Active restocking by battery manufacturers has sent prices of battery-grade lithium chemicals soaring thanks to tight supplies.

Fastmarkets noted that domestic Chinese lithium hydroxide prices climbed 4.1 per cent in a week to between 73,000 yuan ($A14,575.70) and 78,000 yuan per tonne while lithium carbonate was up 2.9 per cent to between 88,000 yuan and 92,000 yuan per tonne.

And lithium demand may well go higher with at least one consumer noting that lithium producers were increasingly less willing to sell because of the rapid rally in prices.

Prices of battery-grade lithium also increased in Europe and the US with the lithium hydroxide pricing climbing 50c per kilogram to between $US12 and $US13.50 per kg.

In March, 69 stocks on our list recorded gains while 40 took a trip down.

Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths and vanadium are performing>>>

Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop:

CODE COMPANY Price 1 MONTH RETURN % 6 MONTH RETURN % 1 YEAR RETURN % 1 WEEK RETURN % MARKET CAP
ARN Aldoro Resources 0.33 38 61 230 200 21,445,453
VR8 Vanadium Resources 0.059 23 44 127 490 24,328,033
BEM Blackearth Minerals 0.16 19 14 176 344 25,592,772
GED Golden Deeps 0.013 18 30 -13 63 8,523,366
JRL Jindalee Resources 1.9 16 22 303 502 88,755,861
GLN Galan Lithium Ltd 0.635 15 46 331 310 150,153,035
ALY Alchemy Resource Ltd 0.015 15 15 -25 28 9,411,408
CHN Chalice Mining Ltd 5.92 13 45 128 976 1,888,199,581
PGM Platina Resources 0.055 12 25 17 244 22,660,911
GXY Galaxy Resources 2.8 11 27 143 249 1,369,322,036
LKE Lake Resources 0.34 10 -3 457 871 336,002,842
STK Strickland Metals 0.023 10 -8 -68 53 9,686,485
MNS Magnis Energy Tech 0.33 8 8 78 523 280,835,757
TLG Talga Group Ltd 1.32 7 8 69 378 394,198,878
PAN Panoramic Resources 0.15 7 11 58 54 276,873,391
CXO Core Lithium 0.225 7 13 423 562 264,153,882
SRI Sipa Resources Ltd 0.064 7 19 -11 8 11,380,950
DEV Devex Resources Ltd 0.25 6 16 -12 410 72,076,729
QXR Qx Resources Limited 0.018 6 6 6 38 8,540,197
LTR Liontown Resources 0.455 6 -2 117 550 798,230,550
WKT Walkabout Resources 0.19 6 27 -7 65 66,335,393
PLS Pilbara Min Ltd 1.1 6 13 262 461 3,143,131,761
MRC Mineral Commodities 0.305 5 -16 -5 53 145,997,303
OZL OZ Minerals 24.52 5 15 76 247 7,708,092,075
MIN Mineral Resources. 39.85 5 3 61 164 7,294,645,704
LYC Lynas Rare Earths 6.3 5 4 153 403 5,550,644,047
AUZ Australian Mines Ltd 0.021 5 2 43 115 79,229,077
FFX Firefinch Ltd 0.225 5 15 45 309 168,185,392
ORE Orocobre Limited 5.03 5 18 93 143 1,696,699,295
RFR Rafaella Resources 0.115 5 20 44 92 14,709,141
LEG Legend Mining 0.125 4 -4 -11 -17 344,391,965
ADD Adavale Resource Ltd 0.052 4 4 58 225 13,705,569
IXR Ionic Rare Earths 0.056 4 12 250 1300 178,550,373
QPM Queensland Pacific 0.087 4 -4 211 770 101,960,729
PRL Province Resources 0.145 4 79 1073 4004 119,366,075
ESR Estrella Res Ltd 0.059 4 -16 321 883 56,301,564
ARL Ardea Resources Ltd 0.475 3 -1 3 116 58,728,468
VML Vital Metals Limited 0.07 3 1 150 1067 277,127,618
CNJ Conico Ltd 0.035 3 30 94 600 29,122,757
ARU Arafura Resource Ltd 0.18 3 -14 114 240 204,886,634
PSC Prospect Res Ltd 0.195 3 22 18 117 63,097,170
MLX Metals X Limited 0.21 2 14 200 223 185,989,544
SYR Syrah Resources 1.11 2 1 148 414 542,506,564
GAL Galileo Mining Ltd 0.225 2 -33 13 25 30,051,253
ARR American Rare Earths 0.096 2 12 52 700 31,101,366
IGO IGO Limited 6.48 1 2 56 45 4,755,641,866
MCR Mincor Resources NL 0.98 1 2 18 96 423,224,589
BHP BHP Group Limited 45.93 0 -5 27 51 134,478,116,136
BKT Black Rock Mining 0.125 0 0 116 353 85,932,283
PNN PepinNini Minerals 0.33 0 -8 128 271 12,896,288
HAS Hastings Tech Met 0.19 0 9 58 175 279,196,399
TON Triton Min Ltd 0.043 0 -16 -17 79 47,647,659
TKL Traka Resources 0.017 0 0 -11 471 8,609,906
NMT Neometals Ltd 0.39 0 10 105 144 204,506,725
POS Poseidon Nick Ltd 0.061 0 -9 17 91 168,564,891
ESS Essential Metals Ltd 0.11 0 10 0 22 21,085,817
LML Lincoln Minerals 0.008 0 0 0 60 4,599,869
AJM Altura Mining Ltd 0.07 0 0 0 106 209,037,029
ATM Aneka Tambang 1 0 0 0 0 1,303,649
CZN Corazon Ltd 0.051 0 -4 2 32 10,152,707
BSM Bass Metals Ltd 0.009 0 50 200 200 34,184,244
HWK Hawkstone Mng Ltd 0.042 0 14 223 950 71,914,772
AQD Ausquest Limited 0.02 0 5 -33 67 14,995,512
TNG TNG Limited 0.1 0 10 -3 112 131,197,189
RLC Reedy Lagoon Corp. 0.023 0 10 77 1050 10,334,143
ASN Anson Resources Ltd 0.08 0 19 233 371 69,720,896
VRC Volt Resources Ltd 0.016 0 7 45 167 $35,704,921.52
AVL Aust Vanadium Ltd 0.025 0 25 92 213 $70,323,811.54
COB Cobalt Blue Ltd 0.365 -1 -8 324 306 $94,428,801.86
NIC Nickel Mines Limited 1.31 -1 5 95 194 $3,181,511,749.52
AZS Azure Minerals 0.31 -2 3 44 417 $97,047,002.12
AOU Auroch Minerals Ltd 0.25 -2 4 273 456 $71,591,678.60
VUL Vulcan Energy 5.92 -2 -2 415 3283 $648,009,463.68
EGR Ecograf Limited 0.61 -2 -9 190 1096 $288,914,496.47
SLZ Sultan Resources Ltd 0.2 -2 11 -2 167 $13,906,877.80
TMT Technology Metals 0.35 -3 6 32 407 $54,801,607.35
BUX Buxton Resources Ltd 0.069 -3 -7 -14 57 $9,387,824.81
PLL Piedmont Lithium Ltd 0.87 -3 11 134 1057 $1,440,756,547.80
GME GME Resources Ltd 0.061 -3 -12 42 64 $33,412,015.80
LPI Lithium Pwr Int Ltd 0.26 -4 13 49 73 $77,925,614.78
AXE Archer Materials 0.88 -4 -2 83 433 $192,131,064.10
HXG Hexagon Energy 0.095 -4 0 58 126 $36,116,672.30
JRV Jervois Mining 0.47 -4 4 57 224 $385,099,694.40
REE Rarex Limited 0.115 -4 -12 -28 667 $47,700,752.44
IPT Impact Minerals 0.023 -4 -4 0 229 $39,179,501.70
BOA Boadicea Resources 0.22 -4 0 -5 26 $13,672,064.12
BAR Barra Resources 0.02 -5 0 -9 43 $14,229,770.12
NTU Northern Min Ltd 0.04 -5 -2 33 54 $193,653,718.64
INR Ioneer Ltd 0.375 -5 -1 121 357 $701,677,317.71
CLA Celsius Resource Ltd 0.037 -5 -10 28 311 $34,328,505.16
SYA Sayona Mining Ltd 0.037 -5 41 281 444 $140,142,481.53
VMC Venus Metals Cor Ltd 0.18 -5 -10 -31 13 $27,194,162.94
INF Infinity Lithium 0.18 -5 13 120 375 $78,517,638.42
GBR Greatbould Resources 0.034 -6 -11 -30 32 $9,690,302.06
ADV Ardiden Ltd 0.017 -6 6 -29 467 $38,597,726.41
SGQ St George Min Ltd 0.082 -6 -11 -22 5 $39,276,383.33
PAM Pan Asia Metals 0.16 -6 7 $8,412,737.12
FGR First Graphene Ltd 0.21 -7 -13 56 75 $115,143,672.05
MAN Mandrake Res Ltd 0.14 -7 -18 119 1300 $48,051,376.24
CTM Centaurus Metals Ltd 0.725 -7 1 42 625 $238,861,663.18
AML Aeon Metals Ltd. 0.091 -7 -9 -21 42 $61,658,845.16
EUR European Lithium Ltd 0.062 -7 7 32 55 $57,403,874.16
RXL Rox Resources 0.032 -8 -3 -30 118 $89,836,338.73
MOH Moho Resources 0.082 -8 4 -25 9 $8,347,669.81
BSX Blackstone Ltd 0.39 -8 -8 -11 271 $129,098,715.05
LPD Lepidico Ltd 0.022 -8 10 214 123 $114,133,837.20
SBR Sabre Resources 0.055 -8 10 -45 450 $8,415,318.25
PUR Pursuit Minerals 0.08 -9 45 681 2762 $58,110,316.22
CWX Carawine Resources 0.25 -11 -31 1 79 $27,222,475.50
HNR Hannans Ltd 0.008 -11 0 33 100 $21,239,794.73
AVZ AVZ Minerals Ltd 0.185 -12 -5 189 278 $549,131,383.25
EMH European Metals Hldg 1.45 -12 -3 226 663 $191,183,548.38
G88 Golden Mile Res Ltd 0.105 -13 110 72 320 $15,987,107.72
LIT Lithium Australia NL 0.105 -13 -19 106 169 $98,745,838.51
AGY Argosy Minerals Ltd 0.086 -13 -14 69 177 $110,023,909.95
S2R S2 Resources 0.145 -15 -3 -46 73 $50,382,588.64
RNU Renascor Res Ltd 0.105 -19 50 855 2000 $191,568,130.91
MLS Metals Australia 0.002 -20 0 0 100 $10,477,258.94

 

WEEKLY SMALL CAP STANDOUTS

Aldoro Resources (ASX:ARN) +38%

Shares in the company climbed after internationally renowned geologist Dr Minlu Fu joined the company as a technical advisor for the Narndee nickel and platinum group metals project.

Adding interest, Dr Fu and his associates have demonstrated their belief in the project by committing to a $2m placement priced at 20c per ARN share.

Narndee is a large layered mafic-ultramafic complex where Aldoro has identified 16 major high-value targets within the core area that correlate well with historical surface geochemistry.

Vanadium Resources (ASX:VR8) +23%

The company is acquiring up to a 74 per cent interest in an ESG integrated extraction, processing, refining, and manufacturing technology developed by TCM Research that uses existing processing methodologies to produce battery grade vanadium pentoxide and high-end vanadium products.

Importantly for Vanadium Resources, the processing technology is carbon efficient and produces hydrogen, which could be used for power generation and sold as a byproduct.

Blackearth Minerals (ASX:BEM) +19%

Blackearth shares gained over the past week as its large scale pilot test program, which is operating two weeks ahead of schedule, returned outstanding test results.

Initial results have already confirmed earlier Stage 1 results with grades of over 95 per cent fixed carbon content that confirm that the Mainry project’s graphite product potential is suitable for downstream processing and feed for the electric vehicle market.

To top it off, analysis of the jumbo and large flake results indicate that about 20 per cent of the graphite concentrate yields are of high value jumbo flake size that is in short supply globally.

Golden Deeps (ASX:GED) +18%

Drilling at the company’s Khusib Springs copper deposit in Namibia has been extended to include the historical, high-grade Nosib copper-vanadium mine.

Drilling will test copper mineralisation on the contact zone but will also test for mineralisation in the footwall sandstone where mineralisation was mapped along an exploratory underground drive that extends to the south for 50m.

Jindalee Resources (ASX:JRL) +16%

Jindalee has increased the scale of its McDermitt lithium project in the US after staking 271 new claims that are highly prospective for lithium.

The new claims take the total area covered up to 54.6sqkm and increase the potential development options at the project.

A recent drilling program confirmed that mineralisation extends west and scattered outcrops of the sediments which host the lithium mineralisation at McDermitt have been observed on the new claims.