lithium

Why lithium miners such as PLS, Liontown, and Vulcan Energy presently fit our contrarian investment approach.

And Beament says the commodity traders he talks to are bullish on lithium, with falling inventories setting the scene for a sharp bounce.

Twenty years of memory chip cycles offer a simple test for when to buy a cyclical. Lithium stocks have not passed it yet.

BHP and PLS give investors reasons to see current prices as an opportunity; Developers such as FireFly, Orion and PMET could be among them.

At the start of 2026, critical minerals were the year’s hottest investment theme. Ten months on, the sector has fallen hard. What’s changed?

PLS Group is blasting through the negativity with its lithium mine expansion. But the analyst community is unimpressed with cost

Data centre stocks just had their worst week in months. William Taylor explains why ETF Shares is launching a data centre ETF anyway.

Talk returns of a possible "lithium winter" as prices continue falling on relatively tame news

Liontown fell 20% in two days last week after greenlighting expansion plans. But if lithium prices turn, it could rerate very quickly.

Plus, Minerals 260 embraces Lassonde's solution to the Lassonde problem.