Today
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.
- 1 hr ago
- Alex Gluyas
Yesterday
Global Lithium delays AGM over foreign influence fears
Minority shareholder Leon Zhu denies his push to join the board is a “Chinese-led conspiracy” as the WA Supreme Court gives the FIRB almost 3 months to probe claims.
- Mark Wembridge
Sayona Mining, Piedmont Lithium in $850m merger; Canaccord raises $150m
The two companies are expected to raise fresh equity as a part of the merger, which will create a $850 million lithium player.
- Sarah Thompson, Kanika Sood and Emma Rapaport
This Month
- Opinion
- Opinion
Liontown survived the lithium carnage, but can it handle Donald Trump?
After taking a wild ride in lithium over the past year, Liontown Resources thinks it can also adapt to whatever the Trump administration produces.
- Jennifer Hewett
- Updated
- Liontown Resources
Liontown slows lithium mine expansion in battle to survive
Australia’s newest exporter is scaling back its growth plans to try to save $100 million and survive a bear market for critical minerals.
- Updated
- Peter Ker
- Opinion
- Chanticleer
It was our sexiest lithium stock. Now it’s having major surgery
Liontown Resources has opted for a small-target strategy to try and survive lithium’s nuclear winter.
- James Thomson
Global Lithium alleges Chinese investor wants to seize control
The Chris Ellison-backed explorer is trying to call off its annual meeting, and has appealed to FIRB. It says a minority shareholder is trying to take over.
- Mark Wembridge and Peter Ker
Moody’s downgrades MinRes as big investors demand board overhaul
The credit ratings agency has cut the lithium and iron ore miner to negative, citing the “negative implications” of its governance issues.
- Mark Wembridge
Mark Creasy banks lithium windfall by selling at the top
The legendary explorer has more than doubled annual profits at his flagship private company.
- Peter Ker
October
Pilbara Minerals cuts lithium output, suspends plant
The miner is scaling back to endure the lithium price slump, cutting annual output and icing operations at its Ngungaju facility.
- Elouise Fowler
- Opinion
- Opinion
Have Australian fund managers got their lithium call wrong?
Rio Tinto’s $10 billion Arcadium Lithium takeover has the bulls excited again. But hedge funds believe the move signals a major shake-up and more pain ahead.
- Jonathan Shapiro
Lithium stocks rally reveals M&A hope for juniors
Rio’s takeover of Arcadium has unleashed a rally in the ASX’s junior lithium stocks, but the lagging performance of the major producers means they are expected to miss out on the next wave of deals.
- Alex Gluyas
Lithium stocks ‘one deal away’ from going on a tear: E&P
Investors are facing a shrinking pool of lithium stocks to invest in after Rio Tinto’s Arcadium bid. A takeover of Pilbara Minerals or Liontown could reignite a resurgence in the sector.
- Alex Gluyas
This mining fundie says lithium is a better bet than iron ore
Janus Henderson’s Darko Kuzmanovic says China’s stimulus boost will no longer be a huge driver of iron ore and coal profits. He’s looking at battery mineral stocks instead.
- Alex Gluyas
- Analysis
- Mergers & acquisitions
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
Rockpool’s rocky future | Rio’s EV gamble | China’s missing stimulus
This week on the Chanticleer podcast, James and Anthony discuss the challenges of running a prestige dining spot, look at why Rio Tinto is the only mining giant betting on electric vehicle supremacy, and attempt to solve the mystery of the missing Chinese stimulus.
Rio Tinto’s Serbian lithium pain might be Argentina’s gain
After two decades of work to build a lithium and borates mine in Serbia, Rio Tinto has taken its billions elsewhere. Is this the end of Europe’s lithium dream?
- Peter Ker
- Analysis
- Mining
Acquisitive miners like Rio should remember size isn’t everything
Just because you own the world’s biggest resource of a critical mineral, doesn’t guarantee you can get it out of the ground profitably.
- Peter Ker
- Opinion
- Chanticleer
Cash always king in Rio Tinto deals, which only fuels activist debate
A little less conversation, a little more action is needed if the miner is to win a perennial argument.
- Anthony Macdonald
Rio Tinto mulls share issuance after $9.9b lithium splurge
The iron ore giant insists that it can afford to buy Arcadium Lithium while spending on growth and paying dividends. But debt will reach an eight-year high.
- Peter Ker