Battery MAterials

Spodumene prices are up over 300%, putting PLS back in the black. But how long can the recovery last – and should you buy, hold, or sell?

Lithium prices have turned after a brutal slump. What’s changed, what hasn’t, and where the real risks and opportunities lie.

Project similarities sees demand flow through to FireFly; New World PFS; Eshuys' copper find; Minnow Noronex teams up with South32.

There is renewed interest in explorers such as Cygnus and Mont. Plus, Boss’ first drum of uranium will pave way for growth at Honeymoon.

Emanuel Datt explores an unloved biopharma company, a manganese miner and a rare earths explorer that grew into a $1bn market cap producer.

The major’s commitment to new US project is underpinned by its forecast supply deficit, which augers very well for Rumble and Develop.

GMO's co-founder and chief investment strategist continues to warn of darker times ahead. But that doesn't mean there isn't opportunity.

The Allkem-Livent merger and takeover interest in Liontown Resources portend a consolidation driven by vertical integration and the US IRA.

Eiger Capital's Stephen Wood reluctantly sold out of his position in PLS after it rose to large-cap status. Here, he names a new contender.

And sold-off Centaurus, which has lots of nickel for lithium batteries, prepares for offtake talks which could reignite its share price.