theme coverage

Lithium research

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

3 editions linked in this hub.

Coverage

29 July 2026Mineral Resources' quarterly rally puts lithium cash against debt repairMineral Resources (ASX:MIN) rose after its FY26 quarterly update. We test whether execution offsets lithium prices and debt. ASX:MIN · Materials · 6:10pm AEST
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
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