For the 12 months to July 2023, the region saw a surge of 62% in EV sales,” wrote Andrea Willigie for the WEF… “while diesel sales dropped by 9%, Bloomberg reports…

“In Germany, registrations in July 2023 alone jumped up by nearly 70%, with France and Spain also seeing double-digit growth.”

Here’s a colourful graphic:

 

And as for other battery metals?

S&P Global says that nickel and cobalt are also expected to be critical, but at a lesser degree to lithium “as deployment of iron-based chemistries will remedy their potential shortage”.

“In the longer term,” notes the report, “the entry and premium EV segments are consolidating toward two battery chemistries – lithium iron phosphate, or LFP, and nickel-cobalt-manganese.

“For light-duty vehicles, high-nickel NCM batteries are forecast to take a near-50% market share by 2030, with LFP and LMFP – or LFP batteries with a higher manganese component – taking close to 30% share by 2030.”

Like “spot lithium”, the price of cobalt, meanwhile, remains under pressure due to supply surplus.

“A surplus in the cobalt market is expected to persist until 2025, with growing supply of cobalt from the Democratic Republic of Congo and Indonesia keeping prices under pressure,” says S&P Global”.

 

Battery metals form guide

Here’s a snapshot of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese, and vanadium are performing lately>>>

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

(Note: table’s data accurate as of 5pm, Nov 15.)

Code Company Price % Week % Month % Year % YTD Market Cap
PVW PVW Res Ltd 0.055 -4% -19% -58% -4% $5,577,263
A8G Australasian Metals 0.18 -10% -12% -25% -1% $9,381,689
INF Infinity Lithium 0.11 34% 22% -48% -1% $55,511,051
LPI Lithium Pwr Int Ltd 0.535 2% 23% -5% 10% $337,092,437
PSC Prospect Res Ltd 0.097 8% 29% -12% -2% $42,065,611
PAM Pan Asia Metals 0.155 0% -23% -60% -26% $25,888,322
CXO Core Lithium 0.38 -1% 1% -76% -65% $801,350,829
LOT Lotus Resources Ltd 0.29 16% 35% 23% 9% $481,927,098
AGY Argosy Minerals Ltd 0.155 -9% -18% -78% -42% $203,639,087
AZS Azure Minerals 3.99 2% 66% 1435% 377% $1,829,425,023
NWC New World Resources 0.035 9% 21% 3% 0% $74,637,487
QXR Qx Resources Limited 0.032 -6% 19% -47% -1% $35,383,291
GSR Greenstone Resources 0.0065 -7% -28% -74% -3% $9,557,914
CAE Cannindah Resources 0.098 9% -11% -57% -14% $56,651,835
AZL Arizona Lithium Ltd 0.041 28% 173% -49% -2% $152,664,157
HNR Hannans Ltd 0.008 14% 14% -62% -1% $19,115,984
COB Cobalt Blue Ltd 0.285 10% 19% -53% -30% $101,353,165
ESS Essential Metals Ltd 0.5 0% 4% 1% 18% $135,278,382
LPD Lepidico Ltd 0.009 -10% -22% -53% -1% $68,744,772
MRD Mount Ridley Mines 0.002 0% 100% -50% 0% $15,569,766
CZN Corazon Ltd 0.017 13% 21% 0% 0% $9,849,566
LKE Lake Resources 0.175 0% -10% -84% -63% $241,815,600
DEV Devex Resources Ltd 0.265 -5% -12% -7% -2% $112,503,621
INR Ioneer Ltd 0.155 -6% -21% -74% -23% $306,154,761
AVZ AVZ Minerals Ltd 0.78 0% 0% 0% 0% $2,752,409,203
MAN Mandrake Res Ltd 0.036 0% 0% -10% 0% $21,555,357
RLC Reedy Lagoon Corp. 0.005 0% -17% -53% 0% $3,083,418
GBR Greatbould Resources 0.062 0% -2% -36% -3% $31,985,839
FRS Forrestania Resources 0.029 -3% -17% -86% -11% $2,966,747
STK Strickland Metals 0.16 -6% 60% 272% 12% $252,349,541
MLX Metals X Limited 0.29 4% 5% -5% -10% $258,570,829
CLA Celsius Resource Ltd 0.012 9% 0% 9% 0% $24,706,568
FGR First Graphene Ltd 0.065 -18% -38% -50% -5% $42,753,561
HXG Hexagon Energy 0.009 0% 0% -40% -1% $5,129,159
TLG Talga Group Ltd 1.13 7% 1% -21% -27% $407,652,214
MNS Magnis Energy Tech 0.062 -23% -16% -85% -31% $61,174,406
PLL Piedmont Lithium Inc 0.44 0% -21% -54% -21% $152,569,272
EUR European Lithium Ltd 0.08 0% 14% -14% 1% $110,144,895
BKT Black Rock Mining 0.105 -9% 18% -36% -3% $109,731,964
QEM QEM Limited 0.19 0% -5% 3% 1% $28,764,425
LYC Lynas Rare Earths 7.08 1% 4% -16% -77% $6,561,449,507
ESR Estrella Res Ltd 0.006 0% -14% -45% -1% $10,554,431
ARL Ardea Resources Ltd 0.52 -5% -12% -44% -19% $103,170,815
GLN Galan Lithium Ltd 0.695 18% 1% -57% -38% $210,167,257
JRL Jindalee Resources 1.08 -4% -37% -53% -81% $60,315,117
VUL Vulcan Energy 2.58 4% -6% -66% -375% $412,421,487
SBR Sabre Resources 0.041 8% 14% 3% 0% $16,787,872
CHN Chalice Mining Ltd 1.69 -8% -20% -65% -461% $634,010,186
VRC Volt Resources Ltd 0.007 17% -13% -59% -1% $28,507,967
NMT Neometals Ltd 0.26 4% -24% -76% -54% $143,860,064
AXN Alliance Nickel Ltd 0.055 -4% 0% -32% -4% $40,647,018
PNN Power Minerals Ltd 0.26 4% 4% -54% -27% $21,110,714
IGO IGO Limited 9.25 -1% -20% -40% -421% $6,792,692,283
GED Golden Deeps 0.053 6% 2% -47% -4% $6,122,684
ADV Ardiden Ltd 0.005 0% -17% -44% 0% $16,130,012
SRI Sipa Resources Ltd 0.021 0% 11% -53% -1% $4,791,321
NTU Northern Min Ltd 0.03 -9% 3% -25% -1% $183,240,357
AXE Archer Materials 0.41 -2% -7% -38% -21% $101,938,805
PGM Platina Resources 0.0295 18% 23% 55% 1% $16,202,689
AAJ Aruma Resources Ltd 0.036 3% 6% -51% -2% $6,497,420
IXR Ionic Rare Earths 0.027 29% 13% -34% -1% $102,858,728
NIC Nickel Industries 0.805 -1% 1% -16% -17% $3,407,218,855
EVG Evion Group NL 0.035 -5% 13% -64% -4% $12,454,531
CWX Carawine Resources 0.105 0% -21% 24% 1% $20,665,834
PLS Pilbara Min Ltd 3.67 -1% -12% -24% -8% $10,563,213,937
HAS Hastings Tech Met 0.835 5% 14% -77% -269% $104,786,988
BUX Buxton Resources Ltd 0.19 -13% -10% 73% 8% $31,911,925
ARR American Rare Earths 0.145 4% 12% -28% -5% $66,963,495
SGQ St George Min Ltd 0.037 -18% -8% -50% -3% $36,809,687
TKL Traka Resources 0.0045 -10% -25% -25% 0% $3,938,982
PAN Panoramic Resources 0.035 0% -8% -81% -14% $103,937,992
PRL Province Resources 0.041 0% 0% -49% -2% $48,441,219
IPT Impact Minerals 0.012 9% 20% 71% 1% $34,376,447
LIT Lithium Australia 0.033 0% 3% -33% -1% $40,332,325
AKE Allkem Limited 9.12 -2% -22% -36% -212% $5,510,949,546
ARN Aldoro Resources 0.083 -3% -13% -78% -8% $11,173,771
JRV Jervois Global Ltd 0.037 3% -3% -91% -23% $91,885,703
MCR Mincor Resources NL 0 -100% -100% -100% -151% $751,215,521
SYR Syrah Resources 0.755 -7% 56% -70% -131% $493,405,343
FBM Future Battery 0.09 6% -25% 64% 4% $45,381,633
ADD Adavale Resource Ltd 0.008 0% -27% -71% -1% $6,208,139
LTR Liontown Resources 1.525 -3% -45% -26% 21% $3,621,645,259
CTM Centaurus Metals Ltd 0.5 -6% -6% -57% -62% $236,599,863
VML Vital Metals Limited 0.01 0% 0% -67% -1% $53,061,498
BSX Blackstone Ltd 0.099 9% -14% -43% -4% $44,526,757
POS Poseidon Nick Ltd 0.0195 15% 15% -55% -2% $63,039,020
CHR Charger Metals 0.33 10% 136% -47% -12% $21,118,885
AVL Aust Vanadium Ltd 0.023 0% -15% -26% 0% $119,246,563
AUZ Australian Mines Ltd 0.015 7% 7% -78% -4% $10,941,481
TMT Technology Metals 0.23 2% -10% -33% -12% $57,214,346
RXL Rox Resources 0.21 -2% -7% 17% 4% $75,606,733
RNU Renascor Res Ltd 0.16 -6% 39% -40% -6% $406,305,200
GL1 Globallith 1.335 9% -1% -42% -51% $334,020,586
BRB Breaker Res NL 0 -100% -100% -100% -32% $158,126,031
ASN Anson Resources Ltd 0.165 0% 14% -34% -2% $225,004,355
SYA Sayona Mining Ltd 0.081 -7% -12% -66% -11% $823,463,681
FFX Firefinch Ltd 0.2 0% 0% 0% 0% $236,569,315
EGR Ecograf Limited 0.2 3% 60% -41% -2% $92,781,335
ATM Aneka Tambang 1.18 0% -1% 18% 28% $1,544,824
TVN Tivan Limited 0.074 -9% 3% -18% 0% $116,237,629
ALY Alchemy Resource Ltd 0.011 0% 10% -62% -1% $12,958,839
GAL Galileo Mining Ltd 0.29 -2% -11% -75% -59% $60,275,603
BHP BHP Group Limited 46.84 5% 4% 7% 121% $233,263,404,998
LEL Lithenergy 0.59 -9% 5% -43% -18% $59,745,800
MMC Mitremining 0.24 14% 0% 23% -4% $10,884,024
RMX Red Mount Min Ltd 0.004 0% 0% -11% 0% $10,694,304
GW1 Greenwing Resources 0.15 15% 3% -61% -13% $24,395,207
AQD Ausquest Limited 0.013 30% 8% -28% 0% $9,076,641
LML Lincoln Minerals 0.008 14% 0% 17% 0% $11,856,917
1MC Morella Corporation 0.006 0% 9% -67% -1% $36,981,556
REE Rarex Limited 0.03 0% 0% -41% -2% $20,501,597
MRC Mineral Commodities 0.033 0% 12% -49% -3% $27,959,952
PUR Pursuit Minerals 0.009 -10% 13% -18% -1% $29,439,714
QPM Queensland Pacific 0.056 -5% -14% -69% -5% $112,700,158
EMH European Metals Hldg 0.62 0% -1% -29% -2% $77,392,969
BMM Balkan mining and minerals 0.16 33% -6% -50% -17% $9,977,040
PEK Peak Rare Earths Ltd 0.395 1% -2% -6% -6% $105,856,586
LEG Legend Mining 0.022 0% -19% -42% -2% $60,994,021
MOH Moho Resources 0.01 67% 25% -58% -1% $2,720,355
AML Aeon Metals Ltd. 0.008 -20% -47% -73% -2% $8,771,205
G88 Golden Mile Res Ltd 0.025 4% 25% 12% 0% $8,564,127
WKT Walkabout Resources 0.15 -8% 36% -13% 1% $96,679,482
TON Triton Min Ltd 0.022 -12% 5% -19% -1% $35,911,271
AR3 Austrare 0.185 -8% -8% -51% -22% $29,291,533
ARU Arafura Rare Earths 0.19 -12% -16% -46% -28% $401,539,291
MIN Mineral Resources 62.8 6% 0% -22% -1440% $11,676,052,123
VMC Venus Metals Cor Ltd 0.1 -5% -13% 19% 2% $18,972,868
S2R S2 Resources 0.18 0% -16% 16% 1% $71,766,016
CNJ Conico Ltd 0.004 -20% -20% -60% 0% $6,280,380
VR8 Vanadium Resources 0.045 -8% -10% -31% -1% $22,603,399
PVT Pivotal Metals Ltd 0.021 5% 5% -48% -2% $11,505,234
BOA Boadicea Resources 0.044 13% 13% -50% -5% $5,169,793
IPX Iperionx Limited 1.49 -4% 12% 108% 80% $326,203,635
SLZ Sultan Resources Ltd 0.016 0% -16% -83% -7% $2,222,851
NKL Nickelxltd 0.065 2% 7% -31% -2% $5,532,356
NVA Nova Minerals Ltd 0.25 -4% -2% -71% -43% $52,722,490
MLS Metals Australia 0.037 3% 12% -5% -1% $23,089,339
MQR Marquee Resource Ltd 0.03 15% 11% -45% -1% $11,988,147
MRR Minrex Resources Ltd 0.0145 -3% -15% -68% -2% $16,273,013
EVR Ev Resources Ltd 0.012 9% -14% -43% 0% $10,392,578
EFE Eastern Resources 0.012 33% 20% -74% -2% $13,661,411
CNB Carnaby Resource Ltd 0.6 -18% -30% -31% -34% $104,221,656
BNR Bulletin Resources 0.175 0% 46% 25% 8% $48,442,532
AX8 Accelerate Resources 0.052 30% 73% 79% 3% $23,600,110
AM7 Arcadia Minerals 0.089 11% -15% -66% -12% $9,705,459
AS2 Askari Metals 0.19 23% 0% -55% -25% $14,639,540
BYH Bryah Resources Ltd 0.019 58% 41% -23% -1% $6,813,500
DTM Dart Mining NL 0.019 6% -12% -71% -4% $3,683,066
EMS Eastern Metals 0.033 10% 6% -72% -4% $2,720,066
FG1 Flynngold 0.074 9% 23% -30% -3% $10,910,607
GSM Golden State Mining 0.023 -8% -38% -50% -2% $4,012,854
IMI Infinity Mining 0.12 9% -11% -57% -16% $9,343,166
LRV Larvotto Resources 0.12 -8% -4% -33% -4% $8,070,567
LSR Lodestar Minerals 0.004 0% -20% -20% 0% $8,093,589
RAG Ragnar Metals Ltd 0.024 -4% 0% 26% 1% $11,375,543
CTN Catalina Resources 0.004 14% 0% -56% -1% $4,334,704
TMB Tambourah Metals 0.135 -13% 8% -21% 3% $12,441,053
TEM Tempest Minerals 0.009 13% 6% -68% -1% $5,625,218
EMC Everest Metals Corp 0.095 8% -24% -5% 2% $16,001,745
WML Woomera Mining Ltd 0.024 41% 140% 60% 1% $26,261,280
KZR Kalamazoo Resources 0.11 10% 13% -57% -10% $20,564,337
LMG Latrobe Magnesium 0.055 20% 17% -33% -2% $94,965,468
KOR Korab Resources 0.016 0% 0% -54% -1% $5,872,800
CMX Chemx materials 0.076 -5% -6% -55% -11% $4,311,837
NC1 Nico resources 0.34 5% -7% -41% -27% $35,677,693
GRE Greentech metals 0.77 -9% 175% 470% 63% $46,960,666
CMO Cosmo metals 0.049 -2% -6% -69% -9% $1,734,833
FRB Firebird Metals 0.175 13% 21% -17% 2% $16,137,625
S32 South32 Limited 3.23 4% -8% -25% -77% $14,357,749,661
OMH OM Holdings Limited 0.475 6% 0% -35% -22% $328,687,385
JMS Jupiter Mines. 0.18 -3% -5% 0% -4% $352,618,386
E25 Element 25 Ltd 0.43 12% 5% -70% -45% $96,800,999
EMN Euromanganese 0.105 5% -19% -68% -25% $27,039,703
KGD Kula Gold 0.021 75% 62% -50% 0% $5,224,967
LRS Latin Resources Ltd 0.23 -13% -22% 119% 13% $623,813,895
CRR Critical Resources 0.03 3% -19% -47% -1% $55,113,359
ENT Enterprise Metals 0.004 33% 0% -56% -1% $3,197,884
SCN Scorpion Minerals 0.055 8% 0% -21% -2% $18,375,428
GCM Green Critical Min 0.008 0% 14% -38% -1% $7,387,803
ENV Enova Mining Limited 0.007 17% 0% -36% -1% $4,486,505
RBX Resource B 0.1 -23% -29% 11% 2% $9,095,293
AKN Auking Mining Ltd 0.047 18% -18% -53% -5% $7,960,045
RR1 Reach Resources Ltd 0.006 -50% -50% 20% 0% $19,261,783
EMT Emetals Limited 0.007 0% 0% -63% 0% $5,950,000
PNT Panthermetalsltd 0.076 9% 7% -58% -11% $4,586,250
WIN Widgie nickel 0.16 -6% -22% -57% -17% $48,416,071
WMG Western Mines 0.265 -5% -18% 121% 11% $18,677,833
AVW Avira Resources Ltd 0.002 0% 0% -33% 0% $4,267,580
CAI Calidus Resources 0.175 -5% 17% -58% -10% $103,740,291
GT1 Green technology 0.45 15% -6% -56% -38% $95,839,885
KAI Kairos Minerals Ltd 0.016 -6% -20% -43% 0% $44,555,507
MTM MTM Critical Metals 0.025 9% -24% -75% -5% $2,384,090
NWM Norwest Minerals 0.034 6% 17% -52% -2% $8,627,085
PGD Peregrine Gold 0.285 -8% 14% -39% -10% $15,807,848
RAS Ragusa Minerals Ltd 0.054 26% 46% -72% -6% $7,129,939
RGL Riversgold 0.011 22% -15% -74% -2% $12,366,399
SRZ Stellar Resources 0.009 0% -18% -25% 0% $9,883,678
STM Sunstone Metals Ltd 0.017 -6% 6% -41% -2% $50,852,751
ZNC Zenith Minerals Ltd 0.175 35% 75% -39% -9% $59,904,750
WC8 Wildcat Resources 0.79 -8% 84% 2721% 77% $811,862,614
ASO Aston Minerals Ltd 0.036 3% -5% -49% -4% $45,327,249
THR Thor Energy PLC 0.027 8% 0% -70% -3% $4,848,800
YAR Yari Minerals Ltd 0.016 7% 23% -27% 0% $8,200,083
IG6 International graphite 0.19 9% 15% -40% -8% $16,907,741
LPM Lithium Plus 0.495 -4% 5% -23% 13% $43,853,982
ODE Odessa Minerals 0.01 0% 0% -39% -1% $7,576,895
KOB Koba Resources 0.084 0% 11% -57% -6% $8,855,000
AZI Altamin Limited 0.059 -3% -6% -34% -2% $23,111,288
FTL Firetail Resources 0.105 5% 8% -38% -6% $14,890,556
LNR Lanthanein Resources 0.007 -13% -13% -81% -1% $7,851,029
CLZ Classic Min Ltd 0.001 0% 0% -92% -1% $12,357,082
NVX Novonix Limited 0.72 -5% 6% -73% -75% $349,356,289
OCN Oceana lithium 0.125 0% -26% -79% -22% $6,634,563
SUM Summit minerals 0.11 10% 0% -50% -4% $5,480,570
DVP Develop Global Ltd 2.95 -2% -7% 11% -23% $714,562,998
XTC Xantippe Res Ltd 0.001 0% 0% -78% 0% $17,528,005
OD6 Od6 Metals 0.195 8% 22% -54% -14% $10,452,944
HRE Heavy Rare Earths 0.09 6% 25% -50% -3% $5,564,890
LIN Lindian Resources 0.165 -8% -15% -20% 1% $190,067,169
PEK Peak Rare Earths Ltd 0.395 1% -2% -6% -6% $105,856,586
ILU Iluka Resources 7.47 3% 1% -26% -206% $3,046,130,959
ASM Ausstratmaterials 1.695 5% 15% -9% 26% $275,179,139
ETM Energy Transition 0.035 6% -8% -30% -3% $47,602,033
VMS Venture Minerals 0.011 10% 10% -54% -1% $21,450,143
IDA Indiana Resources 0.058 5% 0% 2% 0% $36,746,224
VTM Victory Metals Ltd 0.23 -18% -2% -2% 1% $18,606,921
M2R Miramar 0.024 9% -45% -74% -5% $3,275,130
WCN White Cliff Min Ltd 0.012 0% -8% -33% 0% $13,827,204
TAR Taruga Minerals 0.01 0% 0% -71% -1% $7,060,268
ABX ABX Group Limited 0.07 -1% -7% -52% -5% $18,175,561
MEK Meeka Metals Limited 0.037 6% 0% -44% -3% $42,694,522
DRE Dreadnought Resources Ltd 0.033 0% -27% -67% -7% $117,536,140
KFM Kingfisher Mining 0.155 15% -9% -71% -32% $8,325,825
AOA Ausmon Resorces 0.003 0% 0% -50% 0% $3,020,998
WC1 Westcobarmetals 0.065 7% -14% -72% -11% $6,313,688
GRL Godolphin Resources 0.035 0% -5% -61% -5% $5,923,471
DM1 Desert Metals 0.041 5% 3% -87% -15% $2,901,643
PTR Petratherm Ltd 0.044 -4% -14% -23% -1% $11,237,557
ITM Itech Minerals Ltd 0.165 14% 40% -37% -10% $18,938,452
KTA Krakatoa Resources 0.043 65% 126% -30% 0% $18,265,713
M24 Mamba Exploration 0.03 3% -33% -76% -12% $1,829,500
TKM Trek Metals Ltd 0.05 -2% 52% -48% -3% $25,877,284
BCA Black Canyon Limited 0.14 0% -3% -36% -10% $9,239,212
CDT Castle Minerals 0.011 10% 10% -52% -1% $13,307,173
DLI Delta Lithium 0.49 -11% -29% -14% 3% $261,544,665
A11 Atlantic Lithium 0.565 41% 9% -35% -6% $235,713,039
KNI Kunikolimited 0.275 -2% -8% -54% -24% $22,765,161
CY5 Cygnus Metals Ltd 0.155 -7% -3% -70% -23% $46,406,822
WR1 Winsome Resources 1.27 -7% 3% 36% 4% $220,217,855
LLI Loyal Lithium Ltd 0.42 -2% -21% -32% 13% $34,603,975
BC8 Black Cat Syndicate 0.275 31% 41% -28% -8% $85,054,296
BUR Burleyminerals 0.175 -19% 9% -27% -5% $21,272,319
PBL Parabellum Resources 0.345 0% 0% -30% 1% $18,879,263
L1M Lightning Minerals 0.14 8% 4% 0% -3% $5,701,509
WA1 Wa1 Resources 9.81 -11% 107% 454% 842% $435,027,681
EV1 Evolutionenergy 0.14 0% -3% -47% -9% $24,550,784
1AE Auroraenergymetals 0.092 -6% -8% -56% -6% $15,761,486
RVT Richmond Vanadium 0.36 0% -3% 0% 13% $31,034,810
PMT Patriot Battery Metals 1.085 -1% -10% 0% 34% $408,716,152
PAT Patriot Lithium 0.215 2% 26% 0% -5% $13,735,813
BM8 Battery Age Minerals 0.2 0% -13% -60% -30% $17,827,378
OM1 Omnia Metals Group 0.078 0% 0% -46% -8% $3,786,192
VHM Vhmlimited 0.595 25% 29% 0% 0% $78,497,224
LLL Leo Lithium 0.505 0% 0% -13% 2% $498,553,663
SRN Surefire Rescs NL 0.01 -9% -23% -23% 0% $18,367,531
SRL Sunrise 0.7 -1% -7% -65% -122% $61,805,836
EG1 Evergreen Lithium 0.185 3% -29% 0% 0% $10,121,400
WSR Westar Resources 0.02 -5% -5% -56% -3% $3,707,150
LU7 Lithium Universe 0.039 -3% -20% 30% 1% $14,763,832
MEI Meteoric Resources 0.245 -6% 23% 1650% 19% $466,477,710
REC Recharge Metals 0.135 13% -18% -18% 0% $15,032,516
SLM Solis Minerals 0.22 -6% -20% 238% 15% $16,348,228
DYM Dynamic Metals 0.18 -12% -3% 0% 0% $6,300,000
TOR Torque Metals 0.16 -18% -53% -3% -2% $23,566,335
ICL Iceni Gold 0.059 2% -18% -3% -2% $14,391,429
TMX Terrain Minerals 0.004 -20% 0% -38% 0% $6,090,425
MHC Manhattan Corp 0.004 -11% 0% -33% 0% $11,747,919
MHK Metalhawk 0.18 -23% 114% -18% 2% $14,178,782
ANX Anax Metals Ltd 0.032 0% -9% -42% -2% $15,870,282
FIN FIN Resources 0.031 -3% 35% 48% 1% $21,422,567
LM1 Leeuwin Metals 0.23 -13% -29% 0% 0% $13,659,425
HAW Hawthorn Resources 0.092 -8% 1% 7% -2% $33,166,546
LCY Legacy Iron Ore 0.017 6% -15% 6% 0% $102,509,219
RON Ronin Resources 0.18 44% 29% 13% 2% $6,326,648
PFE Pantera Minerals 0.062 7% 5% -58% -43% $6,640,000
ASR Asra Minerals 0.014 56% 75% -30% -1% $20,386,879
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Charged up:

Biggest gainers, past seven days (per table above) 🚀

Kula Gold (ASX:KGD) +75%

Moho Resources (ASX:MOH) +67%

Krakatoa Resources (ASX:KTA) +65%

Bryah Resources (ASX:BYH) +58%

Asra Minerals (ASX:ASR) +56%

Ronin Resources (ASX:RON) +44%

Atlantic Lithium (ASX:A11) +41%

Woomera Mining (ASX:WML) +41%

 

Low on juice:

Biggest dippers, past seven days (per table above) 📉

Reach Resources (ASX:RR1) -50%

Metal Hawk (ASX:MHK) -23%

Magnis Energy Technologies (ASX:MNS) -23%

Resource Base (ASX:RBX) -23%

Aeon Metals (ASX:AML) -20%

Terrain Minerals (ASX:TMX) -20%

 

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