High Voltage: NT - it's more than just Cu

It’s a critical minerals fire sale for investment in the NT, and its government is on board
Vanadium is hot. When wasn’t it though? It’s used in rockets
And Nolans looks like it’s shaping up to become Australia’s next big REE producer, for reals

Our High Voltage column wraps the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, manganese, magnesium, and vanadium.

As Territorians wait with bated breath for the iconic Jervois copper mine – this time being developed by Singapore-backed KGL Resources (ASX:KGL) – to kick back into action after a long hiatus, elsewhere the region is aplomb with activity from explorers and developers proving up critical minerals.

Hot commodities such as Tivan’s (ASX:TVN) vanadium; Core Lithium (ASX:CXO) with the only producing lithium mine outside WA, Finniss; Kingsland Minerals’ (ASX:KNG) graphite play and Arafura Rare Earths’ (ASX:ARU) self-explanatory Nolans project are veritably littered underneath the surface in the NT’s 1.8 billion-year-old Paleoproterozoic provinces and basins.

Speaking to the Australian Strategic Policy Institute (ASPI) recently, NT deputy chief minister Nicole Manison said its government is working hard to support regional exploration and development.

“The mining sector provides significant economic contributions and employment opportunities, especially in our remote regions [and] capitalising on our natural resources while their demand grows worldwide is a priority,” Manison said.

“Critical minerals will help tackle climate change and reduce emissions globally through the technologies they support. They are also crucial to Australia’s defence, and their supply chains must be secured.

“There’s huge potential for mineral-rich nations to lead this journey, which presents an incredible opportunity for Australia, and especially for the NT, where these minerals are economically proven, produced and exported.”

Apart from the usual suspects, Manison noted that the NT contains a number of other highly sought-after, yet lesser-known elements: antimony, bismuth, gallium, germanium, helium, high-purity alumina, niobium, platinum-group elements, scandium, silicon, tantalum and tin.

We’ve got a few NT-focused miners that are doing the biz at the moment, but first:

Check out how this big 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].

Code	Company	% Week	YTD%	% 12 Month	Price	MktCap
MQR	Marquee Resource Ltd	109%	30%	-41%	0.048	$12,433,885
ADD	Adavale Resource Ltd	69%	42%	-15%	0.027	$14,027,661
AZS	Azure Minerals	47%	273%	190%	0.84	$243,897,545
CY5	Cygnus Metals Ltd	39%	-25%	68%	0.285	$51,393,771
PNT	Panthermetalsltd	35%	-51%	-48%	0.093	$4,586,250
AVW	Avira Resources Ltd	25%	-17%	-38%	0.0025	$4,267,580
EMC	Everest Metals Corp	24%	65%	6%	0.13	$12,943,311
NVX	Novonix Limited	24%	-21%	-63%	1.1575	$506,384,524
KGD	Kula Gold Limited	24%	-16%	-27%	0.021	$7,464,238
RR1	Reach Resources Ltd	23%	170%	238%	0.0135	$33,060,608
RR1	Reach Resources Ltd	23%	170%	238%	0.0135	$33,060,608
EFE	Eastern Resources	20%	-59%	-56%	0.012	$13,661,411
NWM	Norwest Minerals	19%	-41%	-9%	0.032	$8,884,304
MRC	Mineral Commodities	18%	-16%	-41%	0.058	$40,104,445
PAT	Patriot Lithium	14%	8%	0%	0.285	$17,802,376
EMH	European Metals Hldg	14%	23%	-7%	0.785	$89,345,846
WC8	Wildcat Resources	14%	421%	291%	0.125	$72,822,500
AXE	Archer Materials	13%	-4%	-19%	0.59	$147,811,268
G88	Golden Mile Res Ltd	13%	28%	-46%	0.026	$6,431,793
BM8	Battery Age Minerals	13%	-30%	-30%	0.35	$25,976,357
1MC	Morella Corporation	13%	-25%	-50%	0.009	$48,788,644
BYH	Bryah Resources Ltd	13%	-30%	-52%	0.018	$6,149,240
VTM	Victory Metals Ltd	13%	2%	73%	0.225	$13,976,906
AML	Aeon Metals Ltd.	12%	-30%	-30%	0.019	$19,735,211
RAG	Ragnar Metals Ltd	11%	67%	-56%	0.02	$7,204,513
LEL	Lithenergy	10%	28%	9%	0.985	$97,860,300
LRS	Latin Resources Ltd	10%	96%	171%	0.1925	$495,460,209
ABX	ABX Group Limited	10%	-4%	-21%	0.11	$24,594,990
VHM	Vhmlimited	10%	0%	0%	0.77	$109,542,036
PVW	PVW Res Ltd	9%	-28%	-73%	0.071	$6,892,452
LPD	Lepidico Ltd	9%	-25%	-57%	0.012	$91,653,387
LML	Lincoln Minerals	8%	90%	90%	0.013	$7,474,788
CTM	Centaurus Metals Ltd	8%	-31%	-27%	0.7775	$340,755,237
GAL	Galileo Mining Ltd	8%	-30%	-57%	0.62	$132,408,701
MNS	Magnis Energy Tech	8%	-53%	-50%	0.1725	$200,759,667
TEM	Tempest Minerals	8%	-39%	-69%	0.014	$7,095,503
MEK	Meeka Metals Limited	8%	-49%	-40%	0.035	$38,433,922
IDA	Indiana Resources	7%	-20%	-17%	0.044	$22,853,623
CNB	Carnaby Resource Ltd	7%	20%	41%	1.125	$188,793,303
TLG	Talga Group Ltd	7%	-7%	3%	1.305	$465,218,082
CAE	Cannindah Resources	7%	-33%	-22%	0.16	$89,916,792
RVT	Richmond Vanadium	7%	70%	0%	0.4	$31,896,888
WA1	Wa1Resourcesltd	7%	356%	3875%	6.36	$242,016,399
VML	Vital Metals Limited	6%	-50%	-79%	0.0095	$47,755,348
IPX	Iperionx Limited	5%	38%	25%	0.95	$182,314,649
SRI	Sipa Resources Ltd	5%	-31%	-44%	0.022	$5,019,479
TKM	Trek Metals Ltd	5%	-13%	-15%	0.066	$28,531,430
STK	Strickland Metals	5%	13%	-33%	0.045	$69,949,373
DTM	Dart Mining NL	4%	-15%	-28%	0.047	$7,752,925
FBM	Future Battery	4%	126%	40%	0.12	$49,202,190
COB	Cobalt Blue Ltd	4%	-58%	-65%	0.245	$85,113,232
IMI	Infinitymining	4%	-55%	-19%	0.125	$9,177,398
LOT	Lotus Resources Ltd	4%	-1%	-21%	0.2025	$248,636,678
PLS	Pilbara Min Ltd	3%	25%	109%	4.705	$14,241,390,535
TON	Triton Min Ltd	3%	-3%	30%	0.035	$53,086,091
LIT	Lithium Australia	3%	-18%	-54%	0.037	$45,184,092
BC8	Black Cat Syndicate	3%	6%	4%	0.375	$99,961,670
VMC	Venus Metals Cor Ltd	3%	41%	12%	0.19	$35,339,593
GBR	Greatbould Resources	3%	-12%	17%	0.08	$38,827,789
SLZ	Sultan Resources Ltd	2%	-51%	-66%	0.042	$5,927,602
QPM	Queensland Pacific	2%	-2%	-14%	0.1075	$192,098,271
PMT	Patriotbatterymetals	2%	138%	0%	1.785	$566,302,130
KFM	Kingfisher Mining	2%	-51%	-16%	0.235	$12,891,600
CLA	Celsius Resource Ltd	2%	53%	29%	0.0245	$53,065,240
DRE	Dreadnought Resources Ltd	2%	-50%	41%	0.052	$179,697,324
SGQ	St George Min Ltd	2%	-22%	23%	0.053	$43,706,549
E25	Element 25 Ltd	2%	-30%	8%	0.62	$121,894,636
INR	Ioneer Ltd	1%	-11%	-23%	0.34	$692,451,628
SCN	Scorpion Minerals	1%	0%	-11%	0.07	$23,162,315
LLL	Leolithiumlimited	1%	84%	0%	0.8925	$883,121,590
NIC	Nickel Industries	1%	-6%	-22%	0.91	$2,963,772,128
AKE	Allkem Limited	1%	36%	41%	15.255	$9,902,830,076
NMT	Neometals Ltd	1%	-28%	-46%	0.575	$315,062,470
IGO	IGO Limited	1%	8%	27%	14.535	$11,040,964,714
ILU	Iluka Resources	1%	23%	14%	11.7	$4,975,829,574
BHP	BHP Group Limited	1%	-3%	-4%	44.26	$226,543,495,264
VIA	Viagold Rare Earth	0%	0%	0%	2	$166,624,808
INF	Infinity Lithium	0%	-8%	-21%	0.11	$50,885,130
PAM	Pan Asia Metals	0%	-37%	-45%	0.26	$40,369,239
MRD	Mount Ridley Mines	0%	-40%	-40%	0.003	$23,354,649
CZN	Corazon Ltd	0%	-19%	-35%	0.017	$9,765,289
AVZ	AVZ Minerals Ltd	0%	0%	0%	0.78	$2,752,409,203
HXG	Hexagon Energy	0%	-29%	-56%	0.012	$6,154,991
QEM	QEM Limited	0%	6%	-5%	0.19	$27,078,342
SBR	Sabre Resources	0%	-39%	-54%	0.023	$6,412,696
GED	Golden Deeps	0%	-33%	-57%	0.006	$6,931,360
ADV	Ardiden Ltd	0%	0%	-22%	0.007	$18,818,347
PGM	Platina Resources	0%	47%	-20%	0.028	$18,072,230
EVG	Evion Group NL	0%	-42%	-52%	0.041	$14,036,727
TKL	Traka Resources	0%	-13%	-13%	0.007	$6,970,634
PAN	Panoramic Resources	0%	-45%	-62%	0.097	$205,091,400
PRL	Province Resources	0%	-32%	-29%	0.041	$48,441,219
MCR	Mincor Resources NL	0%	-7%	-33%	1.4	$762,063,399
AUZ	Australian Mines Ltd	0%	-66%	-79%	0.018	$10,264,980
SYA	Sayona Mining Ltd	0%	-5%	29%	0.18	$1,807,044,844
FFX	Firefinch Ltd	0%	0%	-26%	0.2	$236,569,315
ATM	Aneka Tambang	0%	28%	-8%	1.15	$1,499,196
ALY	Alchemy Resource Ltd	0%	-17%	6%	0.019	$22,383,449
RMX	Red Mount Min Ltd	0%	-20%	-33%	0.004	$9,087,404
LEG	Legend Mining	0%	23%	-17%	0.049	$139,270,905
CNJ	Conico Ltd	0%	-6%	-73%	0.008	$12,560,760
EVR	Ev Resources Ltd	0%	0%	-55%	0.014	$13,103,777
EMS	Eastern Metals	0%	-35%	-68%	0.048	$1,875,092
CTN	Catalina Resources	0%	-70%	-63%	0.003	$3,715,461
WML	Woomera Mining Ltd	0%	-26%	-29%	0.014	$13,386,257
LMG	Latrobe Magnesium	0%	-22%	-3%	0.06	$102,586,597
FRB	Firebird Metals	0%	-49%	-77%	0.079	$5,772,925
ENT	Enterprise Metals	0%	-60%	-69%	0.004	$2,820,323
ENV	Enova Mining Limited	0%	-27%	-31%	0.011	$4,300,223
EMT	Emetals Limited	0%	-10%	-31%	0.009	$7,650,000
KAI	Kairos Minerals Ltd	0%	-26%	-23%	0.017	$33,389,589
MTM	MTM Critical Metals	0%	52%	-20%	0.12	$10,161,119
RAS	Ragusa Minerals Ltd	0%	-33%	-13%	0.077	$10,837,508
THR	Thor Energy PLC	0%	-17%	-58%	0.005	$5,840,051
YAR	Yari Minerals Ltd	0%	0%	-23%	0.017	$7,717,725
LNR	Lanthanein Resources	0%	-24%	-11%	0.016	$17,945,209
CLZ	Classic Min Ltd	0%	-89%	-99%	0.001	$7,013,882
XTC	Xantippe Res Ltd	0%	-40%	-67%	0.003	$34,440,299
ETM	Energy Transition	0%	-34%	-28%	0.041	$62,364,225
WC1	Westcobarmetals	0%	-38%	-19%	0.105	$9,502,211
DM1	Desert Metals	0%	-61%	-67%	0.077	$5,585,663
KTA	Krakatoa Resources	0%	-48%	-64%	0.023	$8,357,661
LNR	Lanthanein Resources	0%	-24%	-11%	0.016	$17,945,209
CDT	Castle Minerals	0%	-29%	-42%	0.015	$16,867,395
DLI	Delta Lithium	0%	37%	44%	0.65	$301,458,348
LLI	Loyal Lithium Ltd	0%	8%	28%	0.32	$19,036,800
PBL	Parabellumresources	0%	1%	77%	0.345	$18,879,263
SRN	Surefire Rescs NL	0%	42%	-32%	0.017	$26,421,816
MGG	Mogul Games Grp Ltd	0%	0%	-40%	0.0015	$4,905,643
LTR	Liontown Resources	0%	110%	149%	2.775	$6,161,345,288
SYR	Syrah Resources	0%	-55%	-32%	0.9225	$602,679,494
SYR	Syrah Resources	0%	-55%	-32%	0.9225	$602,679,494
NC1	Nicoresourceslimited	-1%	-18%	-50%	0.505	$43,522,876
CWX	Carawine Resources	-1%	-1%	-29%	0.099	$19,484,929
WKT	Walkabout Resources	-1%	-33%	-46%	0.094	$62,875,440
ESS	Essential Metals Ltd	-1%	37%	3%	0.445	$121,742,846
REE	Rarex Limited	-1%	-23%	-37%	0.0415	$28,088,569
WR1	Winsome Resources	-1%	26%	392%	1.55	$244,501,573
LIN	Lindian Resources	-1%	139%	469%	0.37	$400,492,986
1AE	Auroraenergymetals	-1%	-51%	-73%	0.074	$11,405,299
NTU	Northern Min Ltd	-1%	-13%	-6%	0.0365	$182,795,253
RBX	Resource B	-1%	109%	37%	0.1775	$13,332,569
AZI	Altamin Limited	-1%	-13%	-26%	0.07	$26,636,739
LPI	Lithium Pwr Int Ltd	-2%	-28%	-27%	0.315	$207,648,395
SRL	Sunrise	-2%	-41%	-59%	1.14	$105,367,718
PEK	Peak Rare Earths Ltd	-2%	10%	18%	0.495	$118,932,826
PEK	Peak Rare Earths Ltd	-2%	10%	18%	0.495	$118,932,826
ITM	Itech Minerals Ltd	-2%	-8%	-25%	0.245	$28,648,723
A11	Atlantic Lithium	-2%	-4%	0%	0.5975	$362,498,788
S32	South32 Limited	-2%	-3%	-19%	3.895	$17,690,055,683
IG6	Internationalgraphit	-2%	-19%	-37%	0.22	$19,357,384
CRR	Critical Resources	-2%	-2%	-22%	0.042	$65,384,950
ASO	Aston Minerals Ltd	-2%	5%	-33%	0.084	$93,637,398
LYC	Lynas Rare Earths	-2%	-2%	-11%	7.665	$7,153,026,554
BMM	Balkanminingandmin	-2%	-39%	-11%	0.2	$9,554,403
CHN	Chalice Mining Ltd	-2%	13%	44%	7.1	$2,740,988,264
PTR	Petratherm Ltd	-3%	33%	-14%	0.077	$17,305,838
FG1	Flynngold	-3%	-26%	-40%	0.074	$7,865,515
MLX	Metals X Limited	-3%	-29%	-37%	0.2725	$249,498,168
ASN	Anson Resources Ltd	-3%	-3%	57%	0.18	$214,119,606
WMG	Western Mines	-3%	347%	286%	0.715	$37,730,291
PLL	Piedmont Lithium Inc	-3%	38%	20%	0.89	$402,484,470
MLS	Metals Australia	-3%	-21%	-39%	0.035	$22,465,303
CAI	Calidus Resources	-3%	-35%	-74%	0.175	$97,602,717
ASM	Ausstratmaterials	-3%	-28%	-77%	1.04	$173,373,436
L1M	Lightning Minerals	-3%	3%	0%	0.17	$6,863,185
ARR	American Rare Earths	-3%	-18%	-44%	0.155	$66,963,495
PUR	Pursuit Minerals	-3%	-3%	-18%	0.0155	$39,100,821
SUM	Summitminerals	-3%	7%	0%	0.155	$3,956,408
BNR	Bulletin Res Ltd	-3%	-34%	-55%	0.061	$17,909,057
GL1	Globallith	-3%	-18%	6%	1.505	$398,939,361
AGY	Argosy Minerals Ltd	-3%	-21%	17%	0.45	$646,027,449
PNN	Power Minerals Ltd	-3%	-17%	-4%	0.44	$31,827,085
DVP	Develop Global Ltd	-3%	10%	38%	3.52	$615,660,797
TMT	Technology Metals	-4%	-23%	-28%	0.27	$75,014,365
MMC	Mitremining	-4%	-4%	108%	0.27	$10,705,828
TAR	Taruga Minerals	-4%	-44%	-44%	0.0135	$9,178,348
BSX	Blackstone Ltd	-4%	-2%	-42%	0.1325	$61,579,558
JRL	Jindalee Resources	-4%	7%	-34%	2.01	$119,348,249
S2R	S2 Resources	-4%	-29%	-33%	0.12	$51,261,440
MIN	Mineral Resources.	-4%	-13%	19%	67.46	$13,550,751,813
IXR	Ionic Rare Earths	-4%	-33%	-49%	0.022	$86,814,308
VUL	Vulcan Energy	-4%	-43%	-44%	3.605	$599,060,378
AR3	Austrare	-4%	-19%	-10%	0.325	$40,451,637
JMS	Jupiter Mines.	-4%	-2%	-2%	0.215	$411,388,117
GRE	Greentechmetals	-5%	-25%	-30%	0.105	$4,400,507
EUR	European Lithium Ltd	-5%	35%	49%	0.1	$148,923,918
BCA	Black Canyon Limited	-5%	-19%	-32%	0.195	$10,860,320
EV1	Evolutionenergy	-5%	-13%	-44%	0.195	$30,125,000
NVA	Nova Minerals Ltd	-5%	-58%	-50%	0.285	$62,212,538
RNU	Renascor Res Ltd	-5%	-14%	6%	0.185	$469,790,387
EMN	Euromanganese	-5%	-48%	-31%	0.185	$46,190,610
VRC	Volt Resources Ltd	-5%	-40%	-50%	0.009	$39,394,239
AKN	Auking Mining Ltd	-5%	-44%	-40%	0.054	$10,383,080
AVL	Aust Vanadium Ltd	-6%	36%	-6%	0.034	$152,757,508
EGR	Ecograf Limited	-6%	-23%	-57%	0.17	$81,060,023
KOB	Kobaresourceslimited	-6%	21%	-6%	0.17	$17,920,833
DEV	Devex Resources Ltd	-6%	18%	0%	0.33	$127,918,608
NWC	New World Resources	-6%	-6%	-20%	0.032	$65,270,253
AQD	Ausquest Limited	-6%	-6%	-33%	0.016	$14,027,537
OMH	OM Holdings Limited	-6%	-21%	-33%	0.55	$406,242,835
GLN	Galan Lithium Ltd	-6%	-13%	-22%	0.93	$320,069,635
FGR	First Graphene Ltd	-6%	-32%	-43%	0.077	$44,855,601
RGL	Riversgold	-6%	-50%	-56%	0.015	$16,171,445
WCN	White Cliff Min Ltd	-6%	-46%	-58%	0.0075	$7,672,435
ARU	Arafura Rare Earths	-6%	-28%	-9%	0.3325	$729,110,819
GT1	Greentechnology	-6%	-21%	-22%	0.655	$130,042,107
ARL	Ardea Resources Ltd	-6%	-49%	-65%	0.36	$58,310,942
AXN	Alliance Nickel Ltd	-7%	1%	-24%	0.0915	$67,031,991
AZL	Arizona Lithium Ltd	-7%	-34%	-63%	0.041	$113,020,560
MAN	Mandrake Res Ltd	-7%	3%	-9%	0.041	$25,147,917
A8G	Australasian Metals	-7%	-29%	-47%	0.135	$7,557,472
KOR	Korab Resources	-7%	-10%	13%	0.027	$9,910,350
IPT	Impact Minerals	-7%	86%	63%	0.013	$39,825,854
MRR	Minrex Resources Ltd	-7%	-59%	-68%	0.013	$14,103,278
PGD	Peregrine Gold	-7%	-33%	-40%	0.26	$15,428,218
VR8	Vanadium Resources	-7%	34%	-11%	0.077	$41,439,565
CXO	Core Lithium	-7%	0%	-18%	1.025	$1,951,442,634
BUX	Buxton Resources Ltd	-8%	61%	128%	0.185	$33,399,321
MOH	Moho Resources	-8%	-43%	-64%	0.012	$3,114,933
KZR	Kalamazoo Resources	-8%	-43%	-57%	0.12	$17,676,730
GRL	Godolphin Resources	-8%	-43%	-55%	0.047	$5,918,472
CMX	Chemxmaterials	-8%	-41%	-42%	0.11	$5,826,029
CMO	Cosmometalslimited	-8%	-19%	-15%	0.11	$2,806,100
AX8	Accelerate Resources	-9%	-9%	-36%	0.021	$7,929,637
FTL	Firetail Resources	-9%	-34%	-70%	0.105	$8,855,000
RXL	Rox Resources	-9%	109%	24%	0.365	$84,132,848
KNI	Kunikolimited	-9%	-28%	-49%	0.365	$18,933,470
LPM	Lithium Plus	-9%	-30%	-21%	0.26	$17,156,932
HNR	Hannans Ltd	-9%	-47%	-52%	0.01	$27,246,048
NKL	Nickelxltd	-9%	-13%	-50%	0.07	$6,050,470
SRZ	Stellar Resources	-9%	-23%	-47%	0.01	$10,059,642
M2R	Miramar	-9%	-38%	-55%	0.05	$4,420,996
STM	Sunstone Metals Ltd	-10%	-49%	-63%	0.019	$61,639,698
HRE	Heavy Rare Earths	-10%	-17%	0%	0.095	$5,651,353
VMS	Venture Minerals	-10%	-39%	-60%	0.014	$29,250,196
OCN	Oceanalithiumlimited	-10%	6%	0%	0.365	$14,887,070
ESR	Estrella Res Ltd	-10%	-36%	-61%	0.009	$14,835,719
GW1	Greenwing Resources	-10%	-18%	-12%	0.225	$33,729,699
TMB	Tambourahmetals	-10%	-14%	-50%	0.09	$3,707,334
WIN	Widgienickellimited	-10%	-32%	-26%	0.225	$72,891,585
TMB	Tambourahmetals	-10%	-14%	-50%	0.09	$3,707,334
AS2	Askarimetalslimited	-10%	-39%	-16%	0.265	$17,856,588
LKE	Lake Resources	-11%	-42%	-67%	0.465	$675,661,236
ODE	Odessa Minerals Ltd	-11%	-17%	-11%	0.0125	$9,768,975
GSR	Greenstone Resources	-11%	-50%	-69%	0.016	$20,724,061
OM1	Omnia Metals Group	-11%	50%	71%	0.24	$11,848,439
EG1	Evergreenlithium	-11%	0%	0%	0.36	$19,399,350
TVN	Tivan Limited	-11%	10%	23%	0.079	$126,515,549
HAS	Hastings Tech Met	-11%	-62%	-71%	1.355	$179,694,546
PSC	Prospect Res Ltd	-12%	-4%	143%	0.115	$57,782,433
FRS	Forrestaniaresources	-12%	-53%	-59%	0.066	$3,957,935
ZNC	Zenith Minerals Ltd	-12%	-58%	-70%	0.11	$38,761,897
OD6	Od6Metalsltd	-13%	-30%	0%	0.235	$13,478,797
QXR	Qx Resources Limited	-13%	-21%	3%	0.033	$28,699,594
POS	Poseidon Nick Ltd	-13%	-3%	-32%	0.039	$136,161,235
MEI	Meteoric Resources	-14%	320%	1489%	0.2225	$435,684,619
LRV	Larvottoresources	-15%	-13%	-42%	0.14	$9,751,935
RLC	Reedy Lagoon Corp.	-17%	-50%	-72%	0.005	$2,833,598
BKT	Black Rock Mining	-17%	-7%	-32%	0.125	$143,251,342
JRV	Jervois Global Ltd	-17%	-74%	-89%	0.0705	$147,667,225
AAJ	Aruma Resources Ltd	-17%	-2%	-26%	0.052	$8,161,998
M24	Mamba Exploration	-18%	-49%	-26%	0.074	$4,390,800
CHR	Charger Metals	-18%	-12%	-14%	0.39	$17,048,604
GSM	Golden State Mining	-20%	12%	-8%	0.048	$7,357,474
LSR	Lodestar Minerals	-20%	-20%	-43%	0.004	$7,373,589
AOA	Ausmon Resorces	-20%	-43%	-43%	0.004	$3,877,157
ARN	Aldoro Resources	-21%	-31%	-37%	0.11	$14,786,612
AM7	Arcadia Minerals	-22%	-39%	-46%	0.125	$6,070,726
GCM	Green Critical Min	-22%	-18%	5%	0.014	$15,783,658
BUR	Burleyminerals	-24%	-14%	94%	0.19	$13,804,664
WSR	Westar Resources	-25%	40%	21%	0.07	$12,920,426
PVT	Pivotal Metals Ltd	-28%	-52%	-43%	0.021	$12,942,284
BOA	Boadicea Resources	-31%	-50%	-68%	0.052	$6,158,315
OZL	OZ Minerals	-100%	-100%	-100%	0	$8,918,404,433
BRB	Breaker Res NL	-100%	-100%	-100%	0	$158,126,031

Kingsland Minerals (ASX:KNG)

After listing on the ASX just 11 months ago, KNG is killing it in the NT lately, where an exploration target – based on historic drilling, sampling and reconnaissance work – helped shore up an extra $92,500 in funding from the government to help progress its Leliyn graphite project.

KNG has a large exploration target of 200-250Mt for Leliyn, grading between 8%-11% total graphitic carbon (TGC) for 16-27Mt of contained graphite, which would easily qualify it as a globally significant tier one asset in a tier one location.

The explorer has also embarked on a large-scale 3,200m RC and diamond drilling program with the first four holes already having intersected up to 150m, both at the eastern and western ends of its 5km long target.

“We would like to thank the NT Government for its support of our exploration program at Leliyn,” KNG MD Richard Maddocks said.

“The funding will help us drill four important holes as part of our strategy to establish a maiden JORC resource in the area where we have already established a big exploration target and identified the presence of an extensive graphitic schist.”

Arafura Rare Earths (ASX:ARU)

It’s a project with legs, that’s for sure – especially weathering COVID-induced stalls in recent times.

Those times are over though, and the ~$710m market-capped REE developer has much to gain for itself, and the world by bringing Nolans into production.

Nolans’ scope is huge; encompassing a mine, full-stack processing plant and embedded infrastructure to become the world’s leading neodymium and praseodymium (NdPr) producer.

Recently, it signed an offtake agreement with Siemens Gamesa to provide 200 tonnes per annum (tpa) of lucrative NdPr metal over a five-year term, increasing to 400tpa once Nolans achieves nameplate production capacity.

That’s on the back of a November 2022 deal with Hyundai too.

On top of that, the company has also entered into an agreement with Minhub Operations (MOPL) and FYI Resources (ASX:FYI) to construct a mineral sands processing hub in Darwin.

But wait, there’s more. The Northern Australia Infrastructure Facility (NAIF) provided non-binding “in principle” support to increase its tranche of project finance debt from $100 million to $150 million last quarter.

Hmm. o_O!

Production at Nolans is set to commence in 2026.

Tivan (ASX:TVN)

TVN – which took over from TNG as the vanguard of the Mount Peake vanadium-titanium project – has bought, and brought with it a few extras in the form of cutting-edge minerals processing tech and a penchant to commercialise extraction value with strategic partners such as the CSIRO.

Upon takeover, the company also identified Speewah, a nearby deposit with higher grades (so it bought it for a cool $20m) and is implementing the deposit as its primary asset, with Mount Peake to provide a facilitator role for project development.

Speewah is said to contain a measured, indicated and inferred resource of 4.7 billion tonnes at 0.3% vanadium oxide, 14.7% iron and 3.3% titanium oxide, making it possibly the largest vanadium-in-titanomagnetite resources in the world.

Vanadium, a hard element used in space vehicles, nuclear reactors, aircraft carriers and recently in batteries to store renewable energy, looks like it’s ready to push into the mainstream.

It’s not a hard sell, and neither is its marketability. Yet what remains to be seen is how vanadium can burgeon its own demand into a market that’s shifting from fossil fuels into the current lithium boom.

You know what? Perhaps it’s the next one off the rank. See you in the NT.