lithium

Latest news and analysis on lithium

Equities

Investing in lithium is hard

The Blackwattle Small-Caps team explores 3 ‘real’ businesses that are primed to benefit from the electrification of Australia.
BPT
Daniel Broeren
Blackwattle Partners
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
Equities

Spartan takeover talk: major shareholder said to eye $1-plus for runaway gold explorer

Plus, still plenty of reasons to follow Wildcat, Patriot and Raiden in lithium space. Ditto for Sunstone’s fast-emerging gold-silver find.
+4
Barry FitzGerald
Independent Journalist
Commodities

Citi now “doubly bearish” on lithium

Citi is doubling down on its April short trade because the fundamentals for lithium have not improved, and supply cuts are yet to occur.
CXO
IGO
INR
+7
Carl Capolingua
Livewire Markets
Commodities

ASX companies stand to win as Western governments ramp up intervention in critical minerals markets

Plus, EQ gets a helping government hand for tungsten project and is Canadian lithium explorer Patriot in play?
EQR
+5
Barry FitzGerald
Independent Journalist
Commodities

Macquarie Conference 2024: Bullish on copper and uranium

18 resources companies presented at the Macquarie Conference 2024. Here are the key highlights and Macquarie’s preferred picks.
BOE
+4
Sara Allen
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
Daily Report

ASX 200 bounces as copper and uranium stocks soar, plus lithium's big day out

Lithium stocks which are to be watched closely as a key lithium contract in China surged over 5% ahead of the upcoming May Day holiday.
29M
BOE
DRO
+8
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
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
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
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