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

INDUSTRY FOCUS

Volkswagen is struggling to source enough batteries to drive its (extremely) ambitious EV ramp up. Now, it looks like a major supply deal with Samsung SDI could fall though.

According to Bloomberg, Samsung was going to deliver 20GWh of lithium-ion batteries — enough to power 200,000 cars with 100KWh packs. Now that deal is under threat.

“VW ultimately needs 300 gigawatt hours of annual battery cell supply and without robust global multi-sourcing contracts this will be impossible,” Evercore ISI analyst Arndt Ellinghorst says.

“It’s one thing talking up electric vehicle volume numbers, building the necessary value chain remains a major challenge.”

EV disruption could have prompted a ‘survival of the fittest’ merger of two of Europe’s biggest carmakers, Fiat Chrysler and Renault.

The cost-saving 50-50 merger plan could create the world’s third-largest automaker, selling an estimated 8.7 million vehicles a year.

And who said Australia wasn’t ready to embrace EVs?

Toyota Australia says the RAV4 SUV hybrid has easily outsold the petrol counterpart since hitting the Australian market in early May. And an Australian electric vehicle maker (yes, you read that right) has signed a deal to produce four EVs — the Cargo, Yewt, Urban and the Sportz.

We promise it’s real.

The Australian Clean Energy Electric Vehicle Group (ACE-EV) aims to produce more than 15,000 vehicles by 2025.

“We’re taking 100 orders for vehicles for the first tranche, by the end of 2019 the books will be closed and they’ll be built in the first quarter of next year,” ACE-EV boss Greg McGarvie says.

“As we progress, and the appetite looks like it’s there… we’ll go to full manufacturing.”

 

SMALL CAP SPOTLIGHT

Of the companies on our list, 79 lost ground, 62 were ahead and 50 were steady this week.

 

Advanced cobalt-nickel play Australian Mines (ASX:AUZ), which is currently finalising a detailed long form off-take agreement with battery maker SK Innovation — was up 32 per cent for the week to 2.5c on no news. As were fellow cobalt explorers Broken Hill Prospecting (ASX:BPL) and Celsius Resources (ASX:CLA).

Are cobalt stocks bouncing back?

Rare earths play Arafura (AWX:ARU) was up 26 per cent, also on no news – but there’s no mystery to be solved here.

Speculation that China may ban rare earths exports to the US saw investors flock to ASX-listed rare earths players last week.

China President Xi Jinping visited the JL MAG Rare-Earth factory, which manufactures magnetic rare earth elements, in Ganzhou. The inference is that Xi might be about to ban the export of rare earths to the US to “cripple” its opponent’s tech and military industries.

Either way — with consumption of rare earths in the EV sector forecast to grow by 4 to 5 per cent a year over the next decade, questions remain over the ability to meet the industry’s rapidly increasing demands.

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 [May 28] Market Cap
OAU ORA GOLD 63 -38 0.013 $8,399,246.00
SRN SUREFIRE RESOURCES 50 -57 0.006 $3,018,921.75
DTM DART MINING 40 -22 0.007 $7,079,633.00
AUZ AUSTRALIAN MINES 32 -70 0.025 $74,908,696.00
MCT METALICITY 29 -61 0.009 $5,422,173.50
AOU AUROCH MINERALS 28 -19 0.07 $6,934,744.50
BPL BROKEN HILL PROSPECTING 27 -83 0.019 $2,809,784.50
ARU ARAFURA RESOURCES 26 -29 0.068 $53,135,412.00
TON TRITON MINERALS 24 -26 0.053 $48,211,172.00
ZNC ZENITH MINERALS 22 -65 0.058 $14,255,063.00
MLM METALLICA MINERALS 21 -63 0.016 $5,508,806.00
PNN PEPINNINI LITHIUM 20 -86 0.003 $3,714,035.25
WCN WHITE CLIFF MINERALS 20 -91 0.005 $2,822,081.25
A4N ALPHA HPA 18 12 0.13 $73,723,000.00
FGR FIRST GRAPHENE 18 39 0.235 $100,677,616.00
CDT CASTLE MINERALS 17 -65 0.006 $1,566,571.88
ADV ARDIDEN 17 -78 0.0035 $5,884,831.00
MZN MARINDI METALS 17 -71 0.0035 $7,463,298.50
KNL KIBARAN RESOURCES 16 7 0.145 $42,430,040.00
CLA CELSIUS RESOURCES 15 -87 0.031 $22,716,542.00
HWK HAWKSTONE MINING 14 -11 0.024 $13,687,632.00
ENT ENTERPRISE METALS 13 -64 0.009 $3,612,714.75
AVZ AVZ MINERALS 12 -71 0.049 $107,310,328.00
DEG DE GREY MINING 12 -49 0.095 $40,199,800.00
ADN ANDROMEDA METALS 10 57 0.0115 $14,910,491.00
AMD ARROW MINERALS 10 -54 0.011 $3,459,946.75
POW PROTEAN ENERGY 10 -69 0.01 $3,425,809.75
CUL CULLEN RESOURCES 9 -71 0.012 $2,033,577.88
GLN GALAN LITHIUM 9 55 0.24 $32,980,240.00
CZR COZIRON RESOURCES 8 -28 0.013 $23,212,166.00
TKL TRAKA RESOURCES 8 -75 0.013 $5,742,897.50
CAZ CAZALY RESOURCES 8 -57 0.027 $7,069,114.50
IEC INTRA ENERGY 8 8 0.014 $5,428,136.50
GBE GLOBE METALS AND MINING 7 -6 0.015 $6,988,835.50
KSN KINGSTON RESOURCES 7 -27 0.016 $24,140,174.00
RTR RUMBLE RESOURCES 7 -26 0.05 $18,517,970.00
FCC FIRST COBALT 7 -79 0.16 $55,769,016.00
SVM SOVEREIGN METALS 6 -17 0.083 $29,819,714.00
MEI METEORIC RESOURCES 6 -51 0.018 $14,263,056.00
MXR MAXIMUS RESOURCES 5 -43 0.065 $2,262,988.25
LPI LITHIUM POWER INTERNATIONAL 4 -7 0.26 $68,253,616.00
HMX HAMMER METALS 4 -22 0.028 $9,833,985.00
KOR KORAB RESOURCES 4 -20 0.028 $8,713,567.00
AXE ARCHER EXPLORATION 4 -35 0.085 $16,685,864.00
LPD LEPIDICO 4 -28 0.029 $98,820,712.00
BEM BLACKEARTH MINERALS 4 -54 0.058 $4,851,088.50
WKT WALKABOUT RESOURCES 3 88 0.295 $94,808,456.00
CRL COMET RESOURCES 3 -32 0.032 $7,680,000.00
BGS BIRIMIAN 3 -69 0.155 $42,321,620.00
PAN PANORAMIC RESOURCES 3 -37 0.335 $183,158,016.00
AGY ARGOSY MINERALS 3 -77 0.067 $68,986,144.00
POS POSEIDON NICKEL 3 0 0.039 $97,779,968.00
BSX BLACKSTONE MINERALS 3 -80 0.075 $9,165,357.00
TLG TALGA RESOURCES 3 -29 0.565 $124,691,176.00
VXR VENTUREX RESOURCES 3 -3 0.185 $53,173,904.00
MQR MARQUEE RESOURCES 3 -91 0.038 $1,624,282.75
ARL ARDEA RESOURCES 2 -63 0.42 $44,581,080.00
AML AEON METALS 2 -42 0.23 $154,806,032.00
TMT TECHNOLOGY METALS AUSTRALIA 2 -42 0.24 $21,013,000.00
GME GME RESOURCES 2 -62 0.053 $26,549,028.00
JMS JUPITER MINES 1 30 0.3475 $685,646,848.00
RIO RIO TINTO 1 40 106.375 $145,888,100,352.00
KDR KIDMAN RESOURCES 0 -15 1.8825 $761,019,136.00
SGQ ST GEORGE MINING 0 -7 0.125 $37,264,528.00
SVD SCANDIVANADIUM 0 -57 0.01 $3,870,527.00
ESR ESTRELLA RESOURCES 0 -50 0.014 $5,834,216.00
ANW AUS TIN MINING 0 -35 0.011 $22,701,872.00
KLH KALIA 0 -89 0.001 $2,514,347.50
AZI ALTA ZINC 0 -67 0.003 $5,464,903.00
PUR PURSUIT MINERALS 0 -84 0.018 $3,213,492.00
PSM PENINSULA MINES 0 -56 0.004 $3,971,488.25
PM1 PURE MINERALS 0 0 0.017 $5,910,544.00
FEL FE 0 -35 0.017 $7,287,808.50
MLS METALS AUSTRALIA 0 -60 0.0015 $5,383,595.50
CHK COHIBA MINERALS 0 0 0.009 $5,981,528.00
ARM AURORA MINERALS 0 -59 0.011 $1,288,466.13
MTH MITHRIL RESOURCES 0 -61 0.005 $2,111,946.00
MTB MOUNT BURGESS MINING 0 -67 0.003 $1,355,638.13
CMC CHINA MAGNESIUM 0 0 0.02 $9,248,771.00
IDA INDIANA RESOURCES 0 -51 0.034 $3,603,825.75
DEV DEVEX RESOURCES 0 -33 0.048 $6,386,427.50
NVA NOVA MINERALS 0 -53 0.015 $12,386,146.00
GED GOLDEN DEEPS 0 -43 0.027 $4,627,281.50
RIE RIEDEL RESOURCES 0 -86 0.01 $4,180,697.00
4CE FORCE COMMODITIES 0 -82 0.01 $4,634,047.50
BOA BOADICEA RESOURCES 0 100 0.18 $9,512,131.00
TKM TREK METALS 0 -80 0.004 $1,249,214.50
SUH SOUTHERN HEMISPHERE MINING 0 16 0.059 $5,219,699.00
RNU RENASCOR RESOURCES 0 -29 0.02 $23,068,486.00
SCI SILVER CITY MINERALS 0 -80 0.009 $2,643,392.25
SI6 SIX SIGMA METALS 0 -55 0.005 $2,287,515.75
LTR LIONTOWN RESOURCES 0 205 0.105 $152,838,528.00
ORN ORION MINERALS 0 -30 0.031 $62,103,692.00
MNS MAGNIS ENERGY TECHNOLOGIES L 0 -51 0.21 $125,282,880.00
VML VITAL METALS 0 22 0.011 $19,168,724.00
HIG HIGHLANDS PACIFIC 0 21 0.105 $114,737,056.00
RLC REEDY LAGOON 0 -58 0.005 $2,011,358.50
BDI BLINA MINERALS 0 -33 0.001 $4,543,882.50
CZN CORAZON MINING 0 -70 0.003 $4,142,066.00
RMX RED MOUNTAIN MINING 0 -60 0.004 $3,112,147.00
JRL JINDALEE RESOURCES 0 59 0.255 $8,923,668.00
E25 ELEMENT 25 0 -20 0.19 $15,533,405.00
HGM HIGH GRADE METALS 0 -90 0.005 $2,264,689.25
CGM COUGAR METALS 0 -86 0.001 $1,176,583.25
SBR SABRE RESOURCES 0 -69 0.005 $2,034,868.00
COB COBALT BLUE 0 -89 0.135 $16,446,662.00
BYH BRYAH RESOURCES 0 -48 0.075 $4,784,288.00
OKR OKAPI RESOURCES 0 -73 0.105 $3,606,001.00
GPX GRAPHEX MINING 0 -19 0.25 $21,833,780.00
CNB CARNABY RESOURCES 0 4 0.14 $12,957,750.00
PMY PACIFICO MINERALS 0 -50 0.006 $13,878,628.00
BAT BATTERY MINERALS 0 -61 0.022 $28,020,774.00
CZI CASSINI RESOURCES -1 48 0.099 $41,135,204.00
EUR EUROPEAN LITHIUM -1 -53 0.09 $51,171,960.00
LIT LITHIUM AUSTRALIA -1 -27 0.089 $42,163,524.00
S32 SOUTH32 -1 -2 3.475 $17,405,986,816.00
NZC NZURI COPPER -2 8 0.325 $96,169,288.00
SO4 SALT LAKE POTASH -2 11 0.6 $124,212,352.00
CLQ CLEAN TEQ -2 -77 0.275 $201,544,256.00
ASN ANSON RESOURCES -2 20 0.053 $27,279,966.00
PGM PLATINA RESOURCES -2 -45 0.05 $13,206,312.00
BAU BAUXITE RESOURCES -2 -18 0.049 $10,506,694.00
JRV JERVOIS MINING -2 -32 0.25 $52,466,804.00
INF INFINITY LITHIUM -2 11 0.092 $17,495,742.00
NMT NEOMETALS -2 -24 0.22 $122,394,208.00
MZZ MATADOR MINING -2 -23 0.215 $14,427,396.00
ORE OROCOBRE -3 -42 3.345 $868,771,200.00
WML WOOMERA MINING -3 -71 0.035 $3,944,655.25
ERX EXORE RESOURCES -3 44 0.069 $32,122,424.00
MIN MINERAL RESOURCES -3 -11 15.385 $2,844,050,432.00
SEI SPECIALITY METALS INTERNATIO -3 53 0.029 $18,505,128.00
BAR BARRA RESOURCES -4 -50 0.026 $14,011,159.00
VMS VENTURE MINERALS -4 -30 0.022 $11,869,954.00
LI3 LITHIUM CONSOLIDATED -4 -6 0.075 $6,811,659.00
VMC VENUS METALS -4 -4 0.12 $11,133,763.00
GXY GALAXY RESOURCES -4 -48 1.575 $633,699,840.00
HXG HEXAGON RESOURCES -4 -48 0.11 $33,555,092.00
TNG TNG -4 -21 0.115 $105,981,416.00
BUX BUXTON RESOURCES -5 -22 0.115 $14,285,820.00
AJM ALTURA MINING -5 -72 0.11 $223,173,552.00
EMH EUROPEAN METALS -5 15 0.39 $57,190,468.00
AVL AUSTRALIAN VANADIUM -5 -51 0.022 $37,503,032.00
TNO TANDO RESOURCES -5 -57 0.078 $16,184,989.00
VRC VOLT RESOURCES -5 -42 0.018 $26,198,606.00
MTC METALSTECH -5 -87 0.018 $2,105,170.00
INR IONEER -6 -62 0.17 $250,747,200.00
SRK STRIKE RESOURCES -6 -14 0.051 $7,412,047.50
TRT TODD RIVER RESOURCES -6 -32 0.05 $7,572,412.50
PLL PIEDMONT LITHIUM -6 -9 0.16 $107,260,856.00
N27 NORTHERN COBALT -6 -81 0.047 $2,952,230.00
LKE LAKE RESOURCES -6 -63 0.046 $17,643,934.00
KAI KAIROS MINERALS -6 -63 0.015 $12,784,093.00
TAR TARUGA MINERALS -6 -87 0.03 $4,093,850.00
LCD LATITUDE -7 -58 0.014 $3,852,506.00
CGN CRATER GOLD MINING -7 -22 0.014 $17,184,942.00
BKT BLACK ROCK MINING -7 104 0.105 $57,383,984.00
PLS PILBARA MINERALS -7 -18 0.735 $1,351,536,896.00
RDS REDSTONE RESOURCES -7 -36 0.013 $6,161,536.00
HNR HANNANS -7 -13 0.012 $25,843,410.00
DGR DGR GLOBAL -8 29 0.12 $73,581,824.00
CHN CHALICE GOLD MINES -8 6 0.115 $30,655,336.00
PIO PIONEER RESOURCES -8 -45 0.012 $16,581,677.00
GWR GWR GROUP -9 -45 0.105 $26,619,330.00
IRC INTERMIN RESOURCES -9 -38 0.11 $24,715,788.00
EUC EUROPEAN COBALT -9 -76 0.02 $15,233,947.00
AEE AURA ENERGY -9 -52 0.01 $12,118,008.00
SYA SAYONA MINING -9 -77 0.01 $17,225,744.00
OMH OM HOLDINGS -9 -18 0.77 $568,739,968.00
AUR AURIS MINERALS -10 -74 0.019 $7,764,945.50
SYR SYRAH RESOURCES -10 -64 1.155 $395,944,096.00
KTA KRAKATOA RESOURCES -11 -29 0.025 $2,937,500.00
PSC PROSPECT RESOURCES -11 -58 0.017 $32,737,840.00
BSM BASS METALS -11 -76 0.008 $22,478,996.00
NXE NEW ENERGY MINERALS -12 -88 0.021 $3,470,595.25
HAV HAVILAH RESOURCES -12 -19 0.15 $32,737,358.00
THR THOR MINING -12 -59 0.015 $12,254,390.00
BDC BARDOC GOLD -12 -39 0.06 $73,578,040.00
CXO CORE LITHIUM -14 -17 0.045 $29,862,066.00
MRR MINREX RESOURCES -14 -76 0.012 $1,150,532.75
CNJ CONICO -14 -73 0.012 $4,221,099.00
LML LINCOLN MINERALS -14 -75 0.006 $3,449,902.00
NWC NEW WORLD COBALT -15 -87 0.011 $8,493,363.00
DHR DARK HORSE RESOURCES -17 -77 0.005 $9,880,433.00
EME ENERGY METALS -17 9 0.12 $25,161,998.00
GPP GREENPOWER ENERGY -20 -71 0.002 $3,379,490.75
AUT AUTECO MINERALS -20 0 0.004 $4,009,858.50
OAR OAKDALE RESOURCES -21 -35 0.015 $3,125,330.50
CFE CAPE LAMBERT RESOURCES -23 -72 0.01 $10,199,278.00
ARE ARGONAUT RESOURCES -23 -55 0.011 $15,543,806.00
LRS LATIN RESOURCES -25 -79 0.002 $5,261,138.50
AYR ALLOY RESOURCES -33 -75 0.003 $3,386,555.25