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

We’ll get to the Usain Bolt car in a moment, but first — 57 per cent of global passenger car sales will be EVs by 2040, according to BNEF’s Electric Vehicle Outlook 2019.

These numbers are slightly higher than it forecast a year ago.  BNEF says it continues to “hold the most aggressive view on EV adoption” compared to other major organisations.

Still, the views of other groups are changing quickly, it says. Most oil majors, for example, have increased their long-term EV outlook at least once over the past three years.

Among oil majors, Total, BP, and OPEC hold the most aggressive EV adoption forecasts. Check it out:

Shame on you, EIA. pic: BNEF

And they’re adapting. In Germany, Shell is installing 50 high-performance charging stations this year, with a total of 100 charging points at its filling stations, while Caltex Australia is in talks with potential partners “for an EV charging station trial”.

Onto some EV news: Korean automotive giants Hyundai and Kia have announced a joint $128m investment in Croatian electric supercar company Rimac to collab on high performance EVs.

A good move, because Rimac cars look like this:

In other news, Volvo has penned a new multi-billion-dollar supply deal with Chinese battery manufacturer CATL and Korea’s LG Chem.

VW, meanwhile,  could be turning to Swedish startup Northvolt for some of its battery requirements. Northvolt, which is building Europe’s biggest battery factory, has just raised 350 million euros from the European Investment Bank for its northern Swedish site.

And Usain Bolt’s company has launched a two-seater EV – called the Bolt Nano — retailing for about $US10,000. Deliveries will kick off in 2020 and it looks like this:

Not bad for $US10,000.

SMALL CAP SPOTLIGHT

Of the companies on our list, 79 lost ground, 67 were ahead and 45 were steady this week. But over the past year, there are just 29 on our list that have generated a positive return.

At 202 per cent  over the past year, Liontown Resources (ASX:LTR) holds aloft the gold medal here. This week, for the third week in a row, this lithium explorer has posted strong gains. Where’s it gonna stop?

Advanced vanadium play Technology Metals (ASX:TMT) ran up 31 per cent to its highest point since late March. The explorer is currently in a trading halt until Wednesday, “pending the release of an update with regard to end-user / offtake partner discussions”.

Pure Minerals (ASX:PU1), which is pushing on with a  pre-feasibility study on its new generation nickel-cobalt refinery project in northern Queensland, was also up 31 per cent for the week.

And emerging mineral sands producer Sheffield Resources (ASX:SFX) has witnessed a bit of a share price uptick on speculation that it may be in talks with heavyweights like Iluka Resources (ASX:ILU) and Rio Tinto (ASX:RIO).

The Australian reported that Sheffield had started the process to sell a stake (20-49 per cent) in its Thunderbird project in Western Australia.

Sheffield would not comment on the matter when contacted by Stockhead.

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:

TickerName1 Week Price Change %1 Year Price Change %Share Price [May20] Market Cap
FEL FE 54-430.017 $7,872,559.50
CLA CELSIUS RESOURCES 36-850.03 $22,716,542.00
OAU ORA GOLD 33-640.009 $5,168,767.00
PM1 PURE MINERALS 3160.017 $5,344,444.00
TMT TECHNOLOGY METALS AUSTRALIA31-460.235 $20,575,230.00
ADN ANDROMEDA METALS 29130.0095 $12,199,493.00
GWR GWR GROUP 28-430.115 $29,154,506.00
AOU AUROCH MINERALS 28-190.069 $6,934,744.50
RLC REEDY LAGOON CORP 25-500.005 $2,011,358.50
SBR SABRE RESOURCES 25-690.005 $2,034,868.00
MEI METEORIC RESOURCES21-530.017 $12,604,748.00
SI6 SIX SIGMA METALS 20-570.006 $2,745,019.00
TNG TNG 20-200.12 $115,616,096.00
LTR LIONTOWN RESOURCES 182020.098 $128,375,960.00
ARM AURORA MINERALS 18-540.013 $1,522,732.75
NVA NOVA MINERALS 14-430.016 $12,386,146.00
ENT ENTERPRISE METALS 14-680.01 $3,211,302.00
THR THOR MINING13-550.017 $13,888,309.00
MZZ MATADOR MINING13-100.225 $15,098,438.00
RMX RED MOUNTAIN MINING 13-590.0045 $3,501,165.50
WKT WALKABOUT RESOURCES 121240.285 $88,487,888.00
AXE ARCHER EXPLORATION 12-350.08 $16,129,560.00
PSC PROSPECT RESOURCES 12-530.019 $38,876,184.00
POW PROTEAN ENERGY 11-700.01 $3,114,372.50
AVL AUSTRALIAN VANADIUM 11-500.021 $39,476,876.00
4CE FORCE COMMODITIES 11-840.01 $4,245,158.50
CNB CARNABY RESOURCES 1170.15 $14,397,500.00
HMX HAMMER METALS 11-30.031 $9,743,210.00
SYR SYRAH RESOURCES 10-631.26 $430,374,016.00
CZR COZIRON RESOURCES 10-420.01 $19,641,064.00
AUR AURIS MINERALS 10-760.022 $8,990,989.00
ARU ARAFURA RESOURCES 10-470.057 $43,758,576.00
ANW AUS TIN MINING 9-330.013 $24,765,678.00
BOA BOADICEA RESOURCES 900.18 $9,512,131.00
BKT BLACK ROCK MINING 9920.105 $58,555,084.00
DEG DE GREY MINING 9-450.088 $37,237,712.00
GED GOLDEN DEEPS 8-460.027 $4,627,281.50
ZNC ZENITH MINERALS 8-690.055 $11,701,917.00
RDS REDSTONE RESOURCES 840.014 $6,635,500.50
CNJ CONICO 8-650.014 $4,924,615.50
CRL COMET RESOURCES 7-420.03 $7,200,000.00
S32 SOUTH32 7-83.49 $17,707,825,152.00
MXR MAXIMUS RESOURCES 7-460.062 $2,158,542.75
MTC METALSTECH 7-890.016 $1,871,262.25
JMS JUPITER MINES 790.3275 $626,877,120.00
RIO RIO TINTO 633102.25 $146,852,003,840.00
PUR PURSUIT MINERALS 6-850.018 $3,213,492.00
BSX BLACKSTONE MINERALS 6-820.073 $8,920,948.00
E25 ELEMENT 25 6-290.185 $15,533,405.00
BPL BROKEN HILL PROSPECTING 6-850.019 $2,809,784.50
NZC NZURI COPPER 580.335 $99,128,336.00
A4N ALPHA HPA 5-50.115 $65,216,504.00
MIN MINERAL RESOURCES 4-1715.665 $2,951,266,560.00
JRL JINDALEE RESOURCES 4280.255 $8,923,668.00
LPI LITHIUM POWER INTERNATIONAL4-230.255 $66,941,044.00
KOR KORAB RESOURCES 4-380.029 $9,024,766.00
SEI SPECIALITY METALS 3410.032 $19,781,344.00
TAR TARUGA MINERALS 3-860.031 $4,376,184.50
COB COBALT BLUE3-880.14 $17,858,406.00
WML WOOMERA MINING 3-740.036 $4,057,359.50
POS POSEIDON NICKEL 330.038 $100,422,672.00
PLS PILBARA MINERALS 3-160.79 $1,451,617,920.00
VXR VENTUREX RESOURCES 330.2 $55,972,528.00
RTR RUMBLE RESOURCES 2-100.046 $17,746,388.00
CZI CASSINI RESOURCES 2360.095 $39,473,172.00
GXY GALAXY RESOURCES 2-491.6175 $668,339,392.00
BDC BARDOC GOLD 1-280.068 $87,067,352.00
VML VITAL METALS 0110.01 $17,426,112.00
MRR MINREX RESOURCES 0-730.014 $1,342,288.13
PSM PENINSULA MINES 0-640.004 $3,971,488.25
BAU BAUXITE RESOURCES 0-260.05 $10,721,117.00
KAI KAIROS MINERALS 0-550.017 $14,488,638.00
CDT CASTLE MINERALS 0-700.006 $1,342,775.88
AZI ALTA ZINC 0-670.003 $5,464,903.00
SVD SCANDIVANADIUM 0-570.011 $3,870,527.00
ADV ARDIDEN 0-820.003 $5,044,140.50
LKE LAKE RESOURCES0-530.049 $19,084,336.00
CHK COHIBA MINERALS 0110.01 $6,646,142.50
PNN PEPINNINI LITHIUM 0-870.003 $3,714,035.25
CMC CHINA MAGNESIUM000.02 $9,248,771.00
MLS METALS AUSTRALIA 0-670.002 $5,383,595.50
MTB MOUNT BURGESS MINING0-670.003 $1,355,638.13
GPP GREENPOWER ENERGY 0-720.0025 $3,913,426.00
RIE RIEDEL RESOURCES 0-860.01 $4,180,697.00
AYR ALLOY RESOURCES 0-570.003 $5,079,833.00
SUH SOUTHERN HEMISPHERE MINING0160.059 $5,219,699.00
RNU RENASCOR RESOURCES 0-260.02 $23,068,486.00
SCI SILVER CITY MINERALS 0-780.009 $2,643,392.25
AEE AURA ENERGY 0-550.01 $12,072,005.00
AUT AUTECO MINERALS 0250.005 $5,012,323.50
TKM TREK METALS 0-810.004 $1,249,214.50
DGR DGR GLOBAL 0460.13 $79,713,648.00
WCN WHITE CLIFF MINERALS 0-950.005 $2,351,734.50
AVZ AVZ MINERALS 0-760.043 $93,611,136.00
PMY PACIFICO MINERALS 0-450.006 $12,338,628.00
OAR OAKDALE RESOURCES 0-210.019 $3,958,752.00
VRC VOLT RESOURCES 0-420.018 $27,654,086.00
MZN MARINDI METALS 0-750.003 $6,397,113.00
HIG HIGHLANDS PACIFIC 0210.105 $114,737,056.00
CHN CHALICE GOLD MINES 0140.12 $31,988,176.00
BDI BLINA MINERALS000.001 $4,543,882.50
N27 NORTHERN COBALT 0-800.053 $2,852,110.50
FCC FIRST COBALT0-820.145 $52,283,452.00
CZN CORAZON MINING 0-750.003 $4,142,066.00
BAT BATTERY MINERALS 0-640.022 $28,020,774.00
KTA KRAKATOA RESOURCES 0-280.028 $3,290,000.00
LML LINCOLN MINERALS 0-790.007 $4,024,885.75
LCD LATITUDE CONSOLIDATED 0-550.015 $4,127,685.00
CAZ CAZALY RESOURCES 0-580.025 $6,545,476.50
GBE GLOBE METALS AND MINING 0-130.014 $6,522,913.00
CGM COUGAR METALS0-860.001 $1,176,583.25
CGN CRATER GOLD MINING 0-240.015 $15,957,446.00
ORE OROCOBRE -1-423.445 $918,490,048.00
SO4 SALT LAKE POTASH -150.6 $122,142,144.00
INF INFINITY LITHIUM-100.092 $16,925,228.00
SVM SOVEREIGN METALS -1-260.078 $28,023,346.00
ERX EXORE RESOURCES -1470.071 $33,519,052.00
KDR KIDMAN RESOURCES -2-181.875 $765,067,072.00
CLQ CLEAN TEQ-2-770.285 $212,741,152.00
GLN GALAN LITHIUM -2880.245 $31,686,898.00
NMT NEOMETALS -2-220.225 $122,394,208.00
TON TRITON MINERALS -2-390.042 $38,939,792.00
LI3 LITHIUM CONSOLIDATED -3-200.078 $7,084,125.50
TLG TALGA RESOURCES -3-280.57 $125,784,960.00
FGR FIRST GRAPHENE -3120.195 $80,979,824.00
IDA INDIANA RESOURCES -3-550.034 $3,603,825.75
AGY ARGOSY MINERALS -3-780.068 $67,971,640.00
BEM BLACKEARTH MINERALS-3-590.058 $4,851,088.50
ARL ARDEA RESOURCES -4-580.41 $43,519,624.00
BAR BARRA RESOURCES -4-490.026 $14,550,050.00
SGQ ST GEORGE MINING -4-70.13 $38,755,108.00
KNL KIBARAN RESOURCES -4-170.125 $36,577,620.00
VMC VENUS METALS-4-40.125 $11,597,670.00
JRV JERVOIS MINING -4-420.24 $53,583,120.00
GPX GRAPHEX MINING -4-170.24 $20,960,430.00
IRC INTERMIN RESOURCES -4-320.115 $27,069,674.00
EUC EUROPEAN COBALT -4-720.023 $17,519,038.00
PAN PANORAMIC RESOURCES -4-350.34 $185,891,728.00
BUX BUXTON RESOURCES -4-210.11 $14,966,098.00
AML AEON METALS -4-390.22 $148,075,344.00
EMH EUROPEAN METALS-570.375 $54,990,836.00
INR IONEER -5-610.18 $265,497,024.00
PGM PLATINA RESOURCES -5-390.051 $13,734,564.00
ORN ORION MINERALS -6-140.032 $64,107,036.00
PLL PIEDMONT LITHIUM -6-140.16 $103,908,952.00
HAV HAVILAH RESOURCES -6-210.18 $33,828,604.00
BYH BRYAH RESOURCES -6-500.075 $4,784,288.00
MLM METALLICA MINERALS -7-700.014 $4,536,663.50
NXE NEW ENERGY MINERALS -7-860.027 $4,225,072.50
LIT LITHIUM AUSTRALIA-7-350.089 $40,247,000.00
CFE CAPE LAMBERT RESOURCES -7-650.013 $13,259,061.00
PIO PIONEER RESOURCES -7-380.012 $19,596,528.00
ARE ARGONAUT RESOURCES-7-380.013 $20,206,948.00
EME ENERGY METALS -7300.13 $27,258,830.00
HXG HEXAGON RESOURCES -8-430.125 $35,014,008.00
ESR ESTRELLA RESOURCES -8-480.012 $6,364,599.50
VMS VENTURE MINERALS -8-230.024 $12,494,688.00
CXO CORE LITHIUM -8-110.048 $33,334,400.00
ASN ANSON RESOURCES -8240.057 $28,406,652.00
EUR EUROPEAN LITHIUM -8-530.09 $52,139,892.00
HWK HAWKSTONE MINING -9-320.021 $11,976,678.00
GME GME RESOURCES -9-580.052 $26,048,104.00
DHR DARK HORSE RESOURCES -9-760.005 $9,880,433.00
AMD ARROW MINERALS -9-620.01 $3,145,406.00
OMH OM HOLDINGS -9-200.87 $642,602,304.00
AUZ AUSTRALIAN MINES -10-770.0195 $56,930,608.00
BSM BASS METALS -10-700.009 $25,252,872.00
KSN KINGSTON RESOURCES -10-230.016 $24,140,174.00
MNS MAGNIS ENERGY TECHNOLOGIES-11-460.215 $125,282,880.00
DEV DEVEX RESOURCES -11-350.042 $5,149,957.50
AJM ALTURA MINING -12-680.115 $244,428,192.00
SRK STRIKE RESOURCES -12-20.055 $7,557,382.00
OKR OKAPI RESOURCES -13-730.105 $3,606,001.00
MCT METALICITY -13-720.007 $4,217,246.00
LPD LEPIDICO -13-330.028 $94,718,720.00
IEC INTRA ENERGY -1300.013 $5,040,412.50
TRT TODD RIVER RESOURCES -13-300.052 $7,875,309.00
BGS BIRIMIAN -14-690.155 $40,999,068.00
SYA SAYONA MINING -14-740.012 $20,670,892.00
NWC NEW WORLD COBALT -15-870.013 $6,287,301.00
CUL CULLEN RESOURCES -15-740.011 $1,864,113.13
DTM DART MINING-17-490.005 $5,056,880.50
SRN SUREFIRE RESOURCES-17-640.006 $2,515,768.25
HGM HIGH GRADE METALS -17-910.005 $2,264,689.25
MQR MARQUEE RESOURCES -18-910.037 $1,581,538.50
HNR HANNANS -19-240.013 $25,843,410.00
TKL TRAKA RESOURCES -20-730.012 $5,301,136.50
TNO TANDO RESOURCES -20-570.08 $15,578,007.00
KLH KALIA -25-860.0015 $3,771,521.00
LRS LATIN RESOURCES -25-810.0015 $5,216,138.50
MTH MITHRIL RESOURCES -29-700.005 $2,111,946.00

 

At Stockhead, we tell it like it is. While Technology Metals is a Stockhead advertiser, it did not sponsor this article.