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

We track a list of ASX 200 battery metals stocks (see below) 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

Lithium hopeful Lepidico (ASX:LPD) had no news this week, but its share price jumped 37 per cent to 2.6c anyway – and got a price query from the ASX in response.

A subsequent share placement closed significantly oversubscribed, raising at least $7.9 million towards developing its L-Max® pilot plant, which will produce battery-grade lithium carbonate from non-conventional sources, including mine waste.

GME Resources also saw a 35 per cent share price bump to 11.5c on no news.

GME (ASX:GME) released a pre-feasibility study in early August for its NiWest nickel-cobalt project in Western Australia which boasted a life of mine profit of $791m.

Lithium producer Tawana Resources (ASX:TAW) jumped 22 per cent to 30.5c after securing the $40 million it needs to pursue an ASX listing with Singapore-listed merger partner Alliance Mineral Assets.

The $40 million funding package from a consortium of lenders — led by Tribeca Investment Partners — strengthens Tawana’s balance sheet and is expected to expedite the ASX listing of Alliance.

The share price of graphene player Archer Exploration rose 21 per cent to 9.7c when it announced a partnership with an unnamed leading German biotech company.

Archer (ASX:AXE) is looking to tap into the global biosensor market – which is expected to grow to $US27 billion by 2021.

Panoramic Resources had a good week, and its share price increased 13 per cent to 55c in response.

Panoramic (ASX: PAN) is on track the ship the first nickel, copper and cobalt from its Savannah mine in early March 2019 after a two-year hiatus.

 

Industry News

The cobalt price looks like it may be stabilising after it took a steep 42 per cent dive from a record high of $US43 ($59) per pound in March – bottoming out at $US25 per pound in early August.

But things are looking up, with analysts mostly bullish on where cobalt will go from here — Wood Mackenzie sees a short-term surplus before cobalt demand looks to be expanding by around 13 kilotons a year by the early 2020s, meaning the equivalent of a major new mine is required each year

In contrast, vanadium prices are on a tear — now at their highest point since 2005, pushing through the magical $US20/lb mark on Friday last week amid ongoing supply concerns.

That’s good news for the 20-or so ASX stocks with exposure to vanadium; but the big question for investors is whether the price is sustainable.

History shows us that vanadium prices are volatile, with pattern of long periods of low prices followed by a spike, then a fall.

This time, industry can see this price being sustained at elevated levels for quite some time to come, until new supply comes into the mix.

And demand for High Purity Alumina — a critical safety material in lithium batteries — is expected to grow dramatically as battery component makers invest in new production capacity.

That’s the conclusion of HPA explorer Hill End Gold (ASX:HEG) after a series of meetings with battery makers in China and the US.

“One Chinese battery separator manufacturer was currently using three tonnes of HPA a day, which was going to increase to 45 tonnes per day – or 16,000 tonnes a year,” Hill End Gold managing director Martin McFarlane told Stockhead.

“We knew they were going up — but the size of those expansions plans really took us by surprise,” Mr McFarlane said

And talking of safe batteries – scientists think they have discovered a way to stop sodium batteries from exploding — which could lead to the replacement of lithium in some batteries.

But this isn’t expected to happen anytime soon – if at all. In terms of helping meet demand for renewable energy storage, vanadium is a far more likely solution than sodium.

Tesla’s massive lithium ion grid battery in South Australia made its French owner Neoen up to $US17 million revenue in just six months, according to a report in Electrek magazine.

The numbers are revealed in a prospectus Neoen recently filed ahead of an initial public offering and listing on the Paris stock exchange.

If accurate, the favourable economics represent a huge boost to the stationary storage market and for battery metals stocks covering lithium, cobalt, graphite, nickel and vanadium.

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

ASX codeCompanyFocusOne-week price change12-month price changePrice Sep 27 (intraday)Market Cap
BDIBLINA MINERALS Ncobalt110.0024.3M
CGMCOUGAR METALS NLlithium0.666666666667-0.7058823529410.0054.7M
LPDLEPIDICOlithium0.3684210526321.363636363640.02667.7M
GMEGME RESOURCEScobalt0.3529411764710.5540540540540.11553.0M
SXXSOUTHERN CROSSvanadium0.33333333333300.0088.6M
GPXGRAPHEX MINING Lgraphite0.2857142857140.1250.2720.9M
HWKHAWKSTONE MININGlithium0.280.7777777777780.03218.3M
MLMMETALLICA MINERALcobalt0.241379310345-0.3454545454550.03611.3M
TKLTRAKA RESOURCESlithium0.2413793103450.3333333333330.03611.9M
TAWTAWANA RESOURCESlithium0.220.4055299539170.305144.5M
AXEARCHER EXPLORATIcobalt0.21250.644067796610.09716.6M
DEVDEVEX RESOURCESlithium0.20.20.0066.6M
LRSLATIN RESOURCESlithium0.20.50.00613.9M
PMYPACIFICO MINERALmanganese0.2-0.1428571428570.0066.6M
KRCKING RIVER COPPEvanadium0.27.571428571430.0675.6M
CHKCOHIBA MINERALSlithium0.166666666667-0.4166666666670.0073.9M
GBEGLOBE METALS ANDgraphite0.1666666666670.07692307692310.0146.5M
IECINTRA ENERGY CORlithium0.1666666666670.750.0145.4M
DGRDGR GLOBALlithium0.160.2608695652170.14588.9M
ANWAUS TIN MINING Lcobalt0.1578947368422.142857142860.02241.5M
VRCVOLT RESOURCES Lgraphite0.157894736842-0.2142857142860.02230.6M
BATBATTERY MINERALSgraphite0.153846153846-0.5588235294120.0333.4M
RMXRED MOUNTAIN MINcobalt0.142857142857-0.5555555555560.0085.4M
MZZMATADOR MININGlithium0.1379310344830.650.3317.8M
PANPANORAMIC RESOURcobalt0.1340206185570.9097222222220.55272.0M
BSXBLACKSTONE MINERcobalt0.125-0.5423728813560.13512.0M
PNNPEPINNINI LITHIUlithium0.125-0.4705882352940.0095.6M
SI6SIX SIGMA METALSlithium0.125-0.250.0094.1M
THRTHOR MINING-CDIlithium0.120.8666666666670.02818.3M
ADVARDIDENlithium0.111111111111-0.4736842105260.0115.1M
CGNCRATER GOLD MINIgraphite0.1111111111111.50.025.0M
SRNSUREFIRE RESOURCvanadium0.111111111111-0.4117647058820.014.2M
KNLKIBARAN RESOURCEgraphite0.1052631578950.1351351351350.2157.9M
OMHOM HLDGSmanganese0.1029411764712.370786516851.51.1B
OREOROCOBRElithium0.1028645833330.02966204716754.2351.1B
IDAINDIANA RESOURCEgraphite0.1-0.01785714285710.0555.3M
BKTBLACK ROCK MININgraphite0.0967741935484-0.4333333333330.03416.7M
SVMSOVEREIGN METALSgraphite0.0921052631579-0.1862745098040.08322.4M
NZCNZURI COPPERcobalt0.08333333333330.7567567567570.32597.6M
PM1PURE MINERALSlithium. Manganese0.0833333333333-0.4090909090910.0134.1M
NVANOVA MINERALSlithium0.082.857142857140.02720.3M
SRKSTRIKE RESOURCESlithium0.080.4210526315790.0547.8M
WKTWALKABOUT RESOURlithium0.07407407407410.7058823529410.14537.9M
WCNWHITE CLIFF MINEcobalt0.0714285714286-0.8755186721990.032.3M
CXOCORE EXPLORATIONlithium0.0681818181818-0.113207547170.04730.4M
FGRFIRST GRAPHENE Lgraphite0.06451612903231.142857142860.16566.6M
4CEFORCE COMMODITIElithium0.0625-0.320.03414.4M
NMTNEOMETALSlithium0.06-0.07017543859650.265144.1M
RDSREDSTONE RESOURCvanadium0.05882352941180.50.0186.5M
BGSBIRIMIANlithium0.0555555555556-0.2692307692310.28565.4M
HAVHAVILAH RESOURCEcobalt0.0540540540541-0.2669172932330.19542.6M
LITLITHIUM AUSTRALIlithium0.047619047619-0.120.1151.0M
AGOATLAS IRONlithium0.0476190476191.444444444440.044423.2M
LCDLATITUDE CONSOLIlithium0.0476190476190.5714285714290.0226.1M
BYHBRYAH RESOURCES (listed Oct 2017)manganese0.0454545454545-0.4250.1156.5M
ESRESTRELLA RESOURClithium0.0454545454545-0.2068965517240.02311.3M
KSNKINGSTON RESOURClithium0.04545454545450.3529411764710.02328.1M
MTCMETALSTECHlithium0.0394736842105-0.2818181818180.0798.8M
HMXHAMMER METALScobalt0.0384615384615-0.250.0277.5M
BEMBLACKEARTH MINER (listed Jan 2018)graphite0.0384615384615-0.3250.1358.2M
CAZCAZALY RESOURCESlithium0.037037037037-0.1515151515150.0286.5M
CHNCHALICE GOLD MINvanadium0.0357142857143-0.1212121212120.14538.7M
TNOTANDO RESOURCES (listed Nov 2017, adjusted for stock split)vanadium0.03571428571432.372093023260.14524.3M
PSCPROSPECT RESOURClithium0.0344827586207-0.1666666666670.0359.4M
CLQCLEAN TEQ HOLDINcobalt0.0339622641509-0.4755980861240.548391.3M
BUXBUXTON RESOURCESgraphite0.0322580645161-0.0303030303030.1617.7M
MQRMARQUEE RESOURCElithium0.031250.1785714285710.1656.8M
KAIKAIROS MINERALSlithium0.030303030303-0.3461538461540.03428.1M
VMCVENUS METALS CORlithium0.0270270270270.9387755102040.1915.3M
PLSPILBARA MINERALSlithium0.02339181286550.620370370370.8751.5B
TONTRITON MINERALSgraphite0.0227272727273-0.482758620690.04538.9M
AVZAVZ MINERALSlithium0.0212765957447-0.1272727272730.096181.3M
S32SOUTH32manganese0.01818181818180.202453987733.9220.1B
RIORIO TINTOlithium0.017285531370.18937125748579.45126.3B
TMTTECHNOLOGY METALvanadium0.008196721311482.416666666670.61535.7M
KDRKIDMAN RESOURCESlithium0.004629629629630.1604278074871.085443.5M
MINMINERAL RESOURCElithium0.003708281829420.0055727554179616.243.0B
AZIALTA ZINCcobalt0-0.60.0066.8M
ADNANDROMEDA METALSlithium000.0055.4M
ACPAUDALIA RESOURCEvanadium0-0.10.0095.3M
AEEAURA ENERGYlithium0-0.120.02223.6M
AURAURIS MINERALS Lvanadium0-0.3421052631580.0520.4M
AOUAUROCH MINERALSlithium0-0.3235294117650.11511.4M
ARMAURORA MINERALSlithium0-0.4468085106380.0263.0M
BARBARRA RESOURCEScobalt0-0.3939393939390.0421.8M
BOABOADICEA RESOURClithium0-0.3214285714290.0955.0M
CADCAENEUS MINERALSlithium0-0.6666666666670.00114.1M
CZICASSINI RESOURCEcobalt00.1076923076920.07225.9M
CCZCASTILLO COPPERcobalt0-0.050.03821.5M
CDTCASTLE MINERALSgraphite0-0.08333333333330.0112.5M
CMCCHINA MAGNESIUMlithium00.6923076923080.0226.9M
COBCOBALT BLUE HOLDcobalt00.7777777777780.3238.3M
CNJCONICOcobalt0-0.5689655172410.0258.6M
CASCRUSADER RESOURClithium0-0.7959183673470.0210.0M
CDUCUDECO (suspended)cobalt0-0.3648648648650.235--
CULCULLEN RESlithium000.0012.6M
DHRDARK HORSE RESOUlithium00.3333333333330.00815.4M
ENTENTERPRISE METALlithium0-0.1052631578950.0176.5M
FCCFIRST COBALTcobalt000.38111.9M
GSCGLOBAL GEOSCIENClithium00.3636363636360.3426.2M
HXGHEXAGON RESOURCEgraphite00.350.13537.9M
HGMHIGH GRADE METALcobalt00.20.0313.6M
HIGHIGHLANDS PACcobalt00.6666666666670.105120.2M
KTAKRAKATOA RESOURClithium0-0.3478260869570.033.5M
LGRLANKA GRAPHITE (suspended)graphite0-0.4750.0212.3M
LI3LITHIUM CONSOLIDlithium0-0.190.0817.3M
MZNMARINDI METALS Llithium0-0.1250.00714.2M
MXRMAXIMUS RESOURCElithium000.0013.5M
MLSMETALS AUSTRALIAlithium000.0048.2M
MTHMITHRIL RESOURCElithium0-0.6666666666670.012.2M
MOXMONAX MININGlithium0-0.60.0021.8M
MTBMOUNT BURGESSvanadium0-0.2857142857140.0051.7M
MUSMUSTANG RESOURCEgraphite0-0.8780487804880.0111.5M
OAROAKDALERESOURCESlithium0-0.4857142857140.0181.2M
PSMPENINSULA MINESlithium0-0.650.0075.6M
PIOPIONEER RESOURCElithium00.3571428571430.01927.6M
RNURENASCOR RESOURCgraphite0-0.1739130434780.01918.3M
RIERIEDEL RESOURCEScobalt0-0.3023255813950.0312.5M
SO4SALT LAKE POTASHvanadium0-0.02173913043480.4578.8M
SUHSOUTHERN HEMISPHlithium0-0.60.0645.4M
SGQST GEORGE MININGcobalt00.1363636363640.12537.3M
THXTHUNDELARRAcobalt0-0.4230769230770.0158.9M
VMSVENTURE MINERALSlithium00.09090909090910.02412.5M
VICVICTORY MINEScobalt000.0056.1M
VMLVITAL METALScobalt000.00713.9M
ZEUZEUS RESOURCES Llithium0-0.20.0122.2M
WMLWOOMERA MINING (listed Mar 2018)lithium-0.0125-0.6050.0799.1M
BAUBAUXITE RESOURCElithium-0.0175438596491-0.2222222222220.05612.0M
AVLAUSTRALIAN VANADlithium-0.01960784313732.571428571430.0579.7M
AMLAEON METALScobalt-0.021.286666666670.343213.9M
GXYGALAXY RESOURCESlithium-0.02165354330710.01428571428572.4851.0B
E25ELEMENT 25manganese-0.02777777777780.02941176470590.17513.4M
SYRSYRAH RESOURCESgraphite-0.0278969957082-0.3528571428572.265757.3M
EMHEUROPEAN METALSlithium-0.0285714285714-0.5750.3449.5M
MNSMAGNIS RESOURCESgraphite-0.0298507462687-0.2352941176470.325198.4M
PLLPIEDMONT LITHIUMlithium-0.0322580645161-0.09090909090910.1583.9M
LKELAKE RESOURCESlithium-0.03488372093020.3833333333330.08327.6M
TRTTODD RIVER RESOUlithium-0.0361445783133-0.2592592592590.086.7M
POSPOSEIDON NICKELlithium-0.03636363636360.9629629629630.053145.3M
BSMBASS METALSlithium-0.0370370370371.363636363640.02664.5M
SCISILVER CITY MINElithium-0.038461538461500.0256.4M
ARUARAFURA RESOURCEvanadium-0.038961038961-0.3018867924530.07447.2M
AGYARGOSY MINERALSlithium-0.0392156862745-0.020.245226.3M
SPISPITFIRE MATERIAmanganese-0.0405405405405-0.290.07137.7M
AREARGONAUT RESOURClithium-0.04166666666670.9166666666670.02335.8M
AJMALTURA MININGlithium-0.04545454545450.02439024390240.21391.3M
ARLARDEA RESOURCEScobalt-0.0454545454545-0.30.6364.0M
CLLCOLLERINA COBALTcobalt-0.04545454545451.692307692310.10558.7M
NLINOVO LITIOlithium-0.046511627907-0.06818181818180.04115.3M
OKROKAPI RESOURCEScobalt-0.0465116279070.0250.2057.0M
JRVJERVOIS MININGcobalt-0.050.1176470588240.28564.7M
LPILITHIUM POWER INlithium-0.0508474576271-0.2432432432430.2873.5M
NWCNEW WORLD COBALTcobalt-0.051724137931-0.1538461538460.05528.0M
EUCEUROPEAN COBALTcobalt-0.0526315789474-0.640.05440.4M
MCTMETALICITYlithium-0.0526315789474-0.6086956521740.01810.7M
RTRRUMBLE RESOURCESvanadium-0.0526315789474-0.1290322580650.05420.4M
SYASAYONA MININGlithium-0.05714285714291.357142857140.03354.9M
IRCINTERMIN RESvanadium-0.06060606060610.7613636363640.15538.8M
MRRMINREX RESOURCEScobalt-0.0606060606061-0.3111111111110.0313.2M
TLGTALGA RESOURCESgraphite-0.0618556701031-0.2288135593220.45598.9M
SEISPECIALITY METALlithium-0.06250.50.0158.9M
DEGDE GREY MININGlithium-0.0645161290323-0.03333333333330.14552.7M
AUZAUSTRALIAN MINEScobalt-0.06666666666671.80.042116.8M
LTRLIONTOWN RESOURClithium-0.07407407407411.50.02529.0M
POWPROTEAN ENERGY Lvanadium-0.07407407407410.04166666666670.0257.9M
BPLBROKEN HILL PROScobalt-0.0784313725490.5161290322580.0477.0M
N27NORTHERN COBALTlithium-0.08-0.4102564102560.1155.8M
ZNCZENITH MINERALSlithium-0.080.04545454545450.11525.5M
ASNANSON RESOURCESlithium-0.08045977011491.352941176470.0841.5M
VXRVENTUREX RESOURClithium-0.0833333333333-0.2142857142860.16540.8M
CFECAPE LAMBERT RESlithium-0.0833333333333-0.08333333333330.02222.3M
HNRHANNANSlithium-0.0833333333333-0.1538461538460.01123.8M
SBRSABRE RESvanadium-0.0833333333333-0.08333333333330.0114.1M
PGMPLATINA RESOURCEcobalt-0.0842105263158-0.1714285714290.08724.0M
GLNGALAN LITHIUMlithium-0.08474576271193.354838709680.2725.7M
ORNORION MINERALS Llithium-0.08823529411760.550.03160.0M
RLCREEDY LAGOONlithium-0.0909090909091-0.2857142857140.014.0M
CRLCOMET RESOURCESgraphite-0.0909090909091-0.3750.036.2M
KORKORAB RESOURCESlithium-0.09090909090910.4285714285710.039.1M
TNGTNGvanadium-0.111111111111-0.1428571428570.1295.7M
JMSJUPITER MINES (listed Apr 2018)manganese-0.116883116883-0.150.34646.5M
EMEENERGY METALSvanadium-0.1176470588240.7045454545450.1531.5M
GEDGOLDEN DEEPSvanadium-0.1224489795920.0750.0437.7M
PURPURSUIT MINERALSvanadium-0.122807017544-0.7777777777780.054.1M
CZNCORAZON MINING Lcobalt-0.125-0.6666666666670.0078.9M
TKMTREK METALSlithium-0.125-0.5757575757580.0144.4M
EUREUROPEAN LITHIUMlithium-0.1333333333331.60.1371.0M
AMDARROW MINERALS Llithium-0.136363636364-0.6041666666670.0195.8M
CLACELSIUS RESOURCEcobalt-0.1379310344831.403846153850.12593.2M
DTMDART MINING NLlithium-0.142857142857-0.1428571428570.0065.6M
KLHKALIAlithium-0.142857142857-0.60.00615.1M
FELFEcobalt-0.15-0.320.0176.3M
LMLLINCOLN MINERALSgraphite-0.166666666667-0.750.016.3M
BMTBERKUT MINERALSlithium-0.176470588235-0.7846153846150.074.6M
TARTARUGA MINERALSlithium-0.1839080459770.2678571428570.07110.8M
AYRALLOY RESOURCEScobalt-0.2-0.20.0045.8M
INFINFINITY LITHIUMlithium-0.207792207792-0.6411764705880.06111.6M
GWRGWR GROUPlithium-0.2413793103450.3580246913580.1127.8M
GPPGREENPOWER ENERGlithium-0.25-0.81250.0035.8M
CZRCOZIRON RESOURCEvanadium-0.30.07692307692310.01432.1M
MEIMETEORIC RESOURCcobalt-0.423076923077-0.680851063830.0159.2M