battery metals

Latest news and analysis on battery metals

Equities

BHP, RIO, FMG, MIN, PLS…Big brokers tip ASX mining stocks tariff collateral damage is unavoidable

ASX mining and energy companies like BHP, RIO, FMG, MIN, IGO, PLS, SFR, and S32 won’t escape the trade war unscathed, say the big brokers.
BHP
FMG
+7
Carl Capolingua
Livewire Markets
Commodities

Modern-day Drake discovery points to lasting gold-silver Legacy

Plus, new Greenland government a big win for Energy Transition Minerals and nickel price revival augurs well for Centaurus.
ASL
BHP
+3
Barry FitzGerald
Independent Journalist
Commodities

PLS, MIN, IGO and LTR face “more challenging” lithium environment says Morgan Stanley

ASX lithium stocks’ rocky road likely to continue as mixed demand and still-robust supply push out its price recovery, says Morgan Stanley.
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Has Pilbara Minerals finally turned the long lithium corner?

Pilbara Minerals shares are rallying on a better-than-expected quarterly production and activities report, we investigate why.
BOE
Carl Capolingua
Livewire Markets
Equities

AusQuest eyes holy grail of exploration with first taste of copper-gold porphyry find

Tiddler’s shares soar as investors contemplate huge upside; Appetite for big deposits sees third parties in due diligence with Sunstone.
AQD
BHP
IGO
+2
Barry FitzGerald
Independent Journalist
Equities

Lithium cycle has troughed as Chinese battery makers set to ramp up production –Citi

Major broker Citi sees lithium market dynamics shifting away from the “short term bearish” view they’ve held for the last 9 months.
CXO
IGO
+8
Carl Capolingua
Livewire Markets
Equities

Latest lithium market views and price forecasts, plus ASX lithium top picks

The broker that correctly predicted the continued demise of lithium minerals prices in 2024 provides one final lithium update for the year.
CXO
IGO
+3
Carl Capolingua
Livewire Markets
Equities

When will the pendulum finally swing for lithium prices? 2028, 2029, or 2030?

When will lithium prices finally turn around? We pinpoint when the lithium market will swing back to a deficit, and therefore higher prices.
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Watch out for "sharp but brief price drop" in lithium, Macquarie

Lithium minerals markets have been dynamic over the past few weeks, with prices staging a modest rally. We check up on the key developments.
CXO
+8
Carl Capolingua
Livewire Markets
Equities

Lithium prices have bottomed: These are the highest rated ASX lithium stocks

Lithium prices are finally showing signs of bottoming out, so which ASX lithium stocks are most highly rated by Australia’s biggest brokers?
CXO
+11
Carl Capolingua
Livewire Markets
Equities

Why it’s still too early to call the low in battery metals prices

Morgan Stanley outlines why the prices of key battery metals like nickel and lithium aren’t likely to rally any time soon.
BHP
CXO
IGO
+10
Carl Capolingua
Livewire Markets
Equities

Citi downgrades ASX lithium sector earnings. This is its only remaining buy

Citi has revised its lithium forecast, noting a “cautious approach”. This means downgrades for some ASX lithium stocks within its coverage.
IGO
+3
Carl Capolingua
Livewire Markets
Equities

Share prices of ASX lithium stocks have run too hard, except this one…

ASX lithium stocks have enjoyed a near-perfect storm of news drivers over the last few weeks, but have they run ahead of fundamentals?
CXO
+16
Carl Capolingua
Livewire Markets
Equities

Real production costs at ASX lithium miners will shock you: Just one mine is profitable

Lithium companies continue to maintain or increase production levels even as lithium minerals prices plummet. How long can they continue?
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Nearly 30% of lithium producers are losing money, shutdowns likely if prices don’t improve

Two major brokers weigh in on the dire situation in the lithium market, warning further shutdowns are likely if prices don’t improve soon.
IGO
+5
Carl Capolingua
Livewire Markets
Equities

Two big reasons why lithium free fall may have more to go

We investigate the latest lithium market price drivers, as well as ASX lithium stock valuation metrics as lithium prices continue to tumble.
CXO
+9
Carl Capolingua
Livewire Markets
Equities

Are Pilbara Minerals shares a buy? Brokers weigh in on June quarter results

Pilbara Minerals’ June quarter production report has dropped, and the big brokers have made several changes to their recommendations.
Carl Capolingua
Livewire Markets
Equities

Big appetite for Canadian copper raising puts spotlight on ASX red metal explorers

Project similarities sees demand flow through to FireFly; New World PFS; Eshuys' copper find; Minnow Noronex teams up with South32.
+4
Barry FitzGerald
Independent Journalist
Equities

Latest lithium views from 3 major brokers: Price forecasts & ASX lithium stock picks

Three major brokers update on the latest lithium market trends, including price forecasts, plus – which if any ASX lithium stocks are a buy?
CXO
IGO
+6
Carl Capolingua
Livewire Markets
Equities

Don’t hold your breath lithium investors, unless you can do it for 4 years…

Lithium investors are a tough bunch. They'll need stay that way if new research from energy transition think tank Wood Mackenzie is correct.
IGO
Carl Capolingua
Livewire Markets
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