lithium

Latest news and analysis on lithium

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
Equities

Investors dipping toes back in lithium waters amid growing doubts over big banks’ bearish calls

There is renewed interest in explorers such as Cygnus and Mont. Plus, Boss’ first drum of uranium will pave way for growth at Honeymoon.
BOE
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Strong demand to power future-facing commodities (and 4 stocks to ride the wave)

Want access to commodities of the future? Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire highlight some opportunities.
ALM
+6
Buy Hold Sell
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
Commodities

Unveiling the latest trends in global commodity markets - March 2024

Mixed signals – headwinds or tailwinds?
Nicholas Boyd-Mathews
Eden Asset Management
Equities

Morgan Stanley’s latest views on copper, coal, gold, iron ore, nickel, and lithium (+ top ASX stock picks)

Recent data on the Chinese economy showed a pick up in industrial production, as well as copper, coal and iron ore imports.
29M
AWC
+6
Carl Capolingua
Livewire Markets
Equities

Macquarie’s massive ASX metals and energy stocks review: Deluge of downgrades!

Macquarie has adjusted its commodity price forecasts resulting in ratings and price target changes for ASX several metals and energy stocks.
29M
+26
Carl Capolingua
Livewire Markets
Commodities

Pilbara’s one-off sale shows lithium bears may have to eat their shorts

Pre-auction suggests price is recovering; Syrah raising shows belief in graphite; Kingsland unveils Australia’s biggest graphite deposit.
+1
Barry FitzGerald
Independent Journalist
Equities

Morgan Stanley: Nickel likely troughed, Lithium closer to a floor

Nickel and lithium prices have plunged, but both are now enjoying a rally. Morgan Stanley considers the possibility of whether the low is in
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Major lithium bull: End-user EV demand, not restocking, key to sustainable rally in prices

Macquarie suggests the problems facing the lithium market are far more deep-seated than whether or not restocking has begun.
CXO
IGO
+6
Carl Capolingua
Livewire Markets
Investment Theme

Why is sentiment improving in lithium majors?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?
IGO
+6
Kingsley Jones
Jevons Global
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
Asset Allocation

Outlook for global miners; lithium, uranium, copper, natgas, coal & cobalt | Todd Warren

Murdoch speaks with Todd Warren, from Tribeca about Lithium, Natural Gas, Coal, Iron Ore, Steel, Copper, Uranium, Carbon Credits, & Cobalt
BHP
BOE
+5
Murdoch Gatti
York Wealth Management
Daily Report

ASX 200 dips as gold shines and lithium's rally comes to an abrupt end

All the important stuff that happened on the Australian stock market today, all in one place.
360
HLS
IRE
+7
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 lower as Flight Centre grounded, China lithium surge stokes sector rally

The biggest story today was undoubtedly the broad-based rally in the lithium and battery minerals sector.
ALU
+13
Carl Capolingua
Livewire Markets
Equities

Pilbara Minerals probes key resistance as lithium futures eye fourth straight gain

Pilbara Minerals’ chart is showing signs of building excess demand, at what point could a short squeeze eventuate?
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Reporting Season

Pilbara Minerals CEO: Beware the short squeeze, prices can turn quickly

Pilbara is determined to be the best at what it can control so it’s ready for when the lithium price cycle turns.
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
Reporting Season

Pilbara vs Mineral Resources: Which lithium miner comes out on top?

Lithium miners have faced challenging times., yet none seem as well-prepared to endure the storm as Pilbara Minerals and Mineral Resources.
Kerry Sun
Livewire Markets
Asset Allocation

Outlook for junior miners, uranium, copper, oil & gas | John Forwood

Murdoch speaks with John Forwood the CIO at Lowell Resources about the outlook for Junior miners, Uranium, Copper, Gold, Lithium, Oil & Gas.
BSN
+4
Murdoch Gatti
York Wealth Management
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