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

INDUSTRY FOCUS

People, and industry, now believe in the future of electric cars. The next frontier is air travel, where aviation start-ups are working to replace expensive jet fuel with batteries.

At last week’s Paris Airshow the world’s first commercial all-electric passenger aircraft prototype was launched.

Israeli firm Eviation says the small craft, called Alice, will carry nine passengers for up to 1040km at speeds of 440km/h.

 

The BBC reported that Eviation immediately took a “double-digit” number of orders for the $4 million electric plane , which is slated to enter service in 2022.

In early June, UBS said the move towards hybrid-electric (HE) flight could happen sooner than anticipated.

“We estimate a market opportunity of some $US178bn, with 16,077 HE planes over 2028-40 (chiefly general aviation, light business jets and regional aircraft) offering 20 per cent lower operating cost savings per trip relative to the 50-70-seaters in service,” UBS says.

SMALL CAP SPOTLIGHT

It’s a rough time to be a battery metals play. Over the past year, only a handful of stock have made decent returns – led by WA lithium explorer Liontown (ASX:LTR) which is up 296 per cent.

Of the companies on our list, 99 lost ground, 46 were ahead and 40 were steady this week.

This week, Manganese play Element 25 (ASX:E25) was up 31 per cent to 16.3c on no news – that’s the stock’s highest point since May last year.

Argentinean lithium explorer Dark Horse Resources (ASX:DHR) and Scandinavian vanadium play Pursuit Minerals (ASX:PUR) jumped 25 per cent and 13 per cent respectively, also on no news.

And CleanTeQ (ASX:CLQ), which has kicked off the partnering process for its Sunrise nickel-cobalt battery materials project, received a 13 per cent boost this week.

CleanTeQ is looking to sell up to 50 per cent interest of Sunrise, in combination with long-term offtake, after receiving “numerous in-bound enquiries from a range of participants in the electric vehicle supply chain in relation to project level ownership, long-term offtake and other financing arrangements”.

Last week, producer Pilbara Minerals (ASX:PLS) told investors that spodumene concentrate sales would be “constrained” in June and July.

Managing director Ken Brinsden said it was no secret that the spodumene supply market was experiencing “short-term challenges” as the big Chinese players slowly ramped up chemical conversion capacity to meet demand.

But Altura Mining’s (ASX:AJM) operational update, released the same week, couldn’t be more different.

The miner says sales from its flagship Altura lithium project in June is currently on track to better the May record.

Importantly, Altura says, it continues to receive positive feedback from offtake customers regarding product quality.

“Feedback from offtake customers continues to be positive with our shipments consistently delivering SC6.0-quality concentrate with low iron, low mica and optimal moisture content,” the company says.

The news sent the stock up 29 per cent for the week to its highest point since March.

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:

Code Name Share Price 1 Week Price Change % 1 Year Price Change % Market Cap ($AU)
OKR OKAPI RESOURCES 0.115 65 -51 $3,089,484.04
CHK COHIBA MINERALS 0.009 33 50 $5,978,869.38
AZI ALTA ZINC 0.003 33 -37 $5,042,283.40
E25 ELEMENT 25 0.163 31 -4 $14,309,961.53
AJM ALTURA MINING 0.094 29 -57 $161,790,202.38
PSC PROSPECT RESOURCES 0.129 27 -53 $31,022,937.25
DHR DARK HORSE RESOURCES 0.004 25 -74 $5,469,807.56
ADN ANDROMEDA METALS 0.009 18 86 $10,318,059.35
VML VITAL METALS 0.009 18 18 $15,676,529.99
KTA KRAKATOA RESOURCES 0.022 17 4 $2,032,749.92
CZN CORAZON MINING 0.002 17 -61 $2,866,309.56
DEV DEVEX RESOURCES 0.042 16 -8 $5,892,543.76
GED GOLDEN DEEPS 0.024 13 -8 $3,795,055.87
MLM METALLICA MINERALS 0.012 13 -59 $3,812,093.60
CLQ CLEAN TEQ HOLDINGS 0.250 13 -68 $162,713,385.70
CHN CHALICE GOLD MINES 0.097 13 29 $23,980,467.38
PUR PURSUIT MINERALS 0.011 13 -80 $2,100,195.35
BSM BASS METALS 0.007 13 -70 $17,499,898.71
RIE RIEDEL RESOURCES 0.006 13 -87 $2,603,737.95
VXR VENTUREX RESOURCES 0.136 11 0 $37,764,663.94
OAU ORA GOLD 0.007 11 -44 $4,023,885.03
IDA INDIANA RESOURCES 0.021 11 -53 $2,200,453.52
HWK HAWKSTONE MINING 0.015 10 0 $10,509,400.80
HNR HANNANS 0.008 10 -27 $15,132,309.38
MZZ MATADOR MINING 0.205 9 5 $12,537,742.68
CNJ CONICO 0.008 9 -70 $3,164,417.26
MRR MINREX RESOURCES 0.008 8 -70 $862,516.03
PMY PACIFICO MINERALS 0.005 8 -28 $9,604,010.19
CGN CRATER GOLD MINING 0.009 8 -19 $11,891,979.38
OMH OM HOLDINGS 0.640 8 -20 $470,237,121.36
CNB CARNABY RESOURCES 0.111 7 30 $8,634,660.09
BYH BRYAH RESOURCES 0.049 6 -35 $3,001,725.99
EMH EUROPEAN METALS 0.250 6 21 $38,053,656.96
VMS VENTURE MINERALS 0.013 5 -25 $9,014,606.82
IRC INTERMIN RESOURCES 0.071 5 -37 $29,319,723.26
NVA NOVA MINERALS 0.015 5 -29 $11,785,418.30
RNU RENASCOR RESOURCES 0.015 5 -8 $17,559,731.80
DGR DGR GLOBAL 0.087 5 24 $44,553,792.62
TMT TECHNOLOGY METALS AUSTRALIA 0.163 4 -37 $13,026,308.50
WKT WALKABOUT RESOURCES 0.257 4 161 $79,896,805.42
TAR TARUGA MINERALS 0.022 3 -82 $3,028,319.55
CZI CASSINI RESOURCES 0.069 3 40 $27,890,496.96
JMS JUPITER MINES 0.243 1 15 $494,801,946.73
NZC NZURI COPPER 0.236 1 35 $69,620,639.06
ORE OROCOBRE 2.239 1 -39 $563,162,597.78
VMC VENUS METALS 0.101 1 5 $7,062,516.42
AUZ AUSTRALIAN MINES 0.016 0 -76 $49,075,497.59
CDT CASTLE MINERALS 0.004 0 -71 $929,200.87
KLH KALIA 0.001 0 -88 $1,739,928.40
SEI SPECIALITY METALS 0.017 0 35 $11,922,406.62
EUC EUROPEAN COBALT 0.017 0 -62 $11,596,079.50
KAI KAIROS MINERALS 0.010 0 -63 $8,256,819.10
ADV ARDIDEN 0.002 0 -80 $3,490,545.08
MLS METALS AUSTRALIA 0.001 0 -60 $4,051,241.52
MTB MOUNT BURGESS MINING 0.002 0 -57 $1,007,128.54
NWC NEW WORLD COBALT 0.009 0 -80 $6,411,716.74
KSN KINGSTON RESOURCES 0.009 0 -39 $15,185,239.08
GLN GALAN LITHIUM 0.136 0 14 $17,899,863.62
KDR KIDMAN RESOURCES 1.307 0 -1 $526,625,220.70
CXO CORE LITHIUM 0.030 0 -2 $20,664,548.83
4CE FORCE COMMODITIES 0.007 0 -81 $3,206,760.74
AYR ALLOY RESOURCES 0.001 0 -75 $2,343,496.14
TKM TREK METALS 0.004 0 -74 $1,296,684.51
AUT AUTECO MINERALS 0.004 0 67 $3,468,527.72
SUH SOUTHERN HEMISPHERE MINING 0.021 0 -45 $1,897,846.94
HMX HAMMER METALS 0.017 0 -17 $6,319,037.19
SCI SILVER CITY MINERALS 0.007 0 -76 $1,829,227.36
SI6 SIX SIGMA METALS 0.004 0 -62 $1,944,098.32
AEE AURA ENERGY 0.007 0 -45 $8,469,327.45
PLL PIEDMONT LITHIUM 0.115 0 -15 $78,863,538.75
LRS LATIN RESOURCES 0.001 0 -86 $2,693,586.71
AML AEON METALS 0.146 0 -41 $90,824,027.51
ORN ORION MINERALS 0.020 0 -32 $41,589,439.13
BUX BUXTON RESOURCES 0.077 0 -15 $10,356,539.40
AMD ARROW MINERALS 0.007 0 -57 $1,958,958.85
GWR GWR GROUP 0.097 0 -7 $24,560,767.48
LCD LATITUDE CONSOLIDATED 0.010 0 -58 $2,856,357.90
SRK STRIKE RESOURCES 0.033 0 -14 $4,726,851.47
RLC REEDY LAGOON 0.003 0 -60 $1,391,860.03
EME ENERGY METALS 0.104 0 3 $22,490,631.57
BDI BLINA MINERALS NL 0.001 0 0 $3,144,366.56
HGM HIGH GRADE METALS 0.004 0 -88 $1,880,597.98
CGM COUGAR METALS 0.001 0 -80 $814,195.58
SBR SABRE RESOURCES 0.003 0 -71 $1,126,502.86
RTR RUMBLE RESOURCES 0.036 0 -18 $12,280,500.00
TRT TODD RIVER RESOURCES 0.029 0 -61 $4,296,889.40
GPX GRAPHEX MINING 0.173 0 0 $15,554,102.74
RMX RED MOUNTAIN MINING 0.003 0 -50 $2,153,605.64
CUL CULLEN RESOURCES 0.006 0 -57 $1,055,426.94
SVM SOVEREIGN METALS 0.094 0 25 $29,834,084.07
FCC FIRST COBALT 0.107 0 -72 $39,927,498.78
MIN MINERAL RESOURCES 10.430 -1 -4 $1,939,446,730.75
LIT LITHIUM AUSTRALIA 0.043 -2 -40 $20,079,439.33
PAN PANORAMIC RESOURCES 0.209 -2 -47 $107,828,133.15
ZNC ZENITH MINERALS 0.055 -3 -63 $11,042,354.27
POS POSEIDON NICKEL 0.025 -3 -3 $65,834,984.01
S32 SOUTH32 2.246 -3 -5 $11,081,864,081.43
TNO TANDO RESOURCES 0.049 -3 -59 $10,463,168.98
ERX EXORE RESOURCES 0.050 -3 50 $21,262,251.35
BEM BLACKEARTH MINERALS 0.047 -3 -24 $3,935,738.08
SO4 SALT LAKE POTASH 0.528 -3 36 $135,708,313.78
MXR MAXIMUS RESOURCES 0.043 -3 -46 $1,590,079.96
CRL COMET RESOURCES 0.022 -3 -31 $5,148,479.79
EUR EUROPEAN LITHIUM 0.062 -3 -56 $36,350,213.23
BOA BOADICEA RESOURCES 0.097 -3 107 $5,485,328.77
HAV HAVILAH RESOURCES 0.094 -4 -41 $20,388,825.60
BDC BARDOC GOLD 0.038 -4 -39 $43,278,602.75
RIO RIO TINTO 70.490 -4 34 $101,046,102,151.41
LPD LEPIDICO 0.018 -4 -25 $67,248,767.63
A4N ALPHA HPA 0.080 -4 30 $49,054,150.77
CAZ CAZALY RESOURCES 0.017 -4 -51 $4,780,814.67
ARU ARAFURA RESOURCES 0.094 -4 35 $54,073,093.71
BAU BAUXITE RESOURCES 0.031 -4 -24 $6,677,111.19
LTR LIONTOWN RESOURCES 0.077 -4 296 $116,683,219.45
AXE ARCHER EXPLORATION 0.060 -4 -14 $12,089,988.25
HXG HEXAGON RESOURCES 0.069 -5 -46 $22,210,551.51
PM1 PURE MINERALS 0.013 -5 33 $4,330,690.14
BAR BARRA RESOURCES 0.014 -5 -58 $7,831,160.23
N27 NORTHERN COBALT 0.026 -5 -81 $1,738,675.01
AGY ARGOSY MINERALS 0.052 -5 -69 $52,652,661.35
ARL ARDEA RESOURCES 0.264 -5 -57 $27,544,737.79
MNS MAGNIS ENERGY TECHNOLOGIES 0.118 -5 -51 $80,352,158.01
MTC METALSTECH 0.011 -6 -86 $1,456,777.58
DEG DE GREY MINING 0.057 -6 -56 $24,854,972.65
JRL JINDALEE RESOURCES 0.277 -6 27 $9,686,553.33
INR IONEER 0.090 -6 -62 $142,896,399.82
FGR FIRST GRAPHENE 0.191 -6 71 $85,848,542.17
PGM PLATINA RESOURCES 0.030 -7 -56 $7,859,339.86
AOU AUROCH MINERALS 0.039 -7 -22 $3,894,712.86
BKT BLACK ROCK MINING 0.066 -7 128 $39,304,513.35
AVZ AVZ MINERALS 0.039 -7 -40 $90,216,252.24
NMT NEOMETALS 0.146 -7 -32 $80,932,485.80
COB COBALT BLUE 0.090 -7 -86 $13,485,230.43
KOR KORAB RESOURCES 0.018 -7 -10 $6,041,426.87
KNL KIBARAN RESOURCES 0.087 -8 -17 $26,324,179.94
IEC INTRA ENERGY 0.009 -8 71 $3,487,965.31
ARM AURORA MINERALS 0.008 -8 -39 $972,674.73
TKL TRAKA RESOURCES 0.008 -8 -66 $3,076,324.28
JRV JERVOIS MINING 0.150 -8 -43 $42,712,206.31
SGQ ST GEORGE MINING 0.077 -8 -21 $23,724,086.92
ESR ESTRELLA RESOURCES 0.008 -8 -50 $4,037,277.31
INF INFINITY LITHIUM 0.057 -9 1 $10,922,667.34
PIO PIONEER RESOURCES 0.007 -9 -52 $11,474,520.02
SYA SAYONA MINING 0.006 -9 -73 $11,920,214.36
ANW AUS TIN MINING 0.006 -10 -44 $13,548,167.83
CFE CAPE LAMBERT RESOURCES 0.006 -10 -70 $6,352,109.94
CMC CHINA MAGNESIUM 0.012 -10 0 $5,760,134.41
CZR COZIRON RESOURCES 0.006 -10 -44 $13,591,615.74
WCN WHITE CLIFF MINERALS 0.003 -10 -93 $1,464,669.49
GXY GALAXY RESOURCES 0.881 -10 -57 $366,828,033.60
NXE NEW ENERGY MINERALS 0.012 -11 -90 $1,775,133.90
BAT BATTERY MINERALS 0.011 -11 -41 $14,593,908.49
LI3 LITHIUM CONSOLIDATED 0.036 -11 -48 $3,708,085.31
ENT ENTERPRISE METALS 0.006 -11 -67 $1,944,443.28
ASN ANSON RESOURCES 0.036 -12 36 $20,550,970.88
THR THOR MINING 0.015 -12 -64 $8,480,037.54
TLG TALGA RESOURCES 0.334 -13 -34 $69,634,551.03
MCT METALICITY 0.005 -13 -68 $3,024,702.47
GBE GLOBE METALS AND MINING 0.010 -13 0 $4,836,273.97
TNG TNG 0.070 -13 -17 $77,818,447.17
VRC VOLT RESOURCES 0.014 -13 -9 $20,143,817.47
AVL AUSTRALIAN VANADIUM 0.008 -13 -68 $19,122,598.51
LKE LAKE RESOURCES 0.043 -14 -37 $20,950,671.44
SYR SYRAH RESOURCES 0.563 -14 -68 $231,327,818.05
TON TRITON MINERALS 0.034 -14 -26 $32,720,551.58
MLL MALI LITHIUM 0.083 -14 -78 $23,795,329.70
BPL BROKEN HILL PROSPECTING 0.013 -14 -83 $1,944,370.80
BSX BLACKSTONE MINERALS 0.058 -15 -56 $6,680,690.21
LPI LITHIUM POWER INTERNATIONAL 0.177 -15 -9 $46,323,200.56
AUR AURIS MINERALS 0.013 -16 -77 $5,090,534.48
MTH MITHRIL RESOURCES 0.004 -17 -55 $1,461,466.57
DTM DART MINING 0.004 -17 -38 $3,499,361.16
MZN MARINDI METALS 0.002 -17 -79 $3,689,001.68
LML LINCOLN MINERALS 0.004 -17 -79 $1,989,443.52
PLS PILBARA MINERALS 0.395 -17 -35 $723,868,331.02
MEI METEORIC RESOURCES 0.015 -17 -34 $11,688,614.43
WML WOOMERA MINING 0.016 -18 -77 $1,793,803.71
POW PROTEAN ENERGY 0.006 -18 -69 $2,155,145.68
OAR OAKDALE RESOURCES 0.010 -19 -38 $1,874,364.79
PNN PEPINNINI LITHIUM 0.001 -20 -89 $1,713,408.19
SVD SCANDIVANADIUM 0.007 -20 -68 $1,947,930.62
FEL FE 0.010 -21 -42 $4,744,022.76
RDS REDSTONE RESOURCES 0.008 -21 -43 $3,607,816.24
ARE ARGONAUT RESOURCES 0.004 -23 -76 $5,378,156.66
GME GME RESOURCES 0.033 -25 -65 $15,063,764.02
PSM PENINSULA MINES 0.002 -25 -70 $1,374,134.88
GPP GREENPOWER ENERGY 0.001 -25 -70 $2,689,398.55
SRN SUREFIRE RESOURCES 0.002 -25 -77 $1,044,546.88
MQR MARQUEE RESOURCES 0.077 -30 -70 $2,928,325.21
CLA CELSIUS RESOURCES 0.029 -38 -76 $19,911,806.49
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