It beggars the belief that with all this interest increasing around the world in essential battery metals (as seen in the following report) that AUZ can't put together an off-take deal. Posco has done just that in QLD with QPM why can't AUZ?
The BoD has played around with this company for far too long by failing to manage and move AUZ forward.
Shareholders are in a tough place and time and operating capital are running out.
* REPORT
Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, and vanadium.Only four battery gigafactories — super-sized producers of lithium-ion battery cells — were being planned in 2015.
In July 2021 that number hit 232 when Nissan officially confirmed a second ~$US622m lithium-ion battery plant in Sunderland, UK. The plant will have an initial annual capacity of 9GWh, with potential on-site for up to 35GWh.
Roskill’s Global Li-ion Battery Gigafactory Dataset now shows global Li-ion battery capacity in the development pipeline has exceeded 4,000 GWh.
Mammoth numbers like this need a lot of raw materials, it says.
“The forecast strain on raw materials markets may precipitate supply chain issues if investment in projects and expansions is not incentivized,” Roskill says.
That’s why battery makers are now actively participating in the mining and processing of raw materials “through co-developing and equity investment as well as deepening their existing business relationships with long-term purchase agreements”.
Recent examples of this includePiedmont Lithium’s (ASXLL)supplydeal with Tesla, and battery maker LGES and steel producer POSCO’s investment in nickel-cobalt play Queensland Pacific Metals (ASX:QPM). There will certainly be many more to come.
Here’s how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, and vanadium are performing>>>
Scroll or swipe to reveal the table. Click headings to sort. Best viewed on a laptop:
ESS Essential Metals 24 18 41 18 0.13 $ 21,085,816.50 ALY Alchemy Resource 23 14 -11 -22 0.016 $ 9,411,408.34 BAR Barra Resources 21 7 -18 15 0.023 $ 12,196,945.82 AOU Auroch Minerals 19 16 23 322 0.215 $ 56,317,574.20 HWK Hawkstone Mng 18 3 200 106 0.033 $ 54,649,141.83 PSC Prospect Res 16 61 71 233 0.29 $ 100,986,980.85 LIT Lithium Australia NL 16 11 70 166 0.1275 $ 108,789,697.92 SYA Sayona Mining 16 60 606 798 0.096 $ 499,908,451.38 AVZ AVZ Minerals 15 19 -5 258 0.19 $ 549,131,383.25 GLN Galan Lithium 14 42 157 593 1.04 $ 237,309,613.42 SBR Sabre Resources 13 -10 -61 50 0.0045 $ 7,573,786.42 LYC Lynas Rare Earths 12 16 37 217 6.32 $ 5,523,611,689.27 INR Ioneer 11 22 24 189 0.39 $ 704,458,075.65 ARN Aldoro Resources 11 27 147 300 0.42 $ 33,011,643.23 IXR Ionic Rare Earths 10 14 33 276 0.032 $ 103,596,784.45 LKE Lake Resources 10 43 387 900 0.38 $ 386,198,224.36 VUL Vulcan Energy 10 8 117 1536 8.75 $ 905,963,411.29 ASN Anson Resources 9 -1 111 222 0.074 $ 62,598,034.94 AXE Archer Materials 8 51 95 132 1.1 $ 221,818,882.35 S2R S2 Resources 8 -7 -26 8 0.14 $ 42,510,309.17 LPI Lithium Pwr Int 7 18 -17 32 0.225 $ 64,731,670.89 G88 Golden Mile Res 7 2 13 -15 0.062 $ 8,681,136.34 PNN PepinNini Minerals 7 8 -6 140 0.32 $ 14,121,032.31 MIN Mineral Resources. 7 22 46 157 59.19 $ 10,791,923,450.76 CTM Centaurus Metals 6 19 -5 71 0.83 $ 281,857,822.64 ADV Ardiden 6 -15 -60 -55 0.0085 $ 17,194,833.73 CLA Celsius Resource 6 -14 -41 89 0.036 $ 37,700,210.92 PLS Pilbara Min 5 12 40 458 1.5325 $ 4,319,483,418.40 AVL Aust Vanadium 5 -9 11 82 0.02 $ 55,692,017.47 FFX Firefinch 5 6 80 219 0.415 $ 359,273,671.61 BEM Blackearth Minerals 5 -9 128 163 0.105 $ 22,009,264.02 BHP BHP Group Limited 5 5 9 40 50.95 $ 145,760,726,975.12 AGY Argosy Minerals 5 -4 -8 100 0.11 $ 131,278,528.92 INF Infinity Lithium 4 52 -37 47 0.12 $ 48,318,546.72 CHN Chalice Mining 4 -12 60 539 7.385 $ 2,545,933,264.62 GME GME Resources 4 -10 -13 38 0.054 $ 27,843,346.50 NIC Nickel Mines Limited 4 1 -15 86 1.09 $ 2,653,355,648.81 SRI Sipa Resources 4 0 -13 -21 0.056 $ 9,694,202.20 IGO IGO Limited 4 11 14 69 8.26 $ 6,179,305,354.08 GBR Greatbould Resources 3 -5 82 155 0.089 $ 31,766,936.49 RFR Rafaella Resources 3 -2 9 24 0.093 $ 15,981,344.87 TNG TNG Limited 3 -9 -30 -26 0.064 $ 78,718,313.52 MCR Mincor Resources NL 3 2 -13 39 1.04 $ 447,499,941.26 MOH Moho Resources 3 -8 -22 -50 0.07 $ 7,745,655.15 NTU Northern Min 3 3 -5 84 0.035 $ 169,459,953.81 EUR European Lithium 3 -6 5 35 0.0565 $ 51,366,458.22 ORE Orocobre Limited 2 2 36 161 6.785 $ 2,272,747,765.20 NWC New World Resources 2 -11 39 585 0.089 $ 143,915,794.86 GXY Galaxy Resources 2 1 35 370 3.865 $ 1,891,204,408.72 NMT Neometals 2 -4 76 259 0.52 $ 286,309,414.65 VML Vital Metals Limited 2 -4 66 382 0.053 $ 211,865,887.28 HXG Hexagon Energy 1 -18 22 35 0.073 $ 32,559,009.37 REE Rarex Limited 1 -1 -40 -13 0.075 $ 32,650,740.30 OZL OZ Minerals 0 -12 6 84 22.18 $ 7,179,594,170.40 EMH European Metals Hldg 0 6 23 473 1.605 $ 198,676,566.45 AJM Altura Mining 0 0 0 13 0.07 $ 209,037,029.25 AML Aeon Metals . 0 -14 -44 -15 0.075 $ 50,817,729.53 ATM Aneka Tambang 0 0 0 0 1 $ 1,303,649.00 AUZ Australian Mines 0 21 12 161 0.023 $ 95,074,892.40 BSM Bass Metals 0 -17 0 100 0.005 $ 21,923,951.52 GAL Galileo Mining 0 0 10 2 0.27 $ 39,352,831.38 LML Lincoln Minerals 0 0 0 33 0.008 $ 4,599,869.49 LPD Lepidico 0 -8 -33 71 0.012 $ 73,824,989.35 MLS Metals Australia 0 -25 -25 -25 0.0015 $ 8,454,376.09 NKL Nickelx 0 13 0.17 $ 9,095,000.00 QXR Qx Resources Limited 0 7 0 -20 0.016 $ 10,661,797.14 RLC Reedy Lagoon Corp. 0 -11 -6 78 0.016 $ 7,520,418.66 TON Triton Min 0 -8 -33 -39 0.035 $ 38,571,914.28 VMC Venus Metals Cor 0 -5 -9 -30 0.2 $ 28,704,949.77 VRC Volt Resources 0 0 218 75 0.035 $ 85,389,555.48 WKT Walkabout Resources 0 13 65 54 0.215 $ 89,077,652.20 JRL Jindalee Resources 0 -12 219 628 2.47 $ 127,635,478.74 MLX Metals X Limited -1 -11 59 162 0.2225 $ 199,598,534.74 COB Cobalt Blue -2 -18 18 195 0.295 $ 78,203,101.40 SYR Syrah Resources -2 2 -7 234 1.07 $ 510,666,759.83 SRL Sunrise -2 -11 -34 54 1.775 $ 159,907,489.47 ARU Arafura Resource -2 -32 -18 115 0.1225 $ 168,299,734.63 BOA Boadicea Resources -2 -23 0 61 0.22 $ 17,093,976.90 ADD Adavale Resource -2 -9 40 314 0.087 $ 24,379,189.58 ARR American Rare Earths -2 5 4 400 0.085 $ 29,266,207.71 MNS Magnis Energy Tech -3 -4 40 213 0.2725 $ 229,887,327.42 PAN Panoramic Resources -3 -6 -14 111 0.15 $ 307,637,100.60 BKT Black Rock Mining -3 -12 32 184 0.145 $ 127,444,830.45 BSX Blackstone -3 -3 -21 41 0.3525 $ 116,141,266.50 PRL Province Resources -3 0 833 510 0.14 $ 161,263,172.60 GL1 Globallith -4 -5 0.26 $ 23,133,732.96 PAM Pan Asia Metals -4 -13 -4 0.13 $ 6,975,623.72 AZS Azure Minerals -4 -7 -52 100 0.25 $ 77,021,430.25 TLG Talga Group -4 -12 -33 106 1.275 $ 388,134,279.68 CZN Corazon -5 5 -22 -3 0.039 $ 7,919,111.62 JRV Jervois Mining -5 -6 20 242 0.565 $ 453,294,431.95 LTR Liontown Resources -5 39 86 668 0.845 $ 1,537,147,933.95 SGQ St George Min -5 -18 -32 -41 0.071 $ 41,832,556.53 FGR First Graphene -5 8 -21 126 0.26 $ 139,127,271.72 HAS Hastings Tech Met -6 3 -21 48 0.17 $ 295,537,395.22 IPT Impact Minerals -7 -7 -30 -7 0.014 $ 28,333,128.87 STK Strickland Metals -7 20 11 44 0.042 $ 33,098,769.32 EGR Ecograf Limited -7 -6 261 788 0.595 $ 274,398,409.99 PUR Pursuit Minerals -7 -15 100 1081 0.066 $ 60,852,918.46 RNU Renascor Res -7 -15 408 450 0.066 $ 123,994,969.03 TMT Technology Metals -7 0 -15 48 0.31 $ 48,056,978.24 PGM Platina Resources -8 16 73 102 0.085 $ 36,922,499.07 ESR Estrella Res -8 -21 -43 360 0.046 $ 54,616,055.78 CXO Core Lithium -8 -13 0 350 0.225 $ 264,176,382.15 LEG Legend Mining -9 -23 -17 -29 0.096 $ 272,758,436.38 QPM Queensland Pacific -9 -24 254 936 0.145 $ 168,258,660.50 GED Golden Deeps -10 13 13 35 0.0135 $ 10,086,068.72 CNJ Conico -10 -7 -13 225 0.026 $ 23,825,543.07 PLL Piedmont Lithium Inc -10 4 100 993 0.94 $ 543,177,016.00 ARL Ardea Resources -12 -1 -1 83 0.495 $ 66,256,425.12 PEK Peak Resources -12 -22 15 362 0.097 $ 154,779,948.52 SLZ Sultan Resources -12 -30 -18 3 0.185 $ 12,863,861.97 VR8 Vanadium Resources -12 12 63 128 0.057 $ 24,269,758.09 HNR Hannans -13 0 17 8 0.007 $ 16,519,840.34 POS Poseidon Nick -14 18 29 205 0.09 $ 247,228,506.98 RXL Rox Resources -14 -8 -46 -67 0.415 $ 66,195,197.88 CWX Carawine Resources -15 -2 -10 5 0.22 $ 23,955,778.44 MAN Mandrake Res -18 -42 56 250 0.14 $ 59,951,376.24 TKL Traka Resources -18 -13 -39 57 0.014 $ 8,103,441.09 DEV Devex Resources -18 -24 23 142 0.3025 $ 95,428,529.77 AQD Ausquest Limited -19 0 29 38 0.022 $ 18,110,176.28 BUX Buxton Resources -21 10 58 46 0.115 $ 17,687,206.16 MRC Mineral Commodities -29 -40 -65 -43 0.145 $ 67,282,819.94
- Forums
- ASX - By Stock
- AUZ
- Battery gigafactories in pipeline hits eye-watering level
Battery gigafactories in pipeline hits eye-watering level
- There are more pages in this discussion • 54 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AUZ (ASX) to my watchlist
(20min delay)
|
|||||
Last
1.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $13.98M |
Open | High | Low | Value | Volume |
1.1¢ | 1.1¢ | 1.0¢ | $7.749K | 770.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
42 | 9432642 | 0.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.0¢ | 987016 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
42 | 9432642 | 0.009 |
25 | 37467126 | 0.008 |
17 | 13930856 | 0.007 |
6 | 6230000 | 0.006 |
6 | 5650000 | 0.005 |
Price($) | Vol. | No. |
---|---|---|
0.010 | 987016 | 3 |
0.011 | 9945434 | 19 |
0.012 | 4965272 | 15 |
0.013 | 2706646 | 11 |
0.014 | 4765803 | 15 |
Last trade - 10.24am 07/05/2024 (20 minute delay) ? |
|
|||||
Last
1.0¢ |
  |
Change
0.000 ( 0.00 %) |
|||
Open | High | Low | Volume | ||
1.1¢ | 1.1¢ | 1.0¢ | 468984 | ||
Last updated 15.03pm 07/05/2024 ? |
Featured News
AUZ (ASX) Chart |
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO
Charles Armstrong
CEO
SPONSORED BY The Market Online