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Each week our new High Voltage column wraps the big news driving battery metal stocks.

We also track a list of ASX 200 battery metals stocks including explorers with exposure to lithium, cobalt, graphite, manganese and vanadium — stocks that are used in energy storage and generally driven by battery news, even if their main application is not yet battery storage.

>> Scroll down for a list of 200 ASX battery metal stocks with exposure to lithium, cobalt, graphite, manganese and vanadium

News flow

Cobalt junior Celsius (ASX:CLA) didn’t make any big announcements this week, but managing director Brendan Borg has been presenting on the Benchmark Minerals Intelligence battery metals roadshow in Perth, Melbourne and Sydney.

Looks like Mr Borg did a convincing job explaining the benefits of the company’s Opuwo cobalt project in Namibia, because the share price jumped almost 50 per cent over the past eight days (Sep 12-20) to 14.5c — its highest point since mid-July.

Australian Vanadium (ASX:AVL) shares gained 19 per cent to 5.1c over the same period — and the stock is now up 264 per cent over the past year.

Australian Vanadium is fast-tracking its Gabanintha vanadium deposit in Western Australia into production amid robust pricing for the emerging battery metal.

The price of vanadium has been steadily rising since the start of the year:

Vanadium Prices are nearly 10 times higher than 2016.
Vanadium Prices are nearly 10 times higher than 2016.

Another notable mover was Argentina-focused Galan Lithium (ASX:GLN) which gained 22 per cent for the past week to 27.5c. In the last 12 months Galan has enjoyed share price growth of 358 per cent.

Former ruby miner, now graphite and vanadium explorer Mustang Resources (ASX:MUS) also gained 22 per cent to 1.1c. It’s still down a long way from its ruby days though.

Mustang is now focused on the development of the Caula vanadium-graphite project in Northern Mozambique, which neighbours the world’s largest graphite resource at Syrah Resources’ (ASX:SYR) Balama Project.

In contrast, lithium developer Kidman (ASX:KDR) has lost 15 per cent since September 12.

A Perth court recommended the lithium miner pay more than $100,000 to make up a shortfall on a minimum expenditure for a mining tenement.

Its shares are sitting at just over $1.08, down from a high of $1.26 on September 12.

Industry News

If aspiring miners like Australian Vanadium or Technology Metals Australia (ASX:TMT) start producing, vanadium could have its own “Elon Musk moment” as it advances towards powering 25 per cent of stationary battery storage by 2028.

That’s the view of Benchmark Minerals Intelligence boss Simon Moores, who spoke at the battery metals research firm’s conference in Perth on Monday.

By 2028 Benchmark predicts 50 per cent of the burgeoning stationary storage market will be lithium-ion, and 25 per cent vanadium flow batteries — also known as vanadium redox flow batteries (or VRFBs).

Vanadium is booming, but nearly every lithium focused explorer or miner has seen their share price drop this year as lithium oversupply fears gain traction.

But these fears are unfounded, Mr Moores said.

Production of lithium-ion batteries is increasing exponentially and will drive long-term demand for materials such as lithium, cobalt, graphite and nickel.

By 2028 these mega battery factories — such as the gigafactories being built by Elon Musk’s Tesla — would need 840,000 tonnes per year of lithium, 193,000 tonnes per year of cobalt, 1.1 million tonnes per year of graphite anode, and 480,000 tonnes of nickel chemical.

And it helps that the world’s biggest furniture seller IKEA has committed, along with 25 other organisations and cities, to rolling out a battery-powered, zero emissions future.

IKEA last week committed to making a quarter of its home deliveries by electric vehicles within two years — increasing to 100 per cent by 2025.

The Climate group says more than 60 States and organisations representing 237 million people and corporate revenue of over $US480 billion – have committed to a zero-emission future over the past year.

But it was a kick in the guts for ASX-listed explorers and miners with projects in the Democratic Republic of the Congo, when the country announced that minerals declared “strategic” will attract a royalty of 10 per cent.

For cobalt that is double the current royalty.

This will make it costlier for ASX-listed miners with cobalt projects in the DRC (or Congo) that are already in production or moving towards production.

Here’s a table of 200 ASX battery metal stocks with exposure to lithium, cobalt, graphite, manganese and vanadium:

Swipe or scroll for full table. Click headings to sort

TickerShort Nameone-week price change (Sep 12-20)One year price changePrice Sep 20 (intraday)FocusMarket Cap
MOXMONAX MINING50-400.003lithium2.2M
CLACELSIUS RESOURCE49.4845360825173.584905660.145cobalt93.2M
CZRCOZIRON RESOURCE42.857142857153.84615384620.02vanadium28.6M
MCTMETALICITY26.6666666667-59.57446808510.019lithium10.1M
AYRALLOY RESOURCES2500.005cobalt7.3M
GEDGOLDEN DEEPS22.522.50.049vanadium8.1M
GLNGALAN LITHIUM22.2222222222358.3333333330.275lithium25.2M
CDTCASTLE MINERALS22.2222222222-21.42857142860.011graphite2.5M
MUSMUSTANG RESOURCE22.2222222222-86.250.011graphite12.6M
AGYARGOSY MINERALS21.951219512216.27906976740.25lithium221.6M
EMEENERGY METALS21.428571428693.18181818180.17vanadium36.7M
HGMHIGH GRADE METAL20200.03cobalt13.6M
AVLAUSTRALIAN VANAD18.6046511628264.2857142860.051lithium76.4M
IRCINTERMIN RES18.518518518566.66666666670.16vanadium36.5M
POSPOSEIDON NICKEL18.3673469388107.1428571430.058lithium99.8M
MEIMETEORIC RESOURC18.1818181818-21.21212121210.026cobalt14.4M
NZCNZURI COPPER17.6470588235500.3cobalt87.3M
THXTHUNDELARRA15.3846153846-42.30769230770.015cobalt9.5M
CZNCORAZON MINING L14.2857142857-680.008cobalt10.1M
SI6SIX SIGMA METALS14.2857142857-33.33333333330.008lithium4.1M
VMLVITAL METALS14.285714285700.008cobalt12.2M
NWCNEW WORLD COBALT13.725490196187.09677419350.058cobalt31.1M
THRTHOR MINING-CDI13.636363636438.88888888890.025lithium16.3M
JMSJUPITER MINES13.2352941176na0.385manganese734.6M
VXRVENTUREX RES12.533.33333333330.18lithium42.0M
CLLCOLLERINA COBALT12.2448979592182.0512820510.11cobalt61.5M
PSCPROSPECT RESOURC11.5384615385-9.3750.029lithium53.5M
CCZCASTILLO COPPER11.1111111111-2.439024390240.04cobalt22.0M
MTHMITHRIL RESOURCE11.1111111111-66.66666666670.01lithium2.0M
MINMINERAL RESOURCE11.06529209620.62266500622716.16lithium2.9B
PLSPILBARA MINERALS10.389610389654.54545454550.85lithium1.4B
PANPANORAMIC RESOUR10.227272727362.75167785230.485cobalt237.4M
CXOCORE EXPLORATION10-8.333333333330.044lithium26.6M
RLCREEDY LAGOON10-26.66666666670.011lithium4.4M
RIORIO TINTO9.6749226006217.976082349477.935lithium116.8B
VMSVENTURE MINERALS9.09090909091-7.692307692310.024lithium13.5M
VMCVENUS METALS COR8.82352941176850.185lithium15.7M
CLQCLEAN TEQ HOLDIN8.51063829787-48.48484848480.51cobalt342.9M
CZICASSINI RESOURCE7.4626865671600.072cobalt24.2M
TARTARUGA MINERALS7.2289156626550.84745762710.089lithium11.1M
TMTTECHNOLOGY METAL7.14285714286224.3243243240.6vanadium32.5M
DEGDE GREY MINING6.89655172414142.18750.155lithium56.3M
AXEARCHER EXPLORATI6.6666666666737.93103448280.08cobalt15.1M
KTAKRAKATOA RESOURC6.66666666667-30.43478260870.032lithium3.8M
KORKORAB RESOURCES6.4516129032383.33333333330.033lithium10.0M
TRTTODD RIVER RES6.41025641026-26.54867256640.083lithium6.9M
S32SOUTH326.1813186813223.08917197453.865manganese19.9B
LITLITHIUM AUSTRALI6.06060606061-250.105lithium48.7M
E25ELEMENT 255.8823529411816.12903225810.18manganese15.0M
SPISPITFIRE MATERIA5.71428571429-260.074manganese38.2M
ANWAUS TIN MINING L5.55555555556137.50.019cobalt37.6M
HAVHAVILAH RESOURCE5.55555555556-35.5932203390.19cobalt40.4M
KNLKIBARAN RESOURCE5.5555555555600.19graphite52.4M
LPDLEPIDICO5.5555555555672.72727272730.019lithium56.0M
RNURENASCOR RESOURC5.55555555556-13.63636363640.019graphite18.3M
INFINFINITY LITHIUM5.47945205479-53.33333333330.077lithium14.6M
JRVJERVOIS MINING5.3571428571473.52941176470.295cobalt68.1M
AMDARROW MINERALS L5.26315789474-48.71794871790.02lithium5.8M
EUCEUROPEAN COBALT5.1724137931-46.95652173910.061cobalt47.2M
GMEGME RESOURCES4.9382716049414.86486486490.085cobalt40.0M
SUHSOUTHERN HEMISPH4.91803278689-41.81818181820.064lithium5.4M
ASNANSON RESOURCES4.7619047619214.2857142860.088lithium41.5M
AEEAURA ENERGY4.761904761900.022lithium22.5M
BSXBLACKSTONE MINER4.34782608696-58.62068965520.12cobalt11.1M
AURAURIS MINERALS L4.16666666667-37.50.05vanadium20.4M
DGRDGR GLOBAL4.1666666666719.04761904760.125lithium73.6M
OREOROCOBRE4.06504065041-13.74663072783.84lithium949.0M
TNGTNG3.84615384615-3.571428571430.135vanadium112.3M
TNOTANDO RESOURCES (listed Nov 2017, adjusted for stock split)3.7037037037225.5813953490.14vanadium22.7M
LPILITHIUM POWER IN3.57142857143-33.33333333330.29lithium74.8M
PLLPIEDMONT LITHIUM3.571428571433.571428571430.145lithium78.3M
SYRSYRAH RESOURCES3.55555555556-38.08131809732.33graphite757.3M
BUXBUXTON RESOURCES3.33333333333-8.823529411760.155graphite17.1M
BKTBLACK ROCK MININ3.22580645161-39.62264150940.032graphite16.7M
KAIKAIROS MINERALS3.12573.68421052630.033lithium28.1M
MRRMINREX RESOURCES3.125-26.66666666670.033cobalt3.5M
GXYGALAXY RESOURCES2.61044176707-7.090909090912.555lithium994.4M
OKROKAPI RESOURCES2.38095238095na0.215cobalt7.6M
AGOATLAS IRON2.38095238095138.8888888890.043lithium404.0M
SO4SALT LAKE POTASH2.127659574473.225806451610.48vanadium84.0M
GSCGLOBAL GEOSCIENC1.7857142857139.02439024390.285lithium440.8M
ARUARAFURA RESOURCE1.2987012987-32.75862068970.078vanadium48.4M
PGMPLATINA RESOURCE1.041666666671.041666666670.097cobalt25.4M
ARLARDEA RESOURCES0.793650793651-35.20408163270.635cobalt54.6M
AMLAEON METALS0141.3793103450.35cobalt205.1M
AZIALTA ZINC0-600.006cobalt6.8M
ADNANDROMEDA METALS0-16.66666666670.005lithium5.4M
AREARGONAUT RESOURC0108.3333333330.025lithium37.3M
ACPAUDALIA RESOURCE0-18.18181818180.009vanadium5.3M
AOUAUROCH MINERALS0-42.50.115lithium11.4M
BSMBASS METALS073.33333333330.026lithium64.0M
BATBATTERY MINERALS0-57.81250.027graphite29.0M
BAUBAUXITE RESOURCE0-20.83333333330.057lithium12.2M
BEMBLACKEARTH MINER0na0.13graphite7.9M
BDIBLINA MINERALS N000.001cobalt4.3M
BOABOADICEA RESOURC0-29.62962962960.095lithium5.0M
BYHBRYAH RESOURCES0na0.11manganese5.9M
CADCAENEUS MINERALS0-66.66666666670.001lithium14.1M
CHNCHALICE GOLD MIN0-9.677419354840.14vanadium36.0M
CHKCOHIBA MINERALS0-500.006lithium3.3M
CRLCOMET RESOURCES0-400.033graphite6.8M
CGNCRATER GOLD MINI01000.018graphite5.0M
CASCRUSADER RESOURC0-800.02lithium10.5M
CDUCUDECO (suspended)0-32.85714285710.235cobalt93M
CULCULLEN RES000.001lithium3.9M
DHRDARK HORSE RESOU0500.009lithium16.3M
DTMDART MINING NL016.66666666670.007lithium6.0M
ENTENTERPRISE METAL0-10.52631578950.017lithium6.5M
FELFE0-200.02cobalt7.4M
GPPGREENPOWER ENERG0-77.77777777780.004lithium5.8M
HNRHANNANS0-7.142857142860.013lithium27.7M
HWKHAWKSTONE MINING0500.024lithium14.3M
IECINTRA ENERGY COR0200.012lithium4.7M
KLHKALIA0-500.007lithium20.1M
KSNKINGSTON RESOURC029.41176470590.022lithium26.9M
LGRLANKA GRAPHITE (suspended)0-580.021graphite2.3M
LRSLATIN RESOURCES066.66666666670.005lithium15.3M
LTRLIONTOWN RESOURC02000.027lithium30.1M
MZNMARINDI METALS L000.007lithium12.5M
MXRMAXIMUS RESOURCE0-500.001lithium3.5M
MLSMETALS AUSTRALIA000.004lithium9.4M
MTBMOUNT BURGESS0-28.57142857140.005vanadium2.1M
N27NORTHERN COBALT0na0.125lithium6.9M
NVANOVA MINERALS0316.6666666670.025lithium18.4M
NLINOVO LITIO000.044lithium15.7M
OAROAKDALERESOURCES0-48.57142857140.018lithium1.2M
OMHOM HLDGS0212.6436781611.36manganese1.0B
PMYPACIFICO MINERAL0-28.57142857140.005manganese5.5M
PSMPENINSULA MINES0-63.15789473680.007lithium4.0M
PNNPEPINNINI LITHIU0-500.008lithium4.8M
PIOPIONEER RESOURCE026.66666666670.019lithium27.6M
PM1PURE MINERALS0-47.82608695650.012lithium. Manganese3.8M
RMXRED MOUNTAIN MIN0-53.33333333330.007cobalt5.4M
RIERIEDEL RESOURCES0-21.05263157890.03cobalt12.5M
SYASAYONA MINING0133.3333333330.035lithium58.3M
SXXSOUTHERN CROSS0-33.33333333330.006vanadium6.5M
SEISPECIALITY METAL033.33333333330.016lithium8.9M
SGQST GEORGE MINING09.090909090910.12cobalt37.3M
SRKSTRIKE RESOURCES0250.05lithium7.3M
SRNSUREFIRE RESOURC0-47.05882352940.009vanadium3.8M
VICVICTORY MINES0-16.66666666670.005cobalt6.1M
VRCVOLT RESOURCES05.263157894740.02graphite29.1M
TLGTALGA RESOURCES-1.96078431373-200.5graphite107.6M
ORNORION MINERALS L-2.8571428571461.90476190480.034lithium65.6M
FGRFIRST GRAPHENE L-3.12596.20253164560.155graphite64.6M
TKLTRAKA RESOURCES-3.333333333337.407407407410.029lithium9.3M
GWRGWR GROUP-3.33333333333450.145lithium36.6M
LKELAKE RESOURCES-3.4090909090941.66666666670.085lithium28.9M
POWPROTEAN ENERGY L-3.5714285714317.39130434780.027vanadium8.5M
ARMAURORA MINERALS-3.7037037037-480.026lithium2.9M
IDAINDIANA RESOURCE-3.84615384615-12.28070175440.05graphite5.7M
KRCKING RIVER COPPE-3.84615384615614.2857142860.05vanadium54.5M
CFECAPE LAMBERT RES-4.1666666666700.023lithium24.3M
TONTRITON MINERALS-4.44444444444-55.67010309280.043graphite37.2M
CMCCHINA MAGNESIUM-4.5454545454561.53846153850.021lithium6.6M
HIGHIGHLANDS PAC-4.5454545454566.66666666670.105cobalt114.7M
ESRESTRELLA RESOURC-5-26.92307692310.019lithium9.8M
SVMSOVEREIGN METALS-5-240.076graphite21.0M
BGSBIRIMIAN-5.1724137931-42.70833333330.275lithium67.7M
RDSREDSTONE RESOURC-5.5555555555641.66666666670.017vanadium6.5M
BMTBERKUT MINERALS-5.55555555556-70.68965517240.085lithium4.6M
NMTNEOMETALS-5.55555555556-16.3934426230.255lithium136.0M
AVZAVZ MINERALS-6.06060606061-11.42857142860.093lithium179.4M
AUZAUSTRALIAN MINES-6.25181.250.045cobalt127.6M
MLMMETALLICA MINRAL-6.45161290323-48.21428571430.029cobalt9.4M
WKTWALKABOUT RESOUR-7.1428571428654.76190476190.13lithium36.6M
SCISILVER CITY MINE-7.1428571428618.18181818180.026lithium6.4M
AJMALTURA MINING-7.23404255319-0.9090909090910.218lithium400.4M
GBEGLOBE METALS AND-7.69230769231-200.012graphite5.6M
SBRSABRE RES-7.69230769231200.012vanadium4.5M
ZEUZEUS RESOURCES -7.69230769231-200.012lithium2.2M
MQRMARQUEE RESOURCE-7.69230769231200.18lithium7.7M
MZZMATADOR MINING-7.93650793651450.29lithium15.6M
GPXGRAPHEX MINING L-8.69565217391-10.63829787230.21graphite15.8M
LCDLATITUDE CONSOLI-9.0909090909142.85714285710.02lithium6.1M
EUREUROPEAN LITHIUM-9.09090909091183.0188679250.15lithium81.9M
MNSMAGNIS RESOURCES-9.45945945946-21.17647058820.335graphite207.5M
ADVARDIDEN-10-52.63157894740.009lithium18.4M
EMHEUROPEAN METALS-10.2564102564-56.250.35lithium49.5M
HXGHEXAGON RESOURCE-10.714285714327.55102040820.125graphite40.8M
ZNCZENITH MINERALS-10.714285714319.04761904760.125lithium28.7M
LI3LITHIUM CONSOLID-10.989010989-37.69230769230.081lithium7.1M
TKMTREK METALS-11.1111111111-51.51515151520.016lithium5.6M
BARBARRA RESOURCES-11.1111111111-43.6619718310.04cobalt21.2M
WMLWOOMERA MINING (listed Mar 2018)-11.1111111111-600.08lithium9.0M
RTRRUMBLE RESOURCES-11.11111111119.803921568630.056vanadium21.1M
HMXHAMMER METALS-13.3333333333-18.750.026cobalt7.5M
MTCMETALSTECH-13.6363636364-240.076lithium8.7M
TAWTAWANA RESOURCES-13.79310344837.758620689660.25lithium144.5M
FCCFIRST COBALT-14.4578313253na0.355cobalt132.3M
KDRKIDMAN RESOURCES-15.019762845822.15909090911.075lithium407.6M
WCNWHITE CLIFF MINE-16.1290322581-86.52849740930.026cobalt2.2M
DEVDEVEX RESOURCES-16.666666666700.005lithium5.5M
BPLBROKEN HILL PROS-17.741935483975.86206896550.051cobalt7.4M
CNJCONICO-17.8571428571-61.01694915250.023cobalt8.6M
CAZCAZALY RESOURCES-20.5882352941-32.50.027lithium7.1M
PURPURSUIT MINERALS-21.9178082192-68.33333333330.057vanadium4.6M
COBCOBALT BLUE HOLD-22.891566265172.9729729730.32cobalt34.3M
CGMCOUGAR METALS NL-25-81.250.003lithium2.8M
4CEFORCE COMMODITIE-29.7872340426-31.250.033lithium14.0M
LMLLINCOLN MINERALS-30-66.66666666670.014graphite7.5M