• We can’t get enough of Joe ‘Mr Lithium’ Lowry’s insights at the moment. He’s predicting good things in 2024 after a lithium supply ‘enema’ in 2023
  • Meanwhile, both he and Aussie think tank Climate Energy Finance believe reports of EV sales slowdowns aren’t entirely on the money
  • ASX battery metals stocks led so far this week by: PAM and EUR

 

*Headline has been adjusted to reflect Joe Lowry’s statement that the so-called ‘lithium enema’ happened last year, with benefits to flow through the market in 2024. Cheers for the heads up  Joe.

 

 

Right then… 2024. What’s in store? An abundance of overstocked lithium still hanging about? Or is that narrative, driven by reportedly weakened EV sales which helped keep spot prices suppressed for much of 2023, set to change? There are whispers here and there that it is.

Strategic mergers and optimistic longer term projections by various analysts certainly suggest a lithium price recovery in 2024 could be on the cards.

As you may have seen, Stockhead caught up with Joe “Mr Lithium” Lowry just before Christmas to get some of his nuanced, always forthright takes on the global lithium market.

One of the main takeaways from that, and a headlining one at that, was that Lowry expects the lithium supply/demand issues to balance out in 2024, with spot prices finally hitting their bottom by H2.

You can read about that and more here, as well as other bottoming-out punditry from various other experts in our Eye on Lithium roundup.

But in an even more detailed follow-up, the legendary lithium pundit has posted this week (on X, LinkedIn and the Global Lithium website) his annual take on the sector – “Lithium 2023 Recap and Thoughts on 2024”.

We’ll delve into that further in a sec, but first, a check in on said spot pricing and further battery metal performance, courtesy of Lithium Price Bot…

Hang on, there’s not much that’s new to show yet until market data becomes available again, but it turns out the Lithium Price Bot X account was tentatively calling for a bottom just after Christmas, based on recent rebounding Li carbonate futures.

That might be a tad premature, but some positive signs there nonetheless.

And look, here’s another well known lithium commentator and bullish believer, Howard Klein, who notes:

“Lots of green among producers & large developers in December – leading indicator for near-term spot price rebound? Short squeeze underway? Time will tell.”

And…

“The niche lithium industry remains nascent and immature – prone to tantrums like any adolescent. I will continue my same bet since 2015 that this irreplaceable element – the most upstream segment of the supply chain – will remain the key bottleneck across the entire EV supply chain for many, many years.”

And here’s Miner Deck, bringing the reality check with the yearly price performance of lithium completely underperforming all of its metallic compadres and rivals. (Congrats, uranium sector investors, by the way. Well played.)

Buy when there’s blood in the streets? That’s certainly a hell of a lot of bleeding out.

 

More from Mr Lithium

Back to Joe Lowry. Why all the Lowry love lately? Well, partly because he gave up his time for us recently, but also because this columnist has certainly learned quite a lot from his analysis.

The whole thing’s worth a read, but we’ve pulled out some highlights from his annual bead on the lightest of all metals and its market performance in 2023 and outlook for 2024…

A lithium enema

“Three years ago in late December, I called 2020 the year of the ‘lithium enema’ where the lithium ion battery supply chain was ‘cleaned out’ of excess inventory. I think the same applies to 2023 although the circumstances are a bit different,” writes Lowry.

Lepidolite isn’t the only overstocked material

“From my perspective, much of the excess lithium supply in 2023 was excess production of cathode and cells in 2022 while the China market was bidding up spodumene and lithium chemicals to nose bleed levels,” Lowry continues.

“Drawing the inventories down in 2023 slowed the purchase of lithium raw material dramatically especially in the first half of the year. The steep decline in the China spot price is the natural result. I have witnessed similar cycles in the battery supply chain since the 1990s.”

Price check – bring Japan and Korea into the equation

“Many see the China spot as the only meaningful price benchmark,” writes Lowry. The fact that the main contract price markets – Japan and Korea – saw higher average prices for 2023 than 2022 should cause people to reevaluate how they think about price. Layer on the fact that in their latest quarterly earnings report the world’s largest lithium producer, Albemarle, also says their 2023 prices will be higher than 2022.”

South America is interesting

Mr Lithium notes that “despite all the buzz about Chinese lepidolite supply and hype about how fast Africa will grow, I tend to follow what is happening in South America with more interest.”

He points in particular to the LAAC & Ganfeng JV project Cauchari in Argentina, as well as Brazilian hard rock projects, such as Sigma’s, which began shipping spod this year.

And… “Probably the biggest story in South American brine was the MOU announced a few days ago between SQM and Codelco (representing the Chilean government). Should the MOU turn into executed agreements, it paves the way for increased production in the Atacama.”

The Aussie/WA scene

Regarding Gina Rinehart and Hancock Prospecting’s moves into the lithium landscape, Lowry poses the question: “Will Gina continue to dabble or begin to build a lithium empire?”

Meanwhile, on another Aussie mining titan, Mineral Resources (ASX:MIN)… “Chris Ellison has clearly stated he is making up his strategy as he goes along. It shows. I enjoy watching his moves but his desired end game isn’t clear to me. A Min Res move into brine would be an interesting statement. From my perspective, the performance of Mt. Marion & Wodgina brings Min Res lithium operational prowess into question but I wouldn’t bet against Chris Ellison and I remain a Min Res shareholder.”

Lowry says his largest WA shareholding, though, remains Pilbara Minerals (ASX:PLS):

“I look forward to seeing how they move to mid and downstream. I am hoping market conditions in 2024 lead to a dusting off of the BMX before year end but I am not predicting it.”

And others ASX stocks deemed worthy of a mention from the Global Lithium Podcast host include Liontown Resources (ASX:LTR):

“I was happy to see Liontown remain independent, was impressed by the project team when I visited Kathleen Valley and will continue to watch the build with interest.”

And Allkem (ASX:AKE), albeit not so positively…

“From my perspective the Allkem merger with Livent brings two companies that couldn’t fulfill their promise as independents into a combined entity that will struggle to show the promised synergy… Both companies have been talking a good expansion game for years with precious little to show for it.”

 

‘EV sky is falling’ press needs more nuance

This is something Lowry mentioned when we caught up with him recently. We can only hope he wasn’t including Stockhead in this…

“For the most part, the western press has not done a good job of understanding the lithium, battery or EV markets globally,” believes Lowry. “None of the legacy US automakers are serious players in the EV market despite their bold announcements.

“Recently both GM and Ford have made downward adjustments to their fanciful long-term plans. The mainstream press seized upon these announcements to declare a downturn in EV sales when, in fact, globally EVs sales grew from ~10.5 million units in 2022 to almost 14 million units in 2023.

“Tesla and BYD currently dominate the EV landscape. Neither GM nor Ford have a top ten selling EV globally. Negative market sentiment towards lithium stocks was exacerbated by the ‘EV sky is falling’ narrative.”

 

Aussie think tank agrees 

And just adding to that EV sales performance take from Joe Lowry, Tim Buckley, director of Aussie think tank Climate Energy Finance, agrees.

Per a LinkedIn post referring to the biggest car market and EV car market in the world – China, which has the No. 1 EV car company by volume (BYD), he wrote:

“Mis-information on EVs is rife.

“BYD sales volumes in CY2023 were up an impressive 62.3% year-on-year (yoy) to 3.024 million. And for the month of December 2023, new energy vehicle sales were +62.2% yoy.

This is a slowdown from 98% yoy growth to 1.26 million units reported in 1HCY2023. But having nearly tripled sales in CY2022, BYD consolidated by growing only another 62% yoy for the last 12 months! Not quite a consumer led backlash to lower prices and improved quality.

“Most firms and industries, not to mention investors, would kill for a 62% yoy increase in volumes. And BYD commercial vehicle sales volumes grew 88% yoy in CY2023.”

 

ASX battery metals form guide:

Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop. (Note: figures accurate per ASX at 4pm Jan 3.) 

Stocks missing from this list? Email [email protected] 

Code Company Price % Week % Month % Year Market Cap
PVW PVW Res Ltd 0.045 -6% -8% -55% $4,867,429
A8G Australasian Metals 0.15 -12% -12% -21% $7,818,074
INF Infinity Lithium 0.1 6% 0% -17% $44,408,841
LPI Lithium Pwr Int Ltd 0.5575 2% 2% 27% $353,852,270
PSC Prospect Res Ltd 0.09 1% 3% -25% $40,773,213
PAM Pan Asia Metals 0.2 60% 33% -51% $26,011,601
CXO Core Lithium 0.265 2% -2% -74% $576,972,597
LOT Lotus Resources Ltd 0.29 -6% 0% 41% $517,359,269
AGY Argosy Minerals Ltd 0.1375 6% -17% -76% $203,639,087
AZS Azure Minerals 3.7 -1% -6% 1544% $1,697,114,428
NWC New World Resources 0.04 5% 0% 18% $97,545,158
QXR Qx Resources Limited 0.024 -4% -20% -43% $26,641,868
GSR Greenstone Resources 0.008 14% -11% -75% $10,944,908
CAE Cannindah Resources 0.1 0% 10% -58% $53,183,356
AZL Arizona Lithium Ltd 0.0295 -8% -24% -52% $110,186,126
RIL Redivium Limited 0.005 0% -38% -74% $16,385,129
COB Cobalt Blue Ltd 0.2375 6% -18% -59% $90,149,095
ESS Essential Metals Ltd 0 -100% -100% -100% $135,278,382
LPD Lepidico Ltd 0.0085 6% 0% -47% $53,468,156
MRD Mount Ridley Mines 0.002 0% 33% -60% $15,569,766
CZN Corazon Ltd 0.016 7% -6% -24% $9,849,566
LKE Lake Resources 0.13 4% 0% -84% $192,030,035
DEV Devex Resources Ltd 0.31 29% 27% 11% $123,533,388
INR Ioneer Ltd 0.1475 9% 2% -61% $316,711,822
AVZ AVZ Minerals Ltd 0.78 0% 0% 0% $2,752,409,203
MAN Mandrake Res Ltd 0.043 -2% 8% 8% $25,861,917
RLC Reedy Lagoon Corp. 0.005 0% -17% -48% $3,097,704
GBR Greatbould Resources 0.064 -3% -3% -29% $39,513,356
FRS Forrestaniaresources 0.028 0% -10% -80% $4,610,894
STK Strickland Metals 0.105 22% -46% 163% $163,177,312
MLX Metals X Limited 0.285 2% 10% -26% $258,570,829
CLA Celsius Resource Ltd 0.012 -8% -14% -25% $26,952,620
FGR First Graphene Ltd 0.069 -1% 1% -39% $45,329,669
HXG Hexagon Energy 0.012 0% 33% -29% $6,667,907
TLG Talga Group Ltd 0.785 1% -19% -44% $303,803,338
MNS Magnis Energy Tech 0.042 0% -13% -89% $50,378,922
OZL OZ Minerals 0 -100% -100% -100% $8,918,404,433
PLL Piedmont Lithium Inc 0.415 -2% 8% -36% $154,407,456
EUR European Lithium Ltd 0.11 53% 51% 49% $153,366,309
BKT Black Rock Mining 0.081 0% -5% -40% $92,174,850
QEM QEM Limited 0.2 3% 5% 11% $30,278,342
LYC Lynas Rare Earths 6.98 0% 10% -11% $6,701,758,389
ESR Estrella Res Ltd 0.006 20% 0% -57% $10,556,231
ARL Ardea Resources Ltd 0.475 1% 7% -33% $95,553,204
GLN Galan Lithium Ltd 0.705 28% 15% -34% $258,034,764
JLL Jindalee Lithium Ltd 0.94 12% -2% -50% $59,280,315
VUL Vulcan Energy 2.65 3% 9% -58% $483,525,152
SBR Sabre Resources 0.032 10% -11% -16% $11,224,752
CHN Chalice Mining Ltd 1.56 -6% 12% -75% $653,458,351
VRC Volt Resources Ltd 0.006 0% -14% -60% $26,845,694
NMT Neometals Ltd 0.2 3% 5% -74% $127,651,515
AXN Alliance Nickel Ltd 0.043 -2% -22% -53% $31,211,103
PNN Power Minerals Ltd 0.215 0% -10% -59% $19,659,623
IGO IGO Limited 8.955 0% 7% -33% $6,891,137,098
GED Golden Deeps 0.046 -2% -6% -49% $5,314,028
ADV Ardiden Ltd 0.185 3% 3% -39% $10,940,564
SRI Sipa Resources Ltd 0.025 0% 19% -22% $5,703,953
NTU Northern Min Ltd 0.031 -9% -11% -26% $183,240,357
AXE Archer Materials 0.4 11% 5% -35% $105,761,510
PGM Platina Resources 0.021 0% -19% 11% $13,709,967
AAJ Aruma Resources Ltd 0.028 8% -10% -47% $5,316,071
IXR Ionic Rare Earths 0.026 18% 24% -21% $111,293,249
NIC Nickel Industries 0.7 4% -1% -28% $3,042,925,015
EVG Evion Group NL 0.034 -3% 3% -52% $12,108,572
CWX Carawine Resources 0.11 0% 0% 12% $25,973,799
PLS Pilbara Min Ltd 3.945 3% 9% 5% $11,977,682,421
HAS Hastings Tech Met 0.755 -1% 10% -79% $97,671,822
BUX Buxton Resources Ltd 0.17 -3% -11% 48% $31,184,441
ARR American Rare Earths 0.16 14% 0% -16% $71,427,728
SGQ St George Min Ltd 0.035 9% 6% -49% $34,444,503
TKL Traka Resources 0.003 0% -5% -52% $2,625,988
PAN Panoramic Resources 0.035 0% 0% -80% $103,937,992
PRL Province Resources 0.041 0% 0% -32% $48,441,219
IPT Impact Minerals 0.0115 15% 5% 64% $34,376,447
LIT Lithium Australia 0.031 3% 7% -31% $36,665,750
AKE Allkem Limited 9.83 0% 16% -13% $6,304,350,967
ARN Aldoro Resources 0.125 52% 47% -22% $16,827,968
JRV Jervois Global Ltd 0.044 5% 5% -84% $121,613,431
MCR Mincor Resources NL 0 -100% -100% -100% $751,215,521
SYR Syrah Resources 0.64 5% 9% -69% $456,230,968
FBM Future Battery 0.072 0% -1% 36% $37,896,675
ADD Adavale Resource Ltd 0.008 14% 0% -58% $5,599,414
LTR Liontown Resources 1.6525 9% 22% 25% $4,081,044,312
CTM Centaurus Metals Ltd 0.535 15% 14% -52% $262,274,545
VML Vital Metals Limited 0.006 0% -40% -68% $41,265,469
BSX Blackstone Ltd 0.07 3% -16% -46% $36,122,683
POS Poseidon Nick Ltd 0.0125 4% -22% -69% $44,562,417
CHR Charger Metals 0.17 0% -31% -62% $13,088,586
AVL Aust Vanadium Ltd 0.021 5% -9% -16% $99,372,136
AUZ Australian Mines Ltd 0.009 -10% -36% -83% $9,450,493
TMT Technology Metals 0.24 3% 9% -31% $59,757,206
RXL Rox Resources 0.18 -3% -8% 3% $66,483,767
RNU Renascor Res Ltd 0.1225 2% -9% -43% $317,425,937
GL1 Globallith 1.135 -2% -11% -38% $304,510,400
BRB Breaker Res NL 0 -100% -100% -100% $158,126,031
ASN Anson Resources Ltd 0.14 4% -3% -24% $186,432,180
SYA Sayona Mining Ltd 0.0685 7% 10% -64% $720,530,721
FFX Firefinch Ltd 0.2 0% 0% 0% $236,569,315
EGR Ecograf Limited 0.15 11% -10% -32% $70,374,932
ATM Aneka Tambang 1.18 0% 0% 31% $1,538,306
TVN Tivan Limited 0.066 5% -15% -8% $105,622,220
ALY Alchemy Resource Ltd 0.0105 5% 5% -54% $12,369,801
GAL Galileo Mining Ltd 0.27 8% -2% -69% $56,323,104
BHP BHP Group Limited 49.91 0% 8% 9% $256,174,108,835
LEL Lithenergy 0.555 2% -8% -28% $58,715,700
MMC Mitremining 0.25 -2% -4% -11% $14,738,783
RMX Red Mount Min Ltd 0.003 0% -14% -40% $8,020,728
GW1 Greenwing Resources 0.125 9% 25% -55% $21,781,435
AQD Ausquest Limited 0.011 0% -8% -35% $9,901,791
LML Lincoln Minerals 0.006 0% -14% -12% $10,224,272
1MC Morella Corporation 0.005 -17% -17% -58% $30,893,997
REE Rarex Limited 0.028 8% 4% -48% $18,451,437
MRC Mineral Commodities 0.033 3% 10% -47% $32,487,596
PUR Pursuit Minerals 0.008 7% -6% -50% $23,551,771
QPM Queensland Pacific 0.053 4% -5% -52% $110,689,717
EMH European Metals Hldg 0.41 -15% -27% -36% $49,903,420
BMM Balkanminingandmin 0.105 -19% -22% -68% $8,524,862
PEK Peak Rare Earths Ltd 0.365 1% -1% -19% $96,639,867
LEG Legend Mining 0.015 -6% -17% -63% $46,471,635
MOH Moho Resources 0.01 -9% 5% -52% $5,359,412
AML Aeon Metals Ltd. 0.01 11% -9% -63% $10,964,006
G88 Golden Mile Res Ltd 0.019 12% -10% -7% $6,587,790
WKT Walkabout Resources 0.14 8% -7% 0% $90,620,296
TON Triton Min Ltd 0.023 5% 10% -36% $37,472,631
AR3 Austrare 0.15 0% -6% -63% $23,124,894
ARU Arafura Rare Earths 0.17 6% -13% -63% $385,834,498
MIN Mineral Resources. 69.57 2% 15% -10% $13,784,065,545
VMC Venus Metals Cor Ltd 0.1 -5% -9% 27% $18,972,868
S2R S2 Resources 0.155 -14% -16% -9% $70,037,989
CNJ Conico Ltd 0.005 0% 0% -41% $7,850,475
VR8 Vanadium Resources 0.056 0% 22% -3% $30,256,211
PVT Pivotal Metals Ltd 0.024 9% 41% -45% $16,321,339
BOA Boadicea Resources 0.036 3% 0% -64% $4,431,251
IPX Iperionx Limited 1.405 5% 5% 104% $314,016,570
SLZ Sultan Resources Ltd 0.023 0% 44% -73% $3,408,371
NKL Nickelxltd 0.044 13% -27% -45% $3,249,161
NVA Nova Minerals Ltd 0.36 6% 31% -47% $76,974,836
MLS Metals Australia 0.037 6% 6% -17% $23,713,375
MQR Marquee Resource Ltd 0.026 4% -4% -30% $11,161,378
MRR Minrex Resources Ltd 0.016 -6% 0% -50% $17,357,880
EVR Ev Resources Ltd 0.011 22% 10% -21% $12,095,472
EFE Eastern Resources 0.008 0% -20% -72% $9,935,572
CNB Carnaby Resource Ltd 0.75 -3% 14% -20% $126,205,911
BNR Bulletin Res Ltd 0.14 17% -3% 51% $41,105,865
AX8 Accelerate Resources 0.04 -7% -20% 74% $23,497,172
AM7 Arcadia Minerals 0.073 -5% -14% -64% $7,960,657
AS2 Askarimetalslimited 0.175 0% 0% -60% $12,051,283
BYH Bryah Resources Ltd 0.013 -7% -7% -49% $5,636,894
DTM Dart Mining NL 0.017 6% 6% -69% $3,868,854
EMS Eastern Metals 0.036 9% 13% -51% $2,967,345
FG1 Flynngold 0.051 0% -32% -49% $7,577,661
GSM Golden State Mining 0.0145 -3% -19% -66% $4,190,559
IMI Infinitymining 0.14 -10% 17% -49% $16,625,475
LRV Larvottoresources 0.072 -4% -17% -49% $15,299,938
LSR Lodestar Minerals 0.004 0% 0% -20% $6,070,192
RAG Ragnar Metals Ltd 0.023 -4% 0% 101% $10,901,562
CTN Catalina Resources 0.0045 13% 13% -55% $5,573,191
TMB Tambourahmetals 0.115 0% -28% 10% $9,952,842
TEM Tempest Minerals 0.008 0% 0% -65% $4,091,068
EMC Everest Metals Corp 0.08 -2% -2% 1% $13,062,649
WML Woomera Mining Ltd 0.028 12% 17% 47% $34,617,142
KZR Kalamazoo Resources 0.125 19% 4% -40% $20,564,337
LMG Latrobe Magnesium 0.062 7% 5% -19% $118,480,785
KOR Korab Resources 0.018 13% 0% -40% $6,606,900
CMX Chemxmaterials 0.082 17% 12% -56% $4,418,302
NC1 Nicoresourceslimited 0.35 4% 21% -43% $36,210,196
GRE Greentechmetals 0.44 -4% -8% 214% $29,934,250
CMO Cosmometalslimited 0.062 0% 15% -54% $2,151,193
FRB Firebird Metals 0.14 -7% -10% -10% $20,642,403
S32 South32 Limited 3.39 5% 10% -15% $15,263,601,374
OMH OM Holdings Limited 0.495 10% 8% -29% $367,803,264
JMS Jupiter Mines. 0.1725 5% -1% -22% $323,318,378
E25 Element 25 Ltd 0.405 9% -21% -54% $91,362,741
EMN Euromanganese 0.098 -2% -25% -72% $23,670,457
KGD Kula Gold Limited 0.015 0% -50% -40% $6,290,487
LRS Latin Resources Ltd 0.275 10% 53% 181% $768,296,705
CRR Critical Resources 0.02 5% -13% -53% $35,557,006
ENT Enterprise Metals 0.004 0% 33% -60% $3,207,884
SCN Scorpion Minerals 0.032 -6% -27% -54% $13,102,598
GCM Green Critical Min 0.009 -10% -10% -47% $11,365,850
ENV Enova Mining Limited 0.016 -6% 78% 7% $10,895,799
RBX Resource B 0.075 -4% -11% -12% $6,201,336
AKN Auking Mining Ltd 0.048 12% -11% -50% $11,056,978
RR1 Reach Resources Ltd 0.004 0% -20% -20% $12,841,188
EMT Emetals Limited 0.008 14% 14% -20% $6,800,000
PNT Panthermetalsltd 0.06 0% 7% -68% $5,101,500
WIN Widgienickellimited 0.087 -11% -17% -74% $25,921,220
WMG Western Mines 0.23 -10% -18% 44% $16,891,637
AVW Avira Resources Ltd 0.0015 -25% 0% -50% $3,200,685
CAI Calidus Resources 0.21 5% 5% -22% $131,531,381
GT1 Greentechnology 0.27 8% -14% -67% $87,244,327
KAI Kairos Minerals Ltd 0.0145 -3% -9% -31% $36,692,771
MTM MTM Critical Metals 0.071 48% 196% -10% $9,148,212
NWM Norwest Minerals 0.032 19% 0% -41% $9,202,224
PGD Peregrine Gold 0.265 10% 2% -31% $15,328,676
RAS Ragusa Minerals Ltd 0.035 6% -17% -70% $5,133,556
RGL Riversgold 0.012 0% -25% -60% $12,579,599
SRZ Stellar Resources 0.008 0% 0% -38% $9,192,212
STM Sunstone Metals Ltd 0.014 0% -13% -62% $48,828,288
ZNC Zenith Minerals Ltd 0.145 -15% 7% -45% $51,095,228
WC8 Wildcat Resources 0.6825 -2% -8% 2744% $807,143,482
ASO Aston Minerals Ltd 0.022 -15% -27% -73% $29,786,478
THR Thor Energy PLC 0.03 3% 7% -50% $5,581,090
YAR Yari Minerals Ltd 0.011 22% -21% -35% $5,305,936
IG6 Internationalgraphit 0.15 -3% -9% -44% $12,903,276
LPM Lithium Plus 0.345 8% -17% -7% $29,665,929
ODE Odessa Minerals Ltd 0.008 14% -6% -47% $7,576,895
KOB Kobaresourceslimited 0.07 -13% -9% -50% $7,379,167
AZI Altamin Limited 0.054 4% 2% -31% $23,546,707
FTL Firetail Resources 0.077 3% -8% -52% $11,465,728
LNR Lanthanein Resources 0.011 0% 83% -48% $14,832,837
CLZ Classic Min Ltd 0.001 0% 0% -89% $12,357,082
NVX Novonix Limited 0.7225 10% 5% -51% $361,662,761
OCN Oceanalithiumlimited 0.115 -4% -4% -67% $6,103,798
SUM Summitminerals 0.096 -13% -20% -34% $4,575,084
DVP Develop Global Ltd 2.64 -8% -10% -17% $672,043,633
OD6 Od6Metalsltd 0.14 -3% -18% -58% $7,702,169
HRE Heavy Rare Earths 0.064 0% -29% -44% $3,871,228
LIN Lindian Resources 0.15 -3% -6% -3% $172,788,335
PEK Peak Rare Earths Ltd 0.365 1% -1% -19% $96,639,867
ILU Iluka Resources 6.57 -2% -4% -31% $2,828,854,485
ASM Ausstratmaterials 1.33 12% -5% -7% $228,505,015
ETM Energy Transition 0.039 3% -13% -37% $53,202,272
VMS Venture Minerals 0.008 14% -27% -65% $15,470,091
IDA Indiana Resources 0.08 25% 36% 45% $46,142,780
VTM Victory Metals Ltd 0.2 -7% -15% -9% $16,279,931
M2R Miramar 0.021 0% 11% -72% $3,126,260
WCN White Cliff Min Ltd 0.0095 6% -14% -32% $12,765,593
TAR Taruga Minerals 0.013 8% 18% -46% $7,766,295
ABX ABX Group Limited 0.073 1% 7% -37% $18,753,024
MEK Meeka Metals Limited 0.037 -8% -12% -46% $49,388,357
RR1 Reach Resources Ltd 0.004 0% -20% -20% $12,841,188
DRE Dreadnought Resources Ltd 0.029 -6% -9% -72% $100,893,116
KFM Kingfisher Mining 0.16 0% -6% -66% $8,862,975
AOA Ausmon Resorces 0.003 0% 0% -57% $3,020,998
WC1 Westcobarmetals 0.076 0% 25% -55% $9,180,825
GRL Godolphin Resources 0.037 -8% -3% -55% $6,261,955
DM1 Desert Metals 0.05 -2% 28% -74% $3,752,054
PTR Petratherm Ltd 0.034 0% -13% -41% $7,641,539
ITM Itech Minerals Ltd 0.115 -4% -15% -57% $13,440,192
KTA Krakatoa Resources 0.034 -6% -23% -23% $15,579,538
M24 Mamba Exploration 0.047 15% 52% -68% $2,866,217
LNR Lanthanein Resources 0.011 0% 83% -48% $14,832,837
TKM Trek Metals Ltd 0.039 -3% -20% -49% $18,983,844
BCA Black Canyon Limited 0.14 0% 22% -42% $9,819,805
CDT Castle Minerals 0.009 6% -10% -57% $11,020,437
DLI Delta Lithium 0.4625 2% 3% 0% $326,849,945
A11 Atlantic Lithium 0.43 8% -20% -31% $258,473,626
KNI Kunikolimited 0.28 -10% 9% -45% $25,068,838
CY5 Cygnus Metals Ltd 0.115 -8% -18% -70% $34,987,097
WR1 Winsome Resources 1.035 0% -9% -16% $203,489,381
LLI Loyal Lithium Ltd 0.42 40% 22% 42% $30,399,871
BC8 Black Cat Syndicate 0.24 -6% -9% -32% $71,384,856
BUR Burleyminerals 0.165 6% 6% -25% $16,713,965
PBL Parabellumresources 0.06 -14% -83% -82% $3,987,200
L1M Lightning Minerals 0.12 -14% -20% -27% $5,067,008
WA1 Wa1Resourcesltd 12.13 -2% 44% 770% $543,465,666
EV1 Evolutionenergy 0.135 -4% 4% -40% $30,677,095
1AE Auroraenergymetals 0.105 5% 31% -30% $18,308,797
RVT Richmond Vanadium 0.295 2% -16% 26% $24,138,186
PMT Patriotbatterymetals 1.1 2% 4% 47% $516,920,817
PAT Patriot Lithium 0.18 0% -5% -32% $11,647,912
BM8 Battery Age Minerals 0.205 11% -5% -59% $18,273,062
OM1 Omnia Metals Group 0.078 0% 0% -51% $3,786,192
VHM Vhmlimited 0.7 -1% 0% 0% $107,741,288
LLL Leolithiumlimited 0.505 0% 0% 4% $498,553,663
SRN Surefire Rescs NL 0.0085 -6% -11% -29% $17,668,420
SRL Sunrise 0.45 0% -25% -77% $41,053,512
SYR Syrah Resources 0.64 5% 9% -69% $456,230,968
EG1 Evergreenlithium 0.18 -5% -16% 0% $9,840,250
WSR Westar Resources 0.02 11% -20% -60% $3,707,150
LU7 Lithium Universe Ltd 0.032 -6% -9% 7% $13,209,744
MEI Meteoric Resources 0.2625 7% 28% 395% $507,480,560
REC Rechargemetals 0.1 9% -9% -26% $10,578,438
SLM Solismineralsltd 0.15 -6% -19% 100% $11,774,506
DYM Dynamicmetalslimited 0.165 18% 0% 0% $5,775,000
TOR Torque Met 0.215 -4% 19% 19% $28,913,298
ICL Iceni Gold 0.052 -2% -17% -35% $12,950,929
TMX Terrain Minerals 0.005 0% 25% -17% $6,767,139
MHC Manhattan Corp Ltd 0.004 0% 0% -27% $11,747,919
MHK Metalhawk. 0.13 0% -16% -21% $13,918,022
ANX Anax Metals Ltd 0.029 -3% 4% -45% $13,946,611
FIN FIN Resources Ltd 0.021 17% -21% 11% $13,634,643
LM1 Leeuwin Metals Ltd 0.135 -10% -33% 0% $6,442,188
HAW Hawthorn Resources 0.093 -6% 12% -19% $31,156,452
LCY Legacy Iron Ore 0.017 6% 13% -11% $108,916,045
RON Roninresourcesltd 0.18 3% -18% 9% $6,628,502
ASR Asra Minerals Ltd 0.007 -13% -7% -65% $11,402,970
PFE Panteraminerals 0.052 0% -13% -53% $6,896,373
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What’s hot and not over the past week?

CHARGED UP 🚀

Pan Asia Metals (ASX:PAM) +60%

European Lithium (ASX:EUR) +53%

Aldoro Resources (ASX:ARN) +52%

MTM Critical Metals (ASX:MTM) +48%

Loyal Lithium (ASX:LLI) +40%

 

LOW ON JUICE 📉

Avira Resources (ASX:AVW) -25%

Balkan Mining and Minerals (ASX:BMM) -19%

Morella Mining (ASX:1MC) -17%

 

 

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