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Lithium

Today

Taxpayer cash revives $105m lithium refinery project

The Albanese government’s floundering plan to grow a domestic mineral processing industry has been boosted by the revival of a stalled lithium phosphate project

  • Peter Ker

This Month

Bags of lithium at a facility owned by CATL in China. The company has restarted one of its major mines.

Investors fear Chinese mine restart puts lithium resurgence in danger

CATL, the world’s largest electric vehicle battery manufacturer, is restarting its major Jiangxi operation, a move which could keep prices depressed.

  • Elouise Fowler

January

Liontown Mining, Kathleen Valley Lithium 

Liontown Resources beats expectations amid lithium rout

Lithium miners have struggled through a bear market for the battery mineral, driven by weaker-than-expected sales of EVs and strong supply from new mines.

  • Elouise Fowler
The Kwinana processing facility part-owned by IGO near Perth.

IGO warns of processing losses as lithium stockpile grows

The ASX-listed miner says the Kwinana plant it owns with a major Chinese group has fallen into the red after failing to find customers for its battery minerals.

  • Mark Wembridge
Ioneer’s Rhyolite Ridge lithium-boron project.

Ioneer gets $1.6b loan to build Nevada lithium mine

The Australian miner received the loan from the Biden administration to create the first new lithium mine in the US in almost 60 years.

  • Matthew Cranston
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Global Lithium Resources has two WA operations, including its Manna project near Kalgoorlie.

Global Lithium chair rejects board revamp over foreign influence fears

Two directors have shut down an attempt by a rival to seize control of the WA critical minerals explorer, pledging to vote against proposals at its delayed AGM.

  • Mark Wembridge
Justine Passaportis is a senior legal counsel for Perentis who benefited from its parental leave policies.

Spotlight falls on outliers as miners embrace paid parental leave

Miners are sweetening benefits to attract female employees. Yet Macmahon, a major employer, is resisting paid time off for new parents.

  • Elouise Fowler and Mark Wembridge
Resources funds are ready to bounce back.

Resources fundies reveal top picks ahead of ‘stellar’ 2025

Some portfolio managers are chasing the elusive surge in copper stocks or braving the lithium sector, while others plan to ride the rally in bauxite and silver prices.

  • Alex Gluyas

December 2024

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ASX slips; Gold miners’ silver lining; China’s new stealth aircraft

Read everything that’s happened in the news so far today.

Marijana Petkovic with her sheaf of court documents. She is one of several vocal opponents to Rio’s efforts in the Jadar Valley.

Inside Rio Tinto’s all out war to unlock Serbia’s lithium riches

The mining giant has been trying to develop the resource rich Jadar Valley for two decades. So why is it persisting in the face of intense opposition?

  • Updated
  • Hans van Leeuwen
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Rio Tinto’s $10.7b lithium takeover wins shareholder approval

Chief executive Jakob Stausholm got an early Christmas present when Arcadium Lithium investors voted to accept his acquisition offer.

  • Peter Ker
The IGO-Tianqi lithium hydroxide plant at Kwinana, south of Perth.

Lithium piles up at IGO’s WA refinery as demand slows

The miner is struggling to find customers for its battery material, as dismal prices cause a logjam of the product at its Kwinana plant.

  • Mark Wembridge
Rio Tinto is expected to start producing lithium from its Rincon project in Argentina before the end of 2028.

Rio Tinto sinks $3.9b into Argentina lithium project

Rio Tinto has doubled down on its lithium bet with a big investment in its Rincon lithium brine project, months after agreeing to buy Arcadium Lithium.

  • Elouise Fowler and Mark Wembridge
Mineral Resources founder and managing director Chris Ellison at last month’s shareholder meeting.

MinRes asks for gag order on former executive to be lifted

The request, agreed to by the Federal Court, means the company’s board can obtain its own advice and regulators can access previously confidential documents.

  • Mark Di Stefano
Bank of America is bearish on lithium, even after a 90 per cent slump in prices since 2022.

Lithium bear market tipped to intensify in 2025

Bank of America has slashed its forecasts for the battery mineral and also warns that iron ore could fall to $US75 a tonne. But there is one commodity that the broker is tipping will go on a tear next year.

  • Updated
  • Alex Gluyas
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November 2024

The Pilbara Minerals lithium mine in Western Australia.

WA unveils $150m lithium rescue package

The West Australian government has unveiled a $150 million rescue package for the state’s struggling lithium sector.

  • Tom Rabe and Mark Wembridge
From left: Delta managing director James Croser, chairman Nader El Sayed, and non-executive director Josh Thurlow.

Embattled Ellison a no-show at MinRes-backed Delta AGM

Billionaire MinRes founder Chris Ellison avoided Delta Lithium’s shareholder meeting after quitting as chairman of the mining junior on Monday.

  • Mark Wembridge and Elouise Fowler
Mineral Resources founder and managing director Chris Ellison at last week’s AGM.

Chris Ellison quits as Delta Lithium chairman ‘effective immediately’

The businessman said he was leaving the junior explorer to focus on Mineral Resources, where he intends to quit as managing director within 18 months.

  • Peter Ker
Chris Ellison speaks at Thursday’s meeting.

Ellison reveals ‘dark cloud’ in MinRes’ day of reckoning

The billionaire founder presented a mix of contrition and defiance over the company’s governance scandals at the shareholder meeting on Thursday.

  • Mark Wembridge and Peter Ker
Lithium carbonate prices have dived 86 per cent from the record $US78,200 a tonne reached in 2022, according to S&P Global Commodity Insights.

MinRes named the best stock to ride 2025 lithium bull run

Morningstar says now is the time to pile back into these shares before prices of the battery material go on a tear next year.

  • Alex Gluyas

Original URL: https://www.afr.com/topic/lithium-1m2j