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 a list of ASX battery metal stocks with exposure to lithium, cobalt, graphite, manganese and vanadium

Lithium developer Kidman (ASX:KDR) was one of the biggest battery metal movers this week, gaining 33 per cent ahead of an announcement.

In May, Kidman (ASX:KDR) made history as the first Australian miner to lock in a supply deal with EV behemoth Tesla

The $500 million stock went into a trading halt on Thursday and is due to make an announcement by Monday.

The other key small cap movers were Force Commodities (28 per cent), Ardiden (25 per cent) and Devex Resources (20 per cent).

Among the bigger stocks, lithium player Pilbara Minerals (ASX:PLS) gained a solid 10.6 per cent as it looks to bounce back from a few months of declines.

Pilbara Minerals — which owns  the Pilgangoora lithium-tantalum project — has had no news in the past two weeks, but plans to increase production at its flagship mine are building momentum.

Argentina- focused lithium producer Orocobre (ASX:ORE) moved the needle a much-needed 9.3 per cent, as it looks to gain back some of the ground it lost when this happened.

At the bottom end, disappointing drilling results from a nickel project in WA has sent junior explorer Mithril Resources (ASX:MTH) shares plummeting 30.7 per cent for the week.

But it’s not all bad, because a sample of historic drilling returning 1.5 per cent copper and 1.1 per cent cobalt on a new tenement in the projects southern area.

The share price of one-time market darling Australian Mines (ASX:AUZ) continues its slow decline, falling 26 per cent after it reported a $12m investment agreement with a New York-based fund managed by Bergen Asset Management.

Australian Mines investors are impatiently waiting for the outcome of a bankable feasibility study on its flagship Sconi Cobalt-Nickel-Scandium Project in Queensland — which should be out any week now.

Industry News

Lithium stocks in particular haven’t had a good run this year — but investors needn’t worry, says a battery metals specialist for S&P Global Platts.

“Platts Analytics research shows that by 2025 in the European Union we’ll have about 30 per cent EV [electric vehicle] penetration, China 15 per cent and the US 8 per cent,” Marcel Goldenberg said.

“That compares to 1 to 3 per cent as of 2018.”

And the supply of cobalt will need to more than double to meet demand from electric car makers, the boss of Canadian cobalt play Cobalt 27 told Bloomberg this week. 

The latest research on EV emissions from researchers Wood Mackenzie shows that EV’s reduce emissions by 67 per cent – which could drive even faster uptake. 

The week prior India’s transport minister cited pollution as the main reason for accelerating India’s adoption of EV; the country now wants 15 per cent of all its vehicles to be electric in five years in an effort to combat pollution. 

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

Swipe or scroll to reveal full table. Click headings to sort.

 

ASX code Company Focus One-week price change 12-month price change Price Sep 13 (intraday) Market Cap
MOX MONAX MINING lithium 0.5 -0.5 0.003 1.8M
KDR KIDMAN RESOURCES lithium 0.338624338624 0.462427745665 1.265 505.4M
BAR BARRA RESOURCES cobalt 0.30303030303 -0.385714285714 0.043 23.9M
4CE FORCE COMMODITIE lithium 0.285714285714 -0.150943396226 0.045 19.8M
ADV ARDIDEN lithium, graphite 0.25 -0.5 0.01 16.8M
DEV DEVEX RESOURCES lithium 0.2 0.2 0.006 6.6M
ANW AUS TIN MINING cobalt 0.2 1.25 0.018 35.6M
MLM METALLICA MINRAL cobalt, graphite 0.1875 -0.396825396825 0.038 10.0M
SYA SAYONA MINING lithium, graphite 0.172413793103 1.42857142857 0.034 60.0M
HMX HAMMER METALS cobalt, graphite 0.148148148148 -0.138888888889 0.031 8.1M
SCI SILVER CITY MINE lithium 0.12 0.12 0.028 6.9M
DEG DE GREY MINING lithium 0.115384615385 1.19696969697 0.145 52.6M
MUS MUSTANG RES graphite, vanadium 0.111111111111 -0.894736842105 0.01 10.3M
PLS PILBARA MINERALS lithium 0.106382978723 0.56 0.78 1.3B
KAI KAIROS MINERALS lithium 0.103448275862 0.684210526316 0.032 27.3M
GPX GRAPHEX MINING graphite 0.0952380952381 0.0952380952381 0.23 18.2M
KNL KIBARAN RESOURCE graphite 0.09375 0.09375 0.175 49.6M
ORE OROCOBRE lithium 0.093567251462 -0.122477709995 3.74 962.0M
OMH OM HLDGS manganese 0.0931174089069 1.75510204082 1.35 1.0B
CFE CAPE LAMBERT RES lithium, cobalt 0.0909090909091 -0.04 0.024 24.3M
BSM BASS METALS lithium, graphite 0.0833333333333 1 0.026 63.9M
LIT LITHIUM AUSTRALI lithium, graphite 0.0824742268041 -0.192307692308 0.105 43.4M
CNJ CONICO cobalt 0.0769230769231 -0.461538461538 0.028 9.7M
CXO CORE EXPLORATION lithium 0.0769230769231 -0.0869565217391 0.042 25.4M
HXG HEXAGON RESOURCE graphite 0.0769230769231 0.333333333333 0.14 40.8M
MCT METALICITY lithium, graphite 0.0714285714286 -0.594594594595 0.015 8.9M
EMH EUROPEAN METALS lithium 0.0694444444444 -0.50641025641 0.385 55.2M
AJM ALTURA MINING lithium 0.0666666666667 0.2 0.24 427.7M
KOR KORAB RESOURCES lithium, cobalt, vanadium 0.0645161290323 0.736842105263 0.033 9.4M
ORN ORION MINERALS lithium 0.0606060606061 0.944444444444 0.035 65.6M
BMT BERKUT MINERALS lithium, cobalt 0.0588235294118 -0.694915254237 0.09 4.9M
TKM TREK METALS lithium, cobalt 0.0588235294118 -0.41935483871 0.018 5.6M
S32 SOUTH32 manganese 0.0547550432277 0.133126934985 3.66 18.6B
GME GME RESOURCES cobalt 0.0526315789474 0.0810810810811 0.08 39.1M
GXY GALAXY RESOURCES lithium 0.051867219917 -0.0136186770428 2.535 1.0B
COB COBALT BLUE HOLD cobalt 0.0481927710843 1.48571428571 0.435 48.2M
HIG HIGHLANDS PAC cobalt 0.047619047619 0.666666666667 0.11 120.2M
VRC VOLT RESOURCES graphite 0.047619047619 0.466666666667 0.022 29.1M
LCD LATITUDE CONS lithium 0.0454545454545 0.533333333333 0.023 6.1M
PAN PANORAMIC RES cobalt 0.0444444444444 0.482649842271 0.47 217.6M
DGR DGR GLOBAL lithium 0.0434782608696 0 0.12 73.6M
PUR PURSUIT MINERALS vanadium 0.0428571428571 -0.682608695652 0.073 5.9M
NZC NZURI COPPER cobalt 0.0408163265306 0.275 0.255 75.5M
TNG TNG vanadium 0.04 -0.0714285714286 0.13 108.1M
BGS BIRIMIAN lithium 0.0357142857143 -0.236842105263 0.29 67.7M
GWR GWR GROUP lithium 0.0344827586207 1.17391304348 0.15 37.9M
EUR EUROPEAN LITHIUM lithium 0.03125 2.66666666667 0.165 90.1M
MNS MAGNIS RESOURCES graphite 0.0277777777778 -0.0632911392405 0.37 223.1M
OKR OKAPI RESOURCES (listed Sep 2017) cobalt 0.0243902439024 0.05 0.21 7.2M
RIO RIO TINTO lithium 0.0238975817923 0.0352365885229 71.98 112.4B
TON TRITON MINERALS graphite, vanadium 0.0227272727273 -0.505494505495 0.045 38.0M
SO4 SALT LAKE POTASH vanadium 0.0217391304348 0.0681818181818 0.47 82.3M
MIN MINERAL RESOURCE lithium 0.020097020097 -0.129509166174 14.72 2.7B
NWC NEW WORLD COBALT cobalt 0.02 0.5 0.051 26.0M
EUC EUROPEAN COBALT cobalt 0.0169491525424 -0.302325581395 0.06 44.2M
RTR RUMBLE RESOURCES vanadium 0.0161290322581 0.188679245283 0.063 22.5M
CLA CELSIUS RESOURCE cobalt 0.0103092783505 1.22727272727 0.098 69.5M
TMT TECHNOLOGY METAL vanadium 0.00884955752212 1.85 0.57 32.5M
ACP AUDALIA RESOURCE vanadium 0 -0.181818181818 0.009 5.3M
AEE AURA ENERGY lithium, vanadium 0 -0.192307692308 0.021 22.5M
AGO ATLAS IRON lithium 0 1.21052631579 0.042 404.0M
AMD ARROW MINERALS L lithium 0 -0.486486486486 0.019 5.8M
AML AEON METALS cobalt 0 1.25806451613 0.35 205.1M
ARM AURORA MINERALS lithium, graphite 0 -0.46 0.027 3.2M
ARU ARAFURA RESOURCE vanadium 0 -0.130434782609 0.08 53.5M
AVZ AVZ MINERALS lithium, vanadium 0 -0.246153846154 0.098 187.0M
AXE ARCHER EXPLORATI cobalt, graphite 0 0.363636363636 0.075 14.1M
AYR ALLOY RESOURCES cobalt 0 0.25 0.005 5.8M
BAU BAUXITE RESOURCE lithium 0 -0.208333333333 0.057 12.2M
BDI BLINA MINERALS N cobalt 0 0 0.001 4.3M
BEM BLACKEARTH MINER (listed Jan 2018) graphite 0 -0.35 0.13 7.9M
CAD CAENEUS MINERALS lithium 0 -0.5 0.001 14.1M
CDT CASTLE MINERALS graphite 0 -0.357142857143 0.009 2.0M
CDU CUDECO (suspended) cobalt 0 -0.38961038961 0.235 --
CGM COUGAR METALS NL lithium, cobalt, graphite 0 -0.833333333333 0.003 3.7M
CHK COHIBA MINERALS lithium 0 -0.461538461538 0.007 3.3M
CUL CULLEN RES lithium 0 0 0.001 2.6M
CZN CORAZON MINING L cobalt 0 -0.730769230769 0.007 8.9M
DTM DART MINING NL lithium 0 0.166666666667 0.007 6.0M
E25 ELEMENT 25 manganese 0 0.214285714286 0.17 14.2M
EME ENERGY METALS vanadium 0 0.609195402299 0.14 29.4M
ENT ENTERPRISE METAL lithium 0 -0.227272727273 0.017 6.5M
FGR FIRST GRAPHENE L graphite 0 1.03947368421 0.155 64.6M
GBE GLOBE METALS AND graphite 0 -0.0714285714286 0.013 6.1M
HAV HAVILAH RESOURCE cobalt 0 -0.412698412698 0.185 39.3M
HNR HANNANS lithium 0 0 0.013 25.7M
IEC INTRA ENERGY COR lithium, graphite 0 0.2 0.012 4.7M
INF INFINITY LITHIUM lithium 0 -0.557575757576 0.073 13.9M
JMS JUPITER MINES (listed Apr 2018) manganese 0 -0.15 0.34 666.1M
KLH KALIA lithium 0 -0.5625 0.007 17.6M
KSN KINGSTON RESOURC lithium 0 0.222222222222 0.022 26.9M
KTA KRAKATOA RESOURC lithium 0 -0.347826086957 0.03 3.5M
LGR LANKA GRAPHITE L graphite 0 -0.553191489362 0.021 2.3M
LRS LATIN RESOURCES lithium, cobalt 0 0.25 0.005 13.9M
LTR LIONTOWN RESOURC lithium, vanadium 0 2.375 0.027 30.1M
MLS METALS AUSTRALIA lithium, graphite 0 0 0.004 9.4M
MXR MAXIMUS RESOURCE lithium 0 0 0.001 3.5M
MZN MARINDI METALS L lithium, vanadium 0 -0.125 0.007 12.5M
N27 NORTHERN COBALT (listed Sep 2017) lithium, cobalt 0 -0.35 0.13 6.4M
OAR OAKDALERESOURCES lithium, graphite 0 -0.485714285714 0.018 1.2M
PIO PIONEER RESOURCE lithium, cobalt 0 0.1875 0.019 27.6M
PLL PIEDMONT LITHIUM lithium 0 0.115384615385 0.145 78.3M
POS POSEIDON NICKEL lithium 0 0.53125 0.049 129.1M
PSC PROSPECT RESOURC lithium 0 -0.103448275862 0.026 51.5M
PSM PENINSULA MINES lithium, graphite 0 -0.65 0.007 5.6M
RIE RIEDEL RESOURCES cobalt 0 -0.25 0.03 12.5M
RNU RENASCOR RESOURC graphite 0 -0.136363636364 0.019 17.3M
SBR SABRE RES vanadium 0 0.444444444444 0.013 4.8M
SRN SUREFIRE RESOURC vanadium 0 -0.411764705882 0.01 3.8M
SUH SOUTHERN HEMISPH lithium 0 -0.322222222222 0.061 5.2M
SXX SOUTHERN CROSS vanadium 0 -0.333333333333 0.006 6.5M
VIC VICTORY MINES cobalt 0 -0.166666666667 0.005 6.1M
VML VITAL METALS cobalt 0 -0.222222222222 0.007 12.2M
WFE WINMAR RESOURCES (suspended) cobalt 0 23 0.024 --
WML WOOMERA MINING (listed Mar 2018) lithium 0 -0.55 0.09 10.1M
ZEU ZEUS RESOURCES lithium 0 -0.133333333333 0.013 2.3M
ZNC ZENITH MINERALS lithium, cobalt 0 0.217391304348 0.14 29.8M
LKE LAKE RESOURCES lithium -0.0112359550562 0.62962962963 0.088 28.9M
CZI CASSINI RESOURCE cobalt -0.0147058823529 -0.0428571428571 0.067 23.1M
MZZ MATADOR MINING lithium -0.015625 0.575 0.315 17.0M
JRV JERVOIS MINING cobalt -0.0178571428571 0.617647058824 0.275 62.5M
GLN GALAN LITHIUM lithium -0.0204081632653 4.45454545455 0.24
AVL AUSTRALIAN VANAD lithium, vanadium -0.0222222222222 2.38461538462 0.044 69.7M
NLI NOVO LITIO lithium -0.0222222222222 0.0232558139535 0.044 16.4M
AGY ARGOSY MINERALS lithium -0.0232558139535 0.135135135135 0.21 189.3M
ARL ARDEA RESOURCES cobalt -0.0236220472441 -0.295454545455 0.62 66.1M
SVM SOVEREIGN METALS graphite -0.0243902439024 -0.2 0.08 22.2M
MQR MARQUEE RESOURCE lithium, cobalt -0.025 0.258064516129 0.195 8.3M
SPI SPITFIRE MATERIA manganese -0.027397260274 -0.29 0.071 37.2M
CAZ CAZALY RESOURCES lithium, cobalt, graphite -0.0285714285714 0 0.034 7.8M
BUX BUXTON RESOURCES graphite -0.0322580645161 -0.0625 0.15 17.1M
TAW TAWANA RESOURCES lithium -0.0333333333333 0.306306306306 0.29 167.6M
CHN CHALICE GOLD MIN vanadium -0.0344827586207 -0.0967741935484 0.14 37.3M
POW PROTEAN ENERGY L vanadium -0.0344827586207 0.4 0.028 8.5M
LPI LITHIUM POWER IN lithium -0.0350877192982 -0.3125 0.275 73.5M
NMT NEOMETALS lithium, vanadium -0.0350877192982 -0.0833333333333 0.275 146.9M
TNO TANDO RESOURCES (listed Nov 2017; adjusted for split) vanadium -0.0357142857143 2.13953488372 0.135 22.7M
IDA INDIANA RESOURCE graphite -0.037037037037 -0.0877192982456 0.052 5.0M
HGM HIGH GRADE METAL cobalt -0.0384615384615 0 0.025 11.3M
PGM PLATINA RESOURCE cobalt -0.04 -0.165217391304 0.096 25.4M
SGQ ST GEORGE MINING cobalt -0.04 0.395348837209 0.12 35.8M
MEI METEORIC RESOURC cobalt -0.0416666666667 -0.361111111111 0.023 12.6M
SYR SYRAH RESOURCES graphite, vanadium -0.0448717948718 -0.401446170327 2.235 764.1M
BPL BROKEN HILL PROS cobalt -0.0461538461538 1.13793103448 0.062 9.2M
TLG TALGA RESOURCES graphite -0.0467289719626 -0.244444444444 0.51 110.9M
CLL COLLERINA COBALT cobalt -0.047619047619 2.44827586207 0.1 54.8M
CAS CRUSADER RESOURC lithium -0.047619047619 -0.826086956522 0.02 10.0M
GED GOLDEN DEEPS vanadium -0.047619047619 -0.166666666667 0.04 6.9M
RDS REDSTONE RESOURC vanadium -0.05 0.461538461538 0.019 7.0M
LPD LEPIDICO lithium -0.0526315789474 0.5 0.018 53.5M
SRK STRIKE RESOURCES lithium, graphite -0.0566037735849 0.25 0.05 7.3M
CRL COMET RESOURCES graphite -0.0571428571429 -0.45 0.033 6.8M
MRR MINREX RESOURCES cobalt -0.0588235294118 -0.288888888889 0.032 3.0M
BKT BLACK ROCK MININ graphite -0.0625 -0.454545454545 0.03 16.2M
WKT WALKABOUT RESOUR lithium, graphite -0.0645161290323 0.8125 0.145 37.9M
CZR COZIRON RESOURCE vanadium -0.0666666666667 0.0769230769231 0.014 25.0M
IRC INTERMIN RES vanadium -0.0689655172414 0.421052631579 0.135 31.8M
BAT BATTERY MINERALS graphite, vanadium -0.0689655172414 -0.590909090909 0.027 30.1M
THX THUNDELARRA cobalt, graphite -0.0714285714286 -0.5 0.013 8.3M
ARE ARGONAUT RESOURC lithium -0.0740740740741 1.27272727273 0.025 38.9M
PM1 PURE MINERALS lithium. Manganese -0.0769230769231 -0.428571428571 0.012 3.8M
AOU AUROCH MINERALS lithium -0.0769230769231 -0.368421052632 0.12 11.4M
FCC FIRST COBALT (listed Nov 2017) cobalt -0.0795454545455 -0.719723183391 0.405 140.8M
VMC VENUS METALS COR lithium, vanadium -0.0810810810811 0.545454545455 0.17 14.8M
BYH BRYAH RESOURCES (listed Oct 2017) manganese -0.0833333333333 -0.45 0.11 6.2M
CMC CHINA MAGNESIUM lithium -0.0833333333333 0.692307692308 0.022 6.9M
KRC KING RIVER COPPE vanadium -0.0862068965517 4.88888888889 0.053 64.4M
CLQ CLEAN TEQ HOLDIN cobalt -0.0891089108911 -0.598253275109 0.46 350.3M
FEL FE cobalt -0.0909090909091 -0.230769230769 0.02 7.4M
LML LINCOLN MINERALS graphite, vanadium -0.0909090909091 -0.555555555556 0.02 11.5M
TKL TRAKA RESOURCES lithium -0.0909090909091 0.666666666667 0.03 9.9M
BOA BOADICEA RESOURC lithium -0.0952380952381 -0.344827586207 0.095 5.0M
GSC GLOBAL GEOSCIENC lithium -0.0967741935484 0.217391304348 0.28 411.5M
CGN CRATER GOLD MINI graphite -0.1 1 0.018 5.0M
DHR DARK HORSE RESOU lithium -0.1 1.25 0.009 17.3M
ESR ESTRELLA RESOURC lithium -0.1 -0.28 0.018 9.8M
TAR TARUGA MINERALS lithium, cobalt -0.10752688172 0.431034482759 0.083 11.3M
SI6 SIX SIGMA METALS lithium, vanadium -0.111111111111 -0.333333333333 0.008 3.2M
NVA NOVA MINERALS lithium -0.111111111111 3 0.024 19.1M
VXR VENTUREX RESOURC lithium -0.111111111111 0.333333333333 0.16 38.4M
BSX BLACKSTONE MINER cobalt -0.12 -0.639344262295 0.11 11.1M
VMS VENTURE MINERALS lithium -0.12 -0.12 0.022 11.5M
RMX RED MOUNTAIN MIN cobalt -0.125 -0.461538461538 0.007 4.7M
LI3 LITHIUM CONS lithium -0.133333333333 -0.208695652174 0.091 8.2M
MTC METALSTECH lithium, cobalt -0.139784946237 -0.148936170213 0.08 10.2M
AZI ALTA ZINC cobalt -0.142857142857 -0.625 0.006 8.2M
TRT TODD RIVER RESOU lithium -0.148936170213 -0.428571428571 0.08 6.2M
SEI SPECIALITY METAL lithium -0.157894736842 0.333333333333 0.016 8.9M
ADN ANDROMEDA METALS lithium, graphite -0.166666666667 0 0.005 5.4M
MTB MOUNT BURGESS vanadium -0.166666666667 -0.285714285714 0.005 2.1M
PMY PACIFICO MINERAL manganese -0.166666666667 -0.285714285714 0.005 5.5M
RLC REEDY LAGOON lithium -0.166666666667 -0.285714285714 0.01 4.0M
ASN ANSON RESOURCES lithium, graphite -0.17 5.38461538462 0.083 41.5M
HWK HAWKSTONE MINING lithium -0.172413793103 0.5 0.024 13.7M
CCZ CASTILLO COPPER cobalt -0.181818181818 0.0588235294118 0.036 20.9M
AUR AURIS MINERALS vanadium -0.186440677966 -0.376623376623 0.048 19.6M
GPP GREENPOWER ENERG lithium -0.2 -0.809523809524 0.004 5.8M
PNN PEPINNINI LITHIU lithium, vanadium -0.2 -0.428571428571 0.008 4.7M
AUZ AUSTRALIAN MINES cobalt -0.264705882353 2.125 0.05 129.6M
THR THOR MINING lithium -0.290322580645 0.571428571429 0.022 14.4M
MTH MITHRIL RESOURCE lithium, cobalt -0.307692307692 -0.7 0.009 1.8M