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High Voltage: Does Usain Bolt even fit into the EV he created?
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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:
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:
https://www.instagram.com/p/BwUSiugAtcW/?utm_source=ig_embed
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:
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?
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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:
| Ticker | Name | 1 Week Price Change % | 1 Year Price Change % | Share Price [May20] | Market Cap |
|---|---|---|---|---|---|
| FEL | FE | 54 | -43 | 0.017 | $7,872,559.50 |
| CLA | CELSIUS RESOURCES | 36 | -85 | 0.03 | $22,716,542.00 |
| OAU | ORA GOLD | 33 | -64 | 0.009 | $5,168,767.00 |
| PM1 | PURE MINERALS | 31 | 6 | 0.017 | $5,344,444.00 |
| TMT | TECHNOLOGY METALS AUSTRALIA | 31 | -46 | 0.235 | $20,575,230.00 |
| ADN | ANDROMEDA METALS | 29 | 13 | 0.0095 | $12,199,493.00 |
| GWR | GWR GROUP | 28 | -43 | 0.115 | $29,154,506.00 |
| AOU | AUROCH MINERALS | 28 | -19 | 0.069 | $6,934,744.50 |
| RLC | REEDY LAGOON CORP | 25 | -50 | 0.005 | $2,011,358.50 |
| SBR | SABRE RESOURCES | 25 | -69 | 0.005 | $2,034,868.00 |
| MEI | METEORIC RESOURCES | 21 | -53 | 0.017 | $12,604,748.00 |
| SI6 | SIX SIGMA METALS | 20 | -57 | 0.006 | $2,745,019.00 |
| TNG | TNG | 20 | -20 | 0.12 | $115,616,096.00 |
| LTR | LIONTOWN RESOURCES | 18 | 202 | 0.098 | $128,375,960.00 |
| ARM | AURORA MINERALS | 18 | -54 | 0.013 | $1,522,732.75 |
| NVA | NOVA MINERALS | 14 | -43 | 0.016 | $12,386,146.00 |
| ENT | ENTERPRISE METALS | 14 | -68 | 0.01 | $3,211,302.00 |
| THR | THOR MINING | 13 | -55 | 0.017 | $13,888,309.00 |
| MZZ | MATADOR MINING | 13 | -10 | 0.225 | $15,098,438.00 |
| RMX | RED MOUNTAIN MINING | 13 | -59 | 0.0045 | $3,501,165.50 |
| WKT | WALKABOUT RESOURCES | 12 | 124 | 0.285 | $88,487,888.00 |
| AXE | ARCHER EXPLORATION | 12 | -35 | 0.08 | $16,129,560.00 |
| PSC | PROSPECT RESOURCES | 12 | -53 | 0.019 | $38,876,184.00 |
| POW | PROTEAN ENERGY | 11 | -70 | 0.01 | $3,114,372.50 |
| AVL | AUSTRALIAN VANADIUM | 11 | -50 | 0.021 | $39,476,876.00 |
| 4CE | FORCE COMMODITIES | 11 | -84 | 0.01 | $4,245,158.50 |
| CNB | CARNABY RESOURCES | 11 | 7 | 0.15 | $14,397,500.00 |
| HMX | HAMMER METALS | 11 | -3 | 0.031 | $9,743,210.00 |
| SYR | SYRAH RESOURCES | 10 | -63 | 1.26 | $430,374,016.00 |
| CZR | COZIRON RESOURCES | 10 | -42 | 0.01 | $19,641,064.00 |
| AUR | AURIS MINERALS | 10 | -76 | 0.022 | $8,990,989.00 |
| ARU | ARAFURA RESOURCES | 10 | -47 | 0.057 | $43,758,576.00 |
| ANW | AUS TIN MINING | 9 | -33 | 0.013 | $24,765,678.00 |
| BOA | BOADICEA RESOURCES | 9 | 0 | 0.18 | $9,512,131.00 |
| BKT | BLACK ROCK MINING | 9 | 92 | 0.105 | $58,555,084.00 |
| DEG | DE GREY MINING | 9 | -45 | 0.088 | $37,237,712.00 |
| GED | GOLDEN DEEPS | 8 | -46 | 0.027 | $4,627,281.50 |
| ZNC | ZENITH MINERALS | 8 | -69 | 0.055 | $11,701,917.00 |
| RDS | REDSTONE RESOURCES | 8 | 4 | 0.014 | $6,635,500.50 |
| CNJ | CONICO | 8 | -65 | 0.014 | $4,924,615.50 |
| CRL | COMET RESOURCES | 7 | -42 | 0.03 | $7,200,000.00 |
| S32 | SOUTH32 | 7 | -8 | 3.49 | $17,707,825,152.00 |
| MXR | MAXIMUS RESOURCES | 7 | -46 | 0.062 | $2,158,542.75 |
| MTC | METALSTECH | 7 | -89 | 0.016 | $1,871,262.25 |
| JMS | JUPITER MINES | 7 | 9 | 0.3275 | $626,877,120.00 |
| RIO | RIO TINTO | 6 | 33 | 102.25 | $146,852,003,840.00 |
| PUR | PURSUIT MINERALS | 6 | -85 | 0.018 | $3,213,492.00 |
| BSX | BLACKSTONE MINERALS | 6 | -82 | 0.073 | $8,920,948.00 |
| E25 | ELEMENT 25 | 6 | -29 | 0.185 | $15,533,405.00 |
| BPL | BROKEN HILL PROSPECTING | 6 | -85 | 0.019 | $2,809,784.50 |
| NZC | NZURI COPPER | 5 | 8 | 0.335 | $99,128,336.00 |
| A4N | ALPHA HPA | 5 | -5 | 0.115 | $65,216,504.00 |
| MIN | MINERAL RESOURCES | 4 | -17 | 15.665 | $2,951,266,560.00 |
| JRL | JINDALEE RESOURCES | 4 | 28 | 0.255 | $8,923,668.00 |
| LPI | LITHIUM POWER INTERNATIONAL | 4 | -23 | 0.255 | $66,941,044.00 |
| KOR | KORAB RESOURCES | 4 | -38 | 0.029 | $9,024,766.00 |
| SEI | SPECIALITY METALS | 3 | 41 | 0.032 | $19,781,344.00 |
| TAR | TARUGA MINERALS | 3 | -86 | 0.031 | $4,376,184.50 |
| COB | COBALT BLUE | 3 | -88 | 0.14 | $17,858,406.00 |
| WML | WOOMERA MINING | 3 | -74 | 0.036 | $4,057,359.50 |
| POS | POSEIDON NICKEL | 3 | 3 | 0.038 | $100,422,672.00 |
| PLS | PILBARA MINERALS | 3 | -16 | 0.79 | $1,451,617,920.00 |
| VXR | VENTUREX RESOURCES | 3 | 3 | 0.2 | $55,972,528.00 |
| RTR | RUMBLE RESOURCES | 2 | -10 | 0.046 | $17,746,388.00 |
| CZI | CASSINI RESOURCES | 2 | 36 | 0.095 | $39,473,172.00 |
| GXY | GALAXY RESOURCES | 2 | -49 | 1.6175 | $668,339,392.00 |
| BDC | BARDOC GOLD | 1 | -28 | 0.068 | $87,067,352.00 |
| VML | VITAL METALS | 0 | 11 | 0.01 | $17,426,112.00 |
| MRR | MINREX RESOURCES | 0 | -73 | 0.014 | $1,342,288.13 |
| PSM | PENINSULA MINES | 0 | -64 | 0.004 | $3,971,488.25 |
| BAU | BAUXITE RESOURCES | 0 | -26 | 0.05 | $10,721,117.00 |
| KAI | KAIROS MINERALS | 0 | -55 | 0.017 | $14,488,638.00 |
| CDT | CASTLE MINERALS | 0 | -70 | 0.006 | $1,342,775.88 |
| AZI | ALTA ZINC | 0 | -67 | 0.003 | $5,464,903.00 |
| SVD | SCANDIVANADIUM | 0 | -57 | 0.011 | $3,870,527.00 |
| ADV | ARDIDEN | 0 | -82 | 0.003 | $5,044,140.50 |
| LKE | LAKE RESOURCES | 0 | -53 | 0.049 | $19,084,336.00 |
| CHK | COHIBA MINERALS | 0 | 11 | 0.01 | $6,646,142.50 |
| PNN | PEPINNINI LITHIUM | 0 | -87 | 0.003 | $3,714,035.25 |
| CMC | CHINA MAGNESIUM | 0 | 0 | 0.02 | $9,248,771.00 |
| MLS | METALS AUSTRALIA | 0 | -67 | 0.002 | $5,383,595.50 |
| MTB | MOUNT BURGESS MINING | 0 | -67 | 0.003 | $1,355,638.13 |
| GPP | GREENPOWER ENERGY | 0 | -72 | 0.0025 | $3,913,426.00 |
| RIE | RIEDEL RESOURCES | 0 | -86 | 0.01 | $4,180,697.00 |
| AYR | ALLOY RESOURCES | 0 | -57 | 0.003 | $5,079,833.00 |
| SUH | SOUTHERN HEMISPHERE MINING | 0 | 16 | 0.059 | $5,219,699.00 |
| RNU | RENASCOR RESOURCES | 0 | -26 | 0.02 | $23,068,486.00 |
| SCI | SILVER CITY MINERALS | 0 | -78 | 0.009 | $2,643,392.25 |
| AEE | AURA ENERGY | 0 | -55 | 0.01 | $12,072,005.00 |
| AUT | AUTECO MINERALS | 0 | 25 | 0.005 | $5,012,323.50 |
| TKM | TREK METALS | 0 | -81 | 0.004 | $1,249,214.50 |
| DGR | DGR GLOBAL | 0 | 46 | 0.13 | $79,713,648.00 |
| WCN | WHITE CLIFF MINERALS | 0 | -95 | 0.005 | $2,351,734.50 |
| AVZ | AVZ MINERALS | 0 | -76 | 0.043 | $93,611,136.00 |
| PMY | PACIFICO MINERALS | 0 | -45 | 0.006 | $12,338,628.00 |
| OAR | OAKDALE RESOURCES | 0 | -21 | 0.019 | $3,958,752.00 |
| VRC | VOLT RESOURCES | 0 | -42 | 0.018 | $27,654,086.00 |
| MZN | MARINDI METALS | 0 | -75 | 0.003 | $6,397,113.00 |
| HIG | HIGHLANDS PACIFIC | 0 | 21 | 0.105 | $114,737,056.00 |
| CHN | CHALICE GOLD MINES | 0 | 14 | 0.12 | $31,988,176.00 |
| BDI | BLINA MINERALS | 0 | 0 | 0.001 | $4,543,882.50 |
| N27 | NORTHERN COBALT | 0 | -80 | 0.053 | $2,852,110.50 |
| FCC | FIRST COBALT | 0 | -82 | 0.145 | $52,283,452.00 |
| CZN | CORAZON MINING | 0 | -75 | 0.003 | $4,142,066.00 |
| BAT | BATTERY MINERALS | 0 | -64 | 0.022 | $28,020,774.00 |
| KTA | KRAKATOA RESOURCES | 0 | -28 | 0.028 | $3,290,000.00 |
| LML | LINCOLN MINERALS | 0 | -79 | 0.007 | $4,024,885.75 |
| LCD | LATITUDE CONSOLIDATED | 0 | -55 | 0.015 | $4,127,685.00 |
| CAZ | CAZALY RESOURCES | 0 | -58 | 0.025 | $6,545,476.50 |
| GBE | GLOBE METALS AND MINING | 0 | -13 | 0.014 | $6,522,913.00 |
| CGM | COUGAR METALS | 0 | -86 | 0.001 | $1,176,583.25 |
| CGN | CRATER GOLD MINING | 0 | -24 | 0.015 | $15,957,446.00 |
| ORE | OROCOBRE | -1 | -42 | 3.445 | $918,490,048.00 |
| SO4 | SALT LAKE POTASH | -1 | 5 | 0.6 | $122,142,144.00 |
| INF | INFINITY LITHIUM | -1 | 0 | 0.092 | $16,925,228.00 |
| SVM | SOVEREIGN METALS | -1 | -26 | 0.078 | $28,023,346.00 |
| ERX | EXORE RESOURCES | -1 | 47 | 0.071 | $33,519,052.00 |
| KDR | KIDMAN RESOURCES | -2 | -18 | 1.875 | $765,067,072.00 |
| CLQ | CLEAN TEQ | -2 | -77 | 0.285 | $212,741,152.00 |
| GLN | GALAN LITHIUM | -2 | 88 | 0.245 | $31,686,898.00 |
| NMT | NEOMETALS | -2 | -22 | 0.225 | $122,394,208.00 |
| TON | TRITON MINERALS | -2 | -39 | 0.042 | $38,939,792.00 |
| LI3 | LITHIUM CONSOLIDATED | -3 | -20 | 0.078 | $7,084,125.50 |
| TLG | TALGA RESOURCES | -3 | -28 | 0.57 | $125,784,960.00 |
| FGR | FIRST GRAPHENE | -3 | 12 | 0.195 | $80,979,824.00 |
| IDA | INDIANA RESOURCES | -3 | -55 | 0.034 | $3,603,825.75 |
| AGY | ARGOSY MINERALS | -3 | -78 | 0.068 | $67,971,640.00 |
| BEM | BLACKEARTH MINERALS | -3 | -59 | 0.058 | $4,851,088.50 |
| ARL | ARDEA RESOURCES | -4 | -58 | 0.41 | $43,519,624.00 |
| BAR | BARRA RESOURCES | -4 | -49 | 0.026 | $14,550,050.00 |
| SGQ | ST GEORGE MINING | -4 | -7 | 0.13 | $38,755,108.00 |
| KNL | KIBARAN RESOURCES | -4 | -17 | 0.125 | $36,577,620.00 |
| VMC | VENUS METALS | -4 | -4 | 0.125 | $11,597,670.00 |
| JRV | JERVOIS MINING | -4 | -42 | 0.24 | $53,583,120.00 |
| GPX | GRAPHEX MINING | -4 | -17 | 0.24 | $20,960,430.00 |
| IRC | INTERMIN RESOURCES | -4 | -32 | 0.115 | $27,069,674.00 |
| EUC | EUROPEAN COBALT | -4 | -72 | 0.023 | $17,519,038.00 |
| PAN | PANORAMIC RESOURCES | -4 | -35 | 0.34 | $185,891,728.00 |
| BUX | BUXTON RESOURCES | -4 | -21 | 0.11 | $14,966,098.00 |
| AML | AEON METALS | -4 | -39 | 0.22 | $148,075,344.00 |
| EMH | EUROPEAN METALS | -5 | 7 | 0.375 | $54,990,836.00 |
| INR | IONEER | -5 | -61 | 0.18 | $265,497,024.00 |
| PGM | PLATINA RESOURCES | -5 | -39 | 0.051 | $13,734,564.00 |
| ORN | ORION MINERALS | -6 | -14 | 0.032 | $64,107,036.00 |
| PLL | PIEDMONT LITHIUM | -6 | -14 | 0.16 | $103,908,952.00 |
| HAV | HAVILAH RESOURCES | -6 | -21 | 0.18 | $33,828,604.00 |
| BYH | BRYAH RESOURCES | -6 | -50 | 0.075 | $4,784,288.00 |
| MLM | METALLICA MINERALS | -7 | -70 | 0.014 | $4,536,663.50 |
| NXE | NEW ENERGY MINERALS | -7 | -86 | 0.027 | $4,225,072.50 |
| LIT | LITHIUM AUSTRALIA | -7 | -35 | 0.089 | $40,247,000.00 |
| CFE | CAPE LAMBERT RESOURCES | -7 | -65 | 0.013 | $13,259,061.00 |
| PIO | PIONEER RESOURCES | -7 | -38 | 0.012 | $19,596,528.00 |
| ARE | ARGONAUT RESOURCES | -7 | -38 | 0.013 | $20,206,948.00 |
| EME | ENERGY METALS | -7 | 30 | 0.13 | $27,258,830.00 |
| HXG | HEXAGON RESOURCES | -8 | -43 | 0.125 | $35,014,008.00 |
| ESR | ESTRELLA RESOURCES | -8 | -48 | 0.012 | $6,364,599.50 |
| VMS | VENTURE MINERALS | -8 | -23 | 0.024 | $12,494,688.00 |
| CXO | CORE LITHIUM | -8 | -11 | 0.048 | $33,334,400.00 |
| ASN | ANSON RESOURCES | -8 | 24 | 0.057 | $28,406,652.00 |
| EUR | EUROPEAN LITHIUM | -8 | -53 | 0.09 | $52,139,892.00 |
| HWK | HAWKSTONE MINING | -9 | -32 | 0.021 | $11,976,678.00 |
| GME | GME RESOURCES | -9 | -58 | 0.052 | $26,048,104.00 |
| DHR | DARK HORSE RESOURCES | -9 | -76 | 0.005 | $9,880,433.00 |
| AMD | ARROW MINERALS | -9 | -62 | 0.01 | $3,145,406.00 |
| OMH | OM HOLDINGS | -9 | -20 | 0.87 | $642,602,304.00 |
| AUZ | AUSTRALIAN MINES | -10 | -77 | 0.0195 | $56,930,608.00 |
| BSM | BASS METALS | -10 | -70 | 0.009 | $25,252,872.00 |
| KSN | KINGSTON RESOURCES | -10 | -23 | 0.016 | $24,140,174.00 |
| MNS | MAGNIS ENERGY TECHNOLOGIES | -11 | -46 | 0.215 | $125,282,880.00 |
| DEV | DEVEX RESOURCES | -11 | -35 | 0.042 | $5,149,957.50 |
| AJM | ALTURA MINING | -12 | -68 | 0.115 | $244,428,192.00 |
| SRK | STRIKE RESOURCES | -12 | -2 | 0.055 | $7,557,382.00 |
| OKR | OKAPI RESOURCES | -13 | -73 | 0.105 | $3,606,001.00 |
| MCT | METALICITY | -13 | -72 | 0.007 | $4,217,246.00 |
| LPD | LEPIDICO | -13 | -33 | 0.028 | $94,718,720.00 |
| IEC | INTRA ENERGY | -13 | 0 | 0.013 | $5,040,412.50 |
| TRT | TODD RIVER RESOURCES | -13 | -30 | 0.052 | $7,875,309.00 |
| BGS | BIRIMIAN | -14 | -69 | 0.155 | $40,999,068.00 |
| SYA | SAYONA MINING | -14 | -74 | 0.012 | $20,670,892.00 |
| NWC | NEW WORLD COBALT | -15 | -87 | 0.013 | $6,287,301.00 |
| CUL | CULLEN RESOURCES | -15 | -74 | 0.011 | $1,864,113.13 |
| DTM | DART MINING | -17 | -49 | 0.005 | $5,056,880.50 |
| SRN | SUREFIRE RESOURCES | -17 | -64 | 0.006 | $2,515,768.25 |
| HGM | HIGH GRADE METALS | -17 | -91 | 0.005 | $2,264,689.25 |
| MQR | MARQUEE RESOURCES | -18 | -91 | 0.037 | $1,581,538.50 |
| HNR | HANNANS | -19 | -24 | 0.013 | $25,843,410.00 |
| TKL | TRAKA RESOURCES | -20 | -73 | 0.012 | $5,301,136.50 |
| TNO | TANDO RESOURCES | -20 | -57 | 0.08 | $15,578,007.00 |
| KLH | KALIA | -25 | -86 | 0.0015 | $3,771,521.00 |
| LRS | LATIN RESOURCES | -25 | -81 | 0.0015 | $5,216,138.50 |
| MTH | MITHRIL RESOURCES | -29 | -70 | 0.005 | $2,111,946.00 |
