Lithium ‘spot’ prices outta China make a bit of a recovery to start the week
EV demand remains intact, says one prominent expert. Not everyone agrees
Indonesia keeps blowing up global nickel industry, while copper looks good
Where are lithium and other battery metals at today/this week? We’ll tell you a few things we’re seeing.
First things first, lithium… it’s had a bit of a price rally… which is probably too strong a word… over the past 24 hours. It’s ticked back up a bit, which is encouraging for now.
The Chinese-sponsored lithium carbonate “spot” price is up 0.91%, according to the latest stats delivered to X by the Lithium Price Bot.
(Rallied it has, though, on a YTD timeframe.)
2024-04-02#Lithium Carbonate 99.5% Min China Spot
Price: $15,283.50
1 day: $138.00 (0.91%)
YTD: 11.71%#Spodumene Concentrate (6%, CIF China)
Price: $1,135.00
1 day: $5.0 (0.44%)
YTD: -13.69%
Sponsored by @portofino_porhttps://t.co/UBg17zZRgX
— Lithium Price Bot (@LithiumPriceBot) April 2, 2024
EV demand – intact? ‘Farcical targets?’ Who’s saying what?
The demand for electric vehicles may have slowed over the past year, but the overarching, long-term EV growth narrative is still intact, seemingly believes, by and large, most analysts this columnist sees following the sector day in, day out.
They may not always agree with each other on everything, mind – case in point:
Juan Carlos Zuleta doesn’t exactly appear onboard with a few of the things Joe “Mr Lithium Lowry” put forth in his keynote speech at the Future Facing Commodities Conference in Singapore last week. This was just one of them…
4/ “The growth rate (of demand) has slowed, but the western press continues to misjudge the global EV story.”
The press has little to do here. I was the first analyst that noticed the demand slowdown while he was saying that in 2023 we will end up with higher prices than in 2022.
— Juan Carlos Zuleta (@jczuleta) April 1, 2024
That’s not to say Zuleta doesn’t believe in the long-term narrative…
Electrification of the automotive industry is already a global phenomenon. In January 2008, I anticipated this would change the world with #lithium as its key factor.
I was found to be correct. https://t.co/ZeYOdvMTnT pic.twitter.com/9J34heh2E1
— Juan Carlos Zuleta (@jczuleta) March 30, 2024
You’ll have to have a read/listen to both gents’ analyses in more detail to get full nuance and context.
But as another snapshot, Lowry, meanwhile, is highlighting the increased sales of Chinese Tesla rival BYD, noting: “The numbers tell the story – the decline of EV demand was clearly exaggerated.”
When I said at the beginning of 2024 that “#lithium demand is still intact” more than one “expert” challenged the comment. I leave you with this. https://t.co/grauM7m9Qs
— Joe Lowry (@globallithium) April 1, 2024
The numbers tell the story – the decline of #EV demand was clearly exaggerated. Yes, #lithium demand is just fine too. https://t.co/Gn2DehFjmq
— Joe Lowry (@globallithium) April 1, 2024
Here’s a local analyst over at The Australian – Adam Creighton – who isn’t exactly painting a pretty EV growth narrative in this article: Slowing demand for electric vehicles to undermine farcical US targets.
The Aus man notes the Trump-led Republican pushback against the Biden government’s “ridiculous electric car mandate” – the two sides of which we can expect to see pushed pretty heavily once the US election heats up good and proper.
Creighton writes that last year, the Dems:
“…projected 66 per cent of new car registrations by 2032 would be electric in the US (up from about 7 per cent last year), thanks to tougher emissions standards and generous tax breaks for purchasing new EVs.
Adding:
“These ambitious goals have quickly been mugged by economic and political reality. EVs have been piling up in car yards across the US, as sales figures are coming in well below expectations, despite falling prices.”
Going harder, he writes:
“The so-called transition to EVs is shaping up to be an embarrassing flop, born of the routinely misplaced idea governments can ban things when voters (and drivers) have other ideas.”
And:
“A broader realisation that replacing petrol-powered cars with EVs might not be the environmental panacea widely believed will also undermine their appeal, for consumers if not policymakers.
“Absent a technological breakthrough in the coming years, US and Australian EV targets will become farcical and almost certainly be scrapped.”
Not enjoying that take? Here’s someone else’s – founder of a personalised, financial eductational platform thing called Minemo, who cites a compound annual growth rate for lithium, fuelled by EV demand, of 30%, as predicted by the McKinsey multinational management firm:
The Lithium Gold Rush
A CAGR of approx 30% over the next decade.
That’s what McKinsey projects the growth in demand for lithium-ion batteries to be (fuelled by the EV revolution).
And it’s a major opportunity for investors to capitalise on the lithium supply chain.… pic.twitter.com/UL6cjpNXKK
— Alexis (@a_vroenne) March 28, 2024
Nice summary of the EV world 2023 by EV-Volumeshttps://t.co/7lApm9oQ2u pic.twitter.com/23CsNsWc5O
— Daniel Jimenez Sch (@D_Jimenez_Sch) April 1, 2024
Indonesia continues to blow up global nickel scene
Moving on, then. Here’s something that doesn’t help the beleaguered Aussie nickel industry. Indonesian dominance in that particular clean energy/battery metal sub-sector hardly looks like abating any time soon.
In fact, the hugely populated SE Asian nation is reportedly set to ramp up nickel production and expand its supply stream of the battery metal, despite its low global prices right now.
Those suppressed nickel prices can actually be partly/mainly put down to the elevated supply produced by the new nickel powerhouse.
Per the Financial Times:
Indonesia will press on with plans to expand nickel output despite a supply glut that is forcing rivals to shut down mines, as the world’s top producer aims to keep prices low and protect long-term demand for the metal crucial to electric car batteries, a senior government official has said.
“We don’t see any reason why we should not expand production of nickel for battery materials,” Septian Hario Seto, the deputy co-ordinating minister for investment and mining, told the FT.
“What we want to achieve is price equilibrium. The responsibility for us as the biggest nickel producer is to supply enough nickel so that the EV [electric vehicle] transition can progress smoothly.”
At least copper’s in a good spot…
… according to bullish copper watchers, such as commodity trading and logistics entity Trafigura Group’s chief economist Saaf Rahim, who very recently said in an interview that the world will need copper in “ever-growing quantities,” to meet the needs of the energy transition.
Bullish enough? No? According to S&P Global, in that same March 20 interview he also said this:
“You look at copper, and it’s amazing.”
“No one is ever going to say the phrase ‘peak copper demand,’ at least in my career. I mean, every forecast is some version of up and to the right.”
ASX battery metals form guide:
Scroll or swipe to reveal table. Click headings to sort. Best viewed on a laptop. (Note: figures accurate per ASX at 5pm April 2.)
Stocks missing from this list? Email [email protected]
Code Company Price % Week % Month % Year Market Cap PVW PVW Res Ltd 0.027 0% -7% -64% $2,737,929 A8G Australasian Metals 0.06 -14% -2% -67% $3,127,230 INF Infinity Lithium 0.067 -1% -7% -57% $30,068,486 LPI Lithium Pwr Int Ltd 0 -100% -100% -100% $361,898,974 PSC Prospect Res Ltd 0.08 -2% 13% -52% $37,066,557 PAM Pan Asia Metals 0.16 0% 0% -52% $26,850,684 CXO Core Lithium 0.155 0% -35% -82% $331,225,009 LOT Lotus Resources Ltd 0.4 -5% 16% 100% $732,486,442 AGY Argosy Minerals Ltd 0.13 0% -19% -70% $189,595,012 AZS Azure Minerals 3.66 0% 3% 976% $1,674,180,449 NWC New World Resources 0.043 5% 19% -14% $99,813,650 QXR Qx Resources Limited 0.017 0% -19% -53% $19,981,401 GSR Greenstone Resources 0.007 0% 0% -67% $9,576,794 CAE Cannindah Resources 0.06 2% -12% -67% $34,684,797 AZL Arizona Lithium Ltd 0.026 8% -10% -50% $99,096,854 RIL Redivium Limited 0.005 25% 43% -58% $10,923,419 COB Cobalt Blue Ltd 0.145 0% 12% -60% $52,956,870 ESS Essential Metals Ltd 0 -100% -100% -100% $135,278,382 LPD Lepidico Ltd 0.004 -20% -33% -64% $38,191,540 MRD Mount Ridley Mines 0.0015 -25% -25% -57% $11,677,324 CZN Corazon Ltd 0.01 -9% 11% -38% $6,155,979 LKE Lake Resources 0.066 0% -51% -85% $108,086,951 DEV Devex Resources Ltd 0.3 9% -10% 0% $123,533,388 INR Ioneer Ltd 0.16 -9% 10% -45% $337,921,944 AVZ AVZ Minerals Ltd 0.78 0% 0% 0% $2,752,409,203 MAN Mandrake Res Ltd 0.037 3% -8% -18% $23,398,877 RLC Reedy Lagoon Corp. 0.004 0% 0% -41% $2,478,163 GBR Greatbould Resources 0.06 2% 3% -35% $34,812,018 FRS Forrestaniaresources 0.016 -6% -27% -82% $2,588,572 STK Strickland Metals 0.1 16% 30% 186% $157,806,579 MLX Metals X Limited 0.36 3% 7% 9% $322,079,454 CLA Celsius Resource Ltd 0.013 -7% 0% -13% $31,444,723 FGR First Graphene Ltd 0.055 0% -4% -34% $36,258,845 HXG Hexagon Energy 0.025 9% 67% 92% $13,848,729 TLG Talga Group Ltd 0.755 0% -13% -54% $277,220,546 MNS Magnis Energy Tech 0.042 0% 0% -84% $50,378,922 OZL OZ Minerals 0 -100% -100% -100% $8,918,404,433 PLL Piedmont Lithium Inc 0.205 11% -11% -77% $76,766,500 EUR European Lithium Ltd 0.067 -7% -18% -1% $97,596,742 BKT Black Rock Mining 0.066 -20% -8% -51% $79,018,013 QEM QEM Limited 0.155 -3% 11% -18% $23,465,715 LYC Lynas Rare Earths 5.77 0% -6% -9% $5,318,410,772 ESR Estrella Res Ltd 0.006 20% 50% -50% $10,556,231 ARL Ardea Resources Ltd 0.68 -1% 40% 35% $142,837,263 GLN Galan Lithium Ltd 0.44 16% 0% -60% $161,576,866 JLL Jindalee Lithium Ltd 0.74 1% -5% -71% $48,392,094 VUL Vulcan Energy 2.87 2% 12% -49% $493,849,533 SBR Sabre Resources 0.019 0% 0% -21% $7,110,977 CHN Chalice Mining Ltd 1.11 3% -5% -85% $420,080,368 VRC Volt Resources Ltd 0.006 0% 0% -40% $24,780,640 NMT Neometals Ltd 0.135 -4% -10% -77% $80,965,341 AXN Alliance Nickel Ltd 0.034 -3% -3% -66% $26,856,066 PNN Power Minerals Ltd 0.145 -19% -31% -67% $12,232,654 IGO IGO Limited 7.12 0% -14% -44% $5,353,883,438 GED Golden Deeps 0.049 11% 23% -46% $5,660,595 ADV Ardiden Ltd 0.16 3% 14% -47% $10,315,388 SRI Sipa Resources Ltd 0.017 -11% -11% -26% $3,878,688 NTU Northern Min Ltd 0.033 6% 3% -18% $195,062,315 AXE Archer Materials 0.55 -8% 45% 28% $145,262,797 PGM Platina Resources 0.019 -5% 0% -5% $12,463,607 AAJ Aruma Resources Ltd 0.019 12% 27% -69% $3,544,047 IXR Ionic Rare Earths 0.018 0% 0% -33% $84,487,029 NIC Nickel Industries 0.835 6% 8% -7% $3,471,506,003 EVG Evion Group NL 0.021 -5% -9% -69% $7,611,102 CWX Carawine Resources 0.1075 -2% 12% 21% $25,383,486 PLS Pilbara Min Ltd 3.85 -1% -12% -2% $11,526,262,229 HAS Hastings Tech Met 0.385 -33% -36% -84% $53,161,423 BUX Buxton Resources Ltd 0.105 5% -13% -46% $19,057,158 ARR American Rare Earths 0.225 -20% -15% 2% $113,487,359 SGQ St George Min Ltd 0.019 -14% -10% -65% $20,759,349 TKL Traka Resources 0.002 0% 33% -58% $2,625,988 PAN Panoramic Resources 0.035 0% 0% -77% $103,937,992 PRL Province Resources 0.041 0% 0% 0% $48,441,219 IPT Impact Minerals 0.015 7% 36% 36% $42,970,558 LIT Lithium Australia 0.029 -6% 7% -12% $35,446,458 AKE Allkem Limited 0 -100% -100% -100% $6,304,350,967 ARN Aldoro Resources 0.072 -8% -19% -58% $9,423,662 JRV Jervois Global Ltd 0.025 0% -7% -61% $67,563,017 MCR Mincor Resources NL 0 -100% -100% -100% $751,215,521 SYR Syrah Resources 0.51 -1% -25% -72% $405,656,312 FBM Future Battery 0.057 2% -5% -25% $32,559,115 ADD Adavale Resource Ltd 0.006 0% 20% -60% $6,095,878 LTR Liontown Resources 1.155 -1% -10% -55% $2,835,200,772 CTM Centaurus Metals Ltd 0.3 0% 15% -68% $148,499,201 VML Vital Metals Limited 0.004 0% 33% -76% $23,580,268 BSX Blackstone Ltd 0.06 -5% 9% -61% $33,546,952 POS Poseidon Nick Ltd 0.006 -14% 0% -84% $24,137,976 CHR Charger Metals 0.105 -13% -13% -72% $9,677,531 AVL Aust Vanadium Ltd 0.016 -6% -6% -56% $146,342,854 AUZ Australian Mines Ltd 0.011 -8% -31% -61% $14,371,621 TMT Technology Metals 0 -100% -100% -100% $67,134,856 RXL Rox Resources 0.19 23% 27% -31% $60,943,453 RNU Renascor Res Ltd 0.081 -5% -1% -66% $213,310,230 GL1 Globallith 0.49 -8% -26% -65% $130,132,650 BRB Breaker Res NL 0 -100% -100% -100% $158,126,031 ASN Anson Resources Ltd 0.1 14% 2% -44% $115,805,539 SYA Sayona Mining Ltd 0.038 -3% -16% -81% $401,438,545 FFX Firefinch Ltd 0.2 0% 0% 0% $236,569,315 EGR Ecograf Limited 0.175 0% -5% 0% $81,725,727 ATM Aneka Tambang 1.1 0% 0% 0% $1,434,014 TVN Tivan Limited 0.053 -4% -7% -30% $95,571,699 ALY Alchemy Resource Ltd 0.007 17% 0% -53% $8,246,534 GAL Galileo Mining Ltd 0.265 -2% -5% -64% $55,334,980 BHP BHP Group Limited 45.13 3% 0% -4% $224,393,110,370 LEL Lithenergy 0.515 0% -11% -25% $55,620,808 MMC Mitremining 0.53 34% 89% 93% $40,124,211 RMX Red Mount Min Ltd 0.002 0% 0% -50% $5,347,152 GW1 Greenwing Resources 0.067 -4% -15% -67% $12,143,849 AQD Ausquest Limited 0.011 0% -8% -31% $9,076,641 LML Lincoln Minerals 0.007 0% 17% -63% $11,928,317 1MC Morella Corporation 0.003 -25% -25% -67% $24,715,198 REE Rarex Limited 0.017 6% -15% -71% $10,934,185 MRC Mineral Commodities 0.023 -4% -12% -57% $21,658,397 PUR Pursuit Minerals 0.004 -20% -20% -76% $13,247,871 QPM Queensland Pacific 0.04 -11% 8% -64% $84,526,693 EMH European Metals Hldg 0.29 7% -16% -54% $34,826,565 BMM Balkanminingandmin 0.062 2% -10% -76% $4,333,471 PEK Peak Rare Earths Ltd 0.2 0% -7% -59% $51,858,643 LEG Legend Mining 0.013 -13% -7% -75% $37,758,203 MOH Moho Resources 0.006 0% 0% -67% $3,235,069 AML Aeon Metals Ltd. 0.007 17% 0% -72% $6,578,404 G88 Golden Mile Res Ltd 0.012 9% 9% -8% $5,345,897 WKT Walkabout Resources 0.125 4% 4% 19% $87,263,989 TON Triton Min Ltd 0.014 -13% -13% -53% $21,859,497 AR3 Austrare 0.1 -9% -9% -60% $16,371,798 ARU Arafura Rare Earths 0.205 5% 32% -59% $473,611,949 MIN Mineral Resources. 71 2% 5% -12% $13,832,862,152 VMC Venus Metals Cor Ltd 0.093 -15% -7% -9% $17,075,581 S2R S2 Resources 0.135 4% 4% -4% $61,135,829 CNJ Conico Ltd 0.002 0% 0% -78% $2,707,642 VR8 Vanadium Resources 0.045 -2% 13% -46% $22,412,008 PVT Pivotal Metals Ltd 0.019 36% 27% -47% $14,082,366 BOA Boadicea Resources 0.023 0% -4% -69% $2,713,763 IPX Iperionx Limited 2.26 -2% -1% 201% $514,556,354 SLZ Sultan Resources Ltd 0.012 0% -8% -69% $2,371,038 NKL Nickelxltd 0.03 0% -14% -56% $2,634,455 NVA Nova Minerals Ltd 0.25 -11% -4% -46% $52,722,516 MLS Metals Australia 0.023 5% -18% -44% $15,562,130 MQR Marquee Resource Ltd 0.019 -5% -5% -14% $8,267,688 MRR Minrex Resources Ltd 0.013 0% -13% -24% $15,188,145 EVR Ev Resources Ltd 0.008 -11% -33% -43% $11,891,443 EFE Eastern Resources 0.0075 -6% -6% -38% $9,314,598 CNB Carnaby Resource Ltd 0.615 -8% 31% -52% $96,893,571 BNR Bulletin Res Ltd 0.063 -5% -21% -28% $18,497,639 AX8 Accelerate Resources 0.04 -2% 29% 48% $24,398,853 AM7 Arcadia Minerals 0.085 21% 6% -60% $7,633,507 AS2 Askarimetalslimited 0.05 -22% -41% -89% $3,979,386 BYH Bryah Resources Ltd 0.01 0% 11% -54% $4,354,535 DTM Dart Mining NL 0.032 88% 100% -35% $3,868,854 EMS Eastern Metals 0.029 0% -3% -53% $2,555,214 FG1 Flynngold 0.05 19% 11% -38% $8,042,905 GSM Golden State Mining 0.011 10% 10% -69% $3,352,448 IMI Infinitymining 0.065 -7% -20% -62% $8,312,737 LRV Larvottoresources 0.073 7% 24% -46% $15,429,204 LSR Lodestar Minerals 0.0015 -25% -25% -70% $4,046,795 RAG Ragnar Metals Ltd 0.02 0% 0% 40% $9,953,600 CTN Catalina Resources 0.004 0% 0% 0% $6,192,434 TMB Tambourahmetals 0.075 -5% -15% -15% $6,469,348 TEM Tempest Minerals 0.009 0% 13% -55% $4,672,120 EMC Everest Metals Corp 0.084 5% 5% 22% $13,471,215 WML Woomera Mining Ltd 0.005 11% 11% -55% $6,090,695 KZR Kalamazoo Resources 0.088 1% -9% -30% $15,557,515 LMG Latrobe Magnesium 0.05 4% -4% -12% $100,685,903 KOR Korab Resources 0.01 0% 25% -44% $3,670,500 CMX Chemxmaterials 0.05 -6% -26% -58% $4,667,159 NC1 Nicoresourceslimited 0.14 -13% -18% -72% $16,926,089 GRE Greentechmetals 0.24 -13% -11% 140% $19,939,194 CMO Cosmometalslimited 0.038 -10% -17% -72% $3,821,903 FRB Firebird Metals 0.125 4% 9% -17% $17,795,175 S32 South32 Limited 3.07 4% 2% -30% $13,587,775,704 OMH OM Holdings Limited 0.425 1% 0% -41% $333,321,708 JMS Jupiter Mines. 0.215 0% 19% -9% $440,888,697 E25 Element 25 Ltd 0.225 -4% 18% -65% $50,031,977 EMN Euromanganese 0.087 -2% 13% -60% $19,720,925 KGD Kula Gold Limited 0.007 -13% -13% -56% $3,648,464 LRS Latin Resources Ltd 0.185 6% -16% 54% $517,892,601 CRR Critical Resources 0.013 -7% -28% -71% $24,889,904 ENT Enterprise Metals 0.003 0% 0% -57% $2,405,913 SCN Scorpion Minerals 0.029 -28% 16% -55% $13,512,054 GCM Green Critical Min 0.005 0% 0% -62% $5,682,925 ENV Enova Mining Limited 0.023 -15% -47% 109% $17,114,900 RBX Resource B 0.043 -7% -7% -67% $3,555,433 AKN Auking Mining Ltd 0.022 5% -8% -66% $5,177,782 RR1 Reach Resources Ltd 0.003 20% 64% -18% $9,836,169 EMT Emetals Limited 0.005 0% 0% -44% $5,100,000 PNT Panthermetalsltd 0.03 -14% -21% -75% $2,527,819 WIN Widgienickellimited 0.052 -10% 24% -83% $15,493,143 WMG Western Mines 0.16 -9% 3% 14% $12,013,309 AVW Avira Resources Ltd 0.001 -33% 0% -67% $2,133,790 CAI Calidus Resources 0.125 4% -17% -46% $71,109,737 GT1 Greentechnology 0.14 0% -26% -81% $45,045,294 KAI Kairos Minerals Ltd 0.014 8% 0% -14% $36,692,771 MTM MTM Critical Metals 0.065 -10% -25% -38% $13,264,225 NWM Norwest Minerals 0.029 7% -6% 0% $10,062,346 PGD Peregrine Gold 0.225 15% -4% -44% $15,612,037 RAS Ragusa Minerals Ltd 0.024 -4% -4% -70% $3,564,970 RGL Riversgold 0.008 14% -11% -53% $7,741,292 SRZ Stellar Resources 0.013 -7% 18% 24% $18,671,680 STM Sunstone Metals Ltd 0.016 33% 33% -56% $56,010,425 ZNC Zenith Minerals Ltd 0.093 8% 16% -44% $32,771,422 WC8 Wildcat Resources 0.665 -1% -11% 2117% $790,299,615 ASO Aston Minerals Ltd 0.012 -17% -20% -90% $16,835,835 THR Thor Energy PLC 0.023 -4% -8% -54% $4,235,959 YAR Yari Minerals Ltd 0.006 0% 20% -65% $2,411,789 IG6 Internationalgraphit 0.17 10% 55% -26% $14,238,097 LPM Lithium Plus 0.14 -7% -36% -46% $12,898,230 ODE Odessa Minerals Ltd 0.006 20% -8% -25% $6,259,695 KOB Kobaresourceslimited 0.115 10% 5% -21% $15,650,000 AZI Altamin Limited 0.05 0% 0% -28% $23,697,848 FTL Firetail Resources 0.04 -2% -23% -62% $5,956,222 LNR Lanthanein Resources 0.0025 -17% -17% -88% $5,864,727 CLZ Classic Min Ltd 0.013 -28% -74% -83% $4,382,808 NVX Novonix Limited 0.935 5% -2% -26% $420,427,884 OCN Oceanalithiumlimited 0.057 4% -11% -82% $3,082,361 SUM Summitminerals 0.07 11% 3% -46% $3,002,399 DVP Develop Global Ltd 2.4 0% -2% -28% $577,515,523 OD6 Od6Metalsltd 0.075 -14% -18% -63% $4,071,147 HRE Heavy Rare Earths 0.037 -8% -14% -60% $2,359,029 LIN Lindian Resources 0.115 -4% -21% -57% $132,471,057 PEK Peak Rare Earths Ltd 0.2 0% -7% -59% $51,858,643 ILU Iluka Resources 7.37 1% 4% -31% $3,085,031,397 ASM Ausstratmaterials 1.455 -2% 44% 13% $230,172,935 ETM Energy Transition 0.039 5% 15% -13% $53,202,272 VMS Venture Minerals 0.023 0% 15% 12% $49,866,953 IDA Indiana Resources 0.076 -1% -4% 52% $48,152,291 VTM Victory Metals Ltd 0.255 -2% 2% 19% $20,349,914 M2R Miramar 0.018 0% 6% -58% $2,679,652 WCN White Cliff Min Ltd 0.015 0% 0% 114% $25,178,005 TAR Taruga Minerals 0.006 -14% -14% -57% $4,236,161 ABX ABX Group Limited 0.054 2% -17% -51% $13,752,217 MEK Meeka Metals Limited 0.035 0% 25% -26% $44,449,522 RR1 Reach Resources Ltd 0.003 20% 64% -18% $9,836,169 DRE Dreadnought Resources Ltd 0.018 0% 0% -72% $59,186,740 KFM Kingfisher Mining 0.085 -8% 1% -66% $4,458,345 AOA Ausmon Resorces 0.002 -33% 0% -50% $2,117,999 WC1 Westcobarmetals 0.052 8% 27% -46% $6,281,617 GRL Godolphin Resources 0.036 3% 3% -48% $6,092,713 DM1 Desert Metals 0.032 7% 7% -71% $8,759,048 PTR Petratherm Ltd 0.024 33% 20% -61% $5,169,276 ITM Itech Minerals Ltd 0.078 0% -7% -68% $9,538,118 KTA Krakatoa Resources 0.009 13% -33% -67% $3,776,858 M24 Mamba Exploration 0.025 -4% -14% -79% $4,786,139 LNR Lanthanein Resources 0.0025 -17% -17% -88% $5,864,727 TKM Trek Metals Ltd 0.037 6% 9% -43% $18,998,496 BCA Black Canyon Limited 0.11 10% 0% -52% $7,715,561 CDT Castle Minerals 0.0065 0% 0% -66% $7,959,204 DLI Delta Lithium 0.285 -8% -17% -24% $203,321,035 A11 Atlantic Lithium 0.375 3% -7% -35% $233,880,859 KNI Kunikolimited 0.26 -4% 24% -45% $22,527,510 CY5 Cygnus Metals Ltd 0.052 6% -22% -77% $14,869,516 WR1 Winsome Resources 0.88 4% -4% -50% $167,890,845 LLI Loyal Lithium Ltd 0.305 5% -2% -5% $26,235,505 BC8 Black Cat Syndicate 0.24 12% 23% -47% $69,182,252 BUR Burleyminerals 0.062 -5% 3% -81% $6,466,399 PBL Parabellumresources 0.06 -14% -23% -83% $3,800,300 L1M Lightning Minerals 0.072 6% 1% -56% $3,040,205 WA1 Wa1Resourcesltd 12.09 6% -4% 782% $665,499,549 EV1 Evolutionenergy 0.1 -5% 0% -59% $26,121,714 1AE Auroraenergymetals 0.11 5% -12% 16% $15,920,693 RVT Richmond Vanadium 0.28 -19% -21% -30% $28,879,615 PMT Patriotbatterymetals 0.885 -1% -12% -40% $518,164,722 PAT Patriot Lithium 0.085 -8% 9% -71% $5,569,371 BM8 Battery Age Minerals 0.105 5% -34% -73% $9,176,032 OM1 Omnia Metals Group 0.078 0% 0% -68% $4,408,998 VHM Vhmlimited 0.515 2% -13% -34% $80,036,385 LLL Leolithiumlimited 0.505 0% 0% -3% $498,553,663 SRN Surefire Rescs NL 0.01 0% -9% -52% $19,863,078 SRL Sunrise 0.67 3% 86% -65% $58,196,736 SYR Syrah Resources 0.51 -1% -25% -72% $405,656,312 EG1 Evergreenlithium 0.11 0% 0% 0% $6,185,300 WSR Westar Resources 0.011 -8% -21% -63% $2,131,611 LU7 Lithium Universe Ltd 0.019 -5% -5% -37% $7,770,438 MEI Meteoric Resources 0.235 0% 27% 62% $487,579,362 REC Rechargemetals 0.05 -2% -31% -64% $6,959,498 SLM Solismineralsltd 0.1 0% -29% -17% $7,729,648 DYM Dynamicmetalslimited 0.18 -8% 13% -3% $6,480,000 TOR Torque Met 0.125 -11% -31% 30% $21,427,493 ICL Iceni Gold 0.022 -8% -44% -69% $5,670,904 TMX Terrain Minerals 0.0045 13% 13% -10% $6,442,518 MHC Manhattan Corp Ltd 0.003 20% 0% -45% $8,810,939 MHK Metalhawk. 0.069 6% -4% -31% $6,442,880 ANX Anax Metals Ltd 0.025 9% 25% -67% $12,476,303 FIN FIN Resources Ltd 0.017 -6% 6% -11% $11,037,568 LM1 Leeuwin Metals Ltd 0.069 -10% -14% -73% $3,232,765 HAW Hawthorn Resources 0.07 -7% -9% -14% $23,451,093 LCY Legacy Iron Ore 0.015 0% -6% 0% $115,703,224 RON Roninresourcesltd 0.125 4% 14% -11% $4,603,126 ASR Asra Minerals Ltd 0.006 33% 0% -48% $8,319,979 PFE Panteraminerals 0.044 2% -2% -53% $13,805,550 KM1 Kalimetalslimited 0.46 7% -1% 0% $33,972,232 LTM Arcadium Lithium PLC 6.72 0% -21% 0% $2,743,334,075
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