lithium

Latest news and analysis on lithium

Equities

The ASX lithium stocks this broker thinks should be on your Christmas shopping list

2023 was a tough year for investors in ASX lithium stocks, but don't fret lithium bulls, this broker is suggesting some Christmas cheer!
AKE
CXO
+7
Carl Capolingua
Livewire Markets
Commodities

Lithium price stages massive reversal on COP28: "transitioning from fossil fuels"

There's chatter in social media channels the big turnaround in lithium prices was as a result of the closing announcement at COP28.
CXO
+1
Carl Capolingua
Livewire Markets
Daily Report

Evening Wrap: ASX 200 in great shape heading into Santa territory, tech best, vs lithium woes continue

All the big moves from today's trade on the Australian stock market and more...
AD8
COH
+4
Carl Capolingua
Livewire Markets
Equities

“Still more downside” in lithium, UBS downgrades Pilbara Minerals

According to UBS, lower lithium minerals prices will likely result in a potential halving in ASX lithium company profits in FY2025.
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Lithium prices are spiraling lower. So which companies have the lowest production costs?

Which ASX-listed lithium miner is best positioned to weather the industry's second downturn thanks to low production costs?
AKE
CXO
IGO
+3
Kerry Sun
Livewire Markets
Rapid Fire

Why Ex-20 stocks outperform and the outlook for lithium

Rapid Fire interview with Tim Carleton, Chief Investment Officer of Auscap Asset Management
JBH
James Marlay
Livewire Markets
Equities

AuTECO poised to close gap on copper peers amid more bullish forecasts for red metal

Ken Brinsden ponders valuation disconnect between WA and Canadian lithium companies, UBS backs gold and iron ore run puts CZR in spotlight.
BGL
BHP
+10
Barry FitzGerald
Independent Journalist
Equities

How to screw a promising industry

The Azure Minerals takeover by SQM looks to be perfect match in terms of prospect, capital, expertise and offtake. Why did I sell on market?
+2
Kingsley Jones
Jevons Global
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

‘Incredible lithium price spike’ on way as new chemical capacity drives demand, says Brinsden

Former Pilbara chief says history set to repeat; Neil Biddle now into helium at Greenvale and Spartan gets big price target as gold jumps.
+3
Barry FitzGerald
Independent Journalist
Equities

What’s next for Liontown?

Albemarle has walked away from its $6.6 billion bid for Liontown. So what's next for the ASX's next hard rock lithium producer?
Kerry Sun
Livewire Markets
Equities

EVs poised to send graphite price into overdrive amid big supply deficit

Outlook is good news for Kingsland and its big NT graphite find; Rio sure to be looking at strong DFS numbers on CZR’s iron ore project.
BHP
+2
Barry FitzGerald
Independent Journalist
Equities

BHP not turning fickle on beaten-up nickel

Plus, Stavely flags its Kimberley nickel prospect next to IGO's hot hit, S2 to drill alongside Fosterville and CZR poised for iron ore DFS.
BHP
RIO
+2
Barry FitzGerald
Independent Journalist
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
Livewire Live

Lithium is crowded, and maybe that doesn't matter

According to Auscap's Tim Carleton, lithium is a long-term play
David Thornton
Livewire Markets
Equities

Macquarie suggests lithium price upturn could be imminent as M&A frenzy continues

Newly-listed explorers James Bay and Pioneer Lithium join the game. Plus, signs of a turn for rare earths, which is good news for Codrus.
+7
Barry FitzGerald
Independent Journalist
Equities

Lithium is a fully charged opportunity

While the lithium sector continues to exhibit significant volatility, the structural outlook for lithium remains positive.
AKE
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

What Gina Rinehart's 10.7% Liontown stake means for you

Hancock Prospecting has announced it has tipped another $132 million into the lithium hopeful, but what does it mean for the Albermarle bid?
+2
Ally Selby
Livewire Markets
Equities

Long and Short Opportunities within the ASX

Blackwattle Investment Partners' Ray David discusses the best Long and short opportunities currently on the ASX following reporting season.
AX1
CAR
+2
Ray David
Blackwattle Investment Partners
Commodities

Lithium sector awash with bluff ’n bluster as billionaires jostle for position

By contrast, Beament’s offer for Essential is a drama-free push to make action. Plus, Ausgold's 3Moz project advances and uranium soars.
AUC
BOE
+9
Barry FitzGerald
Independent Journalist
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