battery metals

Latest news and analysis on battery metals

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
Daily Report

ASX 200 dodges US CPI bullet on surging base and precious metals, energy, and battery stocks

Bullet partially dodged. We ended with a 35 point loss vs a 62 point opening fall. Higher metals and battery stocks helped limit losses.
A4N
AVH
CXL
+11
Carl Capolingua
Livewire Markets
Commodities

Morgan Stanley: A perfect storm for copper

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.
29M
A1M
+10
Carl Capolingua
Livewire Markets
Equities

3 ASX rare earths stocks to watch as prices finally show signs of stabilising

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.
Carl Capolingua
Livewire Markets
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
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
Equities

Latest data on China lithium: Demand increasing, supply falling

A research report on lithium demand-supply dynamics in China suggests modest improvement, but also it's still too early to call a bottom.
CXO
IGO
+5
Carl Capolingua
Livewire Markets
Equities

Major broker warns lithium prices could fall another 33% in “bear case” scenario

According to a major broker’s commodity research team, there could be more pain to come for investors in ASX lithium stocks.
IGO
Carl Capolingua
Livewire Markets
Commodities

Is the Nickel price close to a trough? Morgan Stanley has the answer

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.
BHP
CHN
+4
Carl Capolingua
Livewire Markets
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

Graphite stocks surge amidst China's export curbs: Does the rally have legs to run?

China's planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.
+1
Kerry Sun
Livewire Markets
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
Commodities

Chalice Mining: From green metals darling to a scoping study disaster

Recapping how Chalice's highly anticipated scoping study went so wrong (and triggered an almost 40% selloff since Wednesday).
CHN
+1
Kerry Sun
Livewire Markets
Reporting Season

Your favourite small-cap is down 50% year-to-date. Is it time to buy the dip?

Livewire readers' most-tipped small-cap stock is down more than 50% in 2023. So is this a knife worth catching or is there more pain ahead?
+1
Kerry Sun
Livewire Markets
Equities

Forget today’s softness - all things EVs and ESG mean natural graphite’s future is rosy

From explorers (Kingsland) to developers (Evion) and producers (Syrah), the natural graphite sector is set to recover.
BHP
EVG
+5
Barry FitzGerald
Independent Journalist
Equities

Azure’s Pilbara lithium find making money Andover fist

Plus, gold assays imminent for Sunstone and Osisko gets a lick of Hot Chili.
BHP
HCH
+3
Barry FitzGerald
Independent Journalist
Commodities

Centaurus free to deal its hotly-demanded nickel sulphides after breaking offtake shackles

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

A turnaround for graphite is brewing: Which ASX miners should you be watching?

Graphite prices have more or less gone nowhere for the past decade. But here's why a breakout is brewing for the unloved battery metal.
EGR
+5
Kerry Sun
Livewire Markets
Commodities

Why higher rare earth prices are necessary and one name to play it (that's not Lynas)

It's been a bumpy past twelve months for rare earth prices but higher prices are necessary to bring new supply online.
+2
Kerry Sun
Livewire Markets
Education
Sponsored

Metals supercycle - get your ticket to the hottest investment in town

The world’s growing hunger for metals, combined with tight supplies, is underpinning one of the greatest investment thematics of our time. Driven by the...
BGL
CHN
+2
Livewire Exclusive
Livewire Markets
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