Benchmark Bullish on Oz Lithium and Rare Earth Space
For those who missed the recent keynote presentation by Benchmark Mineral Intelligence at our Hidden Gems webinar, here are the salient points from it.
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Ford-Tesla Agreement Puts a Charge into US EV Space
Ford and Tesla have struck a technology deal that could trigger a major change for US EVs and confer market leader status back to Tesla for a while to come.
Read MoreCommodities Corner: Walk and Talk
Commodities traders did most of the walking last week, while for lithium stocks and Newcrest shareholders the talk never seems to end.
Read MoreAmbitious Allkem Ready to Livent the Lithium Dream
Most talk in the wake of the Allkem-Livent merger missed the main point: that it is above all a sign of the maturity of the Australian lithium industry.
Read MoreBig Lithium Deal Sparks Frantic Search for the Next Perfect Match
ASX investors are on the hunt for more candidates for mergers and acquisitions action after more than $21 billion in bids and deals since March.
Read MoreAllkem, Livent to Merge into Lithium Supergroup
Allkem and Livent have agreed to an all-share merger worth $US10.6 billion that will see the Western world’s third-largest producer of Lithium
Read MoreChina NEV Weakness a Threat to Lithium Bounce
Just as a couple of leading banks turn positive about lithium, monthly Chinese sales of New Energy Vehicles were a touch weak for no apparent reason.
Read MoreLithium Metrics Finally Grab Hold of Albemarle
The long slide in lithium prices since last November has finally caught up with global giant Albemarle, which has cut its annual profit forecast.
Read MoreRio Tinto Sizes Up its Lithium Play Options
CEO Jakob Stausholm told Rio’s Australian AGM on Thursday that, while his company remains very interested in lithium, it doesn’t want to pay too much to play.
Read MoreWA Lithium Commitment Remains Unwavering
There’s significant expansion afoot in WA’s lithium industry as companies ignore the nervous nellies and plough on with exploration and processing plans.
Read MoreIs the Bloom Finally Coming off the Local Lithium Boom?
Judging by the tone from two of the country’s major producers Pilbara Minerals and IGO, they aren’t quite ready to accept that the lithium boom is fading just yet.
Read MoreShake-Ups and Shakedowns in Lithium Land
Today through Friday is report card time for some of Australia’s lithium majors with attention returning to the sector after Chile’s shock news late last week.
Read MoreAlbemarle, SQM Belted on Chile Lithium Move
Shares in the world’s top two lithium producers – Albemarle and SQM – tanked on Friday after Chile moved to take control of the country’s lithium industry.
Read MoreSodium Set to Make Assault on Lithium’s Battery Stronghold
The renewables sector both locally and globally is watching moves by BYD and its bigger Chinese rival CATL to start mass production of sodium-ion batteries.
Read MoreSayona Mining – Canada’s Only Lithium Producer
Corporate Connect has initiated coverage on local lithium up-and-comer Sayona Mining (ASX: SYA), with Senior Analyst Di Brookman’s report now available for download.
Read MorePilbara Minerals Unfazed by Lithium Slump
Pilbara revealed Wednesday that it will ignore the recent price downturn and spend more than half a billion dollars on a large expansion of its key WA lithium mining business.
Read MoreAlbemarle Comes Roaring into Liontown
Albemarle has turned the frowns in the struggling local lithium space upside down with news of a series of approaches to Liontown Resources, including a recent one at $2.50 per share.
Read MoreRenewables Sector Eagerly Awaits IRA Breakdown
Next week sees the release of what will be the key drivers of the future for the world’s growing renewables sector, with special focus on details of the Biden Administration’s Inflation Reduction Act.
Read MoreLake Resources (ASX:LKE) Provides Update on Strategic Focus
Lake Resources MD / CEO David Dickson discusses the company’s focus over the last half, building a new team, Lake’s technology partner Lilac Solutions, offtake agreements and more.
Read MoreIs Pilbara Sale a Tit for Tat Move or Mere Coincidence?
On the face of it there shouldn’t be any link between the regulatory decision on Northern Minerals this week and CATL’s near-total exit from Pilbara Minerals, but with Chinese companies you just never know.
Read MoreMarkets Brace Themselves for Musk on the Mic
Can Elon Musk win back the confidence of the market at Tesla’s annual investor day on Wednesday, or will this be yet another instance of the mania mangling the message?
Read MoreAlbemarle Again Bending MinRes to its Own Will
US lithium giant Albemarle looks to have again successfully deflected the lithium processing ambitions of Mineral Resources, although MinRes CEO Chris Ellison doesn’t seem to realise it yet.
Read MoreBattery Tech Powers Demand for Lithium
Global X expects the growth of battery technologies, particularly those in the mobility space, to continue to create compelling opportunities for lithium and the battery tech industry.
Read MoreCommodities Corner: Venture a Highway
LIT – a listed ETF focused on lithium producers like Albemarle, battery makers and car companies like BYD, Ganfeng, Tianqi and CATL – is starting to send some worrying signals for the industry.
Read MoreChile: Supplying the metals for decarbonisation
A recent research trip suggests to Janus Henderson Portfolio Manager Tal Lomnitzer that limited supply to meet rising demand should continue to underpin copper and lithium markets.
Read MoreSetback for WES at Mount Holland Lithium Project
A setback for Wesfarmers at its jointly-owned Mount Holland lithium project in WA, with production delayed by around six months and costs jumping by anywhere up to 20%.
Read More10 Critical Metals of Clean Energy
Global X looks forward and answers questions concerning the current supply and demand dynamics of clean metals as the world rapidly transitions towards a greener economy.
Read MoreEV and Battery Makers Seemingly on Collision Course
The essential conflict at the heart of the booming electric vehicle / battery materials business was on full display in statements this week from the two leading players: Tesla and Albemarle.
Read MoreLucrative Times for Lithium Giant Albemarle
Albemarle has confirmed the fabulous returns from the present boom that some of its mates in the lithium sector hinted at last week in their latest quarterly reports.
Read MoreThe Pilbara Wheelbarrow Overfloweth
Judging by another very strong quarterly report from Pilbara Minerals Friday, there’s no sign of the lithium boom dying, as more than few pundits have been claiming recently.
Read MoreAllkem Result Shows there’s Life Left in Lithium
As all the so-called ‘experts’ continue to insist that the lithium price boom is either dead or dying, it just keeps hanging in there as the strong Allkem result on Wednesday showed.
Read MoreIGO Hunting that Essential Acquisition
IGO Ltd and its Chinese partner Tanqui have made a well-timed bid for the smaller lithium aspirant Essential Metals at a likely cost of around $A136 million.
Read MoreAuction, Citi Re-rate Send Lithium Stocks Lower
Shares in lithium companies took another fall yesterday after the latest online auction from Pilbara Minerals, with a price forecast downgrade from Citibank not helping matters.
Read MoreChinese EV Strength Continues to Drive Lithium
Record sales of NEVs in China last month, bringing to roughly 70% the jump over the past year, has again helped explain the continuing strength in lithium prices.
Read MoreChina Pushing Back on Lithium Price Strength
China is whining about high lithium prices and the dangers they pose to EV companies and is now looking to try and control then dampen prices which continue to skyrocket.
Read MoreSo Where Does that Wild Week Leave the Lithium Space?
After a week like the one investors in local and global lithium stocks have just endured, it is sometimes best just to cut out as much noise as possible and look at the numbers.
Read MoreMagnis Energy Technologies (ASX: MNS) – Viability of the Nachu Graphite Project
Magnis’ update to the BFS demonstrates that the Nachu Graphite Project represents one of the best graphite production opportunities in today’s market.
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