This Month
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
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
November
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
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
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
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
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
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
- 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
