Articles On QEM (ASX:QEM)

Vulcan scores $3.9 billion financing package for German lithium project Company aiming to commence phase one construction asap Project already has first 10 years of production offtake secured Our High Voltage column wraps all the news dri...

UK throwing 50 million pounds at critical minerals stockpiling strategy Country aiming to reduce reliance on Chinese supply chains as demand skyrockets UK also looking to make supply deals with countries like Australia   Our High Voltage...

Liontown sells 10,000t of Kathleen Valley spodumene via digital auction Winning bid was US$1254/dmt for SC6.0-equivalent product for Jan shipment Argonaut maintains BUY rating and notes improved market sentiment Our High Voltage column wr...

Spodumene prices have hit +US$1000/t Sector sentiment turning positive thanks to battery storage demand Liontown and Mineral Resources make market waves this week Our High Voltage column wraps all the news driving ASX stocks with exposure...

JPMorgan says demand for energy stationary storage batteries to drive lithium deficit, lifts prices for 2026/2027 Demand set to grow 50% this year and 46% in 2026, with ESS to hit 36% of global demand by 2030 JPM also upgraded valuations f...

Albanese-Trump meeting promises $8.5bn of investment in critical minerals Rare earths stocks set to benefit as China bans exports for military use from December Industry experts say less red tape and more refineries are needed   Our High...

After five months of consecutive gains, the ASX 200 fell 0.78% in September with nine of 11 sectors in the red Smaller companies performed strongly with the ASX Emerging Companies and ASX Small Ordinaries rising 13% and 3% respectively Emb...

Shares in soon-to-be established Aussie critical minerals reserve could be sold to allies PM reportedly in talks with UK, Canada for a cash investment and guaranteed offtake Reserve could become bargaining chip when Albanese meets the US P...

DRC launches new quota system for cobalt exports after previous suspension Quota set to limit excess production and secure downstream supply Country announces cap of 9600t for 2026   Our High Voltage column wraps all the news driving ASX...

ASX tips up just 0.1pc with eight sectors lower Energy, resources lead gains, outweighing losses Drop in gold price overnight undercuts gold index Copper comes out on top Move over gold, it’s copper’s turn to shine. With gold futures mov...

ASX falls 81 points or 0.92pc by end of trade Utilities and energy sectors the only resistance Financials hit hardest, undercut by inflation numbers ASX returns to September form The ASX 200 is in a snit once again, pulling sharply back i...

Good Afternoon and welcome to HotCopper’s Market Close for Wednesday 24th of September, I’m Jon Davidson. It was a bad start to the day as far as getting back towards 9,000pts goes, and then it got worse. We learned today that Australian he...

Morning, and welcome to Stockhead’s Top 10 (at 11… ish), highlighting the movers and shakers on the ASX in early-doors trading. With the market opening at 10am sharp eastern time, the data is taken at 10.15am in the east, once trading kicks...

Queensland has some of the highest vanadium reserves globally Its State Government is investing in a battery supply chain in Townsville ASX stocks like QEM, CMG and TM1 could be set to benefit   Vanadium has a strong history in steel prod...

CATL has sent a dagger through ASX lithium investors’ hearts, plotting to bring its Jianxiawo mine back online earlier than expected The rollercoaster has experts calling for patience to get back into the battery metals sector SRL, SGQ and...

ASX falls 0.83% tracking weaker US markets despite Fed rate cut Santos falls 12% after $30 billion takeover offer withdrawn  Fintech Stakk stacks on 500% following US Robinhood deal   The ASX closed lower today, tracking a weaker Wall Str...

Mali approves lithium export from Kodal Minerals’ Bougouni mine Marks major milestone for lithium supply chain out of Africa Move has benefits for other juniors in Mali, like First Lithium   Our High Voltage column wraps all the news driv...

Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths and vanadium.   Rare earths are in the news again this week, not due to any market moves per se, but in terms of e...

Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, and vanadium.   Germany and Canada to collaborate on critical minerals China disrupts global supply chains Europ...

Critical minerals supply chains under threat from geopolitical tensions and shortages Queensland leveraging world-class deposits and skilled workforce to secure future tech needs Initiatives such as the $170m fund are supporting extraction...

Lithium prices rise after Albemarle suspends Chilean operations due to an explosion China’s CATL also recently closed the Jianxiawo mine impacting sentiment further Benchmark Minerals Intelligence says price moves don’t reflect shift in ma...

Lithium’s winter may be thawing out. There are signs Spodumene and carbonate prices are up after mine closures in China EV sales may be lagging in the US but are picking up in other key global markets   Our High Voltage column wraps all t...

Australia’s S&P/ASX 200 rose 2.36% in July, posting gains of almost 9% so far for CY25 Health care had a dose of good medicine, rebounding 9% to be best performing sector for month Santa Fe Minerals jumps 739% in July after executing d...

Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, and vanadium. Graphite pricing has been significantly impacted by Chinese production in recent months, and the US...

Nigerian lithium adventure places Chariot in pole position to supply Chinese battery customers Its new African operations have already sold artisanal pegmatite products to the Middle Kingdom Projects in Kwara and Oyo States similar geologi...

Lithium stocks surged in a manic ASX trading day on Thursday Price jump reported for spodumene and carbonate in China could be behind the optimism It’s risky, but have investors correctly picked the bottom? Our High Voltage column wraps a...

Australia’s S&P/ASX 200 rose 1.4% in June, posting gains of almost 10% for Q2 CY25 The S&P/ASX emerging companies was the only index in the red, down 0.41% Codeifai topped June winners, up 600% after announcing it was acquiring mai...

ASX arrests momentum to fall 0.43pc Materials up 2.27pc alongside ASX 200 Resources, up 1.99pc Profit taking in bank stocks drives ASX 200 Banks index down 2.24pc While the ASX 200 had a roaring start to the day, up 0.61% in the first hou...

QEM receives finalised terms of reference for Julia Creek environmental impact statement TOR provides company with clear roadmap to develop robust EIS for the project EIS workstreams can be carried out concurrently with planned pre-feasibi...

Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, and vanadium.   Fastmarkets reckons China could overtake Australia as the top lithium miner as soon as next year....

Our High Voltage column wraps all the news driving ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, and vanadium. Chevron has jumped on the direct lithium extraction bandwagon in the USA’s Smackover Formation in T...

US and China call a 90-day truce on trade tariffs for critical minerals China’s rare earths tariffs saw prices jump for dysprosium and terbium How US will secure future supply for permanent magnets remains to be seen   Our High Voltage c...

Despite a strong start, the ASX has paired back gains to finish down 2.9 points or 0.03pc Weakness came from the Health Care sector and gold stocks Info Tech sector rides semiconductor fever higher, up 0.71pc Despite a strong start to the...

QEM appoints seasoned global mining executive Robert Copper to replace founding CEO and MD Gavin Loyden $2.05m raised in placement to accelerate development of the Julia Creek vanadium and energy project Funds to support vanadium electroly...

US announces 721% tariff on Chinese natural and synthetic graphite Argonaut Research says prices could lift to US$36/kg Renascor Resources says near-term producers set to benefit   Our High Voltage column wraps all the news driving ASX st...

Info Tech, Energy sectors leads ASX higher Trump rumoured to sign nuclear executive order tonight Uranium stocks surge higher   The ASX posted a 0.15% gain in trade today, resisting uncertainty from a mixed session on Wall Street. The Inf...

Rio to invest $400m in Chilean lithium project with Codelco Lithium price hits lowest point since back in Feb 2021 Woodmac predicts oversupply then deficit again in early 2030s   Our High Voltage column wraps all the news driving ASX stoc...

Aussies officially head to the polls on Saturday to elect our next Prime Minister, so we checked out what the major parties have in store for critical minerals Labor has laid down the gauntlet with its $1,2bn critical minerals stockpile Du...

The Queensland Government has released an EIS document marking a key milestone in the development of QEM’s (ASX:QEM Julia Creek vanadium and energy project. The draft terms will help QEM when preparing its Environmental Impact Statement for...

Anthony Albanese promises critical minerals stockpile if re-elected Move comes as country looks to shore up supply for domestic industries as China restricts exports AMEC CEO says more minerals and by-products should be included Our High...

Trump backs off tariffs and markets breathe easier Musk will spend more time at Tesla after a shocker quarter Gold miners smashed as traders cash in on record highs   The ASX rallied by about 1.5% on Wednesday, riding a wave of optimism f...

Analysts predict lithium supply deficit next year will see aggressive turnaround in price PLS CEO says pricing will move upwards, but the question is when These North American developers could be poised to catch the upswing   Our High Vol...

QEM Limited’s Julia Creek vanadium and energy project sits in the same region as Vecco’s vanadium electrolyte project Vecco attracted Japanese giant Idemitsu to increase its stake from 14.6% to 51%, taking its investment up to >$75m QEM...

The New South Wales Minister for Natural Resources Courtney Houssos has announced the state’s government will be investing $2.5 million for a Critical Minerals Exploration Program.  The government is incentivising explorers to find the n...

Argonaut’s research analysts think 2026 could see a turn around for lithium prices Head of research Hayden Bairstow says demand growth in EVs and BESS has been strong in 2025, and deficits could erode quicker than expected Galan rejects US...

Australia’s defence sector has taken centre stage at Avalon 2025 – touted as the largest aerospace and defence expo in the Southern Hemisphere. Avalon 2025 is a biennial event held in Victoria from 25-30 March and it comprises three indu...

Chinese EV maker BYD beats Tesla for revenue in 2024 BYD made around ~A$170 billion compared to the US carmaker’s ~A$154 billion BYD also released game changing charging technology   Our High Voltage column wraps all the news driving ASX...

Singapore-based Arcane Capital sees a lithium rebound as soon as Q4 2025 Recovery could be driven by low battery prices and BESS market growth Companies like AZL, FBM, GT1 and CC9 could be poised to benefit   Our High Voltage column wrap...

DRC has banned cobalt exports for a four month period Chinese refineries are scrambling for supply causing a price spike Cobalt Blue analyst says DRC may be taking cues from Indonesia’s nickel export policies   Our High Voltage column w...

WA Premier Roger Cook promise to cut vanadium royalties in half State Gov recently committed to $150 vanadium battery project in Kalgoorlie WA players like Australian Vanadium could be poised to benefit   Our High Voltage column wraps a...