battery metals

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.

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

The recent lithium rally has triggered commentary from two brokers, both of whom warn about irrational optimism.

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

A research report on lithium demand-supply dynamics in China suggests modest improvement, but also it's still too early to call a bottom.

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

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.

Spotlight swings to Patriot and Wildcat, plus Calidus’ new Bulletin gold deposit is being likened to Spartan’s rich Never Never find.

China's planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.

A slew of bearish lithium notes hit the market overnight as analysts turn their back on the once bullish lithium sector.