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ASX lithium research

Lithium coverage collects research where the commodity cycle, spodumene cost curve, balance sheets, and expansion timing decide whether market discounts are caution or overreaction.

3 editions linked in this hub.

Coverage

  1. 30 June 2026Liontown's lithium selloff puts Kathleen's ramp-up before the price cycleLiontown (ASX:LTR) fell with lithium names despite a stronger March quarter; the question is whether price beta is drowning out ramp-up evidence.ASX:LTR · Materials · 11:00am AEST
  2. 22 June 2026MinRes wears the lithium selloff hardest because of the A$5.3bn behind itMineral Resources (ASX:MIN) wore the lithium selloff hardest because of the A$5.3bn debt behind it — can Onslow Iron carry the group until spodumene recovers?ASX:MIN · Materials · 6:10pm AEST
  3. 22 June 2026Pilbara's P2000 down payment lands in a lithium selloff it didn't causePilbara Minerals (ASX:PLS) put money down on its P2000 expansion into a lithium selloff it didn't cause — does its low-cost position justify growth at the trough?ASX:PLS · Materials · 11:28am AEST