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LITHIUM News & Analysis

We think lithium prices may have hit bottom - our cheapest ASX picks
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We think lithium prices may have hit bottom - our cheapest ASX picks
Our recent price forecasts may provide some relief to investors after an agonising few years for those invested in the lithium game.
Simonelle Mody | 19 November 2024
An ASX opportunity in the beaten down lithium industry
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An ASX opportunity in the beaten down lithium industry
This lithium miner is trading at a 22% discount to our fair value. 
Esther Holloway | 29 October 2024
This lithium miner is an undervalued dividend aristocrat
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This lithium miner is an undervalued dividend aristocrat
The shares trade at a 65% discount to our fair value estimate. 
Susan Dziubinski | 21 August 2024
What will move this cheap ASX lithium share?
Video
What will move this cheap ASX lithium share?
Morningstar recently initiated coverage on IGO with a Narrow Moat rating and a Fair estimate above the current price. Lochlan Halloway shares his...
Joseph Taylor | 30 July 2024
Undervalued ASX miner joins select club with 5 members
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Undervalued ASX miner joins select club with 5 members
Morningstar's Esther Holloway recently opened coverage on an ASX lithium producer. Her report features something very rare in the mining industry.
Joseph Taylor | 08 July 2024
Tesla deliveries expected to slow
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Tesla deliveries expected to slow
What we think of Tesla shares after the latest earnings report. 
Seth Goldstein, CFA | 31 January 2024
Lessons from the battery metals bust
Personal Finance
Lessons from the battery metals bust
The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a...
James Gruber | 29 January 2024
Earnings results for our top pick in the lithium space
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Earnings results for our top pick in the lithium space
Falling lithium prices lower our fair value estimate for one of the world's largest producers.
Seth Goldstein, CFA | 02 November 2023
Top investing picks across the EV supply chain
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Top investing picks across the EV supply chain
We forecast global electric vehicle sales to quadruple by 2030.
Seth Goldstein, CFA | 20 September 2023
A dividend aristocrat Lithium miner that’s more than 40% undervalued
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A dividend aristocrat Lithium miner that’s more than 40% undervalued
This narrow-moat US dividend-growth stock looks cheap to us.
Seth Goldstein, CFA | 03 September 2023