October 2024
- Analysis
- Lithium
WA lithium miners get a Rio reality check, with a silver lining
When it looked past the raft of hard rock lithium miners in its own backyard, Rio Tinto made a big statement about the future of the lithium industry.
- Peter Ker
January 2024
Australia’s best lithium mine to taper production in boost for rivals
IGO Limited confirmed production at Greenbushes was likely to be “marginally reduced” because the mine’s owners had ordered less volume than expected.
- Peter Ker
December 2023
Allkem-Livent’s $9b lithium merger wins proxy support
The biggest lithium merger of this year has won support from Glass Lewis ahead of a shareholder vote later this month.
- Peter Ker
July 2023
Leo Lithium, backed by Chinese giant, inks $520m deal to mine in Africa
The company is a joint venture partner with Ganfeng in the Goulamina hard rock lithium project in the south of Mali.
- Elouise Fowler
May 2023
- Opinion
- Chanticleer
Allkem’s trip from HotCopper tiddler to $16b lithium major
How the ASX-listed miner got to its place as a global player is a lesson in persistence, riding cycles and clinging on through tough times.
- Updated
- Anthony Macdonald
No room for the faint-hearted in lithium’s year of action
The Australian lithium sector’s time in the sun has arrived, as softening prices, sovereign risk in rival nations and US subsidies trigger a wave of deals.
- Peter Ker and Brad Thompson
Allkem inks merger with Livent
Argentinian lithium is the focus of a $US10.6 billion merger between Allkem and Livent.
August 2022
Lithium giant Allkem battles labour shortage
The company says the solution might not be as simple as boosting immigration quotas.
- Brad Thompson
February 2022
How this lithium miner CEO juggles a big family with a big job
Charged with merging lithium producers Orocobre and Galaxy Resources into a unified company, Allkem’s Martin Perez De Solay has plenty of experience managing a growing family.
- Peter Ker
November 2021
Lithium boss in $347m battery SPAC
Former Galaxy Resources chief executive Simon Hay is following the trail blazed by Bill Beament and Nev Power into a US special purpose acquisition vehicle
- Peter Ker and Jonathan Shapiro
September 2021
How to plug into the resources supercycle
The clean energy revolution is driving a tectonic shift away from fossil fuels and into battery minerals, sending share prices higher and leaving companies with a lot to live up to.
- William McInnes
August 2021
Gold bug says battery minerals valuations too good to be true
Battery minerals producers are being ‘priced like internet companies’ says gold veteran Jake Klein.
- Peter Ker and Brad Thompson
April 2021
How to make 60pc with an income fund
As most income funds faced the prospect of dividends being cut or scrapped, AMP Capital’s Dermot Ryan took the opportunity to buy growth and invest in future dividend payers.
- William McInnes
The driving ambition behind a $4b lithium merger
Mainstream adoption of electric vehicles was a distant dream when Orocobre and Galaxy floated in 2007. As they ink a $4b merger, has the future finally arrived?
- Peter Ker
Lithium boom 2.0 drives $4b merger, supply push
This year’s lithium price boom will prove more “durable” than the last and can withstand an “acceleration” of new lithium supply, according to the two Australian listed companies that struck a $4 billion battery minerals merger on Monday.
- Peter Ker
- Opinion
- Chanticleer
Surging lithium demand sets stage for big deals
The $4 billion merger between Orocobre and Galaxy is about building scale ahead of a lithium supply deficit.
- Updated
- James Thomson
‘Full speed ahead’: $4b lithium merger to boost supply
Rising lithium prices mean acceleration of new lithium projects looks set to be the biggest outcome of a $4 billion merger between Orocobre and Galaxy Resources.
- Peter Ker
Galaxy flies solo in Argentina as lithium price doubles
Plans to sell a stake in Galaxy’s Sal de Vida project have been iced on signs the company can pay its own way – for now.
- Peter Ker
The Aussie stocks ready to benefit from electric vehicles
Although many investors might be priced out of investing in stocks such as Tesla, there are other ways to get a piece of the EV action.
- William McInnes
March 2021
Galaxy’s trash becomes treasure on lithium revival
Strong demand from customers is allowing the miner to lower the grade of its lithium exports and maybe sell its waste rock.
- Peter Ker