High Voltage: China could knock Australia off top of lithium charts
Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, and vanadium.
Fastmarkets reckons China could overtake Australia as the top lithium miner as soon as next year.
By next year, Chinese miners are expected to extract 8000 to 10,000t more than Australian rivals on an LCE basis, Fastmarkets forecasts.
Australia has been the world's largest lithium miner since 2017. But a drop in prices has seen Aussie miners slow expansion plans and China has taken advantage via its low grade lepidolite mines.
CATL did briefly pause lepidolite production at a key mine last year – Jianxiawo – but resumed output in February.
Lepidolite lithium mining is more expensive and environmentally unfriendly compared to brines, but despite a market lull, China hasn't cut production, weathering low prices in the heavily integrated supply chain.
Instead, miners have been subject to government pressure to keep operations open (and jobs alive) so the country can maintain its market share as demand for the metal rises, Fastmarkets head of battery raw materials research, Paul Lusty told Reuters.
There's plenty of strong demand drivers (particularly for EVs and battery storage systems) however the market remains in oversupply.
Argonaut expects spot spodumene prices to peak at US$1500/t in late 2026, which is likely to trigger a restart of existing capacity.
'A return to a balanced market is then forecast for 2027 before the widening deficit pushes prices higher in the long-term," head of research Hayden Bairstow said.
Fastmarkets says by 2025 Chinese miners are likely to extract 900,000t LCE, compared to Australia's 680,000t, Chile's 435,000t and Argentina's 380,000t.
Battery Metals Winners and Losers
Here's how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese and vanadium is performing >>>
Code Company Price % Week % Month % Six Month % Year Market Cap
VML Vital Metals Limited 0.003 50% 50% 0% 0% $5,895,067
LML Lincoln Minerals 0.006 50% 9% 0% -8% $10,512,849
RLC Reedy Lagoon Corp. 0.002 33% 33% 0% -33% $1,553,413
MOH Moho Resources 0.004 33% -20% 0% 0% $2,981,656
EVR Ev Resources Ltd 0.008 33% 60% 300% 45% $13,900,857
CTN Catalina Resources 0.004 33% 100% 42% 42% $9,704,076
M2R Miramar 0.004 33% 0% -20% -53% $3,488,881
SRN Surefire Rescs NL 0.002 33% -20% -20% -70% $4,972,891
ZNC Zenith Minerals Ltd 0.039 30% -11% -9% -28% $14,824,754
GSM Golden State Mining 0.009 29% 13% 0% -10% $2,234,965
EVG Evion Group NL 0.018 20% 13% -28% 13% $8,263,479
ENT Enterprise Metals 0.003 20% 50% -25% -25% $3,543,952
RBX Resource B 0.03 20% 7% -17% -12% $3,455,535
TOR Torque Met 0.15 20% 25% 188% 7% $76,353,686
TKM Trek Metals Ltd 0.09 17% 58% 246% 173% $50,458,166
LEG Legend Mining 0.007 17% -13% -30% -36% $20,380,340
PBL Parabellumresources 0.052 16% 27% -4% 30% $3,239,600
GL1 Globallith 0.16 14% -6% -11% -41% $37,951,158
TEM Tempest Minerals 0.004 14% 0% 0% -50% $4,407,180
RR1 Reach Resources Ltd 0.008 14% -20% 14% -56% $6,995,451
AVW Avira Resources Ltd 0.008 14% 14% -60% -60% $1,840,000
RR1 Reach Resources Ltd 0.008 14% -20% 14% -56% $6,995,451
NWC New World Resources 0.059 13% 26% 247% 90% $203,677,058
BUR Burleyminerals 0.052 13% 4% -24% -63% $9,420,700
ATM Aneka Tambang 1.11 12% 23% 18% 4% $1,447,050
AUZ Australian Mines Ltd 0.01 11% 11% 0% 25% $15,383,633
MQR Marquee Resource Ltd 0.01 11% 11% -29% -9% $5,583,025
GRL Godolphin Resources 0.01 11% 0% -29% -47% $4,488,733
FLG Flagship Min Ltd 0.054 10% -23% 6% -66% $11,854,866
NH3 Nh3Cleanenergyltd 0.033 10% 43% 83% 175% $18,631,958
SUM Summitminerals 0.034 10% -8% -73% -93% $3,188,739
AXN Alliance Nickel Ltd 0.035 9% 6% -17% -13% $25,404,387
BCA Black Canyon Limited 0.105 9% 75% 59% 24% $13,613,323
VTM Victory Metals Ltd 0.895 9% 4% 124% 171% $98,187,944
IDA Indiana Resources 0.084 9% 5% 38% 95% $53,989,526
CHN Chalice Mining Ltd 1.67 8% 36% 53% 19% $620,497,727
YAR Yari Minerals Ltd 0.014 8% 133% 367% 367% $7,765,961
WC8 Wildcat Resources 0.145 7% -9% -38% -55% $181,516,739
WCN White Cliff Min Ltd 0.0225 7% -17% 32% 50% $57,921,268
INF Infinity Lithium 0.016 7% -20% -41% -69% $7,088,881
CMO Cosmometalslimited 0.017 6% -6% -2% -58% $5,798,441
WA1 Wa1Resourcesltd 15.48 6% 17% 22% -8% $986,618,856
LTR Liontown Resources 0.71 6% 12% 29% -21% $1,651,995,386
SRL Sunrise 0.9 5% 117% 319% 150% $98,102,473
RAG Ragnar Metals Ltd 0.021 5% 17% 11% 17% $9,005,734
GRE Greentechmetals 0.042 5% -14% -40% -68% $4,762,596
KFM Kingfisher Mining 0.048 4% 4% 20% -21% $2,578,320
PUR Pursuit Minerals 0.039 4% -3% -61% -74% $3,789,891
VUL Vulcan Energy 3.73 4% -13% -31% -3% $787,222,361
PLS Pilbara Min Ltd 1.35 4% -2% -38% -57% $4,006,322,857
STK Strickland Metals 0.14 4% 17% 75% 33% $316,730,372
A11 Atlantic Lithium 0.16 3% 14% -46% -56% $107,437,834
GLN Galan Lithium Ltd 0.098 3% -2% -22% -41% $90,049,970
CWX Carawine Resources 0.098 3% 2% -2% 4% $23,140,294
SGQ St George Min Ltd 0.033 3% 22% 32% 32% $82,857,495
BMM Bayanminingandmin 0.035 3% 25% -29% -33% $3,603,439
FRS Forrestaniaresources 0.075 3% -10% 477% 114% $22,978,660
FRB Firebird Metals 0.08 3% 0% -27% -52% $11,104,189
AQD Ausquest Limited 0.056 2% 10% 600% 426% $76,551,945
NIC Nickel Industries 0.7275 1% 8% -12% -11% $3,059,654,792
IPX Iperionx Limited 4.595 0% 29% -10% 135% $1,452,182,596
RIL Redivium Limited 0.004 0% 0% 0% 33% $13,609,422
LPD Lepidico Ltd 0.002 0% 0% 0% -33% $17,178,371
MRD Mount Ridley Mines 0.002 0% 0% -33% -80% $1,556,978
CLA Celsius Resource Ltd 0.007 0% 0% -36% -46% $18,812,931
MNS Magnis Energy Tech 0.042 0% 0% 0% 0% $50,378,922
QEM QEM Limited 0.038 0% -30% -22% -69% $8,746,813
SBR Sabre Resources 0.008 0% -11% -20% -56% $3,155,695
VRC Volt Resources Ltd 0.004 0% -20% 33% -20% $18,739,112
NMT Neometals Ltd 0.073 0% -16% 3% -18% $53,090,331
PNN Power Minerals Ltd 0.058 0% -9% -39% -57% $7,514,401
SRI Sipa Resources Ltd 0.015 0% 25% -17% 15% $5,829,577
BUX Buxton Resources Ltd 0.038 0% -19% -5% -43% $13,006,734
LIT Livium Ltd 0.009 0% -10% -49% -55% $15,214,564
ARN Aldoro Resources 0.31 0% -7% 3% 319% $56,785,536
JRV Jervois Global Ltd 0.011 0% 0% 0% -39% $29,730,402
SYR Syrah Resources 0.26 0% -17% 44% -24% $260,561,204
ALY Alchemy Resource Ltd 0.005 0% -17% -29% -17% $7,068,458
LEL Lithenergy 0.37 0% 0% 0% -4% $41,440,581
MRC Mineral Commodities 0.026 0% 0% 0% 24% $25,596,288
PEK Peak Rare Earths Ltd 0.28 0% 4% 197% 73% $100,353,234
WKT Walkabout Resources 0.095 0% 0% 0% -14% $63,769,838
TON Triton Min Ltd 0.005 0% -17% -44% -58% $7,057,749
CNJ Conico Ltd 0.007 0% 0% -30% -30% $1,905,020
BOA BOA Resources Ltd 0.02 0% 18% 0% -20% $2,467,057
SLZ Sultan Resources Ltd 0.005 0% -17% -29% -38% $1,157,350
SMX Strata Minerals 0.012 0% -8% -48% -48% $2,938,226
MLS Metals Australia 0.018 0% -10% -18% -10% $13,116,951
EFE Eastern Resources 0.029 0% 7% 4% -42% $3,656,608
AX8 Accelerate Resources 0.007 0% -13% 8% -82% $4,903,132
AM7 Arcadia Minerals 0.016 0% -16% -16% -61% $1,878,135
BYH Bryah Resources Ltd 0.012 0% 200% 300% 71% $10,439,442
DTM Dart Mining NL 0.003 0% 0% -67% -84% $3,594,167
EMS Eastern Metals 0.01 0% 0% -33% -68% $1,394,262
LSR Lodestar Minerals 0.006 0% -14% -60% -80% $1,910,543
TMB Tambourahmetals 0.022 0% -8% -4% -56% $3,088,891
OB1 Orbminco Limited 0.001 0% 0% -40% -52% $3,197,568
KZR Kalamazoo Resources 0.088 0% 4% 7% 4% $19,306,629
KOR Korab Resources 0.008 0% 0% 0% 14% $2,936,400
CMX Chemxmaterials 0.026 0% 0% 0% -47% $3,354,580
KGD Kula Gold Limited 0.007 0% 0% 24% -26% $6,448,776
ENV Enova Mining Limited 0.007 0% -13% 40% -42% $11,660,801
EMT Emetals Limited 0.003 0% 0% -25% -25% $2,550,000
PGD Peregrine Gold 0.16 0% 14% 45% -30% $13,575,639
RAS Ragusa Minerals Ltd 0.014 0% -7% 40% -18% $1,996,383
RGL Riversgold 0.004 0% 0% 33% -33% $6,734,850
IG6 Internationalgraphit 0.051 0% -2% 13% -14% $9,871,475
ODE Odessa Minerals Ltd 0.006 0% 20% 0% 50% $9,597,195
CLZ Classic Min Ltd 0.001 0% 0% 0% -50% $3,017,699
OD6 Od6Metalsltd 0.026 0% -4% -38% -43% $4,172,167
PEK Peak Rare Earths Ltd 0.28 0% 4% 197% 73% $100,353,234
KTA Krakatoa Resources 0.011 0% 0% 22% -8% $7,441,608
M24 Mamba Exploration 0.014 0% 0% 17% -13% $4,132,319
LLM Loyal Metals Ltd 0.13 0% 30% 30% -30% $13,095,298
LLL Leolithiumlimited 0.332997 0% 0% 0% 0% $401,204,047
SYR Syrah Resources 0.26 0% -17% 44% -24% $260,561,204
WSR Westar Resources 0.005 0% 11% -29% -44% $1,993,624
DYM Dynamicmetalslimited 0.255 0% -9% -9% 65% $12,516,506
TMX Terrain Minerals 0.002 0% -33% -33% -33% $5,063,629
FIN FIN Resources Ltd 0.004 0% -33% -20% -56% $2,779,554
HAW Hawthorn Resources 0.055 0% 10% 34% -11% $18,425,859
LCY Legacy Iron Ore 0.009 0% 0% 0% -28% $82,977,362
IGO IGO Limited 4.08 -1% -3% -15% -29% $2,983,635,183
CXO Core Lithium 0.09 -1% -2% 10% 5% $186,442,352
ARU Arafura Rare Earths 0.1675 -1% -1% 46% -7% $406,614,234
S2R S2 Resources 0.067 -1% -26% 3% -28% $32,537,794
A8G Australasian Metals 0.066 -1% -13% -15% -18% $3,820,722
INR Ioneer Ltd 0.0985 -2% -21% -36% -32% $252,992,734
RXL Rox Resources 0.285 -2% -7% 50% 138% $201,507,675
BM8 Battery Age Minerals 0.054 -2% 2% -46% -58% $6,460,267
DVP Develop Global Ltd 4.735 -2% 29% 115% 112% $1,309,294,241
PMT Patriotbatterymetals 0.245 -2% 2% -41% -56% $124,040,596
BHP BHP Group Limited 36.11 -2% -6% -9% -17% $183,294,079,606
ETM Energy Transition 0.045 -2% -8% 45% 114% $72,916,208
NC1 Nicoresourceslimited 0.088 -2% 21% -3% -30% $10,863,651
E25 Element 25 Ltd 0.22 -2% 5% -15% -2% $48,008,604
CHR Charger Metals 0.042 -2% -2% -34% -37% $3,174,230
JLL Jindalee Lithium Ltd 0.415 -2% -17% 77% 33% $30,677,184
PGM Platina Resources 0.0195 -3% -7% 8% -15% $12,463,607
JMS Jupiter Mines. 0.195 -3% 3% 39% -39% $382,403,143
HRE Heavy Rare Earths 0.036 -3% -5% 20% 14% $7,489,220
FG1 Flynngold 0.032 -3% 39% 19% 33% $12,522,127
SRZ Stellar Resources 0.0155 -3% -3% 3% -18% $31,196,259
LRV Larvottoresources 0.6 -3% -10% 28% 500% $235,018,106
EG1 Evergreenlithium 0.03 -3% -12% -53% -51% $6,806,927
PLL Piedmont Lithium Inc 0.088 -3% -9% -35% -37% $49,425,420
ADV Ardiden Ltd 0.145 -3% 0% 4% 16% $9,065,038
WMG Western Mines 0.145 -3% -31% -3% -61% $12,582,485
S32 South32 Limited 2.88 -3% -5% -16% -23% $12,800,639,958
PTR Petratherm Ltd 0.275 -4% -5% -8% 1428% $91,587,914
ILU Iluka Resources 3.635 -4% -7% -28% -45% $1,499,520,565
LOT Lotus Resources Ltd 0.1975 -4% 7% 7% -41% $450,272,832
AR3 Austrare 0.052 -4% -7% -44% -27% $11,023,343
FGR First Graphene Ltd 0.025 -4% -19% -7% -55% $18,720,339
LM1 Leeuwin Metals Ltd 0.125 -4% -11% 4% 178% $12,600,798
KM1 Kalimetalslimited 0.075 -4% -17% -29% -72% $6,213,559
LYC Lynas Rare Earths 9.175 -4% 13% 42% 51% $8,484,503,129
CTM Centaurus Metals Ltd 0.345 -4% -10% -4% -24% $173,845,425
GED Golden Deeps 0.021 -5% 17% -16% -40% $3,542,514
KAI Kairos Minerals Ltd 0.0305 -5% 9% 154% 205% $76,296,453
REE Rarex Limited 0.02 -5% 11% 150% 43% $18,403,280
DM1 Desert Metals 0.02 -5% 0% -13% 0% $9,288,018
ARL Ardea Resources Ltd 0.38 -5% -8% 23% -22% $76,800,714
AAJ Aruma Resources Ltd 0.0095 -5% -5% -14% -21% $2,951,465
EMN Euromanganese 0.19 -5% 0% 12% -42% $12,048,824
NVX Novonix Limited 0.38 -5% -22% -40% -49% $235,368,974
KNG Kingsland Minerals 0.076 -5% -28% -48% -62% $5,514,629
COB Cobalt Blue Ltd 0.056 -5% 0% -17% -24% $24,021,298
LKE Lake Resources 0.0275 -5% -14% -31% -35% $46,881,895
EGR Ecograf Limited 0.275 -5% -24% 206% 150% $133,968,887
OMH OM Holdings Limited 0.275 -5% -17% -23% -39% $218,383,188
MAN Mandrake Res Ltd 0.018 -5% 0% -18% -40% $11,290,679
QPM QPM Energy Limited 0.036 -5% -5% -29% 6% $90,910,441
SCN Scorpion Minerals 0.018 -5% 0% 38% 20% $9,957,068
WIN WIN Metals 0.018 -5% -5% 6% -25% $9,901,051
GT1 Greentechnology 0.018 -5% -28% -71% -77% $8,553,061
DEV Devex Resources Ltd 0.071 -5% -13% -24% -75% $32,243,419
BSX Blackstone Ltd 0.087 -5% 34% 200% 98% $63,138,355
WR1 Winsome Resources 0.13 -5% -13% -69% -82% $31,706,149
HAS Hastings Tech Met 0.255 -6% -19% -19% -7% $48,160,864
MRR Minrex Resources Ltd 0.0085 -6% -23% 6% -6% $9,221,374
EMH European Metals Hldg 0.165 -6% -25% -6% -34% $33,191,153
KOB Kobaresourceslimited 0.033 -6% -12% -56% -78% $5,782,533
ESR Estrella Res Ltd 0.049 -6% 32% 133% 1125% $98,493,929
PSC Prospect Res Ltd 0.16 -6% 14% 74% 0% $112,093,948
ASL Andean Silver 0.995 -6% 5% 24% 14% $152,422,805
FTL Firetail Resources 0.076 -6% 27% -5% 0% $29,262,154
EUR European Lithium Ltd 0.06 -6% 15% 76% 20% $70,813,892
NTU Northern Min Ltd 0.03 -6% 11% 50% -6% $259,071,830
CRI Criticaltd 0.015 -6% 7% 15% -29% $43,159,178
MEI Meteoric Resources 0.1125 -6% 7% 31% -30% $257,054,906
ASN Anson Resources Ltd 0.044 -6% -17% -21% -56% $61,016,408
MIN Mineral Resources. 21.14 -6% -11% -38% -62% $3,965,745,429
BNR Bulletin Res Ltd 0.058 -6% -15% 49% 26% $17,616,799
ITM Itech Minerals Ltd 0.029 -6% -15% -43% -44% $5,125,062
MLX Metals X Limited 0.5425 -6% 2% 36% 34% $474,219,473
AGY Argosy Minerals Ltd 0.014 -7% -22% -50% -81% $21,838,814
SYA Sayona Mining Ltd 0.014 -7% -13% -46% -60% $161,606,144
EMC Everest Metals Corp 0.14 -7% -7% 4% 17% $31,378,376
1AE Auroraenergymetals 0.055 -7% -28% 25% -14% $9,311,314
ABX ABX Group Limited 0.038 -7% -10% 19% -19% $9,067,734
BKT Black Rock Mining 0.025 -7% -4% -29% -54% $35,338,557
CY5 Cygnus Metals Ltd 0.087 -7% 13% -8% 93% $74,048,455
CDT Castle Minerals 0.074 -8% -20% -1% -38% $8,584,708
IPT Impact Minerals 0.006 -8% 0% -39% -58% $23,731,980
GW1 Greenwing Resources 0.024 -8% -20% -31% -45% $7,032,638
NWM Norwest Minerals 0.012 -8% 0% -12% -56% $11,620,303
OM1 Omnia Metals Group 0.012 -8% 9% -85% -85% $2,605,100
GCM Green Critical Min 0.023 -8% 64% 156% 475% $53,997,423
MTM MTM Critical Metals 0.62 -8% 80% 235% 1532% $293,260,733
RNU Renascor Res Ltd 0.056 -8% -16% -2% -40% $137,330,335
PVW PVW Res Ltd 0.011 -8% 0% -15% -48% $2,386,857
AZL Arizona Lithium Ltd 0.0055 -8% -8% -54% -71% $26,351,572
VMC Venus Metals Cor Ltd 0.105 -9% -5% 67% 50% $20,593,512
TLG Talga Group Ltd 0.4 -9% -4% -6% -35% $181,837,210
GAL Galileo Mining Ltd 0.1 -9% -20% -13% -50% $19,762,493
VHM Vhmlimited 0.2 -9% -17% -52% -52% $48,178,291
MHC Manhattan Corp Ltd 0.02 -9% -17% -5% -20% $4,463,079
CNB Carnaby Resource Ltd 0.345 -9% 17% -1% -34% $82,219,989
ARR American Rare Earths 0.245 -9% 0% -8% 0% $126,855,825
LPM Lithium Plus 0.058 -9% -11% -31% -61% $7,704,720
VR8 Vanadium Resources 0.019 -10% 27% -41% -69% $10,157,254
WC1 Westcobarmetals 0.019 -10% 19% 19% -47% $3,542,451
NVA Nova Minerals Ltd 0.32 -10% 0% -9% 68% $108,204,135
FBM Future Battery 0.018 -10% 6% -5% -45% $12,453,479
IMI Infinitymining 0.009 -10% 0% -18% -40% $3,807,142
THR Thor Energy PLC 0.009 -10% -18% -31% -40% $7,107,898
SLM Solismineralsltd 0.081 -11% -10% 14% 1% $11,163,198
RMX Red Mount Min Ltd 0.008 -11% 0% -20% -20% $4,184,620
MHK Metalhawk. 0.39 -11% -17% 39% 696% $52,306,302
1MC Morella Corporation 0.015 -12% -21% -46% -80% $5,467,604
L1M Lightning Minerals 0.06 -12% 0% -19% -17% $6,199,699
PAT Patriot Resourcesltd 0.052 -12% -19% 21% -13% $8,321,168
DLI Delta Lithium 0.165 -12% -11% 0% -25% $118,229,396
TVN Tivan Limited 0.092 -12% -12% 2% 23% $190,239,473
GBR Greatbould Resources 0.063 -13% -3% 50% 9% $47,928,684
IXR Ionic Rare Earths 0.0105 -13% 50% 75% 5% $52,674,258
AKN Auking Mining Ltd 0.007 -13% 0% 40% -68% $4,023,451
REC Rechargemetals 0.013 -13% -32% -28% -55% $3,340,870
AXE Archer Materials 0.225 -13% -15% -46% -31% $58,614,813
ASM Ausstratmaterials 0.535 -14% 6% 9% -30% $94,297,155
BC8 Black Cat Syndicate 0.77 -14% -8% 33% 157% $558,926,958
ICL Iceni Gold 0.055 -14% -8% -15% -14% $18,538,275
CRR Critical Resources 0.003 -14% 0% -50% -63% $7,842,664
EV1 Evolutionenergy 0.012 -14% 20% -48% -64% $4,351,806
AVL Aust Vanadium Ltd 0.0085 -15% -15% -29% -39% $77,711,923
RON Roninresourcesltd 0.14 -15% -30% -18% 17% $5,652,501
CAE Cannindah Resources 0.022 -15% -39% -45% -57% $16,017,759
G88 Golden Mile Res Ltd 0.011 -15% -27% 38% 0% $6,530,974
LMG Latrobe Magnesium 0.008 -16% -33% -60% -83% $21,012,720
AS2 Askarimetalslimited 0.005 -17% -29% -58% -89% $2,020,853
LIN Lindian Resources 0.1 -17% -17% 25% -9% $116,342,224
KNI Kunikolimited 0.1 -17% -23% -47% -57% $8,170,881
STM Sunstone Metals Ltd 0.014 -18% -7% 100% 47% $84,976,633
PFE Pantera Lithium 0.011 -19% -21% -35% -67% $4,737,837
MEK Meeka Metals Limited 0.1425 -19% 2% 90% 319% $451,934,301
OCN Oceanalithiumlimited 0.056 -19% -5% 115% 58% $9,297,502
DRE Dreadnought Resources Ltd 0.0095 -21% -21% -14% -59% $45,715,500
AZI Altamin Limited 0.018 -22% -33% -28% -48% $10,915,555
PNT Panthermetalsltd 0.013 -24% -13% 8% -29% $3,911,759
PVT Pivotal Metals Ltd 0.009 -25% 50% 13% -36% $8,165,033
RVT Richmond Vanadium 0.09 -25% -36% -57% -65% $17,963,338
ASR Asra Minerals Ltd 0.0015 -25% -25% -50% -63% $5,987,547
ANX Anax Metals Ltd 0.005 -29% -38% -55% -78% $3,531,230
TAR Taruga Minerals 0.007 -30% -13% -30% 0% $4,996,278
QXR Qx Resources Limited 0.002 -33% -50% -50% -71% $3,930,987
LNR Lanthanein Resources 0.001 -33% 0% -67% -71% $2,810,182
LNR Lanthanein Resources 0.001 -33% 0% -67% -71% $2,810,182
LU7 Lithium Universe Ltd 0.006 -40% 0% -29% -57% $5,501,857
CZN Corazon Ltd 0.001 -50% -50% -60% -83% $1,776,858
TKL Traka Resources 0.001 -50% -33% 0% -33% $2,125,790
ADD Adavale Resource Ltd 0.001 -50% -50% -50% -80% $2,287,279
AOA Ausmon Resorces 0.001 -50% -50% -33% -50% $2,622,427
PRL Province Resources 0 -100% -100% -100% -100% $0
POS Poseidon Nick Ltd 0 -100% -100% -100% -100% $23,380,727
AML Aeon Metals Ltd. 0 -100% -100% -100% -100% $5,482,003
LRS Latin Resources Ltd 0 -100% -100% -100% -100% $477,661,711
CAI Calidus Resources 0 -100% -100% -100% -100% $93,678,206
ASO Aston Minerals Ltd 0 -100% -100% -100% -100% $28,491,414
LTM Arcadium Lithium PLC 0 -100% -100% -100% -100% $1,994,929,982
EV Resources (ASX:EVR)
The company has appointed Miguel Barahona as President of Stibcorp, a fully owned Mexican subsidiary that holds its 70% interest in the Los Lirios antimony joint venture.
The project consists of four licences covering 1652ha (16.52km2), three open pits, and several underground workings on a 7km trend that date back several generations. And the company is eyeing a restart of the open pit Mexican mine.
It could be perfect timing, with the antimony price more quadrupling in the past year, rising from around US$13,000 to US$60,000 per tonne following China's export restrictions, then complete ban, of the mineral's sale to the US.
It's used in a swathe of applications from weapons and flame retardants to solar panels, making it essential for national security and energy reliability.
EVR is currently preparing for a work program at Los Lirios that includes examining sites for a pilot processing plant, and clearing and sorting broken material in the two past producing pits.
'We welcome Miguel to the EVR team, and are delighted to have his leadership as we prepare to advance the Los Lirios project,' MD Hugh Callaghan said.
Catalina Resources is gearing up to start initial RC drilling within the Central Yilgarn project in H2 2025.
The company acquired the Yerilgee and Evanston greenstone belts back in January from a wholly owned subsidiary of Dreadnought Resources (ASX:DRE).
The project area covers an area of over 650km2, and over approximately 65km of strike, along the Yerilgee and Evanston greenstone belts.
Catalina says the tenements present a rare exploration play over multiple greenstone belts with proven mineralisation potential for gold, iron ore, lithium, nickel and copper-zinc-silver massive sulphides.
The drilling will focus on seven walk-up targets.
Evion Group (ASX:EVG)
Vertically integrated graphite developer Evion Group has reached an agreement to supply expandable graphite from its Indian joint venture to a leading US graphite supply chain company with its shares rising as high as 1.9c on Thursday.
The maiden US order represents around 80 tonnes of expandable graphite shipped from the 50/50 JV Panthera graphite facility near Pune, India.
About $400,000 in revenue will be generated from the order, which follows the maiden shipment for the JV in the March 2025 quarter.
'This shipment signals a broader shift in the global supply landscape, with growing demand from US industries for high-quality, non-Chinese sources of critical minerals like expandable graphite,' Evion managing director David Round said.
'Our Panthera Graphite facility has demonstrated its ability to deliver at scale, and we hope this is the first step in establishing a strong, long-term, strategic partnership with the US market.
'We believe this is likely to be the first of many future orders and we look forward to updating the market shortly around our planned, substantial growth and development plans in India.'
Negotiations continue to regularly supply the US and other global buyers in Europe and Asia.
Expandable graphite is essential for thermal management and fire retardancy across the aerospace, EV, energy storage, military applications and electronics sectors.
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