Each week our High Voltage column wraps all the news driving ASX battery metals stocks with exposure to lithium, cobalt, graphite, manganese and vanadium.

Scroll down for a table showing the recent performance of 200 ASX battery metal stocks >>

Industry Focus

US-based lithium major Albemarle admit they were wrong – and have upgraded their lithium demand projections to 1.2 million tonnes of lithium carbonate equivalent (LCE) by 2025.

To put in perspective, an estimated 270,000 tonnes of LCE was produced in 2018.

Check out how the company has consistently increased these projections every year:

It’s not just Albemarle that does this, of course. For years, battery metals miners and analysts have adjusted their demand projections regularly to the upside.

But 1.2 million tonnes of lithium by 2025 is tough, a near impossible target for lithium suppliers.

“A figure that supply will never be able to meet in time,” Benchmark Minerals Intelligence boss Simon Moores says. “The energy storage revolution is coming but will be delayed!”

And unlike its peers, Albemarle’s lithium prices actually increased in the December quarter by 4 per cent.

“Lithium contributed just over 50 per cent of our adjusted EBITDA, driven by 10 per cent volume growth and 9 per cent pricing compared to 2017,” Albemarle chief Luke Kissam says.

via GIPHY

Small cap spotlight

So battery metals investors are feeling pretty bullish at the moment.

Of the companies on our list, about 68 lost ground, 73 were ahead and 50 were steady this week.

Outr biggest winner last week was trailblazing lithium chemical company Lepidico (ASX:LPD), up almost 70 per cent to 3c. 

Lepidico is testing a new process to make cheaper battery grade lithium hydroxide, which attracts a premium price, called LOH-Max.

Advanced lithium explorer Birimian (ASX:BGS) has a refreshed, development-ready management team and is up 20 per cent for the week.

Th explorer’s flagship Goulamina project is one of the world’s largest spodumene mineral resources at 103.2 million tonnes grading 1.34 per cent lithium.

“It’s such a good deposit that someone is going to develop this,” new managing director Chris Evans told Stockhead.

“If it’s not us, then someone else will.”

He would know – As Altura chief operating officer, Mr Evans was in charge of developing the Pilgangoora project into a world-class lithium operation.

Also up on no news were graphite minnow Peninsula Mines (ASX:PSM), up 25pc to 0.5c; vanadium explorer Venus Metals (ASX:VMC), up 19pc to 15.5c; and cobalt play Cazaly Resources (ASX:CAZ), up 19pc to 15.5c.

via GIPHY

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

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

Ticker Name 1 Week Price Change % 1 Year Price Change % Share Price [Mar 01] Market Cap
MTB MOUNT BURGESS MINING 33.3333 -42.8571 0.004 $1,807,517.63
AJM ALTURA MINING 28 -56.7568 0.16 $303,583,104.00
NZC NZURI COPPER 26 -1.5625 0.32 $93,210,232.00
GLN GALAN LITHIUM 25 257.1429 0.545 $56,070,736.00
PMY PACIFICO MINERALS 25 -28.5714 0.005 $8,232,189.50
PNN PEPINNINI LITHIUM 25 -84.375 0.004 $3,603,372.25
ARL ARDEA RESOURCES 23.2558 -61.4545 0.53 $55,856,920.00
TKL TRAKA RESOURCES 23.0769 -72.8814 0.016 $5,301,136.50
HNR HANNANS 22.2222 -50 0.01 $21,867,500.00
LKE LAKE RESOURCES 18.5185 -60 0.066 $23,433,074.00
TLG TALGA RESOURCES 18.0723 -40.6061 0.51 $106,914,400.00
COB COBALT BLUE HOLDINGS 17.8571 -75.7353 0.16 $20,557,934.00
ADV ARDIDEN 16.6667 -79.4118 0.0035 $5,869,081.00
FCC FIRST COBALT 16.2162 -81.6239 0.215 $72,954,192.00
BGS BIRIMIAN 15.625 -72.9927 0.185 $48,934,372.00
IEC INTRA ENERGY 15.3846 -16.6667 0.015 $5,815,860.50
HXG HEXAGON RESOURCES 15.3846 -23.0769 0.15 $43,767,508.00
SYA SAYONA MINING 14.2857 -61.9048 0.024 $41,310,240.00
CDT CASTLE MINERALS 14.2857 -70.3704 0.008 $1,790,367.75
PAN PANORAMIC RESOURCES 13.9535 6.5217 0.47 $242,318,704.00
ORE OROCOBRE 12.9412 -41.2844 3.78 $1,004,286,720.00
NMT NEOMETALS 11.9048 -32.7441 0.24 $127,833,952.00
PLL PIEDMONT LITHIUM 11.1111 -33.3333 0.11 $73,741,840.00
PGM PLATINA RESOURCES 10.4478 -40.8 0.076 $19,545,342.00
PSC PROSPECT RESOURCES 10 -54.1667 0.022 $45,014,528.00
THR THOR MINING 10 -56.8627 0.022 $15,771,812.00
CLQ CLEAN TEQ HOLDINGS 9.8361 -71.2446 0.34 $250,019,216.00
CUL CULLEN RESOURCES 8.3333 -58.2887 0.013 $2,203,042.75
MCT METALICITY 8.3333 -63.8889 0.013 $7,832,028.50
AXE ARCHER EXPLORATION 8.2192 -24.7619 0.079 $15,135,807.00
ERX EXORE RESOURCES 8.1081 48.1481 0.08 $37,243,392.00
PLS PILBARA MINERALS 7.971 -19.0217 0.7275 $1,299,662,464.00
PM1 PURE MINERALS 7.1429 -11.7647 0.015 $4,715,686.00
IRC INTERMIN RESOURCES 7.1429 -37.5 0.15 $35,308,268.00
SO4 SALT LAKE POTASH 6 17.7778 0.53 $109,323,408.00
KSN KINGSTON RESOURCES 5.5556 -5 0.019 $23,240,770.00
CNJ CONICO 5.5556 -50 0.018 $6,683,407.00
GXY GALAXY RESOURCES 5.2885 -37.4286 2.14 $892,477,632.00
BPL BROKEN HILL PROSPECTING 5.2632 -71.0145 0.02 $2,957,668.00
WKT WALKABOUT RESOURCES 4.7619 19.5652 0.11 $33,467,472.00
KNL KIBARAN RESOURCES 4.7619 -31.25 0.105 $30,324,906.00
BUX BUXTON RESOURCES 4.5455 0 0.115 $15,646,375.00
RTR RUMBLE RESOURCES 4.4444 -20.339 0.047 $16,780,330.00
TRT TODD RIVER RESOURCES 4.1667 -41.1538 0.075 $11,358,619.00
ARU ARAFURA RESOURCES 4.1667 -52.8943 0.05 $36,070,156.00
SVM SOVEREIGN METALS 3.8961 -33.3333 0.08 $28,181,894.00
BAT BATTERY MINERALS 3.8462 -67.4699 0.027 $30,069,132.00
CAZ CAZALY RESOURCES 3.5714 -35.5556 0.029 $6,751,752.50
CHN CHALICE GOLD MINES 3.4483 14.2857 0.155 $39,985,220.00
SYR SYRAH RESOURCES 3.3962 -59.9415 1.36 $470,770,592.00
JMS JUPITER MINES 3.0303 383.352 0.34 $666,056,960.00
RIO RIO TINTO 1.5524 27.4181 94.78 $140,174,704,640.00
BEM BLACKEARTH MINERALS 1.4706 -62.7027 0.066 $4,670,122.00
KDR KIDMAN RESOURCES 1.4599 -30.3258 1.36 $562,668,416.00
INF INFINITY LITHIUM 1.25 -44.1379 0.08 $15,403,859.00
ASN ANSON RESOURCES 1.2195 -55.1351 0.084 $41,115,072.00
S32 SOUTH32 1.0336 23.9987 3.935 $19,751,245,824.00
DGR DGR GLOBAL 0 38.8889 0.125 $76,647,736.00
TNO TANDO RESOURCES 0 32 0.11 $21,322,080.00
VMC VENUS METALS 0 29.1667 0.155 $14,029,777.00
HIG HIGHLANDS PACIFIC 0 25 0.1025 $112,005,216.00
BOA BOADICEA RESOURCES 0 23.0769 0.16 $8,455,228.00
SEI SPECIALITY METALS INTERNATIONAL 0 -4.1667 0.024 $12,762,158.00
POS POSEIDON NICKEL 0 -4.878 0.038 $103,065,368.00
GBE GLOBE METALS AND MINING 0 -5.8824 0.016 $7,454,758.00
VML VITAL METALS 0 -12.5 0.007 $12,198,279.00
ADN ANDROMEDA METALS 0 -14.2857 0.006 $8,132,995.50
EME ENERGY METALS 0 -16 0.105 $22,016,748.00
IDA INDIANA RESOURCES 0 -16.4623 0.05 $5,339,714.00
FGR FIRST GRAPHENE 0 -20 0.14 $57,915,060.00
CXO CORE LITHIUM 0 -20.5882 0.055 $37,501,200.00
CGN CRATER GOLD MINING 0 -22.2222 0.014 $25,431,294.00
MLS METALS AUSTRALIA 0 -25 0.003 $7,025,393.50
CMC CHINA MAGNESIUM 0 -25.9259 0.02 $8,248,771.00
ESR ESTRELLA RESOURCES 0 -27.2727 0.016 $7,870,132.50
SRK STRIKE RESOURCES 0 -30 0.042 $6,104,039.50
EMH EUROPEAN METALS HLDS LT- 0 -35 0.32 $47,658,724.00
DTM DART MINING 0 -35.8974 0.005 $4,640,214.00
AZI ALTA ZINC 0 -37.5 0.005 $6,844,828.50
KTA KRAKATOA RESOURCES 0 -40 0.024 $2,820,000.00
LI3 LITHIUM CONSOLIDATED 0 -40 0.06 $5,449,327.50
SXX SOUTHERN CROSS EXPLORATION 0 -44.4444 0.005 $5,384,216.00
DEV DEVEX RESOURCES 0 -47.0444 0.043 $3,953,426.50
AYR ALLOY RESOURCES 0 -50 0.003 $4,731,233.00
BDI BLINA MINERALS 0 -50 0.001 $4,363,882.50
RMX RED MOUNTAIN MINING 0 -50 0.005 $3,890,184.00
OKR OKAPI RESOURCES 0 -50 0.195 $6,868,573.50
GWR GWR GROUP 0 -52.381 0.1 $25,351,744.00
CZR COZIRON RESOURCES 0 -52.381 0.01 $17,855,512.00
BMT BERKUT MINERALS 0 -53.3333 0.077 $4,182,383.25
THX THUNDELARRA 0 -54.1667 0.011 $7,107,054.50
MZN MARINDI METALS 0 -54.5455 0.005 $9,923,794.00
ARM AURORA MINERALS 0 -57.1429 0.015 $1,756,999.25
AGY ARGOSY MINERALS 0 -59.375 0.13 $120,054,552.00
PSM PENINSULA MINES 0 -60 0.005 $4,314,360.50
SUH SOUTHERN HEMISPHERE MINING 0 -63.5294 0.031 $2,742,553.50
ZNC ZENITH MINERALS 0 -63.8889 0.07 $13,829,538.00
CAD CAENEUS MINERALS 0 -66.6667 0.001 $18,619,644.00
CZN CORAZON MINING 0 -66.6667 0.005 $6,326,416.50
KLH KALIA 0 -70 0.003 $7,543,042.00
SI6 SIX SIGMA METALS 0 -73.3333 0.004 $1,830,012.63
MEI METEORIC RESOURCES 0 -81.6327 0.009 $5,170,102.00
LRS LATIN RESOURCES 0 -81.8182 0.002 $5,818,230.00
MTC METALSTECH 0 -83.871 0.026 $2,923,847.25
MQR MARQUEE RESOURCES LIMITED 0 -84.2667 0.059 $2,521,912.75
NWC NEW WORLD COBALT 0 -86.3636 0.015 $8,272,764.50
4CE FORCE COMMODITIES 0 -89.899 0.01 $4,239,158.50
CZI CASSINI RESOURCES -1.087 16.6667 0.093 $31,441,146.00
MXR MAXIMUS RESOURCES -1.2821 -33.0435 0.077 $2,331,022.25
TAR TARUGA MINERALS -1.5385 -48.8 0.064 $9,034,703.00
AML AEON METALS -1.6949 18.3673 0.29 $170,366,224.00
MNS MAGNIS ENERGY TECHNOLOGIES L -1.7241 -27.8481 0.29 $174,173,760.00
VXR VENTUREX RESOURCES -2 2.0833 0.245 $63,363,440.00
AVZ AVZ MINERALS -2.2222 -82.7451 0.042 $83,092,304.00
BYH BRYAH RESOURCES -2.5 -42.2222 0.078 $4,746,309.50
ORN ORION MINERALS -3.125 -31.1111 0.031 $58,085,740.00
HAV HAVILAH RESOURCES -3.2258 -44.4444 0.15 $32,737,358.00
AUR AURIS MINERALS -3.2258 -48.2759 0.03 $12,260,440.00
KOR KORAB RESOURCES -3.3333 0 0.027 $8,956,823.00
MLM METALLICA MINERALS -3.4483 -47.1698 0.028 $9,056,527.00
GPX GRAPHEX MINING -4 -25 0.245 $20,956,830.00
HMX HAMMER METALS -4 -52 0.025 $7,543,130.00
LPI LITHIUM POWER INTERNATIONAL -4.2553 -46.4286 0.23 $59,065,628.00
VRC VOLT RESOURCES -4.3478 -37.1429 0.022 $32,020,520.00
EUC EUROPEAN COBALT -4.3478 -79.0476 0.022 $16,757,341.00
OMH OM HOLDINGS -4.3796 -8.6621 1.31 $967,596,544.00
DEG DE GREY MINING -4.5455 -19.2308 0.105 $44,431,360.00
GME GME RESOURCES -4.5977 -40.3614 0.083 $40,017,640.00
MZZ MATADOR MINING LIMITED -4.7619 -27.2727 0.2 $10,776,667.00
LIT LITHIUM AUSTRALIA -4.878 -51.25 0.078 $36,371,864.00
EUR EUROPEAN LITHIUM -5.3191 -64.4 0.09 $48,943,016.00
JRV JERVOIS MINING -5.6604 -56.5217 0.25 $55,815,748.00
BAR BARRA RESOURCES -5.7143 -28.2609 0.033 $17,783,394.00
INR IONEER -5.7143 -63.3333 0.175 $243,372,272.00
TMT TECHNOLOGY METALS AUSTRALIA -5.7692 -24.6154 0.255 $21,450,770.00
LCD LATITUDE CONSOLIDATED -5.8824 -48.3871 0.016 $4,402,864.00
MRR MINREX RESOURCES -5.8824 -79.2208 0.016 $1,534,043.63
AOU AUROCH MINERALS -6.1538 -44.5455 0.061 $6,130,716.00
RDS REDSTONE RESOURCES -6.25 29.8701 0.015 $7,064,464.50
AEE AURA ENERGY -6.25 -31.8182 0.015 $16,749,332.00
ANW AUS TIN MINING -6.25 -42.3077 0.015 $29,822,562.00
BDC BARDOC GOLD -6.25 -57.1429 0.044 $41,206,308.00
LPD LEPIDICO -7.1429 -46.9388 0.025 $87,260,552.00
SVD SCANDIVANADIUM -7.6923 -52.6316 0.012 $4,222,393.00
CLA CELSIUS RESOURCES -7.8431 -55.2381 0.047 $35,589,248.00
TNG TNG -8 -40.6452 0.093 $88,639,008.00
AVL AUSTRALIAN VANADIUM -8 -41.0256 0.023 $45,398,408.00
AUZ AUSTRALIAN MINES -8.1081 -67.619 0.034 $96,013,752.00
BSX BLACKSTONE MINERALS -8.1633 -79.5455 0.097 $9,738,429.00
A4N ALPHA HPA -8.3333 -31.25 0.12 $62,381,000.00
ENT ENTERPRISE METALS -8.3333 -45 0.011 $4,268,690.50
AMD ARROW MINERALS -8.3333 -68.5714 0.011 $3,459,946.75
BKT BLACK ROCK MINING -8.5366 41.5094 0.076 $40,387,852.00
LTR LIONTOWN RESOURCES -9.0909 -50.8292 0.02 $22,679,750.00
SGQ ST GEORGE MINING -9.6774 -36.3636 0.145 $41,736,268.00
GED GOLDEN DEEPS -10 -23.4043 0.036 $6,169,708.50
FEL FE -10 -65.3846 0.018 $6,725,303.50
NXE NEW ENERGY MINERALS -10 -88.75 0.026 $4,074,177.00
MIN MINERAL RESOURCES -10.6295 -18.745 15.05 $2,828,923,136.00
TON TRITON MINERALS -10.8696 -56.8421 0.042 $38,012,656.00
NVA NOVA MINERALS -11.1111 -40.7407 0.016 $12,418,146.00
RNU RENASCOR RESOURCES -11.1111 -52.9412 0.016 $18,454,790.00
N27 NORTHERN COBALT -11.1111 -91.2088 0.04 $2,052,536.25
PIO PIONEER RESOURCES -11.7647 -40 0.016 $22,561,682.00
PUR PURSUIT MINERALS -11.7647 -73.913 0.03 $5,355,820.00
ARE ARGONAUT RESOURCES -12 -8.3333 0.02 $34,196,372.00
VMS VENTURE MINERALS -12 -33.3333 0.022 $11,453,464.00
WCN WHITE CLIFF MINERALS -12.5 -94.3704 0.007 $2,078,777.63
CRL COMET RESOURCES -12.8205 -60 0.035 $7,886,300.00
CHK COHIBA MINERALS -13.3333 30 0.013 $8,639,985.00
E25 ELEMENT 25 -13.8889 -48.3333 0.155 $13,014,474.00
AUT AUTECO MINERALS -14.2857 20 0.006 $5,414,788.00
BSM BASS METALS -14.2857 -42.8571 0.012 $33,137,350.00
POW PROTEAN ENERGY -14.2857 -62.5 0.011 $3,737,247.00
TKM TREK METALS -14.2857 -76.9231 0.006 $1,873,821.63
LML LINCOLN MINERALS -14.2857 -82.3529 0.006 $3,449,902.00
MTH MITHRIL RESOURCES -14.2857 -85.5738 0.006 $2,534,335.25
KAI KAIROS MINERALS -15 -56.4103 0.017 $14,488,638.00
SBR SABRE RESOURCES -16.6667 -70.5882 0.005 $2,034,868.00
SCI SILVER CITY MINERALS -16.6667 -78.2609 0.01 $2,937,102.50
GPP GREENPOWER ENERGY -16.6667 -83.3333 0.0025 $3,913,426.00
RIE RIEDEL RESOURCES -16.6667 -87.5 0.01 $4,180,697.00
RLC REEDY LAGOON -16.6667 -89.3617 0.005 $2,011,358.50
BAU BAUXITE RESOURCES -17.8082 -1.6393 0.06 $12,865,340.00
HWK HAWKSTONE MINING -18.1818 -28 0.018 $10,265,724.00
CGM COUGAR METALS -25 -81.25 0.002 $1,466,704.00
SRN SUREFIRE RESOURCES -25 -82.5 0.003 $1,321,960.88
DHR DARK HORSE RESOURCES -25 -84.2105 0.003 $5,928,260.00
OAR OAKDALERESOURCES -34.7826 -57.1429 0.015 $1,006,315.25
HGM HIGH GRADE METALS -41.6667 -89.3939 0.007 $3,170,565.00
WML WOOMERA MINING -45 -96.7 0.038 $3,719,246.25