battery metals

Latest news and analysis on battery metals

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
Commodities

More upside in Copper, J-curve coming on Lithium, Iron Ore’s run is done – Citi

Unsure where metals prices are headed? Good news, major broker Citi has released its latest metals price forecasts for 2024 and beyond.
29M
A1M
+14
Carl Capolingua
Livewire Markets
Equities

Why Goldman Sachs would buy IGO and sell Mineral Resources

Major broker Goldman Sachs has released a research report outlining reasons why it thinks IGO is a buy and Minera Resources is a sell.
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Commodities

Lithium rally is “detached from fundamentals” - go short says Citi

Lithium prices have rallied. Major broker Citi reviews the lithium market, noting the recent rally is “detached from fundamentals”.
CXO
IGO
+7
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 dodges US CPI bullet on surging base and precious metals, energy, and battery stocks

Bullet partially dodged. We ended with a 35 point loss vs a 62 point opening fall. Higher metals and battery stocks helped limit losses.
A4N
AVH
CXL
+11
Carl Capolingua
Livewire Markets
Commodities

Morgan Stanley: A perfect storm for copper

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.
29M
A1M
+10
Carl Capolingua
Livewire Markets
Equities

3 ASX rare earths stocks to watch as prices finally show signs of stabilising

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.
Carl Capolingua
Livewire Markets
Equities

Citi and UBS weigh in on lithium rally: Don’t assume low is in yet

The recent lithium rally has triggered commentary from two brokers, both of whom warn about irrational optimism.
IGO
+1
Carl Capolingua
Livewire Markets
Equities

South32’s big zinc bet speaks volumes about supply-driven price outlook

The major’s commitment to new US project is underpinned by its forecast supply deficit, which augers very well for Rumble and Develop.
+2
Barry FitzGerald
Independent Journalist
Equities

Latest data on China lithium: Demand increasing, supply falling

A research report on lithium demand-supply dynamics in China suggests modest improvement, but also it's still too early to call a bottom.
CXO
IGO
+5
Carl Capolingua
Livewire Markets
Equities

Major broker warns lithium prices could fall another 33% in “bear case” scenario

According to a major broker’s commodity research team, there could be more pain to come for investors in ASX lithium stocks.
IGO
Carl Capolingua
Livewire Markets
Commodities

Is the Nickel price close to a trough? Morgan Stanley has the answer

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.
BHP
CHN
+4
Carl Capolingua
Livewire Markets
Equities

Lithium sector salivates as Azure bid set to unlock flood gates on $1.6b in investor cash

Spotlight swings to Patriot and Wildcat, plus Calidus’ new Bulletin gold deposit is being likened to Spartan’s rich Never Never find.
+5
Barry FitzGerald
Independent Journalist
Equities

Graphite stocks surge amidst China's export curbs: Does the rally have legs to run?

China's planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.
+1
Kerry Sun
Livewire Markets
Equities

Morgan Stanley, JPMorgan and UBS warn of more pain for lithium stocks

A slew of bearish lithium notes hit the market overnight as analysts turn their back on the once bullish lithium sector.
AKE
CXO
IGO
+3
Kerry Sun
Livewire Markets
Commodities

Chalice Mining: From green metals darling to a scoping study disaster

Recapping how Chalice's highly anticipated scoping study went so wrong (and triggered an almost 40% selloff since Wednesday).
CHN
+1
Kerry Sun
Livewire Markets
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