Albemarle (NYSE: ALB), the world's biggest lithium producer, just delivered an eye-popping result. Profit jumped 672% to US$319 million in Q1 2026, blowing past expectations. The lithium business alone saw earnings nearly triple, and shares rallied sharply on the news.
For ASX lithium investors, this matters far more than one strong US quarter. We believe it's…
Lithium Stocks
Jindalee Lithium (ASX:JLL) has launched an A$11 million raise to fund McDermitt workstreams and the US Elemental NASDAQ listing.
Today, this author will be walking into the 2026 RIU Sydney Resources Roundup (say hello if you see me, especially if you're coming across from Perth), and is expecting a pattern to unfold over the next 3 days.
Every company will have a high-quality asset, every jurisdiction will be “Tier 1,” and every management team is…
PLS Group (ASX:PLS) closed a US$600M debut Senior Notes offering at 6.875% due 2031, retiring drawn revolving credit and repositioning the balance sheet ahead of P2000 and Colina FIDs.
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
In this article, we look at why you may want to invest in commodities.
To cut to the chase, we think investors should consider to invest in commodities. It is an excellent way to diversify your portfolio and add a layer of protection against market volatility. But there are several different ways that individuals can invest…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
ASX Lithium Stocks Surge After China Price Jump
ASX lithium stocks surged broadly on Tuesday after Chinese lithium carbonate futures on the Guangzhou Futures Exchange (GFEX) jumped 5.88% to 152,620 yuan per tonne, recovering from the sharp March sell-off, though still well below the January peak of 180,000 yuan per tonne. PLS Group (ASX: PLS),…
