Australian Lithium & Gold Coverage Coverage summary, forecasts and spot pricing scenarios July 2025 Priced as of 4 July 2025 Hugo Nicolaci Goldman Sachs Australia Pty Ltd +61 2 9321 8323 hugo.nicolaci@gs.com Paul Young Goldman Sachs Australia Pty Ltd +61 2 9321 8302 paul.young1@gs.com Isaac Brooke Goldman Sachs Australia Pty Ltd +61 2 9321 8675 isaac.brooke@gs.com Marcus Dosanjh Goldman Sachs Australia Pty Ltd +61 2 9321 8780 marcus.dosanjh@gs.com Goldman Sachs does and seeks to do business with companies c ...

Flash | 26 Jun 2025 07:08:07 ET │ 11 pages China Battery Materials Lithium into 4th week of Jun – Client feedback on our lithium call CITI'S TAKE We called for a near-term lithium price bottom at the start of the month, and published 3M positive CW for Tianqi Lithium (see note). Most investors we've spoken to agree that the lithium price could already touch the near-term trough at Rmb60k/t, given most of the smelters are already likely loss making and there should be supply discipline to rebalance the marke ...

Industry award against 20 global competitors underscores the importance and competitiveness of the company's technical advancements in battery recycling and its commitment to strengthening the nation's economic resilience and energy security American Battery Technology Company wins the 2025 “Outstanding Contribution to Recycling & Reuse in Battery Materials” Voltas Award CEO Ryan Melsert accepts the 2025 “Outstanding Contribution to Recycling & Reuse in Battery Materials” award at the Fastmarkets Lithium ...

Chemicals: Specialty, Commodity, Agricultural, and Paper & Packaging North America Equity Research 20 June 2025 J P M O R G A N Lithium May China Export/Import Data Jeffrey J. Zekauskas AC (1-212) 622-6644 jeffrey.zekauskas@jpmorgan.com Katie Zhang (1-212) 622-3262 katie.zhang@jpmchase.com Silke Kueck (1-212) 622-6503 silke.x.kueck@jpmorgan.com Lydia Huang (1-212) 622-0086 lydia.huang@jpmorgan.com J.P. Morgan Securities LLC {[{xTcfaSlj-ZSQMv-ljRpIM5Uga-4kBPAT_ahKYJjGBc6uIT3IvliwlA}]} • Lithium hydroxide exp ...

19 Jun 2025 05:24:15 ET │ 9 pages China Battery Materials Lithium into 3rd week of Jun – Market building surplus, low prices will pressure suppliers CITI'S TAKE Citi Commodity Team updated their 3Q25 lithium outlook this week (see report), downgrading 0-3mth price for SC6 spodumene to US$600/t (from US$700/t) and maintaining 0-3mth price target of US$7k/t for lithium salts – China carbonate (incl. VAT) and hydroxide CIF Asia. The updated balances suggest that the lithium market has been building large surpl ...

Flash | 05 Jun 2025 10:46:21 ET │ 13 pages China Battery Materials Lithium into 1st week of June – Supply is the key swing factor as of now CITI'S TAKE National "trade-in" subsidy has reportedly suspended in some provinces, earlier than expected vs est. end of 2025 (Sohu.com, 27-May). Though there should be downward pressure on NEV demand, we estimate impact will be relatively limited as (1) OEMs are offering another round of price discount, and (2) marginal impact of subsidy has been diminishing due to hig ...

NEW AND NOVEL LOW TEMPERATURE IP-PROTECTED METHOD FOR PRODUCING LITHIUM SULFIDE DEVELOPED IN PARTNERSHIP BETWEEN STANDARD LITHIUM AND TELESCOPE INNOVATIONS LITHIUM PRODUCTS FROM STANDARD LITIHIUM’S ARKANSAS DEMONSTRATION PLANT USED TO MAKE NEXT GENERATION LITHIUM SULFIDE PRODUCT FOR USE IN SOLID STATE BATTERIES VANCOUVER, British Columbia, June 03, 2025 (GLOBE NEWSWIRE) -- Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV:SLI) (NYSE American:SLI), a leading near-commercial lithium company, i ...

CHICAGO, June 2, 2025 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, today announced record volume and open interest across its battery metals complex. A total of 2,587 contracts were traded across battery metals futures and options on May 29, surpassing the previous record of 2,301 contracts set on February 11, 2025. Combined open interest also reached an all-time high of 64,387 contracts."CME Group is the venue of choice for managing global battery metals risk," said Jin Hennig, M ...

Flash | 08 May 2025 10:13:27 ET │ 9 pages China Specialty Chemicals Lithium into 2nd week of May – Lithium accelerates the downtrend CITI'S TAKE Lithium expedites the downtrend last week, whereas ASP of lithium carbonate and lithium hydroxide was down by 4% WoW and 2% WoW respectively. According to SMM, lithium production pipeline is estimated to be +2% MoM / 21% YoY to ~75.5k tons in May-25, indicating a lower monthly growth rate vs downstream cathode/battery production pipeline at 4% MoM and 3% MoM respec ...

Uranium: Fundamentals remain solid despite spot price correction. Term pricing has remained stable at ~US$80/lb, representing a constructive medium-to-long- term supply-demand outlook. The spot price declined further, to ~US$60+/lb, as uncertainty over a Russian enriched uranium ban and US tariffs (uranium turns out to be excluded from the US tariffs announced on April 2) kept utilities on the sidelines, and contracting activities are weak YTD, given utilities have sufficient inventory and are well covered ...