High Voltage: Get out the long lens – lithium demand will quadruple by 2030, says Benchmark

  • Big lithium demand is still in play, says Benchmark, if you’re patient
  • And here’s another factor: lithium produced from sustainable sources is struggling to meet demand
  • ASX battery metal stocks so far this week led by: AQD, NIC, NKL

 

As the negative lithium and nickel narratives continue into this year, it’s not so easy to get the rig into the right spot to drill for positivity.

But there is some there. In fact, we’ve made some visual confirmation and are just rounding up some results from the lab to back it up.

Essentially, what we’re saying, though, is – we’re sighting some good vibes amid downright bad news this week for crucial battery metals. Let’s start with the latter.

Perth-based IGO – the joint venture partner with China’s Tianqi in Australia’s biggest lithium mine (that’d be Greenbushes, of which Albermarle owns 49%) has announced it’s reducing lithium production, and halting one of its nickel operations – Cosmos.

Perth-based IGO has confirmed to the ASX this week that production cuts to its Greenbushes operations have come due to a weak global lithium market and apparent lowered demand for battery-grade lithium chemicals. The mine’s expected output now drops from 1.4 to 1.5 million tonnes, to 1.3 to 1.4 million tonnes, and the company said sales would be 20 per cent lower than production.

Meanwhile the Cosmos production halt has been made amid nickel prices, like global lithium prices, also taking a long walk off a short pier.

Read Josh Chiat’s latest Monsters of Rock for some deeper insight on this, in which he also examines growing concerns at Sayona Mining (ASX:SYA), Canada’s only active lithium producer, and Chinese lithium giant Ganfeng reporting a profit warning indicating its non-recurring profit would be down some 82.96-88.47% for 2023.

 

So how about that good news, then?

It’s better news, anyway, and as usual it requires a bit of a longer lens.

It’s being pushed by Benchmark Mineral Intelligence, which is one of the leading groups of analysts assessing prices, supply chain data and forecasting for the global lithium market. Grain of salt if you like.

The London-based price-reporting agency noted, according to its Lithium ion Battery Database that lithium ion battery demand is forecast to grow almost four-fold between 2023 and 2030 to 3.9 terawatt-hours.

This growth in battery demand, says Benchmark, will result in a corresponding surge in demand for critical raw materials as a whole.

And, according to the agency’s newly released Lithium Forecast for 2024:

“In 2015, batteries accounted for just 34% of lithium demand. In 2024, batteries are expected to account for 88% of the 1.2 million tonne demand.”

 

The sustainability supply-demand spin

Benchmark also throws an interesting metric into on the supply-demand sandwich – sustainability.

“Although a near-term surplus of lithium is forecast until 2029, there is a growing desire from automakers and consumers for lithium sourced sustainably,” notes the firm, adding:

Benchmark’s Lithium Sustainability Index shows there is currently insufficient supply of lithium from companies with good environmental, social and governance (ESG) practices to meet demand now and in the future.”

“The question of provenance becomes the most important question of them all,” Cameron Perks, principal analyst for lithium at Benchmark, said during a Benchmark webinar last week.

Hmm, is this a reach?

Perhaps not when you consider the fact sustainability and ESG is a big, growing factor that’s driving many a commercial-based decision these days.

“The sourcing strategies, particularly for OEMs, is that they’re looking for industry leading, good practice companies to fulfil their lithium requirements in order to fulfil, say, decarbonisation goals, not just for the company, but for the country they’re operating in,” Perks said.

That’s all well and good, but Benchmark reckons the supply of such lithium is limited, noting that by 2026, lithium from recycled sources or mined by companies with industry leading or good ESG practices is set to meet 45% of demand but drop to 35% by 2030.

Lithium, EVs, clean energy, sustainability… guess it all ties in, doesn’t it, giving some validity to this angle.

 

ASX battery metals form guide:

Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop. (Note: figures accurate per ASX at 4pm Jan 31.) 

Stocks missing from this list? Email [email protected] 

Code Company Price % Week % Month % Year Market Cap
PVW PVW Res Ltd 0.046 -8% -4% -62% $4,563,215
A8G Australasian Metals 0.1 -20% -41% -47% $6,515,062
INF Infinity Lithium 0.086 -3% -14% -36% $40,708,104
LPI Lithium Pwr Int Ltd 0.56 1% 2% 29% $355,493,683
PSC Prospect Res Ltd 0.083 1% -7% -28% $37,066,557
PAM Pan Asia Metals 0.16 0% 28% -58% $26,850,684
CXO Core Lithium 0.195 0% -22% -83% $416,702,431
LOT Lotus Resources Ltd 0.365 16% 28% 46% $614,338,468
AGY Argosy Minerals Ltd 0.1 10% -26% -84% $140,440,750
AZS Azure Minerals 3.64 -1% -2% 1038% $1,669,593,653
NWC New World Resources 0.04 3% 3% -30% $83,934,206
QXR Qx Resources Limited 0.017 0% -26% -65% $18,871,324
GSR Greenstone Resources 0.008 0% 14% -72% $10,944,908
CAE Cannindah Resources 0.078 -9% -22% -68% $45,090,236
AZL Arizona Lithium Ltd 0.021 -9% -32% -70% $82,651,159
RIL Redivium Limited 0.006 0% -14% -67% $16,385,129
COB Cobalt Blue Ltd 0.145 -26% -38% -74% $60,129,122
ESS Essential Metals Ltd 0 -100% -100% -100% $135,278,382
LPD Lepidico Ltd 0.006 0% -25% -60% $45,829,848
MRD Mount Ridley Mines 0.002 33% 0% -60% $15,569,766
CZN Corazon Ltd 0.011 -15% -27% -54% $6,771,577
LKE Lake Resources 0.092 -2% -29% -89% $138,117,698
DEV Devex Resources Ltd 0.27 2% 13% -11% $110,297,668
INR Ioneer Ltd 0.12 9% -20% -72% $263,926,518
AVZ AVZ Minerals Ltd 0.78 0% 0% 0% $2,752,409,203
MAN Mandrake Res Ltd 0.04 0% -7% -23% $25,246,157
RLC Reedy Lagoon Corp. 0.005 0% 0% -48% $3,097,704
GBR Greatbould Resources 0.06 7% -8% -31% $35,921,232
FRS Forrestaniaresources 0.026 -13% -7% -84% $4,530,001
STK Strickland Metals 0.097 -8% 2% 162% $161,049,371
MLX Metals X Limited 0.295 4% 2% -28% $267,643,490
CLA Celsius Resource Ltd 0.011 0% -8% -35% $24,706,568
FGR First Graphene Ltd 0.061 3% -14% -39% $39,537,103
HXG Hexagon Energy 0.011 0% -8% -35% $6,667,907
TLG Talga Group Ltd 0.605 6% -23% -65% $229,751,274
MNS Magnis Energy Tech 0.042 0% 0% -90% $50,378,922
OZL OZ Minerals 0 -100% -100% -100% $8,918,404,433
PLL Piedmont Lithium Inc 0.24 -13% -44% -74% $102,265,753
EUR European Lithium Ltd 0.085 -1% -19% 6% $117,116,091
BKT Black Rock Mining 0.062 -9% -26% -60% $70,228,457
QEM QEM Limited 0.185 -3% 3% -8% $28,007,467
LYC Lynas Rare Earths 5.88 -3% -18% -37% $5,477,308,809
ESR Estrella Res Ltd 0.005 0% 0% -69% $8,796,859
ARL Ardea Resources Ltd 0.42 8% -12% -44% $75,851,512
GLN Galan Lithium Ltd 0.435 -18% -37% -63% $190,875,031
JLL Jindalee Lithium Ltd 1 0% -4% -52% $61,699,919
VUL Vulcan Energy 2.14 1% -25% -70% $378,560,618
SBR Sabre Resources 0.026 0% -21% -42% $9,356,548
CHN Chalice Mining Ltd 1.115 3% -34% -83% $429,804,451
VRC Volt Resources Ltd 0.005 -17% -23% -58% $24,780,640
NMT Neometals Ltd 0.145 -6% -31% -82% $93,403,547
AXN Alliance Nickel Ltd 0.039 8% -9% -63% $28,307,745
PNN Power Minerals Ltd 0.15 -12% -29% -71% $14,417,057
IGO IGO Limited 7.56 1% -16% -48% $5,853,680,194
GED Golden Deeps 0.037 -5% -20% -63% $4,274,327
ADV Ardiden Ltd 0.175 9% 0% -49% $10,940,564
SRI Sipa Resources Ltd 0.02 -9% -20% -38% $4,563,163
NTU Northern Min Ltd 0.027 0% -10% -34% $153,685,460
AXE Archer Materials 0.31 -3% -18% -50% $79,002,574
PGM Platina Resources 0.02 5% -5% -13% $12,463,607
AAJ Aruma Resources Ltd 0.021 5% -22% -74% $4,134,722
IXR Ionic Rare Earths 0.02 5% -23% -39% $81,329,682
NIC Nickel Industries 0.795 36% 14% -27% $3,107,212,163
EVG Evion Group NL 0.03 25% -12% -53% $11,070,694
CWX Carawine Resources 0.105 0% -5% -11% $24,793,172
PLS Pilbara Min Ltd 3.55 3% -10% -25% $10,834,084,602
HAS Hastings Tech Met 0.59 -6% -20% -83% $76,973,158
BUX Buxton Resources Ltd 0.145 -3% -15% 26% $24,254,565
ARR American Rare Earths 0.13 -7% -21% -47% $62,499,262
SGQ St George Min Ltd 0.024 -17% -29% -68% $25,702,051
TKL Traka Resources 0.002 0% -33% -68% $3,501,317
PAN Panoramic Resources 0.035 0% 0% -81% $103,937,992
PRL Province Resources 0.041 0% 0% -34% $48,441,219
IPT Impact Minerals 0.012 -8% 9% 20% $34,376,447
LIT Lithium Australia 0.027 -7% -10% -44% $34,221,367
AKE Allkem Limited 0 -100% -100% -100% $6,304,350,967
ARN Aldoro Resources 0.11 20% -12% -56% $12,923,879
JRV Jervois Global Ltd 0.027 -10% -39% -89% $78,373,100
MCR Mincor Resources NL 0 -100% -100% -100% $751,215,521
SYR Syrah Resources 0.42 -3% -35% -81% $310,912,956
FBM Future Battery 0.052 -13% -29% -17% $24,019,019
ADD Adavale Resource Ltd 0.006 -25% -14% -70% $5,272,619
LTR Liontown Resources 1.03 10% -38% -34% $2,482,534,374
CTM Centaurus Metals Ltd 0.29 0% -46% -74% $148,457,290
VML Vital Metals Limited 0.005 0% -23% -81% $29,475,335
BSX Blackstone Ltd 0.0605 -2% -14% -62% $31,994,376
POS Poseidon Nick Ltd 0.008 14% -33% -80% $25,994,743
CHR Charger Metals 0.12 -14% -27% -66% $9,290,430
AVL Aust Vanadium Ltd 0.021 5% 0% -25% $99,372,136
AUZ Australian Mines Ltd 0.009 -25% -10% -83% $9,591,784
TMT Technology Metals 0.26 0% 8% -19% $67,134,856
RXL Rox Resources 0.18 14% -3% -3% $66,483,767
RNU Renascor Res Ltd 0.081 -10% -38% -68% $215,849,637
GL1 Globallith 0.505 -11% -58% -78% $144,447,241
BRB Breaker Res NL 0 -100% -100% -100% $158,126,031
ASN Anson Resources Ltd 0.084 -12% -40% -72% $120,859,482
SYA Sayona Mining Ltd 0.04 -9% -44% -85% $432,318,433
FFX Firefinch Ltd 0.2 0% 0% 0% $236,569,315
EGR Ecograf Limited 0.13 -4% -7% -40% $61,294,296
ATM Aneka Tambang 1.15 -2% -3% 5% $1,531,788
TVN Tivan Limited 0.055 -7% -8% -29% $88,018,517
ALY Alchemy Resource Ltd 0.008 -11% -20% -53% $9,424,610
GAL Galileo Mining Ltd 0.21 -5% -26% -75% $42,489,359
BHP BHP Group Limited 47.27 1% -6% -4% $238,484,206,978
LEL Lithenergy 0.37 -19% -36% -56% $35,538,450
MMC Mitremining 0.22 10% -19% -21% $12,471,278
RMX Red Mount Min Ltd 0.003 0% 0% -50% $8,020,728
GW1 Greenwing Resources 0.09 -8% -33% -70% $15,682,633
AQD Ausquest Limited 0.014 40% 27% -13% $11,552,089
LML Lincoln Minerals 0.006 20% 0% -87% $8,520,226
1MC Morella Corporation 0.005 25% -9% -64% $24,715,198
REE Rarex Limited 0.021 -5% -25% -67% $13,667,731
MRC Mineral Commodities 0.015 -50% -53% -73% $25,596,288
PUR Pursuit Minerals 0.005 -17% -38% -75% $17,663,828
QPM Queensland Pacific 0.037 -3% -33% -66% $80,501,612
EMH European Metals Hldg 0.29 4% -32% -59% $37,870,655
BMM Balkanminingandmin 0.083 -8% -25% -78% $6,393,646
PEK Peak Rare Earths Ltd 0.245 -9% -30% -44% $69,144,858
LEG Legend Mining 0.017 31% 21% -61% $46,471,635
MOH Moho Resources 0.009 -10% -10% -59% $4,823,470
AML Aeon Metals Ltd. 0.009 0% -18% -70% $9,867,606
G88 Golden Mile Res Ltd 0.015 -6% -21% -33% $4,940,843
WKT Walkabout Resources 0.13 13% -7% 37% $83,907,681
TON Triton Min Ltd 0.0175 -3% -24% -54% $29,666,461
AR3 Austrare 0.125 -14% -17% -59% $20,041,575
ARU Arafura Rare Earths 0.13 4% -21% -76% $311,890,796
MIN Mineral Resources. 59.95 8% -14% -33% $11,875,142,280
VMC Venus Metals Cor Ltd 0.1 2% 0% 11% $18,972,868
S2R S2 Resources 0.15 7% -9% -9% $65,664,409
CNJ Conico Ltd 0.004 0% -20% -67% $6,280,380
VR8 Vanadium Resources 0.038 -14% -30% -49% $21,291,408
PVT Pivotal Metals Ltd 0.019 6% -24% -53% $13,378,247
BOA Boadicea Resources 0.03 -3% -17% -70% $3,692,709
IPX Iperionx Limited 1.82 10% 31% 102% $418,314,931
SLZ Sultan Resources Ltd 0.016 7% -30% -79% $2,371,041
NKL Nickelxltd 0.043 34% 16% -43% $3,776,052
NVA Nova Minerals Ltd 0.335 -3% -7% -51% $73,811,486
MLS Metals Australia 0.032 0% -14% -37% $19,345,122
MQR Marquee Resource Ltd 0.022 10% -15% -37% $8,681,072
MRR Minrex Resources Ltd 0.013 0% -24% -65% $14,103,278
EVR Ev Resources Ltd 0.009 -10% -18% -40% $10,995,883
EFE Eastern Resources 0.008 0% 0% -53% $8,693,625
CNB Carnaby Resource Ltd 0.635 -6% -20% -40% $103,407,424
BNR Bulletin Res Ltd 0.083 -7% -41% -17% $25,250,746
AX8 Accelerate Resources 0.027 0% -36% -4% $16,074,849
AM7 Arcadia Minerals 0.065 -7% -11% -72% $7,524,457
AS2 Askarimetalslimited 0.12 -11% -31% -80% $10,133,528
BYH Bryah Resources Ltd 0.012 0% -8% -49% $4,769,680
DTM Dart Mining NL 0.014 0% -18% -74% $3,186,115
EMS Eastern Metals 0.033 -8% -6% -61% $2,390,361
FG1 Flynngold 0.06 -2% 15% -39% $8,743,455
GSM Golden State Mining 0.011 -8% -27% -74% $3,352,448
IMI Infinitymining 0.12 14% -14% -53% $13,062,873
LRV Larvottoresources 0.071 9% 1% -57% $16,547,262
LSR Lodestar Minerals 0.0025 -17% -38% -38% $5,058,493
RAG Ragnar Metals Ltd 0.022 -4% -8% 65% $10,427,581
CTN Catalina Resources 0.004 33% -11% -60% $3,715,461
TMB Tambourahmetals 0.085 -3% -26% -19% $7,298,751
TEM Tempest Minerals 0.0075 0% -6% -71% $3,893,433
EMC Everest Metals Corp 0.076 -1% -5% -21% $12,978,366
WML Woomera Mining Ltd 0.005 -17% -83% -71% $6,090,695
KZR Kalamazoo Resources 0.094 -4% -22% -56% $16,263,675
LMG Latrobe Magnesium 0.058 7% -9% -21% $110,958,195
KOR Korab Resources 0.011 -31% -31% -54% $4,037,550
CMX Chemxmaterials 0.067 -12% -18% -57% $6,253,993
NC1 Nicoresourceslimited 0.235 -2% -32% -63% $26,754,141
GRE Greentechmetals 0.245 0% -47% 104% $19,789,276
CMO Cosmometalslimited 0.062 0% 0% -60% $2,523,193
FRB Firebird Metals 0.12 20% -17% -40% $17,083,368
S32 South32 Limited 3.35 0% 1% -26% $15,127,723,617
OMH OM Holdings Limited 0.46 -5% 3% -42% $367,803,264
JMS Jupiter Mines. 0.185 6% 12% -20% $352,710,957
E25 Element 25 Ltd 0.275 -8% -35% -72% $60,908,494
EMN Euromanganese 0.084 -2% -16% -74% $20,593,297
KGD Kula Gold Limited 0.009 -25% -40% -68% $3,385,695
LRS Latin Resources Ltd 0.17 -3% -40% 55% $475,363,554
CRR Critical Resources 0.014 0% -33% -74% $23,112,054
ENT Enterprise Metals 0.004 0% 0% -60% $3,207,884
SCN Scorpion Minerals 0.025 -11% -24% -71% $11,464,773
GCM Green Critical Min 0.006 -14% -33% -69% $6,819,510
ENV Enova Mining Limited 0.017 -15% 13% 42% $13,459,516
RBX Resource B 0.075 0% 0% -17% $6,201,336
AKN Auking Mining Ltd 0.036 3% -23% -69% $7,601,672
RR1 Reach Resources Ltd 0.003 0% -25% -14% $9,630,891
EMT Emetals Limited 0.007 0% 0% -36% $5,950,000
PNT Panthermetalsltd 0.05 0% -17% -73% $4,358,308
WIN Widgienickellimited 0.075 -6% -19% -80% $25,623,275
WMG Western Mines 0.19 6% -27% 12% $12,837,644
AVW Avira Resources Ltd 0.002 0% 0% -20% $4,267,580
CAI Calidus Resources 0.195 0% -9% -29% $116,375,516
GT1 Greentechnology 0.155 -3% -46% -83% $46,001,554
KAI Kairos Minerals Ltd 0.013 8% -7% -32% $41,934,595
MTM MTM Critical Metals 0.075 -6% 10% -6% $8,700,745
NWM Norwest Minerals 0.024 -4% -11% -62% $6,901,668
PGD Peregrine Gold 0.3 -6% 25% -42% $20,098,944
RAS Ragusa Minerals Ltd 0.031 3% -14% -70% $4,563,161
RGL Riversgold 0.01 0% -17% -68% $9,676,615
SRZ Stellar Resources 0.007 0% 0% -50% $8,043,185
STM Sunstone Metals Ltd 0.01 -17% -33% -74% $31,389,614
ZNC Zenith Minerals Ltd 0.135 -18% -10% -45% $47,571,419
WC8 Wildcat Resources 0.4 -2% -42% 1233% $520,189,584
ASO Aston Minerals Ltd 0.018 -10% -25% -81% $22,016,093
THR Thor Energy PLC 0.033 -3% 10% -45% $6,511,271
YAR Yari Minerals Ltd 0.01 0% -13% -44% $5,305,936
IG6 Internationalgraphit 0.135 -4% -16% -46% $11,568,454
LPM Lithium Plus 0.24 0% -32% -31% $20,637,168
ODE Odessa Minerals Ltd 0.006 -14% -33% -57% $7,302,978
KOB Kobaresourceslimited 0.155 11% 121% -9% $15,812,500
AZI Altamin Limited 0.05 -9% -9% -34% $21,834,219
FTL Firetail Resources 0.059 -2% -23% -59% $8,785,428
LNR Lanthanein Resources 0.006 -14% -48% -71% $8,383,777
CLZ Classic Min Ltd 0.001 0% 0% -88% $12,357,082
NVX Novonix Limited 0.565 1% -23% -69% $283,538,023
OCN Oceanalithiumlimited 0.063 -18% -48% -83% $3,406,820
SUM Summitminerals 0.071 -23% -28% -47% $3,288,342
DVP Develop Global Ltd 2.41 21% -15% -38% $579,942,059
OD6 Od6Metalsltd 0.13 0% -7% -61% $6,876,937
HRE Heavy Rare Earths 0.049 -11% -23% -65% $3,084,884
LIN Lindian Resources 0.135 -10% -7% -40% $155,509,502
PEK Peak Rare Earths Ltd 0.245 -9% -30% -44% $69,144,858
ILU Iluka Resources 7.25 1% 10% -33% $3,097,254,836
ASM Ausstratmaterials 1.045 2% -18% -42% $183,471,180
ETM Energy Transition 0.037 -3% -5% -27% $54,602,332
VMS Venture Minerals 0.01 25% 43% -63% $19,890,117
IDA Indiana Resources 0.083 1% 4% 38% $49,834,202
VTM Victory Metals Ltd 0.215 -7% 2% 8% $17,907,924
M2R Miramar 0.024 0% 14% -70% $3,572,869
WCN White Cliff Min Ltd 0.016 7% 78% 23% $20,037,890
TAR Taruga Minerals 0.008 0% -27% -65% $5,648,214
ABX ABX Group Limited 0.071 -1% -1% -43% $17,502,822
MEK Meeka Metals Limited 0.037 -8% -8% -38% $44,449,522
RR1 Reach Resources Ltd 0.003 0% -25% -14% $9,630,891
DRE Dreadnought Resources Ltd 0.021 -13% -30% -81% $73,060,532
KFM Kingfisher Mining 0.115 -18% -23% -79% $6,177,225
AOA Ausmon Resorces 0.0025 -17% -17% -64% $2,117,999
WC1 Westcobarmetals 0.056 2% -26% -66% $6,764,819
GRL Godolphin Resources 0.043 10% 10% -55% $7,277,407
DM1 Desert Metals 0.032 -14% -37% -84% $7,962,771
PTR Petratherm Ltd 0.024 -20% -31% -69% $5,618,778
ITM Itech Minerals Ltd 0.08 -11% -27% -75% $9,774,685
KTA Krakatoa Resources 0.02 5% -44% -53% $9,442,144
M24 Mamba Exploration 0.059 7% 18% -74% $3,844,937
LNR Lanthanein Resources 0.006 -14% -48% -71% $8,383,777
TKM Trek Metals Ltd 0.037 -8% -8% -53% $19,496,921
BCA Black Canyon Limited 0.105 -5% -25% -59% $7,364,854
CDT Castle Minerals 0.007 0% -26% -68% $8,571,451
DLI Delta Lithium 0.275 -2% -41% -41% $206,427,696
A11 Atlantic Lithium 0.3775 -2% -4% -45% $253,370,931
KNI Kunikolimited 0.25 9% -17% -50% $20,314,403
CY5 Cygnus Metals Ltd 0.069 -12% -49% -86% $19,242,903
WR1 Winsome Resources 0.555 -7% -47% -76% $112,563,180
LLI Loyal Lithium Ltd 0.24 -8% -23% -52% $19,988,957
BC8 Black Cat Syndicate 0.25 6% 0% -33% $74,475,500
BUR Burleyminerals 0.105 -22% -36% -61% $10,846,159
PBL Parabellumresources 0.066 10% -6% -87% $4,111,800
L1M Lightning Minerals 0.09 -5% -36% -55% $3,800,256
WA1 Wa1Resourcesltd 10.16 2% -18% 498% $484,322,127
EV1 Evolutionenergy 0.125 -7% -11% -60% $31,773,214
1AE Auroraenergymetals 0.135 -7% 17% -13% $22,288,970
RVT Richmond Vanadium 0.335 5% 20% -12% $28,879,615
PMT Patriotbatterymetals 0.8 8% -29% -50% $405,720,129
PAT Patriot Lithium 0.125 -11% -31% -66% $8,354,056
BM8 Battery Age Minerals 0.155 -9% -18% -69% $14,681,651
OM1 Omnia Metals Group 0.078 0% 0% -54% $3,786,192
VHM Vhmlimited 0.675 13% -4% -30% $93,888,836
LLL Leolithiumlimited 0.505 0% 0% -17% $498,553,663
SRN Surefire Rescs NL 0.0095 -14% 12% -32% $19,631,578
SRL Sunrise 0.375 0% -18% -79% $32,481,899
SYR Syrah Resources 0.42 -3% -35% -81% $310,912,956
EG1 Evergreenlithium 0.12 4% -37% 0% $6,185,300
WSR Westar Resources 0.018 -10% -5% -62% $3,336,435
LU7 Lithium Universe Ltd 0.023 -4% -32% 15% $8,936,004
MEI Meteoric Resources 0.19 -7% -27% 58% $388,073,370
REC Rechargemetals 0.075 -7% -21% -42% $8,017,342
SLM Solismineralsltd 0.12 -8% -17% 41% $10,192,092
DYM Dynamicmetalslimited 0.15 7% 7% -23% $5,400,000
TOR Torque Met 0.205 8% -7% 17% $31,375,972
ICL Iceni Gold 0.047 0% -10% -57% $11,588,369
TMX Terrain Minerals 0.005 25% 0% -17% $7,158,353
MHC Manhattan Corp Ltd 0.0035 -13% -13% -50% $8,810,939
MHK Metalhawk. 0.1 5% -26% -38% $10,438,517
ANX Anax Metals Ltd 0.021 5% -30% -71% $11,120,906
FIN FIN Resources Ltd 0.018 0% -18% 13% $11,037,568
LM1 Leeuwin Metals Ltd 0.1 -20% -29% 0% $4,685,167
HAW Hawthorn Resources 0.095 -3% 2% -5% $31,826,483
LCY Legacy Iron Ore 0.017 0% 0% 0% $108,916,045
RON Roninresourcesltd 0.14 -10% -24% -13% $5,155,501
ASR Asra Minerals Ltd 0.005 -17% -29% -64% $9,818,974
PFE Panteraminerals 0.058 18% 12% -57% $7,692,108
KM1 Kalimetalslimited 0.46 -12% 0% 0% $38,934,468
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What’s hot and not over the past week?

CHARGED UP 

AusQuest (ASX:AQD) +40%

Nickel Industries (ASX:NIC) +36%

NickelX (ASX:NKL) +34%

 

LOW ON JUICE 

Mineral Commodities (ASX:MRC) -50%

Korab Resources (ASX:KOR) -31%

Cobalt Blue Holdings (ASX:COB) -26%

 

 

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Investor Guide: Critical Minerals 2025 featuring Barry FitzGerald

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