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Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, manganese, magnesium, and vanadium.
For the longest time, solid-state batteries have been the holy grail technology for electric vehicle makers.
Compared to the incumbent liquid electrolyte technology, solid-state offers:
If it sounds too good to be true that’s because it is — for now, anyway.
WoodMac says that “while the promise of solid-state has persisted for over a decade there has been little sign of significant success”.
But there’s a newish kid on the block called ‘semi-solid’, which – while not as good is solid-state – still beats current batteries on most metrics.
“The liquid electrolyte adds more weight and volume to the cell, meaning the improvement in cell energy, and therefore EV range, is restricted – though still an improvement on current cells,” WoodMac says.
Two major Chinese automakers, NIO and Dongfeng Motor, have planted their flags in the semi-solid camp, it says.
“They have each announced production of EVs next year using the tech, supplied by WeLion and Ganfeng Lithium, respectively.
“While the cell energy is less than what full solid-state may promise, the compromise technology is a leap forward that can be manufactured at scale – possibly leaving solid-state redundant.”
Semi-solid and solid-state replaces graphite with a lithium metal anode, which means even more lithium demand in an already constrained market.
“The luxury vehicle segment alone could account for roughly 100 GWh of demand by 2030 – resulting in an extra 81,000t lithium carbonate equivalent (LCE) demand,” WoodMac says.
“That equates to 7% of available lithium supply that year.”
Not that bad, you might say. BUT WAIT.
“Not only is this an extra strain on an already tightening market, but lithium metal foils are high-performance materials with stringent purity requirements,” WoodMac says.
“So much so that the global production capacity is currently just 12,800t LCE, less than a sixth (1/6) of the capacity needed.
“Ultimately, the progress of either technology may be hindered by the increasingly clear signs of insufficient lithium supply to the market, or by a lack of infrastructure in the production of high-requirement, specialist lithium anode materials.”
Unlike lithium, cobalt prices have crashed back to earth on stagnant battery sector demand.
Benchmark Mineral Intelligence says cobalt sulphate and hydroxide prices recorded massive losses of 24.4% and 21.4% m-o-m respectively in July.
Cobalt metal prices also fell 15.4% m-o-m “as consumers hold off purchasing additional material in anticipation of further declines”, it says.
But those declines may not come.
“Mounting production costs in the Democratic Republic of Congo (DRC) [the world’s largest cobalt producer] could halt or even reverse the cobalt market’s downward trajectory in the coming weeks, particularly if combined with a potential rebound in Chinese demand,” Argus says.
In the DRC, cobalt is usually a by-product of copper mining. Copper prices have fallen heavily in 2022, impacting profitability.
“For now, copper prices are still above pre-Covid averages, but further declines could lead to the suspension of some converters and mines in DRC, according to market participants,” Argus says.
Cost inflation is also having an impact on miners’ margins.
“Mines are likely to underperform. There are struggles finding acid-soluble ore and sulphuric acid prices have skyrocketed in recent months,” said an analyst for a DRC cobalt supplier, adding that “labour, diesel and trucking costs are also much higher”.
Meanwhile, a slight turnaround in Chinese cobalt demand in the coming weeks could also lend support to the cobalt complex, potentially lifting cobalt hydroxide prices and pushing up the value of cobalt metal and chemicals.
“I think the Chinese consumers are looking at the different end-users and seeing some green shoots, especially in EVs, but there is still a lot of material in the system,” one European cobalt trader told Argus.
Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese, and vanadium is performing>>>
Battery metals stocks missing from our list? Shoot a mail to [email protected]. Be nice, he’s fragile.
CODE | COMPANY | 1 WEEK RETURN % | 1 MONTH RETURN % | 6 MONTH RETURN % | 1 YEAR RETURN % | PRICE | MARKET CAP |
---|---|---|---|---|---|---|---|
PGD | Peregrine Gold | 80% | 71% | 29% | 73% | 0.72 | $29,863,848.30 |
GRE | Greentechmetals | 64% | 33% | 19% | 0% | 0.345 | $10,322,399.67 |
LKE | Lake Resources | 62% | 87% | 51% | 104% | 1.3475 | $1,493,966,098.95 |
SLZ | Sultan Resources | 58% | 55% | -6% | -17% | 0.15 | $11,659,814.46 |
WR1 | Winsome Resources | 57% | 45% | -31% | 0% | 0.29 | $35,805,208.41 |
LNR | Lanthanein Resources | 56% | 56% | -31% | 29% | 0.025 | $19,269,988.11 |
DEV | Devex Resources | 46% | 76% | -7% | 58% | 0.395 | $94,255,190.70 |
ARR | American Rare Earths | 46% | 46% | -3% | 248% | 0.365 | $150,367,875.68 |
SYA | Sayona Mining | 46% | 80% | 116% | 158% | 0.27 | $2,032,941,984.33 |
EGR | Ecograf Limited | 46% | 43% | -31% | -56% | 0.415 | $202,650,056.55 |
EMN | Euromanganese | 43% | 50% | -14% | -37% | 0.45 | $106,900,503.78 |
AS2 | Askarimetalslimited | 42% | 70% | -4% | 113% | 0.425 | $18,929,093.40 |
ARN | Aldoro Resources | 40% | 70% | -32% | -41% | 0.28 | $21,909,209.74 |
GSR | Greenstone Resources | 39% | 28% | 77% | 245% | 0.0655 | $64,077,675.03 |
CNJ | Conico | 39% | 22% | 181% | -43% | 0.039 | $52,984,364.32 |
1MC | Morella Corporation | 38% | 10% | -19% | -65% | 0.022 | $101,271,851.75 |
OZL | OZ Minerals | 37% | 47% | 2% | 15% | 25.87 | $8,566,125,548.01 |
AOU | Auroch Minerals | 37% | 19% | -34% | -56% | 0.082 | $22,736,660.64 |
RAS | Ragusa Minerals | 33% | 18% | 45% | 23% | 0.097 | $12,196,407.13 |
MOH | Moho Resources | 32% | 4% | -46% | -57% | 0.029 | $4,630,165.03 |
LRV | Larvottoresources | 32% | 11% | -14% | 0% | 0.25 | $10,798,450.00 |
KAI | Kairos Minerals | 31% | 55% | 31% | 6% | 0.034 | $64,749,085.20 |
PAM | Pan Asia Metals | 31% | 16% | -20% | 176% | 0.47 | $30,676,900.43 |
KOR | Korab Resources | 30% | 30% | -47% | 30% | 0.026 | $7,341,000.00 |
LTR | Liontown Resources | 30% | 68% | 18% | 107% | 1.715 | $3,529,482,568.78 |
QXR | Qx Resources Limited | 29% | 29% | -9% | 208% | 0.04 | $35,233,855.16 |
GED | Golden Deeps | 27% | 8% | 17% | 17% | 0.014 | $15,017,947.28 |
PEK | Peak Rare Earths | 27% | 75% | -23% | -36% | 0.585 | $128,556,092.94 |
LRS | Latin Resources | 27% | 30% | 171% | 138% | 0.095 | $188,745,907.31 |
NMT | Neometals | 26% | 33% | -2% | 102% | 1.38 | $756,759,426.48 |
AZL | Arizona Lithium | 26% | 3% | -40% | 174% | 0.093 | $240,492,556.10 |
AZL | Arizona Lithium | 26% | 3% | -40% | 174% | 0.093 | $240,492,556.10 |
CXO | Core Lithium | 25% | 56% | 89% | 313% | 1.485 | $2,357,429,576.00 |
MRD | Mount Ridley Mines | 25% | 0% | -44% | 25% | 0.005 | $29,320,142.20 |
CZL | Cons Zinc | 25% | 25% | -4% | -17% | 0.025 | $9,296,587.51 |
INR | Ioneer | 25% | 54% | 15% | 51% | 0.71 | $1,426,731,171.68 |
RGL | Riversgold | 24% | 20% | 89% | 10% | 0.036 | $22,691,279.97 |
PRL | Province Resources | 24% | 57% | 10% | -2% | 0.1425 | $159,299,074.31 |
MNS | Magnis Energy Tech | 24% | 26% | -24% | -6% | 0.39 | $354,170,991.30 |
MTM | Mtmongerresources | 24% | 8% | -24% | -24% | 0.13 | $4,501,203.96 |
MNS | Magnis Energy Tech | 24% | 26% | -24% | -6% | 0.39 | $354,170,991.30 |
PNN | Power Minerals | 24% | 48% | 36% | 63% | 0.6125 | $35,987,366.03 |
BSX | Blackstone | 24% | 18% | -62% | -41% | 0.235 | $113,147,415.60 |
VRC | Volt Resources | 24% | 11% | 11% | -16% | 0.021 | $66,413,275.54 |
NWC | New World Resources | 22% | 22% | -36% | -42% | 0.039 | $62,794,695.95 |
BNR | Bulletin Res | 22% | 22% | 22% | 127% | 0.14 | $40,962,754.00 |
NVX | Novonix Limited | 21% | 27% | -53% | 3% | 3.12 | $1,518,441,300.48 |
E25 | Element 25 | 21% | 9% | -51% | -65% | 0.655 | $100,788,843.54 |
CRR | Critical Resources | 21% | 39% | -43% | 119% | 0.057 | $78,864,807.67 |
MAN | Mandrake Res | 21% | 24% | -6% | -44% | 0.046 | $24,586,996.32 |
EVR | Ev Resources | 21% | 9% | -45% | 13% | 0.035 | $31,483,458.41 |
EVR | Ev Resources | 21% | 9% | -45% | 13% | 0.035 | $31,483,458.41 |
EUR | European Lithium | 21% | 52% | -25% | 38% | 0.094 | $136,514,653.37 |
A8G | Australasian Metals | 20% | 37% | -47% | 103% | 0.295 | $10,704,328.44 |
LPI | Lithium Pwr Int | 20% | 38% | -10% | 94% | 0.63 | $225,198,426.96 |
EFE | Eastern Resources | 20% | 0% | -51% | 88% | 0.03 | $30,827,535.56 |
VUL | Vulcan Energy | 20% | 53% | -3% | -34% | 8.81 | $1,205,449,881.41 |
OCN | Oceanalithiumlimited | 19% | 49% | 0% | 0% | 0.535 | $18,103,500.00 |
PLL | Piedmont Lithium Inc | 18% | 35% | 11% | -6% | 0.745 | $364,023,852.00 |
JRV | Jervois Global | 18% | -11% | -29% | -2% | 0.455 | $691,486,687.26 |
EMH | European Metals Hldg | 18% | 14% | -44% | -51% | 0.79 | $99,951,283.56 |
GT1 | Greentechnology | 18% | 30% | -14% | 0% | 0.73 | $132,674,142.96 |
GL1 | Globallith | 18% | 43% | 13% | 478% | 1.705 | $282,482,895.68 |
TEM | Tempest Minerals | 18% | -6% | 88% | 164% | 0.047 | $22,209,711.74 |
WC8 | Wildcat Resources | 17% | 8% | -7% | 8% | 0.027 | $14,195,999.99 |
COB | Cobalt Blue | 17% | 31% | 60% | 229% | 0.92 | $285,786,915.92 |
LPM | Lithium Plus | 17% | 7% | 0% | 0% | 0.48 | $20,747,463.00 |
GLN | Galan Lithium | 17% | 31% | -7% | 5% | 1.38 | $411,112,855.35 |
DVP | Develop Global | 17% | 33% | -10% | -31% | 2.71 | $432,044,062.28 |
PGM | Platina Resources | 17% | 17% | -31% | -60% | 0.035 | $14,334,617.29 |
TKL | Traka Resources | 17% | 17% | -53% | -50% | 0.007 | $4,821,421.93 |
LIT | Lithium Australia | 17% | 20% | -30% | -38% | 0.084 | $88,009,792.63 |
AVL | Aust Vanadium | 17% | 23% | 17% | 104% | 0.049 | $185,220,228.80 |
AVW | Avira Resources | 17% | 17% | -36% | -22% | 0.0035 | $6,356,370.00 |
AXE | Archer Materials | 16% | 43% | -21% | -42% | 0.885 | $221,135,814.23 |
AAJ | Aruma Resources | 16% | 11% | -16% | 22% | 0.072 | $10,673,382.20 |
IXR | Ionic Rare Earths | 16% | 19% | -12% | 82% | 0.051 | $209,120,665.68 |
ASN | Anson Resources | 15% | 36% | 11% | 63% | 0.15 | $143,907,726.90 |
NC1 | Nicoresourceslimited | 15% | 8% | 62% | 0% | 0.9 | $69,460,751.58 |
ESS | Essential Metals | 15% | 39% | 12% | 212% | 0.53 | $131,870,772.38 |
RLC | Reedy Lagoon Corp. | 14% | -20% | -50% | -11% | 0.016 | $9,476,257.50 |
ALY | Alchemy Resource | 14% | 0% | 23% | 9% | 0.016 | $15,249,184.91 |
KZR | Kalamazoo Resources | 14% | 12% | -27% | -37% | 0.24 | $31,942,762.28 |
KOB | Kobaresourceslimited | 14% | 0% | 0% | 0% | 0.16 | $10,725,000.00 |
MQR | Marquee Resource | 14% | 13% | -42% | 40% | 0.081 | $26,511,876.72 |
RXL | Rox Resources | 14% | 14% | -33% | -32% | 0.285 | $48,992,874.63 |
RNU | Renascor Res | 14% | 42% | -34% | 147% | 0.2275 | $496,981,090.96 |
SYR | Syrah Resources | 14% | 25% | -2% | 5% | 1.59 | $1,045,344,782.04 |
MRR | Minrex Resources | 13% | 64% | -21% | 228% | 0.059 | $62,548,670.70 |
HAS | Hastings Tech Met | 13% | 19% | -19% | 15% | 4.7 | $448,402,922.50 |
AUZ | Australian Mines | 13% | 0% | -59% | -61% | 0.078 | $33,747,396.55 |
ENT | Enterprise Metals | 13% | 30% | -7% | -13% | 0.013 | $6,529,806.88 |
AKN | Auking Mining | 13% | 73% | -29% | -18% | 0.13 | $12,459,326.38 |
ESR | Estrella Res | 13% | -18% | -45% | -54% | 0.018 | $22,566,911.68 |
ADV | Ardiden | 13% | 29% | -47% | -18% | 0.009 | $21,346,682.85 |
GW1 | Greenwing Resources | 13% | 26% | -34% | 15% | 0.27 | $34,509,257.72 |
SHH | Shree Minerals | 13% | 13% | -63% | -31% | 0.009 | $9,907,895.14 |
KTA | Krakatoa Resources | 12% | 4% | 12% | 15% | 0.055 | $17,924,915.68 |
AGY | Argosy Minerals | 12% | 25% | 23% | 193% | 0.425 | $559,678,374.46 |
BKT | Black Rock Mining | 12% | 23% | -16% | 23% | 0.19 | $180,804,045.34 |
GSM | Golden State Mining | 11% | 27% | -44% | -64% | 0.052 | $6,170,329.91 |
QEM | QEM Limited | 11% | 11% | 20% | 24% | 0.21 | $29,191,238.88 |
MIN | Mineral Resources. | 10% | 27% | 3% | 1% | 59.48 | $10,962,527,622.68 |
SRI | Sipa Resources | 10% | 10% | -14% | -27% | 0.044 | $9,226,116.14 |
AOA | Ausmon Resorces | 10% | -8% | -31% | -8% | 0.0055 | $4,286,446.72 |
CAI | Calidus Resources | 10% | 23% | 11% | 58% | 0.775 | $311,990,682.87 |
VML | Vital Metals Limited | 10% | 7% | -6% | -21% | 0.046 | $200,695,188.05 |
CHN | Chalice Mining | 9% | 28% | -34% | -23% | 5.12 | $1,907,826,773.58 |
JRL | Jindalee Resources | 9% | -4% | -11% | -10% | 2.81 | $158,365,946.16 |
LYC | Lynas Rare Earths | 9% | 19% | 8% | 31% | 9.91 | $8,726,319,727.18 |
IGO | IGO Limited | 9% | 21% | -1% | 23% | 12.025 | $9,011,486,974.70 |
RMX | Red Mount Min | 8% | 30% | -35% | -28% | 0.0065 | $11,496,547.01 |
IPX | Iperionx Limited | 8% | 16% | -16% | -21% | 0.78 | $94,694,731.43 |
NKL | Nickelx | 8% | -4% | -10% | -32% | 0.13 | $7,762,500.00 |
WCN | White Cliff Min | 8% | -13% | -64% | 0% | 0.013 | $8,496,843.71 |
CML | Chase Mining Limited | 8% | 0% | -13% | -19% | 0.013 | $6,085,725.89 |
TNG | TNG Limited | 8% | 57% | 48% | 46% | 0.105 | $145,783,913.31 |
SRL | Sunrise | 8% | 46% | 62% | 38% | 2.95 | $271,974,794.58 |
LEL | Lithenergy | 8% | 42% | -9% | 64% | 1.065 | $49,213,500.00 |
PLS | Pilbara Min | 8% | 28% | -8% | 44% | 3.01 | $8,841,239,700.48 |
G88 | Golden Mile Res | 7% | -3% | -46% | -47% | 0.029 | $6,111,978.42 |
TON | Triton Min | 7% | 71% | -9% | -12% | 0.029 | $35,245,956.96 |
G88 | Golden Mile Res | 7% | -3% | -46% | -47% | 0.029 | $6,111,978.42 |
IG6 | Internationalgraphit | 7% | 0% | 0% | 0% | 0.295 | $23,224,110.78 |
PVW | PVW Res | 7% | 9% | -54% | 76% | 0.3 | $25,581,015.63 |
NIC | Nickel Industries | 7% | 20% | -21% | 5% | 1.145 | $2,949,775,376.76 |
RAG | Ragnar Metals | 7% | 12% | 21% | -8% | 0.046 | $15,925,765.34 |
INF | Infinity Lithium | 7% | 41% | -3% | 55% | 0.155 | $60,176,894.57 |
AZS | Azure Minerals | 7% | 21% | -43% | -4% | 0.235 | $74,576,573.04 |
FRS | Forrestaniaresources | 6% | 10% | -59% | 0% | 0.165 | $5,129,240.16 |
BEM | Blackearth Minerals | 6% | 19% | -18% | -24% | 0.099 | $26,764,275.98 |
SRZ | Stellar Resources | 6% | -6% | -35% | -26% | 0.017 | $13,428,842.02 |
CTM | Centaurus Metals | 6% | 15% | -15% | 9% | 1.035 | $439,919,461.19 |
MCR | Mincor Resources NL | 6% | 20% | 20% | 62% | 2.04 | $983,265,206.91 |
LMG | Latrobe Magnesium | 6% | 31% | -15% | 453% | 0.094 | $148,176,004.26 |
JMS | Jupiter Mines. | 5% | 8% | -7% | -33% | 0.205 | $391,798,206.60 |
BRB | Breaker Res NL | 5% | 8% | -16% | 31% | 0.21 | $70,055,799.74 |
MLS | Metals Australia | 5% | 23% | 7% | 60% | 0.064 | $36,354,316.22 |
KGD | Kula Gold Limited | 5% | 1% | -36% | -40% | 0.028 | $5,336,097.46 |
LOT | Lotus Resources | 4% | 14% | 0% | 44% | 0.245 | $235,373,354.40 |
FTL | Firetail Resources | 4% | 6% | 0% | 0% | 0.25 | $15,754,537.50 |
CMO | Cosmometalslimited | 4% | -29% | -40% | 0% | 0.135 | $3,443,850.00 |
PSC | Prospect Res | 4% | 187% | 233% | 664% | 0.14 | $64,716,324.68 |
S2R | S2 Resources | 4% | 4% | -22% | -13% | 0.14 | $51,674,353.98 |
IMI | Infinitymining | 4% | 0% | -13% | 0% | 0.14 | $8,050,000.00 |
AML | Aeon Metals . | 4% | 0% | -38% | -50% | 0.029 | $30,616,061.64 |
ODE | Odessa Minerals | 4% | -3% | -9% | 190% | 0.0145 | $8,057,266.62 |
LPD | Lepidico | 3% | 11% | -19% | 30% | 0.03 | $195,215,145.99 |
QPM | Queensland Pacific | 3% | 15% | -12% | -23% | 0.15 | $226,723,904.00 |
WML | Woomera Mining | 3% | -14% | -23% | -35% | 0.0155 | $10,302,495.99 |
GBR | Greatbould Resources | 3% | 14% | -34% | -2% | 0.095 | $39,327,112.09 |
AKE | Allkem Limited | 3% | 16% | 32% | 43% | 12.15 | $7,651,897,032.00 |
WIN | Widgienickellimited | 3% | 11% | -6% | 0% | 0.34 | $88,821,000.00 |
ILU | Iluka Resources | 3% | 13% | -6% | 7% | 9.97 | $4,225,395,012.12 |
PAN | Panoramic Resources | 2% | 13% | -12% | 29% | 0.22 | $471,710,220.92 |
KFM | Kingfisher Mining | 2% | -6% | 2% | 31% | 0.235 | $7,533,900.22 |
CNB | Carnaby Resource | 2% | 3% | -48% | 208% | 0.985 | $140,224,067.18 |
S32 | South32 Limited | 2% | 5% | -6% | 32% | 3.92 | $18,143,451,809.28 |
ARL | Ardea Resources | 1% | 46% | 67% | 133% | 1.13 | $185,862,860.34 |
NTU | Northern Min | 1% | 12% | -17% | 6% | 0.0425 | $199,280,143.26 |
BUX | Buxton Resources | 1% | 16% | 1% | -18% | 0.086 | $12,541,302.08 |
TLG | Talga Group | 1% | 13% | -7% | 1% | 1.36 | $408,665,855.46 |
VIA | Viagold Rare Earth | 0% | 0% | 0% | 2339% | 2 | $166,624,808.00 |
CAE | Cannindah Resources | 0% | 21% | -25% | 283% | 0.23 | $121,049,413.43 |
HNR | Hannans | 0% | 0% | -48% | 204% | 0.021 | $54,731,701.00 |
AVZ | AVZ Minerals | 0% | 0% | -3% | 255% | 0.78 | $2,752,409,203.44 |
FGR | First Graphene | 0% | 14% | -24% | -33% | 0.14 | $77,533,131.29 |
GME | GME Resources | 0% | 42% | 57% | 98% | 0.105 | $59,399,076.20 |
CWX | Carawine Resources | 0% | 21% | -35% | -50% | 0.11 | $15,161,778.17 |
IPT | Impact Minerals | 0% | 0% | -37% | -39% | 0.008 | $17,369,593.89 |
POS | Poseidon Nick | 0% | 25% | -45% | -50% | 0.055 | $174,645,692.98 |
FFX | Firefinch | 0% | 0% | -13% | 34% | 0.2 | $236,248,644.20 |
ATM | Aneka Tambang | 0% | -8% | 6% | 15% | 1.15 | $1,499,196.35 |
LML | Lincoln Minerals | 0% | 0% | 0% | 0% | 0.008 | $4,599,869.49 |
REE | Rarex Limited | 0% | 5% | -45% | -37% | 0.063 | $35,335,445.36 |
MRC | Mineral Commodities | 0% | 6% | -31% | -40% | 0.09 | $47,079,175.79 |
BMM | Balkanminingandmin | 0% | 14% | -46% | -67% | 0.2 | $6,550,000.00 |
WKT | Walkabout Resources | 0% | 0% | -14% | -7% | 0.215 | $97,239,149.08 |
VMC | Venus Metals Cor | 0% | 3% | -17% | 0% | 0.175 | $28,013,769.53 |
RFR | Rafaella Resources | 0% | -19% | -62% | -75% | 0.025 | $6,739,772.38 |
LSR | Lodestar Minerals | 0% | 14% | -20% | -11% | 0.008 | $12,169,061.44 |
TSC | Twenty Seven Co. | 0% | 0% | -25% | -25% | 0.003 | $7,982,441.72 |
ENV | Enova Mining Limited | 0% | 0% | -27% | -16% | 0.016 | $5,875,440.99 |
RR1 | Reach Resources | 0% | 14% | -50% | -43% | 0.004 | $7,640,202.56 |
SUM | Summitminerals | 0% | 0% | 0% | 0% | 0.16 | $3,956,408.00 |
BHP | BHP Group Limited | 0% | -1% | -11% | -16% | 38.92 | $198,038,083,192.80 |
OMH | OM Holdings Limited | -1% | -13% | -29% | -18% | 0.625 | $465,332,702.31 |
LEG | Legend Mining | -1% | 3% | -26% | -44% | 0.0525 | $137,756,786.05 |
STK | Strickland Metals | -2% | -5% | -11% | 36% | 0.057 | $73,023,536.02 |
CHR | Charger Metals | -2% | 8% | -35% | 21% | 0.52 | $17,593,758.90 |
PNT | Panthermetals | -2% | 5% | -6% | 0% | 0.22 | $6,090,000.00 |
ASO | Aston Minerals | -2% | -22% | -45% | -34% | 0.086 | $99,104,253.13 |
AR3 | Austrare | -2% | -8% | -52% | -45% | 0.41 | $38,080,620.80 |
CZN | Corazon | -3% | 3% | -41% | -51% | 0.0185 | $11,596,280.58 |
PUR | Pursuit Minerals | -3% | -3% | -28% | -73% | 0.0165 | $15,892,787.10 |
AX8 | Accelerate Resources | -3% | 10% | -13% | -23% | 0.033 | $9,736,520.36 |
MLX | Metals X Limited | -3% | -7% | -48% | 25% | 0.32 | $290,325,141.44 |
SGQ | St George Min | -3% | -12% | -54% | -56% | 0.03 | $20,300,516.43 |
AM7 | Arcadia Minerals | -3% | 0% | -35% | -12% | 0.15 | $6,304,215.42 |
EMS | Eastern Metals | -3% | 0% | -40% | 0% | 0.15 | $5,798,437.50 |
CMX | Chemxmaterials | -3% | -6% | -30% | 0% | 0.15 | $6,951,112.65 |
BYH | Bryah Resources | -3% | -9% | -48% | -45% | 0.029 | $7,012,422.43 |
STM | Sunstone Metals | -4% | 2% | -50% | 124% | 0.047 | $122,032,981.69 |
GAL | Galileo Mining | -4% | -18% | 465% | 207% | 1.045 | $202,343,466.50 |
MMC | Mitremining | -4% | -8% | -42% | 0% | 0.11 | $2,979,361.00 |
SCN | Scorpion Minerals | -5% | -11% | -9% | -6% | 0.063 | $21,569,027.48 |
FRB | Firebird Metals | -5% | -14% | -47% | -62% | 0.19 | $10,497,561.60 |
THR | Thor Mining PLC | -5% | -5% | -44% | -41% | 0.0095 | $9,680,079.51 |
AQD | Ausquest Limited | -5% | -10% | -5% | -10% | 0.018 | $15,677,835.24 |
AZI | Altamin Limited | -5% | -5% | 45% | 9% | 0.09 | $34,862,790.93 |
TMB | Tambourahmetals | -6% | 18% | -35% | 0% | 0.165 | $6,796,778.67 |
HXG | Hexagon Energy | -6% | -30% | -71% | -77% | 0.016 | $8,206,654.42 |
CLZ | Classic Min | -7% | -77% | -77% | -77% | 0.034 | $7,032,178.52 |
ARU | Arafura Resource | -8% | 5% | 50% | 131% | 0.3 | $462,498,737.94 |
TMT | Technology Metals | -8% | -17% | 10% | 5% | 0.3625 | $76,585,963.31 |
ADD | Adavale Resource | -9% | -12% | -41% | -66% | 0.023 | $10,059,578.95 |
BOA | Boadicea Resources | -9% | -14% | -33% | -32% | 0.15 | $11,654,984.25 |
EMT | Emetals Limited | -9% | -17% | -44% | -44% | 0.01 | $9,350,000.00 |
VR8 | Vanadium Resources | -9% | -15% | -19% | 36% | 0.068 | $34,092,890.93 |
SBR | Sabre Resources | -10% | 13% | -10% | 13% | 0.0045 | $13,948,655.04 |
RBX | Resource B | -10% | 24% | -40% | -21% | 0.13 | $4,917,179.64 |
NWM | Norwest Minerals | -11% | 29% | -30% | -49% | 0.04 | $7,224,295.48 |
FG1 | Flynngold | -11% | -33% | -46% | -46% | 0.087 | $5,573,311.35 |
DTM | Dart Mining NL | -11% | 8% | -15% | -33% | 0.07 | $9,873,991.68 |
ZNC | Zenith Minerals | -13% | 20% | -14% | 46% | 0.3 | $99,981,060.91 |
NVA | Nova Minerals | -13% | 3% | -14% | -30% | 0.765 | $158,578,010.80 |
WMG | Western Mines | -16% | 24% | -18% | -23% | 0.155 | $6,044,362.50 |
CLA | Celsius Resource | -19% | -24% | -55% | -54% | 0.013 | $17,807,406.52 |
A good week so far.
Lithium stocks – especially the near-term producers—are bouncing back in a big way as more evidence emerges of a very long term lithium supply shortfall.
Carmakers face a battle for the rest of the decade to secure the lithium needed to power the EV revolution, as demand threatens to overwhelm supply — one of the world’s largest lithium producers Albemarle says market will remain tight for next 7-8 years: https://t.co/Zdc05m0XZ9 pic.twitter.com/0a0fDi0BkW
— Global Lithium Resources (@global_lithium) August 8, 2022
Leading the pack this week is Lake Resources (ASX:LKE) (+62%) which has erased much of its recent losses, caused in part by a short report and the unrelated but abrupt departure of long serving boss Steve Promnitz.
Close behind are other near term miners like Sayona Mining (ASX:SYA) (+46%), Liontown Resources (ASX:LTR) (+30%) and Arizona Lithium (ASX:AZL) (+26%).