Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths and vanadium.

 

Rare earths are in the news again this week with US President Trump’s 50% import tariff set to hit Brazil on August 6 – spurring the country’s Lula administration to plan relief measures for companies impacted.

For context, the tariff is a massive jump from the initial 10% figure proposed by the White House.

It could represent a material short-term headwind for Brazil’s resources and mining sector, which is currently viewed by countries around the world as a safe alternative supply hub to China’s stranglehold on critical minerals.

It comes after months of trade tariff tension, with Trump imposing severe export restrictions that disrupted critical supply chains across the automotive, robotics and defence industries.

Those export restrictions amplified the urgency for countries to secure alternative, domestic or allied sources of supply.

However, last month US President Trump announced a deal with China to resume exports of rare earth minerals and magnets.

Then just a few days later rumours spread that the White House had heard pitches involving a potential peace deal with the Kachin Independence Army rebels who control most of Myanmar’s rich deposits of heavy rare earths – which China heavily depends upon for supply.

The Trump tariff saga has more twists and turns than the storyline of a 2000s reality TV show.

While the season finale is yet to air, the hunt is heating up for rare earths supply that doesn’t rely on China.

 

Battery Metals Winners and Losers

Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese and vanadium is performing >>> Battery metals stocks missing from our list? Shoot an email to [email protected]

 

Code	Company	Price	% Week	% Month	% Six Month	% Year	Market Cap
XTC	XTC Lithium Limited	0.2	19900%	19900%	19900%	19900%	$17,528,272
IMI	Infinitymining	0.013	63%	30%	18%	30%	$5,499,205
KFM	Kingfisher Mining	0.066	40%	38%	89%	2%	$3,545,190
MQR	Marquee Resource Ltd	0.012	33%	50%	9%	4%	$7,627,350
TAR	Taruga Minerals	0.009	29%	13%	-25%	13%	$6,423,787
FGR	First Graphene Ltd	0.039	22%	63%	-30%	-24%	$31,154,002
FRS	Forrestaniaresources	0.145	21%	81%	1350%	400%	$45,098,252
TEM	Tempest Minerals	0.006	20%	50%	20%	-33%	$6,610,770
ENT	Enterprise Metals	0.003	20%	0%	0%	-25%	$4,113,952
YAR	Yari Minerals Ltd	0.012	20%	-8%	200%	300%	$7,584,102
TOR	Torque Met	0.24	20%	45%	229%	85%	$134,277,172
DYM	Dynamicmetalslimited	0.235	18%	-8%	-13%	38%	$11,534,820
RBX	Resource B	0.034	17%	26%	10%	-15%	$3,916,272
AM7	Arcadia Minerals	0.028	17%	65%	40%	-22%	$3,286,736
A8G	Australasian Metals	0.072	16%	16%	-6%	-16%	$4,168,060
NC1	Nicoresourceslimited	0.115	15%	37%	26%	-12%	$14,196,816
GW1	Greenwing Resources	0.031	15%	24%	-23%	-23%	$9,481,657
NVA	Nova Minerals Ltd	0.2975	14%	-7%	-7%	113%	$120,450,425
BM8	Battery Age Minerals	0.07	13%	27%	-28%	-42%	$11,081,533
SBR	Sabre Resources	0.009	13%	13%	0%	-36%	$3,550,157
AX8	Accelerate Resources	0.009	13%	13%	-31%	-10%	$7,354,698
EG1	Evergreenlithium	0.036	13%	29%	-59%	-28%	$8,704,904
TVN	Tivan Limited	0.11	12%	20%	0%	104%	$218,433,638
RR1	Reach Resources Ltd	0.01	11%	25%	67%	0%	$9,618,745
RR1	Reach Resources Ltd	0.01	11%	25%	67%	0%	$9,618,745
WIN	WIN Metals	0.021	11%	24%	-5%	-9%	$11,551,226
LIT	Livium Ltd	0.011	10%	38%	-31%	-48%	$18,599,978
STM	Sunstone Metals Ltd	0.0165	10%	10%	136%	83%	$104,874,083
EFE	Eastern Resources	0.034	10%	10%	26%	-15%	$4,287,058
VMC	Venus Metals Cor Ltd	0.115	10%	15%	77%	39%	$22,554,799
ZNC	Zenith Minerals Ltd	0.035	9%	3%	-17%	-30%	$18,530,942
BCA	Black Canyon Limited	0.3	9%	150%	362%	295%	$35,902,712
KM1	Kalimetalslimited	0.12	9%	50%	4%	-14%	$10,770,169
LRV	Larvottoresources	0.79	9%	14%	22%	558%	$317,560,074
GED	Golden Deeps	0.025	9%	25%	14%	-24%	$4,428,143
MNB	Minbos Resources Ltd	0.05	9%	25%	0%	-28%	$47,777,431
CTM	Centaurus Metals Ltd	0.415	8%	12%	5%	22%	$208,614,509
PGD	Peregrine Gold	0.28	8%	87%	87%	51%	$22,484,651
AUZ	Australian Mines Ltd	0.008	7%	-27%	-27%	0%	$13,688,097
A11	Atlantic Lithium	0.165	6%	18%	-28%	-58%	$124,766,516
KNI	Kunikolimited	0.099	6%	3%	-45%	-48%	$8,605,503
SGQ	St George Min Ltd	0.0415	6%	15%	54%	26%	$109,585,720
EMH	European Metals Hldg	0.17	6%	6%	10%	-31%	$38,377,270
LEG	Legend Mining	0.0085	6%	42%	-15%	-29%	$26,230,295
IPX	Iperionx Limited	5.845	6%	23%	45%	166%	$2,086,997,650
LSR	Lodestar Minerals	0.018	6%	64%	50%	-10%	$6,759,038
RAS	Ragusa Minerals Ltd	0.018	6%	20%	38%	13%	$3,207,578
THR	Thor Energy PLC	0.009	6%	-18%	-25%	-47%	$6,397,109
NH3	Nh3Cleanenergyltd	0.057	6%	78%	185%	280%	$38,185,332
ABX	ABX Group Limited	0.04	5%	11%	-9%	-20%	$10,075,260
MAN	Mandrake Res Ltd	0.022	5%	22%	0%	-12%	$14,426,978
PGM	Platina Resources	0.022	5%	10%	16%	-19%	$13,709,967
WC1	Westcobarmetals	0.022	5%	38%	22%	-26%	$4,584,349
VML	Vital Metals Limited	0.115	5%	15%	15%	-23%	$13,558,416
PUR	Pursuit Minerals	0.07	4%	56%	-13%	-53%	$7,063,044
ADD	Adavale Resource Ltd	0.024	4%	20%	-40%	-70%	$4,203,970
ALK	Alkane Resources Ltd	0.72	4%	1%	26%	64%	$457,184,128
VTM	Victory Metals Ltd	1.235	4%	41%	234%	243%	$127,174,119
TMB	Tambourahmetals	0.025	4%	14%	-7%	-43%	$4,136,901
MHC	Manhattan Corp Ltd	0.025	4%	25%	9%	0%	$11,147,472
PBL	Parabellumresources	0.055	4%	2%	0%	45%	$3,426,500
GT1	Greentechnology	0.028	4%	47%	-53%	-55%	$14,255,101
QEM	QEM Limited	0.03	3%	-21%	-58%	-78%	$6,855,610
LYC	Lynas Rare Earths	10.485	3%	22%	70%	72%	$10,046,699,405
RON	Roninresourcesltd	0.155	3%	7%	-11%	29%	$6,258,127
EMN	Euromanganese	0.175	3%	-8%	-13%	-40%	$9,413,767
OCN	Oceanalithiumlimited	0.07	3%	40%	150%	98%	$11,621,877
PFE	Pantera Lithium	0.019	3%	73%	6%	-23%	$9,475,674
BUR	Burleyminerals	0.041	3%	-5%	-26%	-68%	$7,550,860
PEK	Peak Rare Earths Ltd	0.3175	2%	13%	168%	65%	$135,619,152
PEK	Peak Rare Earths Ltd	0.3175	2%	13%	168%	65%	$135,619,152
LLM	Loyal Metals Ltd	0.215	2%	65%	119%	72%	$22,227,359
1AE	Auroraenergymetals	0.05	2%	4%	-12%	-17%	$8,236,932
GCM	Green Critical Min	0.0315	2%	58%	50%	950%	$73,855,299
MTM	Metallium Ltd	0.74	1%	3%	229%	2543%	$425,232,799
IDA	Indiana Resources	0.089	1%	6%	27%	115%	$56,560,456
ATM	Aneka Tambang	1.115	1%	0%	24%	8%	$1,440,532
PSC	Prospect Res Ltd	0.175	0%	3%	79%	59%	$126,105,692
NWC	New World Resources	0.067	0%	3%	294%	168%	$239,570,336
CAE	Cannindah Resources	0.023	0%	10%	-43%	-56%	$16,745,839
AZL	Arizona Lithium Ltd	0.007	0%	17%	-36%	-59%	$37,662,201
RIL	Redivium Limited	0.004	0%	0%	0%	100%	$13,609,422
LPD	Lepidico Ltd	0.002	0%	0%	0%	-33%	$17,178,371
CZN	Corazon Ltd	0.002	0%	33%	0%	-60%	$2,369,145
RLC	Reedy Lagoon Corp.	0.002	0%	0%	0%	-43%	$1,553,413
CLA	Celsius Resource Ltd	0.007	0%	0%	-36%	-42%	$20,380,675
MNS	Magnis Energy Tech	0.042	0%	0%	0%	0%	$50,378,922
EVG	Evion Group NL	0.032	0%	88%	33%	39%	$14,787,279
TKL	Traka Resources	0.001	0%	0%	0%	-33%	$2,125,790
IPT	Impact Minerals	0.008	0%	33%	-15%	-47%	$32,906,640
FBM	Future Battery	0.024	0%	26%	0%	4%	$16,866,526
ALY	Alchemy Resource Ltd	0.006	0%	20%	-14%	-25%	$7,068,458
LEL	Lithenergy	0.37	0%	0%	0%	1%	$41,440,581
RMX	Red Mount Min Ltd	0.0085	0%	-15%	6%	-43%	$4,384,346
AQD	Ausquest Limited	0.044	0%	-25%	26%	279%	$62,662,097
1MC	Morella Corporation	0.015	0%	0%	-35%	-66%	$5,526,435
MRC	Mineral Commodities	0.026	0%	0%	0%	0%	$25,596,288
MOH	Moho Resources	0.005	0%	25%	0%	0%	$3,727,070
G88	Golden Mile Res Ltd	0.009	0%	-10%	-10%	-10%	$4,898,231
WKT	Walkabout Resources	0.095	0%	0%	0%	-5%	$63,769,838
TON	Triton Min Ltd	0.007	0%	40%	0%	-30%	$10,978,721
S2R	S2 Resources	0.066	0%	-4%	-12%	-43%	$32,996,123
CNJ	Conico Ltd	0.007	0%	0%	-13%	-30%	$1,905,020
BOA	BOA Resources Ltd	0.018	0%	-10%	-18%	-10%	$2,282,028
MLS	Metals Australia	0.02	0%	18%	-5%	-5%	$14,938,750
MRR	Minrex Resources Ltd	0.008	0%	0%	0%	-11%	$8,678,940
EVR	Ev Resources Ltd	0.009	0%	13%	200%	96%	$22,275,033
EMS	Eastern Metals	0.01	0%	0%	-23%	-63%	$1,394,262
RAG	Ragnar Metals Ltd	0.02	0%	0%	14%	11%	$9,479,720
OB1	Orbminco Limited	0.001	0%	0%	-20%	-52%	$3,402,568
KZR	Kalamazoo Resources	0.105	0%	15%	40%	57%	$23,036,319
KOR	Korab Resources	0.008	0%	0%	0%	0%	$2,936,400
CMX	Chemxmaterials	0.026	0%	0%	0%	-42%	$3,354,580
CMO	Cosmometalslimited	0.018	0%	13%	35%	-57%	$6,120,577
KGD	Kula Gold Limited	0.007	0%	0%	56%	-26%	$7,370,029
CRR	Critical Resources	0.005	0%	67%	-9%	-29%	$13,850,427
SCN	Scorpion Minerals	0.019	0%	27%	-10%	12%	$10,481,124
ENV	Enova Mining Limited	0.007	0%	-7%	17%	-22%	$10,203,200
AKN	Auking Mining Ltd	0.006	0%	0%	50%	-65%	$4,128,698
EMT	Emetals Limited	0.004	0%	14%	0%	0%	$3,400,000
AVW	Avira Resources Ltd	0.007	0%	0%	-65%	-65%	$1,610,000
SRZ	Stellar Resources	0.017	0%	6%	21%	-15%	$35,355,760
AZI	Altamin Limited	0.019	0%	0%	-27%	-37%	$10,915,555
LNR	Lanthanein Resources	0.001	0%	33%	-56%	-56%	$3,734,001
CLZ	Classic Min Ltd	0.001	0%	0%	0%	0%	$3,017,699
M2R	Miramar	0.003	0%	0%	-25%	-57%	$2,990,470
DRE	Dreadnought Resources Ltd	0.011	0%	22%	-8%	-49%	$58,414,250
AOA	Ausmon Resorces	0.002	0%	100%	0%	0%	$2,622,427
GRL	Godolphin Resources	0.012	0%	33%	-8%	-20%	$5,386,480
DM1	Desert Metals	0.022	0%	10%	0%	-19%	$9,730,305
LNR	Lanthanein Resources	0.001	0%	33%	-56%	-56%	$3,734,001
RVT	Richmond Vanadium	0.072	0%	-10%	-60%	-75%	$15,772,687
OM1	Omnia Metals Group	0.012	0%	0%	-85%	-85%	$2,605,100
LLL	Leolithiumlimited	0.332997	0%	0%	0%	0%	$401,204,047
SRN	Surefire Rescs NL	0.002	0%	33%	-32%	-70%	$6,457,219
WSR	Westar Resources	0.006	0%	20%	-25%	-25%	$2,392,349
LU7	Lithium Universe Ltd	0.007	0%	40%	-13%	-53%	$6,551,857
REC	Rechargemetals	0.013	0%	0%	-28%	-58%	$3,340,870
TMX	Terrain Minerals	0.0025	0%	25%	-50%	-29%	$6,329,536
ANX	Anax Metals Ltd	0.007	0%	17%	-33%	-71%	$6,179,653
FIN	FIN Resources Ltd	0.004	0%	33%	0%	-50%	$2,779,554
ASR	Asra Minerals Ltd	0.002	0%	33%	-33%	-67%	$4,000,198
AMD	Arrow Minerals	0.02	0%	0%	-52%	-67%	$17,555,332
ARV	Artemis Resources	0.005	0%	0%	-38%	-50%	$14,328,361
AYM	Australia United Min	0.002	0%	0%	-33%	-33%	$3,685,155
BMG	BMG Resources Ltd	0.007	0%	-22%	-30%	0%	$6,755,177
CUL	Cullen Resources	0.005	0%	25%	25%	-29%	$3,467,009
HLX	Helix Resources	0.002	0%	0%	-33%	-33%	$6,728,387
SRK	Strike Resources	0.035	0%	25%	0%	0%	$9,931,250
SLM	Solismineralsltd	0.08	-1%	-6%	14%	-30%	$11,286,414
OMH	OM Holdings Limited	0.31	-2%	11%	-9%	-30%	$237,539,608
FLG	Flagship Min Ltd	0.058	-2%	-6%	23%	-28%	$12,973,249
FG1	Flynngold	0.0285	-2%	6%	10%	14%	$10,956,861
AXE	Archer Materials	0.28	-2%	30%	-27%	-10%	$71,357,164
COB	Cobalt Blue Ltd	0.054	-2%	4%	-14%	-29%	$23,576,459
ASN	Anson Resources Ltd	0.1075	-2%	134%	68%	-10%	$159,474,702
VRX	VRX Silica Ltd	0.086	-2%	2%	76%	161%	$64,268,083
PTR	Petratherm Ltd	0.37	-3%	7%	-14%	1956%	$131,713,613
NTU	Northern Min Ltd	0.034	-3%	13%	70%	11%	$279,964,720
STK	Strickland Metals	0.155	-3%	11%	101%	61%	$361,977,568
QGL	Quantum Graphite	0.465	-3%	-1%	0%	-22%	$160,419,708
JMS	Jupiter Mines.	0.2175	-3%	9%	50%	-18%	$431,429,187
EMC	Everest Metals Corp	0.14	-3%	4%	-3%	22%	$31,378,376
FTL	Firetail Resources	0.084	-3%	11%	20%	12%	$31,922,350
HAW	Hawthorn Resources	0.053	-4%	-9%	26%	-21%	$17,755,827
A4N	Alpha Hpa Ltd	0.91	-4%	6%	5%	9%	$1,057,412,136
MTC	Metalstech Ltd	0.13	-4%	0%	0%	-38%	$29,977,420
FRB	Firebird Metals	0.125	-4%	67%	26%	14%	$17,795,175
E25	Element 25 Ltd	0.25	-4%	9%	-12%	-6%	$60,582,286
SRL	Sunrise	1.215	-4%	51%	350%	196%	$122,793,679
CWX	Carawine Resources	0.093	-4%	-3%	-11%	3%	$21,487,416
SYA	Sayona Mining Ltd	0.022	-4%	47%	-4%	-27%	$242,409,216
GRE	Greentechmetals	0.066	-4%	27%	5%	-45%	$9,071,611
ETM	Energy Transition	0.044	-4%	-6%	-29%	91%	$68,261,982
DLI	Delta Lithium	0.1625	-4%	5%	-12%	-31%	$114,757,087
HRE	Heavy Rare Earths	0.043	-4%	13%	54%	45%	$8,945,457
PNN	Power Minerals Ltd	0.062	-5%	13%	-31%	-33%	$9,095,272
GL1	Globallith	0.2	-5%	43%	-9%	-23%	$54,963,746
BMM	Bayanminingandmin	0.06	-5%	71%	15%	-2%	$6,552,324
ARL	Ardea Resources Ltd	0.395	-5%	-1%	8%	-12%	$84,165,166
ESR	Estrella Res Ltd	0.039	-5%	-25%	39%	680%	$80,194,018
HAS	Hastings Tech Met	0.285	-5%	12%	-10%	-7%	$55,739,787
BUX	Buxton Resources Ltd	0.038	-5%	-5%	3%	-49%	$14,431,448
REE	Rarex Limited	0.019	-5%	12%	73%	46%	$17,502,870
MEK	Meeka Metals Limited	0.1425	-5%	-2%	36%	231%	$408,198,724
HWK	Hawk Resources.	0.019	-5%	27%	-10%	-47%	$5,147,660
NIC	Nickel Industries	0.745	-5%	7%	-4%	-7%	$3,299,111,265
HAV	Havilah Resources	0.185	-5%	12%	-14%	-5%	$66,154,978
BNR	Bulletin Res Ltd	0.055	-5%	-2%	45%	10%	$15,267,893
PVW	PVW Res Ltd	0.018	-5%	64%	38%	-36%	$3,580,286
SFR	Sandfire Resources	10.67	-5%	-5%	11%	28%	$5,100,288,365
RIO	Rio Tinto Limited	112.98	-5%	5%	-3%	-1%	$42,990,549,743
DVP	Develop Global Ltd	4.4	-6%	-10%	78%	110%	$1,471,190,793
NMT	Neometals Ltd	0.066	-6%	-1%	-18%	-5%	$51,622,933
BC8	Black Cat Syndicate	0.81	-6%	5%	24%	145%	$590,853,411
AXN	Alliance Nickel Ltd	0.032	-6%	0%	-20%	-16%	$23,226,868
CHR	Charger Metals	0.048	-6%	7%	-29%	-19%	$3,871,013
CRI	Critica Ltd	0.016	-6%	7%	-6%	-16%	$43,170,914
S32	South32 Limited	2.955	-6%	2%	-12%	-2%	$13,600,978,065
BHP	BHP Group Limited	39.35	-6%	7%	0%	-5%	$204,156,407,692
ADV	Ardiden Ltd	0.155	-6%	7%	11%	19%	$10,627,976
AAJ	Aruma Resources Ltd	0.0075	-6%	-17%	-17%	-46%	$2,459,554
M24	Mamba Exploration	0.015	-6%	25%	0%	67%	$4,427,484
NST	Northern Star	15.575	-7%	-16%	-8%	12%	$22,742,493,696
SMX	Strata Minerals	0.014	-7%	17%	-64%	-33%	$3,672,783
NWM	Norwest Minerals	0.014	-7%	27%	26%	-37%	$13,557,020
ILU	Iluka Resources	5.02	-7%	32%	12%	-15%	$2,217,056,193
LML	Lincoln Minerals	0.0065	-7%	-7%	18%	30%	$14,717,988
PAT	Patriot Resourcesltd	0.051	-7%	-7%	13%	13%	$8,416,145
ODE	Odessa Minerals Ltd	0.006	-8%	0%	9%	200%	$9,597,195
KOB	Kobaresourceslimited	0.036	-8%	20%	-48%	-76%	$7,152,177
OD6	Od6Metalsltd	0.024	-8%	-4%	-57%	-43%	$4,332,635
KTA	Krakatoa Resources	0.012	-8%	4%	20%	9%	$9,301,608
PLL	Piedmont Lithium Inc	0.115	-8%	29%	-15%	-23%	$57,350,216
WCN	White Cliff Min Ltd	0.023	-8%	5%	15%	53%	$56,082,881
CY5	Cygnus Metals Ltd	0.092	-8%	10%	-29%	44%	$103,136,431
TLG	Talga Group Ltd	0.44	-8%	13%	-15%	2%	$204,883,513
SYR	Syrah Resources	0.38	-8%	49%	73%	46%	$396,053,029
SYR	Syrah Resources	0.38	-8%	49%	73%	46%	$396,053,029
RNU	Renascor Res Ltd	0.065	-8%	23%	18%	-25%	$170,391,342
MIN	Mineral Resources.	28.04	-9%	30%	-22%	-46%	$6,048,842,631
WA1	Wa1Resourcesltd	15.62	-9%	-1%	20%	2%	$1,125,300,673
BKT	Black Rock Mining	0.032	-9%	39%	-6%	-47%	$47,134,387
SVM	Sovereign Metals	0.69	-9%	3%	-11%	2%	$462,561,173
EGR	Ecograf Limited	0.31	-9%	15%	226%	210%	$145,354,182
GAL	Galileo Mining Ltd	0.155	-9%	35%	11%	-16%	$31,619,988
AEE	Aura Energy	0.155	-9%	-11%	15%	3%	$138,066,272
BSX	Blackstone Ltd	0.07	-9%	-23%	133%	94%	$118,278,699
PVT	Pivotal Metals Ltd	0.01	-9%	11%	67%	-47%	$9,072,259
ITM	Itech Minerals Ltd	0.03	-9%	3%	-42%	-57%	$5,295,897
ICL	Iceni Gold	0.06	-9%	-2%	-23%	11%	$20,598,083
RXL	Rox Resources	0.29	-9%	0%	38%	93%	$220,322,668
LMG	Latrobe Magnesium	0.0145	-9%	71%	-3%	-65%	$39,476,578
LOT	Lotus Resources Ltd	0.1675	-9%	-14%	-30%	-36%	$391,356,406
LIN	Lindian Resources	0.095	-10%	-2%	-10%	-17%	$118,342,224
MLX	Metals X Limited	0.5825	-10%	7%	20%	39%	$527,402,965
FML	Focus Minerals Ltd	0.365	-10%	1%	74%	192%	$110,325,078
AVL	Aust Vanadium Ltd	0.009	-10%	13%	-38%	-40%	$86,346,581
ARU	Arafura Rare Earths	0.18	-10%	3%	38%	6%	$443,579,164
PNT	Panthermetalsltd	0.009	-10%	-44%	0%	-64%	$2,708,141
LCY	Legacy Iron Ore	0.009	-10%	13%	0%	-48%	$87,858,383
HMX	Hammer Metals Ltd	0.027	-10%	-4%	-13%	-29%	$26,632,761
ORN	Orion Minerals Ltd	0.009	-10%	-14%	-40%	-44%	$65,534,725
GLN	Galan Lithium Ltd	0.13	-10%	8%	8%	-5%	$134,953,080
KNG	Kingsland Minerals	0.13	-10%	60%	-10%	-30%	$9,432,918
SFM	Santa Fe Minerals	0.26	-10%	739%	665%	688%	$19,296,979
INF	Infinity Lithium	0.017	-11%	6%	-43%	-66%	$7,561,473
SVY	Stavely Minerals Ltd	0.017	-11%	70%	6%	-29%	$9,248,716
GBR	Greatbould Resources	0.056	-11%	-10%	17%	12%	$55,186,412
QPM	QPM Energy Limited	0.032	-11%	0%	-49%	-11%	$101,441,023
GSM	Golden State Mining	0.008	-11%	0%	0%	-27%	$2,234,965
CTN	Catalina Resources	0.004	-11%	-20%	22%	42%	$9,704,076
IG6	Internationalgraphit	0.064	-11%	39%	2%	-32%	$13,742,641
RIE	Riedel Resources Ltd	0.032	-11%	23%	-3%	-47%	$2,735,311
DEV	Devex Resources Ltd	0.078	-11%	11%	-8%	-69%	$35,335,254
ASL	Andean Silver	1.235	-11%	21%	14%	76%	$239,555,882
KAI	Kairos Minerals Ltd	0.023	-12%	-23%	77%	188%	$60,510,980
PLS	Pilbara Min Ltd	1.6175	-12%	21%	-31%	-42%	$5,551,030,316
CNB	Carnaby Resource Ltd	0.37	-12%	-4%	10%	-27%	$89,071,655
VUL	Vulcan Energy	3.68	-12%	1%	-21%	-13%	$933,028,140
EUR	European Lithium Ltd	0.077	-13%	17%	38%	71%	$112,724,154
TLM	Talisman Mining	0.14	-13%	4%	-24%	-45%	$26,364,849
CDT	Castle Minerals	0.069	-13%	-3%	15%	-43%	$7,772,641
INR	Ioneer Ltd	0.1125	-13%	16%	-36%	-13%	$306,104,222
LPM	Lithium Plus	0.076	-14%	43%	7%	-31%	$10,228,680
PMT	Patriotbatterymetals	0.43	-14%	62%	34%	-12%	$251,627,373
ARN	Aldoro Resources	0.3	-14%	-3%	7%	275%	$58,195,466
WMG	Western Mines	0.24	-14%	45%	78%	-6%	$24,197,086
MEI	Meteoric Resources	0.1325	-15%	10%	68%	26%	$356,424,868
JLL	Jindalee Lithium Ltd	0.41	-15%	17%	100%	58%	$33,545,755
AGY	Argosy Minerals Ltd	0.028	-15%	65%	0%	-32%	$44,541,707
IXR	Ionic Rare Earths	0.0195	-15%	63%	225%	95%	$107,071,792
L1M	Lightning Minerals	0.039	-15%	-9%	-51%	-41%	$4,634,275
IGO	IGO Limited	4.415	-15%	6%	-13%	-18%	$3,513,722,652
VHM	Vhmlimited	0.19	-16%	-10%	-46%	-57%	$49,446,141
CHN	Chalice Mining Ltd	1.5825	-16%	-6%	47%	50%	$653,565,004
CXO	Core Lithium	0.097	-16%	-1%	9%	7%	$225,016,632
TKM	Trek Metals Ltd	0.08	-16%	-20%	186%	176%	$48,455,455
LTR	Liontown Resources	0.7825	-16%	12%	13%	-14%	$1,992,112,084
SRI	Sipa Resources Ltd	0.015	-17%	3%	7%	-17%	$7,807,469
SLZ	Sultan Resources Ltd	0.005	-17%	-17%	-17%	-38%	$1,305,418
BYH	Bryah Resources Ltd	0.005	-17%	-58%	67%	0%	$5,142,663
WR1	Winsome Resources	0.1625	-17%	30%	-66%	-72%	$42,694,479
AR3	Austrare	0.095	-17%	83%	21%	21%	$21,202,413
WC8	Wildcat Resources	0.16	-18%	0%	-30%	-30%	$220,533,792
QXR	Qx Resources Limited	0.004	-20%	100%	33%	-43%	$5,241,315
MRD	Mount Ridley Mines	0.002	-20%	0%	-33%	-80%	$1,556,978
VRC	Volt Resources Ltd	0.004	-20%	33%	33%	0%	$18,739,398
ZEU	Zeus Resources Ltd	0.016	-20%	33%	100%	78%	$11,478,986
LKE	Lake Resources	0.037	-21%	42%	-8%	3%	$71,939,692
SER	Strategic Energy	0.0055	-21%	-8%	-31%	-68%	$4,697,233
SUM	Summitminerals	0.04	-22%	25%	-67%	-78%	$3,543,043
ASM	Ausstratmaterials	0.555	-23%	10%	16%	-12%	$115,337,279
NVX	Novonix Limited	0.45	-23%	18%	-19%	-38%	$305,893,456
ARR	American Rare Earths	0.31	-23%	27%	13%	24%	$163,175,456
AS2	Askarimetalslimited	0.012	-25%	118%	9%	-66%	$4,445,878
RGL	Riversgold	0.003	-25%	-25%	-14%	-40%	$5,051,138
EV1	Evolutionenergy	0.012	-25%	9%	-37%	-63%	$4,351,806
VR8	Vanadium Resources	0.03	-27%	50%	11%	-39%	$18,057,340
LM1	Leeuwin Metals Ltd	0.105	-30%	-13%	-16%	48%	$11,592,734
DTM	Dart Mining NL	0.0025	-38%	-17%	-72%	-84%	$2,396,111
GTE	Great Western Exp.	0.012	-40%	9%	-50%	-54%	$6,813,095
MHK	Metalhawk.	0.165	-56%	-60%	-45%	230%	$45,655,248

WordPress Table

 

Weekly Small Cap Standouts

Tivan (ASX:TVN)

The company has received a non-binding and conditional Letter of Support from the Australian Government’s Export Finance Australia (EFA) and progressed to the Northern Australia Infrastructure Facility’s (NAIF) “Due Diligence Phase” for the financing of its Speewah fluorite project in WA.

TVN is in an incorporated joint venture (IJV) with leading Japanese trading house and Fortune Global 500 company Sumitomo Corporation and Japan Organization for Metals and Energy Security (JOGMEC), an incorporated administrative agency of the Japanese Government. The aim of the IJV is to develop the project as Australia’s first fluorite mining and processing operation to produce acid grade fluorspar (>97% calcium fluorite) for export into global markets.

The Australian government added fluorine to Australia’s Critical Minerals List in December 2023. Fluorite ore is used to produce commercial grade fluorspar products. Downstream products are used in strategically important sectors, including semiconductor manufacturing, electric vehicle batteries, refrigerants, aluminium fluxing and uranium enrichment.

The company will now prepare a formal investment proposal for consideration by NAIF as it looks to complete a feasibility study funded by its IJV partners.

 

St George Mining (ASX:SGQ)

 St Geroge has discovered high grade earths up to 13.4% TREO just 1km from the existing large-scale rare earths deposit at the Araxá project in Brazil.

The company says the find supports potential to expand the large carbonatite-hosted resource at Araxá, which is the same style of deposit as the two major producing REE mines outside of China – Mountain Pass in California and Mt Weld in Western Australia.

Notably, the find also hit high grade magnet rare earths, with the ratio of NdPr to TREO up to 35% with NdPr values up to 3.33% NdPr.

“With an existing JORC compliant rare earths resource that is already world-class, we are excited by the growth potential that this new discovery highlights,” executive chairman John Prineas said.

“We will now prioritise follow-up drilling with RC and diamond drilling to scope out the extent of this new mineralised area which has potential to significantly add to the existing large-scale JORC compliant resource at the project.”

 

Vital Metals (ASX:VML)

 Vital Metals has completed a scoping study for the Tardiff deposit in Canada, which considers developing a hard rock starter open pit that extracts only 15% of the total resource estimate of 192.7Mt at 1.3% total rare earth oxides (TREO).

Robust financial outcomes included: Pre-tax NPV8 of US$776M and 32% IRR, Post-tax NPV8 US$445M and 25.5% IRR – all at a base case commodity pricing of US$90/kg of neodymium and praseodymium, US$1322/kg for terbium and US$338/kg for dysprosium.

The average annual production estimate of 56,000t of concentrate at a grade of 26.4% TREO and 3.3% Nb2O5, with 45.1% global TREO recovery over an initial 11-year life of mine (LOM).

“The study has outlined the potential to build a viable, long term rare earths and niobium project at Tardiff,” managing director Lisa Riley said.

A pre-feasibility study (PFS) is potentially on the card to improve economics via the additional extensive metallurgical testing to optimise TREO and niobium recoveries, prove the payability of niobium and test the recovery of zircon.

 

Victory Metals (ASX:VTM)

This week the company announced it had successfully produced a mixed rare earth oxide (MREO) containing 94% total rare earth oxides (TREO) from its flagship North Stanmore heavy rare earth project in WA.

“To produce a 94% TREO mixed rare earth oxide in Australia from a clay-hosted system, that is enriched with heavy rare earths is to our knowledge, a first in Australia and sets a new benchmark for the whole sector,” CEO and executive director Brendan Clark said.

“This result came from a large representative composite of 453 samples taken across the North Stanmore project area that average 525ppm TREO.

“This shows the samples were not ‘cherry picked’ and highlights the true commercial value of the North Stanmore deposit.”

VTM says the result further demonstrates the technical viability of its proprietary processing flowsheet and its ability to produce market ready, high value MREO product without the need for additional capex concentration and cracking processes.

 

 

 

At Stockhead, we tell it like it is. While St George Mining and Victory Metals are Stockhead advertisers, they did not sponsor this article.