lithium

Despite compelling evidence, fund managers continue to ignore, and as a result heavily discount, lithium brine projects.

Leverage exposure to the rate cycle can be found in Red 5, Bellevue and Rox. And Battery Age maturing nicely ahead of lithium assays.

Plus, gold assays imminent for Sunstone and Osisko gets a lick of Hot Chili.

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.

Summarising some of the spiciest takeaways from five analyst and fundie interviews about lithium, copper, rare earths, graphite and nickel.

Based on current output we'll need almost 10,000 years’ worth of lithium production condensed into 20-30 years ... Achievable?

With first production looming, Bellevue is seen as a target for WA producers; Plus Goyder soaking up OreCorp and Patriot's coming resource.

The Allkem-Livent merger and takeover interest in Liontown Resources portend a consolidation driven by vertical integration and the US IRA.

Plus, frenzy over Nimy’s results show lithium exploration is back in favour, which is good news for Cygnus ahead of its maiden resource.

Eiger Capital's Stephen Wood reluctantly sold out of his position in PLS after it rose to large-cap status. Here, he names a new contender.

Wilsons’ Senior Metals & Mining Equity Analyst Sam Catalano talks the state of play for lithium stocks and undervalued Africa-based plays.

Former exploration geologist, turned mining analyst James Cooper outlines the problems facing the 'smooth' transition to renewables.

Decarbonisation is one of the biggest trends of our time and Global X ETFs has exposure in over a fifth of its products. Here's why.

Investors at this week’s Resources Rising Stars conference flocked to lithium stocks and Triangle Energy ahead of drilling in Perth Basin.

The lithium sector is consolidating through M&A. We look at what's next for battery minerals stocks.

Also at RRS, Liontown stablemate Minerals 260 will outline its lithium hunt, as will Delta, while several gold stocks will unveil assays.

From key transaction details to the potential bump for Allkem's valuation. Here's everything you need to know about the $10bn merger.

On April 20, Chile’s President Gabriel Boric said he would move forward with plans to nationalise the country’s lithium industry.1 On the surface, Boric’s announcement...

Geologist, James Cooper, offers his take on why developers could be entering a Goldilocks period as the lithium sector braces for a recovery

Plus, new report highlights game-changer for Sunstone, surging Australian Rare Earths raises and Meteoric sets for maiden resource.