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News.com.au
11 hours ago
- Business
- News.com.au
High Voltage: US graphite stocks gain 40pc advantage thanks to anti-dumping tariff on China
Graphite pricing has been significantly impacted by Chinese production in recent months, and the US has just notched another arrow to fire in its trade war around the critical mineral. Back in February, the US International Trade Commission (ITC) ruled that China harmed the American graphite industry by exporting graphite at unfairly low prices. And last week, the Department of Commerce in the US applied 93.5% anti-dumping duties on active anode material (processed graphite). When combined with existing tariffs applied to Chinese imports into the US, the impost now totals 160% for active anode material. Active anode material (AAM) is graphite refined into coated spherical purified graphite and is the final product used in batteries. China has a stranglehold on global graphite supply, with 98% of graphite anode material (both natural and synthetic) coming from China. The significant tariffs at a major import market like the US are expected to impact global prices of graphite and have highlighted the need for Western countries to shore up domestic supply chains - particularly around minerals critical to defence and tech applications. Benchmark Minerals Intelligence (BMI) says the move will push the cost of Chinese AAM from ~US$3700/t to US$9300/t, making US-made AMM at ~US$5400/t over 40% cheaper. 'This marks an advantage for US anode aspirants looking to onshore production as they are likely to see greater interest from investors and cell makers, give the more balanced cost landscape,' BMI said. 'However, given the current limited availability of commercial-scale domestic AAM, cell makers will likely to absorb these higher associated costs in the near-term, which could dampen demand.' Near-term US graphite producers The tariff/trade war could present opportunities for ASX stocks with a near-term development project in the US – and even those further afield (but more on that later). Syrah Resources' (ASX:SYR) has its 11,250tpa Vidalia active anode materials plant, which is ramping up in the US and has the potential for expansion to 45,000tpa (targeted by 2028) and long term aspirations of >100ktpa. Qualification by key customer Tesla has been extended from May this year to February 9, 2026. There's also Novonix (ASX:NVX), which owns the Riverside facility in Chattanooga, Tennessee, which is poised to become the first large-scale production site dedicated to high-performance synthetic graphite for the battery sector in North America. The project is targeting a 3000tpa start-up this year, growing to 15-20,000tpa by 2030, with long term aspirations to expand capacity to around 150,000tpa. The initial 20,000tpa is already fully accounted for, with long-term offtake agreements with Panasonic Energy, Stellantis, and PowerCo. Outside of the US, Renascor Resources (ASX:RNU) has the Siviour project in South Australia, the most advanced graphite development in Oz. Siviour is expected to be one of the world's lowest cost projects, with costs of US$405/t of graphite concentrate in the first 10 years. The upstream mine and concentrator has already nabbed a $185m loan under the Australian Government's Critical Minerals Facility, signalling the nation-building value of the project. RNU is looking downstream as well, planning to commission a purified spherical graphite (PSG) demonstration plant in Q4 this year. In the Northern Territory, Kingsland Minerals' (ASX:KNG) Leliyn project has an inferred resource of 180.2Mt at 7.2% total graphitic content and indicated resource of 12.3Mt at 7.9% TGC, making it the largest in situ graphite resource in Australia. A scoping study is expected to be released this quarter, and will focus on just a fraction of the project's 12km strike zone. iTech Minerals (ASX:ITM) has the Lacroma, Sugarloaf and Campoona deposits north of Siviour on South Australia's Eyre Peninsula. It boasts a global mineral resource of 35.2Mt at 6% TGC, with test work already showing the project can produce a 94% graphite concentrate with material suitable for the key battery market. Buxton Resources (ASX:BUX) owns the 20.7Mt at 10.8% TGC Graphite Bull project in WA where earlier this month the world's largest anode manufacturer, BTR New Material Group, has qualified the ore for its entire ore-to-anode production process. International Graphite (ASX:IG6) owns the Springdale deposit and proposed Collie plant, and Green Critical Minerals (ASX:GCM) owns 80% of the 1.1Mt McIntosh project, but has moved into the technology space, beginning production runs of its Very High Density (VHD) graphite block technology, with first revenue expected in H1 CY26. The tech has thermal management applications in sectors from global electronics, semiconductor and microchip manufacturers, to data centre operators. Battery Metals Winners and Losers Here's how a basket of ASX stocks with exposure to lithium, cobalt, graphite, nickel, rare earths, magnesium, manganese and vanadium is performing >>> Battery metals stocks missing from our list? Shoot a n e mail to Code Company Price % Week % Month % Six Month % Year Market Cap XTC XTC Lithium Limited 0.2 19900% 19900% 19900% 19900% $17,528,272 LMG Latrobe Magnesium 0.018 125% 125% 6% -59% $42,108,350 AS2 Askarimetalslimited 0.016 100% 167% 45% -64% $6,466,731 HLX Helix Resources 0.002 100% 33% -33% -33% $5,046,291 VR8 Vanadium Resources 0.041 86% 105% 32% -18% $23,135,967 GTE Great Western Exp. 0.019 58% 111% -21% -37% $11,355,159 GRE Greentechmetals 0.078 56% 81% 16% -35% $7,824,264 SLZ Sultan Resources Ltd 0.006 50% 20% -25% -14% $1,388,819 PGD Peregrine Gold 0.265 47% 71% 77% 83% $22,060,413 IG6 Internationalgraphit 0.072 47% 41% 20% -17% $13,936,200 EVG Evion Group NL 0.033 43% 106% 32% 65% $13,917,439 PMT Patriotbatterymetals 0.475 42% 116% 32% -4% $267,688,695 IXR Ionic Rare Earths 0.0255 42% 132% 264% 155% $124,813,852 IPT Impact Minerals 0.009 38% 50% -13% -36% $31,946,640 LKE Lake Resources 0.044 38% 57% 7% 22% $84,748,040 AR3 Austrare 0.12 36% 140% 43% 38% $24,378,547 SYR Syrah Resources 0.395 34% 58% 72% 32% $432,531,598 SYR Syrah Resources 0.395 34% 58% 72% 32% $432,531,598 AGY Argosy Minerals Ltd 0.032 33% 113% 10% -60% $50,685,391 RLC Reedy Lagoon Corp. 0.002 33% 33% -33% -33% $1,553,413 SMX Strata Minerals 0.016 33% 33% -48% -38% $3,672,783 EMT Emetals Limited 0.004 33% 33% -20% -20% $3,400,000 TOR Torque Met 0.24 33% 85% 314% 85% $105,315,429 FIN FIN Resources Ltd 0.004 33% 0% 0% -33% $2,779,554 EG1 Evergreenlithium 0.033 32% 6% -60% -44% $7,058,030 BKT Black Rock Mining 0.034 31% 36% 0% -44% $51,553,236 EUR European Lithium Ltd 0.096 30% 68% 39% 104% $127,175,969 PVW PVW Res Ltd 0.018 29% 50% 29% -31% $3,779,191 FGR First Graphene Ltd 0.036 29% 33% -35% -29% $23,962,258 KGD Kula Gold Limited 0.009 29% 13% 125% -27% $6,448,776 INF Infinity Lithium 0.019 27% 36% -34% -64% $8,979,250 INR Ioneer Ltd 0.1325 26% 39% -30% -9% $346,030,860 QXR Qx Resources Limited 0.005 25% 67% 25% -38% $6,551,644 CTN Catalina Resources 0.005 25% 67% 52% 113% $10,917,086 GT1 Greentechnology 0.031 24% 63% -52% -55% $12,829,591 TVN Tivan Limited 0.105 24% 15% -13% 91% $203,871,395 MLS Metals Australia 0.021 24% 24% -5% 11% $14,574,390 KOB Kobaresourceslimited 0.039 22% 15% -47% -72% $7,313,342 SYA Sayona Mining Ltd 0.023 21% 53% 0% -30% $265,495,808 PLL Piedmont Lithium Inc 0.1325 20% 52% 2% -20% $65,170,700 TLG Talga Group Ltd 0.48 20% 20% 5% 9% $218,382,574 ALY Alchemy Resource Ltd 0.006 20% 20% -14% -14% $7,068,458 TON Triton Min Ltd 0.006 20% 20% -25% -40% $10,978,721 PVT Pivotal Metals Ltd 0.012 20% 33% 50% -45% $9,979,485 AKN Auking Mining Ltd 0.006 20% -14% 50% -65% $4,128,698 WSR Westar Resources 0.006 20% 20% -25% -25% $2,392,349 KZR Kalamazoo Resources 0.11 20% 22% 41% 51% $23,036,319 VUL Vulcan Energy 4.23 19% 21% -21% -2% $984,602,560 TMB Tambourahmetals 0.025 19% 14% 0% -43% $3,805,949 RR1 Reach Resources Ltd 0.0095 19% 19% 36% -21% $7,869,882 RR1 Reach Resources Ltd 0.0095 19% 19% 36% -21% $7,869,882 FRB Firebird Metals 0.13 18% 76% 31% 0% $18,506,982 KTA Krakatoa Resources 0.013 18% 0% 18% 44% $10,076,742 TKM Trek Metals Ltd 0.099 18% 8% 313% 209% $56,670,152 PLS Pilbara Min Ltd 1.815 17% 51% -22% -37% $5,888,919,118 BCA Black Canyon Limited 0.27 17% 170% 303% 225% $35,800,202 WMG Western Mines 0.28 17% 115% 87% 14% $27,100,736 VHM Vhmlimited 0.22 16% 13% -35% -62% $55,785,389 STK Strickland Metals 0.1675 16% 20% 112% 73% $361,977,568 L1M Lightning Minerals 0.045 15% -25% -48% -31% $5,466,068 IPX Iperionx Limited 5.925 15% 38% 44% 165% $1,762,802,476 LPM Lithium Plus 0.069 15% 13% -14% -37% $11,689,920 SGQ St George Min Ltd 0.039 15% 22% 50% 26% $104,240,075 ASN Anson Resources Ltd 0.11 15% 144% 80% -12% $152,541,019 AZL Arizona Lithium Ltd 0.008 14% 33% -27% -58% $37,662,201 AM7 Arcadia Minerals 0.024 14% 50% 20% -37% $2,817,202 CDT Castle Minerals 0.08 14% 8% 33% -33% $9,048,746 MHC Manhattan Corp Ltd 0.024 14% 20% 0% -4% $5,637,574 BMG BMG Resources Ltd 0.008 14% 14% -20% 14% $5,910,780 TLM Talisman Mining 0.16 14% 23% -22% -38% $29,189,654 LIN Lindian Resources 0.099 14% -6% -6% -14% $124,259,335 MIN Mineral Resources. 31.17 14% 52% -12% -43% $6,025,260,399 NVX Novonix Limited 0.54 14% 44% -8% -20% $372,320,697 WCN White Cliff Min Ltd 0.025 14% 25% 25% 56% $60,334,654 RBX Resource B 0.034 13% 36% 6% -15% $3,916,272 RAS Ragusa Minerals Ltd 0.017 13% 21% 42% 6% $3,029,379 RNU Renascor Res Ltd 0.069 13% 23% 21% -22% $180,563,960 CTM Centaurus Metals Ltd 0.395 13% 20% -2% 10% $191,229,967 NVA Nova Minerals Ltd 0.265 13% -18% -22% 23% $104,390,368 VRC Volt Resources Ltd 0.0045 13% 13% 50% -10% $23,424,247 GSM Golden State Mining 0.009 13% 20% 13% -25% $2,514,336 RIE Riedel Resources Ltd 0.036 13% 38% 9% -40% $3,077,225 PNN Power Minerals Ltd 0.065 12% 12% -29% -38% $9,239,642 E25 Element 25 Ltd 0.2575 12% 20% -11% 7% $59,439,224 LTR Liontown Resources 0.9225 12% 41% 40% -6% $2,259,346,631 ZEU Zeus Resources Ltd 0.019 12% 58% 171% 111% $14,348,733 LOT Lotus Resources Ltd 0.195 11% 0% -22% -33% $438,423,546 IGO IGO Limited 5.265 11% 36% 1% -6% $3,945,365,306 G88 Golden Mile Res Ltd 0.01 11% -23% 0% -9% $4,898,231 NC1 Nicoresourceslimited 0.1 11% 14% 11% -29% $12,345,058 WC1 Westcobarmetals 0.02 11% 5% -9% -35% $4,375,969 CY5 Cygnus Metals Ltd 0.1 11% 16% -29% 64% $106,326,218 GCM Green Critical Min 0.031 11% 29% 63% 933% $76,317,142 SCN Scorpion Minerals 0.021 11% 11% 0% 24% $9,957,068 ADD Adavale Resource Ltd 0.022 10% 10% -45% -73% $4,203,970 GL1 Globallith 0.22 10% 54% 22% -24% $54,963,746 STM Sunstone Metals Ltd 0.0165 10% 10% 136% 83% $92,353,480 YAR Yari Minerals Ltd 0.011 10% 0% 267% 267% $6,894,638 ITM Itech Minerals Ltd 0.033 10% 3% -40% -59% $5,637,568 ARV Artemis Resources 0.0055 10% 10% -39% -45% $12,678,361 OCN Oceanalithiumlimited 0.068 10% 3% 152% 79% $11,621,877 ILU Iluka Resources 5.35 10% 56% 16% -14% $2,315,878,466 VTM Victory Metals Ltd 1.26 10% 52% 245% 260% $136,381,295 S32 South32 Limited 3.14 9% 10% -11% 5% $14,141,414,280 MEK Meeka Metals Limited 0.1525 9% 2% 39% 301% $437,355,776 RIO Rio Tinto Limited 120.02 9% 18% 2% 5% $44,349,201,087 REC Rechargemetals 0.013 8% -7% -32% -58% $3,340,870 HAV Havilah Resources 0.195 8% 11% -11% -5% $66,154,978 PAT Patriot Resourcesltd 0.055 8% 0% 25% 8% $9,076,235 GLN Galan Lithium Ltd 0.145 7% 53% 21% -4% $139,772,833 JLL Jindalee Lithium Ltd 0.45 7% 14% 120% 53% $38,338,006 LM1 Leeuwin Metals Ltd 0.15 7% 15% 25% 83% $15,120,958 NIC Nickel Industries 0.7925 7% 14% -5% 1% $3,407,634,662 BHP BHP Group Limited 41.87 7% 17% 7% 1% $212,430,275,035 DLI Delta Lithium 0.165 6% -8% -3% -23% $121,812,105 GAL Galileo Mining Ltd 0.17 6% 62% 10% -6% $33,596,238 EMH European Metals Hldg 0.17 6% -3% 26% -35% $33,191,153 LSR Lodestar Minerals 0.017 6% 183% 21% -15% $6,759,038 A4N Alpha Hpa Ltd 0.94 6% 18% 7% 18% $1,074,467,171 SRK Strike Resources 0.035 6% 0% 17% 0% $9,931,250 EMN Euromanganese 0.185 6% -3% 12% -45% $9,413,767 WC8 Wildcat Resources 0.185 6% 42% -21% -27% $260,630,845 AVL Aust Vanadium Ltd 0.0095 6% 19% -32% -41% $86,346,581 BM8 Battery Age Minerals 0.062 5% 7% -37% -52% $9,411,713 MAN Mandrake Res Ltd 0.021 5% 11% -5% -22% $13,172,458 LIT Livium Ltd 0.0105 5% 17% -38% -50% $16,909,071 VML Vital Metals Limited 0.105 5% 5% -30% -40% $12,968,919 RXL Rox Resources 0.315 5% 15% 43% 117% $238,911,961 WIN WIN Metals 0.021 5% 17% 0% -13% $10,451,110 LYC Lynas Rare Earths 10.505 5% 15% 58% 75% $9,485,431,282 VRX VRX Silica Ltd 0.085 5% 6% 85% 130% $65,762,689 GED Golden Deeps 0.022 5% 5% -8% -35% $4,073,891 KM1 Kalimetalslimited 0.11 5% 45% -12% -42% $9,113,220 BC8 Black Cat Syndicate 0.8525 5% 5% 24% 154% $608,543,633 NTU Northern Min Ltd 0.0345 5% 11% 64% 15% $292,500,454 CAE Cannindah Resources 0.024 4% 0% -38% -56% $16,745,839 FML Focus Minerals Ltd 0.395 4% 5% 88% 182% $116,056,251 PBL Parabellumresources 0.053 4% 4% -4% 33% $3,301,900 FRS Forrestaniaresources 0.145 4% 107% 1350% 326% $37,322,691 GW1 Greenwing Resources 0.029 4% 21% -17% -40% $8,564,078 FTL Firetail Resources 0.088 4% 17% 22% 47% $32,682,406 KNG Kingsland Minerals 0.15 3% 92% 15% -25% $10,521,332 JMS Jupiter Mines. 0.2275 3% 14% 57% -11% $441,234,396 ADV Ardiden Ltd 0.155 3% 7% 7% 15% $10,315,388 NWC New World Resources 0.067 3% 18% 319% 131% $239,570,336 CHN Chalice Mining Ltd 1.8575 3% 20% 55% 71% $729,425,228 DM1 Desert Metals 0.0215 2% 2% -7% -28% $9,730,305 SUM Summitminerals 0.044 2% 29% -66% -78% $4,517,380 ALK Alkane Resources Ltd 0.69 2% -5% 31% 37% $417,823,905 CWX Carawine Resources 0.097 2% -1% -8% 13% $22,904,169 HAW Hawthorn Resources 0.055 2% -5% 20% -20% $18,425,859 OMH OM Holdings Limited 0.325 2% 12% -7% -25% $241,370,892 MEI Meteoric Resources 0.1625 2% 30% 93% 35% $362,291,231 NMT Neometals Ltd 0.069 1% 10% -14% -4% $53,859,756 BSX Blackstone Ltd 0.074 1% -14% 174% 76% $129,891,858 SFR Sandfire Resources 11.17 1% 1% 13% 33% $5,173,739,862 ASM Ausstratmaterials 0.72 1% 35% 47% 5% $130,565,291 PTR Petratherm Ltd 0.3725 1% 33% -10% 2091% $131,713,613 IDA Indiana Resources 0.086 1% 10% 32% 85% $56,560,456 CXO Core Lithium 0.11 0% 31% 18% 12% $246,446,788 RIL Redivium Limited 0.004 0% 0% 0% 100% $13,609,422 COB Cobalt Blue Ltd 0.054 0% -5% -16% -33% $24,021,298 LPD Lepidico Ltd 0.002 0% 0% 0% 0% $17,178,371 MRD Mount Ridley Mines 0.0025 0% 25% -17% -75% $1,946,223 CZN Corazon Ltd 0.002 0% 0% 0% -60% $2,369,145 CLA Celsius Resource Ltd 0.007 0% 0% -30% -46% $20,380,675 MNS Magnis Energy Tech 0.042 0% 0% 0% 0% $50,378,922 AXN Alliance Nickel Ltd 0.034 0% -3% -8% -11% $24,678,547 AAJ Aruma Resources Ltd 0.008 0% -11% -20% -27% $2,623,524 TKL Traka Resources 0.001 0% -50% 0% 0% $2,125,790 ATM Aneka Tambang 1.105 0% 0% 24% 3% $1,440,532 LEL Lithenergy 0.37 0% 0% 0% 1% $41,440,581 MRC Mineral Commodities 0.026 0% 0% 0% 0% $25,596,288 PEK Peak Rare Earths Ltd 0.31 0% 11% 114% 102% $133,466,467 WKT Walkabout Resources 0.095 0% 0% 0% -10% $63,769,838 CNJ Conico Ltd 0.007 0% 0% -22% -30% $1,905,020 BOA BOA Resources Ltd 0.018 0% -10% -18% -10% $2,220,351 MQR Marquee Resource Ltd 0.009 0% 0% -18% -18% $5,024,723 MRR Minrex Resources Ltd 0.008 0% 0% 0% -11% $8,678,940 DTM Dart Mining NL 0.003 0% 0% -70% -84% $4,792,222 EMS Eastern Metals 0.01 0% 0% -33% -68% $1,394,262 IMI Infinitymining 0.009 0% 0% -10% -44% $3,807,142 TEM Tempest Minerals 0.005 0% 25% 0% -44% $5,508,975 EMC Everest Metals Corp 0.135 0% 4% -7% 8% $32,499,032 OB1 Orbminco Limited 0.001 0% 0% -40% -60% $3,402,568 KOR Korab Resources 0.008 0% 0% 0% 0% $2,936,400 CMX Chemxmaterials 0.026 0% 0% 0% -42% $3,354,580 ENV Enova Mining Limited 0.006 0% -25% 20% -40% $8,745,600 AVW Avira Resources Ltd 0.007 0% 0% -65% -65% $1,610,000 NWM Norwest Minerals 0.014 0% 17% 9% -44% $14,525,378 RGL Riversgold 0.004 0% 0% 33% -33% $6,734,850 THR Thor Energy PLC 0.009 0% 0% -22% -44% $6,397,109 ODE Odessa Minerals Ltd 0.006 0% -14% -8% 140% $9,597,195 AZI Altamin Limited 0.019 0% -10% -14% -42% $10,915,555 LNR Lanthanein Resources 0.001 0% 33% -47% -67% $2,810,182 CLZ Classic Min Ltd 0.001 0% 0% 0% 0% $3,017,699 PEK Peak Rare Earths Ltd 0.31 0% 11% 114% 102% $133,466,467 TAR Taruga Minerals 0.008 0% 14% -11% -11% $5,710,032 DRE Dreadnought Resources Ltd 0.011 0% 10% -8% -52% $55,874,500 KFM Kingfisher Mining 0.047 0% -6% 31% -33% $2,524,605 GRL Godolphin Resources 0.011 0% 22% -21% -21% $5,386,480 LNR Lanthanein Resources 0.001 0% 33% -47% -67% $2,810,182 EV1 Evolutionenergy 0.016 0% 33% -16% -48% $5,802,408 OM1 Omnia Metals Group 0.012 0% 0% -85% -85% $2,605,100 LLL Leolithiumlimited 0.332997 0% 0% 0% 0% $401,204,047 SRN Surefire Rescs NL 0.002 0% 0% -40% -66% $6,457,219 LU7 Lithium Universe Ltd 0.007 0% 17% -30% -55% $6,551,857 TMX Terrain Minerals 0.0025 0% 25% -38% -17% $6,329,536 ANX Anax Metals Ltd 0.007 0% 0% -30% -73% $6,179,653 RON Roninresourcesltd 0.15 0% -9% -23% 25% $6,056,252 ASR Asra Minerals Ltd 0.002 0% 0% -33% -67% $8,000,396 AEE Aura Energy 0.165 0% 6% 6% 18% $151,427,524 AMD Arrow Minerals 0.02 0% 0% -55% -67% $17,555,332 CUL Cullen Resources 0.005 0% 67% 0% -33% $3,467,009 HWK Hawk Resources. 0.02 0% 33% -9% -44% $5,418,589 ORN Orion Minerals Ltd 0.01 0% 0% -33% -41% $72,816,361 SER Strategic Energy 0.006 0% -8% -25% -60% $4,697,233 SVY Stavely Minerals Ltd 0.019 0% 73% 6% -30% $10,336,800 SVM Sovereign Metals 0.74 -1% 13% -2% 13% $488,438,721 NST Northern Star 16.305 -1% -18% -6% 16% $23,813,905,145 QGL Quantum Graphite 0.49 -1% 2% 5% -15% $165,594,537 KNI Kunikolimited 0.093 -1% -19% -44% -54% $8,083,957 DEV Devex Resources Ltd 0.086 -1% 9% -10% -66% $38,868,779 ASL Andean Silver 1.365 -1% 31% 41% 80% $221,489,388 HAS Hastings Tech Met 0.29 -2% 9% -5% -15% $59,073,040 DVP Develop Global Ltd 4.6 -2% -4% 107% 145% $1,530,301,137 CHR Charger Metals 0.05 -2% 14% -25% -18% $3,948,433 SLM Solismineralsltd 0.081 -2% -8% 21% -40% $11,427,494 BUR Burleyminerals 0.04 -2% -13% -49% -61% $7,366,692 WA1 Wa1Resourcesltd 17.34 -3% 21% 31% 16% $1,167,687,454 ABX ABX Group Limited 0.038 -3% -5% -16% -31% $9,571,497 RVT Richmond Vanadium 0.073 -3% -26% -56% -76% $15,772,687 PSC Prospect Res Ltd 0.18 -3% 16% 87% 44% $129,608,628 PFE Pantera Lithium 0.018 -3% 50% 6% -39% $8,764,998 QPM QPM Energy Limited 0.035 -3% 0% -50% 0% $102,523,345 EFE Eastern Resources 0.031 -3% 0% -3% -38% $3,908,788 A11 Atlantic Lithium 0.155 -3% -3% -38% -59% $103,972,097 FG1 Flynngold 0.029 -3% -9% 16% 0% $11,348,178 HMX Hammer Metals Ltd 0.029 -3% -9% -6% -28% $26,632,761 SFM Santa Fe Minerals 0.27 -4% 671% 694% 744% $21,117,449 OD6 Od6Metalsltd 0.026 -4% 0% -61% -47% $4,172,167 1AE Auroraenergymetals 0.049 -4% -11% -18% -25% $8,774,123 MLX Metals X Limited 0.655 -4% 24% 44% 49% $571,722,542 BMM Bayanminingandmin 0.063 -5% 80% 26% -7% $6,879,941 ARL Ardea Resources Ltd 0.41 -5% 3% 15% -15% $85,217,231 RAG Ragnar Metals Ltd 0.02 -5% 0% 3% 0% $9,479,720 AXE Archer Materials 0.285 -5% 24% -35% -8% $72,631,399 S2R S2 Resources 0.0665 -5% 2% -11% -40% $32,996,123 EVR Ev Resources Ltd 0.0095 -5% 36% 280% 88% $20,047,530 ARN Aldoro Resources 0.35 -5% 8% 23% 332% $64,182,702 SRZ Stellar Resources 0.017 -6% 13% 21% -15% $35,355,760 PUR Pursuit Minerals 0.067 -6% 81% -18% -55% $6,682,176 ICL Iceni Gold 0.066 -6% 12% -6% 0% $22,657,892 RMX Red Mount Min Ltd 0.008 -6% -11% 0% -20% $4,658,367 AX8 Accelerate Resources 0.008 -6% 33% -27% -33% $6,537,510 ZNC Zenith Minerals Ltd 0.032 -6% -14% -29% -40% $16,942,576 CRI Critica ltd 0.016 -6% -6% -16% -11% $45,869,097 1MC Morella Corporation 0.015 -6% -12% -38% -65% $5,526,435 M24 Mamba Exploration 0.015 -6% 20% -12% 25% $4,722,650 AUZ Australian Mines Ltd 0.007 -7% -22% -42% -22% $12,832,591 ETM Energy Transition 0.0475 -7% 10% -40% 138% $71,364,799 MTC Metalstech Ltd 0.135 -7% -4% 0% -40% $29,977,420 EGR Ecograf Limited 0.335 -7% 20% 264% 191% $154,438,818 ESR Estrella Res Ltd 0.04 -7% -23% 54% 900% $84,306,531 LLM Loyal Metals Ltd 0.2 -7% 54% 111% 60% $21,573,943 FBM Future Battery 0.026 -7% 44% 0% 4% $14,809,543 LML Lincoln Minerals 0.0065 -7% 30% 8% 8% $13,666,703 A8G Australasian Metals 0.062 -7% -6% -17% -23% $3,589,163 FLG Flagship Min Ltd 0.055 -8% 22% 28% -32% $13,196,926 NH3 Nh3Cleanenergyltd 0.055 -8% 112% 206% 323% $34,366,799 PGM Platina Resources 0.021 -9% 5% 11% -16% $13,086,787 LRV Larvottoresources 0.725 -9% 33% 8% 504% $299,001,368 CNB Carnaby Resource Ltd 0.41 -9% 12% 19% -23% $95,923,321 SBR Sabre Resources 0.009 -10% 13% 6% -36% $3,550,157 SRI Sipa Resources Ltd 0.018 -10% 29% 29% 0% $7,495,170 WR1 Winsome Resources 0.18 -10% 44% -63% -70% $47,573,848 LCY Legacy Iron Ore 0.009 -10% 0% 0% -48% $87,858,383 MNB Minbos Resources Ltd 0.045 -10% 7% -18% -32% $44,852,282 GBR Greatbould Resources 0.06 -10% -5% 28% 11% $58,927,864 ARU Arafura Rare Earths 0.1925 -10% 17% 54% 1% $492,865,738 BUX Buxton Resources Ltd 0.042 -11% 8% 5% -48% $13,744,236 MHK Metalhawk. 0.37 -11% -20% 12% 612% $46,272,211 LEG Legend Mining 0.008 -11% 33% -20% -38% $23,315,817 M2R Miramar 0.004 -11% 33% 0% -64% $2,990,470 SRL Sunrise 1.32 -12% 103% 313% 207% $147,101,074 VMC Venus Metals Cor Ltd 0.105 -13% -5% 62% 21% $21,574,155 PNT Panthermetalsltd 0.0095 -14% -27% 6% -62% $3,009,045 QEM QEM Limited 0.029 -15% -24% -59% -78% $6,855,610 DYM Dynamicmetalslimited 0.23 -15% -10% -15% 35% $9,816,868 MTM Metallium Ltd 0.74 -15% 17% 190% 1847% $380,883,366 KAI Kairos Minerals Ltd 0.025 -17% -22% 79% 194% $67,088,261 HRE Heavy Rare Earths 0.046 -18% 35% 53% 60% $9,361,525 AQD Ausquest Limited 0.044 -19% -24% 83% 313% $61,242,106 MOH Moho Resources 0.004 -20% 0% -20% -20% $3,727,070 CRR Critical Resources 0.004 -20% 14% -33% -56% $13,850,427 ARR American Rare Earths 0.345 -21% 41% 21% 28% $206,518,936 CMO Cosmometalslimited 0.018 -22% 6% 21% -60% $5,798,441 REE Rarex Limited 0.0205 -24% 8% 156% 37% $18,403,280 BNR Bulletin Res Ltd 0.046 -25% -19% 28% -6% $17,029,573 BYH Bryah Resources Ltd 0.006 -25% -50% 50% 33% $6,001,195 AOA Ausmon Resorces 0.0015 -25% -25% 0% -50% $2,622,427 ENT Enterprise Metals 0.002 -33% -33% -33% -33% $3,428,293 AYM Australia United Min 0.002 -33% 0% 0% -33% $3,685,155 Weekly Small Cap Standouts Helix Resources (ASX:HLX) HLX is zeroing in on two distinct copper-gold systems at the White Hills project in Arizona, US, with a combination of geophysical, geological and geochemical results. Two geological formations meet on the project's tenure. Management reckons there's evidence of copper at the northern end of the Arizona Arc formation, while a fault-style gold system sits at the southern end of the Walker Lane gold trend, both within the project area. "With growing interest and policy support for domestic copper production in the U.S., the project is ideally positioned to benefit from this momentum,' executive chairman Mike Povey said. While prices are not soaring the same as gold, the red metal is currently fetching between US$4.50-5.50/lb at the time of writing, reflecting a big arbitrage weighted to the US market, with tariffs on the horizon. Vanadium Resources (ASX:VR8) The company has signed an offtake agreement for the supply of 100,000 tonnes of vanadium-rich magnetite direct shipping ore (DSO) each month from the world-class Steelpoortdrift vanadium project in South Africa. The offtake positions VR8 to transition from developer to producer and is a fillip as the company advances its near-term cash flow strategy aimed at unlocking value from Steelpoortdrift's vast JORC resource, while preserving the flexibility to pursue full-scale development as market conditions improve. Due to the absence of a standard spot price for the DSO product, the agreement, which is valid for two years, is also conditional on subsidiary VanRes finalising pricing terms with CPAL by August 30, 2025. Executive chairman Jurie Wessels said alongside this negotiations with other potential offtakers are also progressing. 'These may lead to the staged or full-scale development of beneficiation through concentration capacity, enabling the production of higher-grade ore,' he said. 'Concurrently, we are assessing commercialisation opportunities with entities that possess downstream processing capabilities.' Patriot Battery Metals (ASX:PMT) This week the company confirmed that the Shaakichiuwaanaan project in Canada hosts the world's largest pollucite-hosted caesium pegmatite deposit. PMT declared a maiden Caesium Zone resource estimate of 163,000t at 10.25% caesium, 1.78% lithium, and 646 ppm tantalum (indicated) at the Rigel zone, and 530,000t at 2.61% caesium, 2.23% lithium, and 172 ppm tantalum (indicated) at the Vega zone. President, CEO and managing director Ken Brinsden said what's particularly existing for investors is that the addressable market for caesium appears to be at a key inflexion point, 'with its ability to improve the efficiency and stability of next generation terrestrial solar technologies having the potential to drive a massive increase in global demand.' 'Shaakichiuwaanaan stands to play a driving role in the growth of this exciting new market,' he said. 'As we finalise the maiden lithium-only Feasibility Study for the CV5 Pegmatite, we are excited to start work on unlocking the enormous potential of the caesium resource.' Shaakichiuwaanaan is already North America's largest hard rock spodumene hosted lithium resource. At Stockhead, we tell it like it is. While Renascor Resources, Kingsland Minerals, iTech Minerals, Buxton Resources and Green Critical Minerals are Stockhead advertisers, they did not sponsor this article.
Yahoo
4 days ago
- Health
- Yahoo
New tool can identify children likely to become obese as adults
A tool which can measure a child's risk of becoming obese in later life has been created by scientists. It is hoped that the new resource will one day mean that those at highest risk will get targeted support to prevent them from becoming obese in the first place. The tool, which assesses a person's genetic risk of obesity, works twice as well as any other obesity risk predictor, academics said. As well as identifying children at risk of obesity, it can also predict how well obese adults will respond to targeted weight loss programmes. Academics used detail on genetic variations from more than five million people to create a tool called a polygenic risk score, which analyses people's genetics to work out their risk of developing obesity. The tool could explain 17.6% of variation in body mass index score (BMI) from people in the UK, they found. Researchers, led by academics at the universities of Copenhagen and Bristol, tested whether the risk score was associated with obesity using datasets of the physical and genetic characteristics of more than 500,000 people. This included checking the tool on people taking part in the 'Children of the 90s' study – a long-term study in Bristol tracking families as children age. They found that it could successfully predict weight gain during childhood – from the age of just two and a half – through to adolescence. 'Overall, these data show that polygenic scores have the potential to improve obesity prediction, particularly when implemented early in life,' the authors wrote in the journal, Nature Medicine. Lead author of the research, assistant professor Roelof Smit from the University of Copenhagen, said: 'What makes the score so powerful is the consistency of associations between the genetic score and body mass index before the age of five and through to adulthood – timing that starts well before other risk factors start to shape their weight later in childhood. 'Intervening at this point could theoretically make a huge impact.' He told the PA news agency that BMI is not a good predictor for a child's obesity risk in later life but the genetic predictor can offer insight into the risk from early years. 'Essentially it's fixed at conception already very early in life, you're able to essentially quantify what someone's innate predisposition is for BMI,' he said. 'So, being able to say something about someone's innate biology for obesity risk.' Meanwhile, the research team also looked at people taking part in 'intensive lifestyle intervention' programmes. People with a higher risk score lost more weight, but were also more likely to regain it. Prof Smit added: 'There is a huge amount of variation in how people respond to these interventions. 'What we observed was the higher someone's score was, the more they tended to respond to the intervention – people who had a higher score tended to lose more weight in the first year. 'And we also saw that people who had the higher scores tended to gain more weight.' Dr Kaitlin Wade, associate professor in epidemiology at the University of Bristol and second author on the paper, said: 'Obesity is a major public health issue, with many factors contributing to its development, including genetics, environment, lifestyle and behaviour. 'These factors likely vary across a person's life, and we believe that some of these originate in childhood. 'We were delighted to contribute data from the Children of the 90s study to this exceptional and insightful research into the genetic architecture of obesity. 'We hope this work will contribute to detecting individuals at high risk of developing obesity at an earlier age, which could have a vast clinical and public health impact in the future.' Solve the daily Crossword
Daily Mail
4 days ago
- Health
- Daily Mail
New genetic test could predict if you'll get condition suffered by 100million Americans decades before it develops
Genetic testing may predict your odds of becoming obese years - possibly even decades - before the condition strikes, researchers have revealed. A group of 600 researchers worldwide compiled genetic data from 5million people, the largest and most diverse dataset to date. They used that data to create a polygenic risk score, a person's genetic predisposition for a specific disease. In this case, it determined the odds of having a higher body mass index (BMI) in adulthood. The team found the score could be used to predict a person's risk of becoming obese as an adult - even for people as young as five years old. This could be instrumental for early intervention and preventing obesity - and its coexisting conditions. Ruth Loos, study co-author and professor at the University of Copenhagen's Novo Nordisk Foundation Center for Basic Metabolic Research, said: 'Childhood is the best time to intervene.' The score also was found to be up to twice as effective as those used in doctors offices based on factors like high blood pressure, heart disease, diet and exercise. Additionally, researchers found people with high polygenic risk scores were also more likely to regain weight after losing it through diet and exercise compared to those with lower scores. Loos added: 'Obesity is not only about genetics, so genetics alone can never accurately predict obesity. 'For the general obesity that we see all over the world, we need other factors such as lifestyle that need to be part of the predictions.' The findings come as more than 40 percent of Americans adults - 100million - are now obese, meaning they have a BMI of at least 30. Rates among young people in particular have surged the most, with quadruple the amount of teens being obese worldwide compared to the 1990s. The study, published Monday in the journal Nature Medicine, used genetic data from 5.1million people worldwide collected from 200 studies and 23andMe. The majority (71 percent) were of European ancestry, while 14 percent were of Hispanic ethnicity, eight percent were predominantly East Asian, five percent were African or African American and 1.5 percent were South Asian. Overall, the researchers found polygenic risk scores accounted for about 18 percent of a person with European ancestry's risk for having a high BMI as an adult compared to 8.5 percent on average for scores used by physicians. The remaining percentage is made up of lifestyle related factors like diet and exercise. However, this rate varied depending on ethnicity. For East Asian Americans, the score explained 16 percent of the risk for high BMI, though it was just 2.2 percent for people from rural Uganda and five percent for African ancestry overall. Because most participants were European, the team said further research is needed to look at other groups, particularly those of African descent. Based on the polygenic risk score calculated in the study, more than 80 percent of a person's risk for obesity can be explained by factors other than genetics, including where people live, foods they have access to and how much they exercise. Dr Roy Kim, a pediatric endocrinologist at Cleveland Clinic Children's who was not involved with the research, told NBC News: 'Behavioral things are really important. Their environment, their access to healthy food, exercise opportunities, even their knowledge about healthy foods all affect a person's obesity risk.' In children, BMI increased at a faster rate in those with a higher genetic predisposition than those with a lower risk, which was most evident at just two and a half years old. Additionally, individuals with higher polygenic risk scores lost more weight in the first year of lifestyle interventions like diet and exercise than a control group. However, people with high scores who lost at least three percent of their baseline weight in the first year had a higher risk of regaining it in the years that followed compared to a control group. Dr Joel Hirschhorn, study author and professor of pediatrics and genetics at Boston Children's Hospital, told The New York Times: 'There is definitely predictive value in genetics.' He added that with the new study 'we are now a lot closer to being able to use genetics in a potentially meaningful predictive way.'
The Independent
4 days ago
- Health
- The Independent
New tool can identify children who are likely to become obese in adulthood
A tool which can measure a child's risk of becoming obese in later life has been created by scientists. It is hoped that the new resource will one day mean that those at highest risk will get targeted support to prevent them from becoming obese in the first place. The tool, which assesses a person's genetic risk of obesity, works twice as well as any other obesity risk predictor, academics said. As well as identifying children at risk of obesity, it can also predict how well obese adults will respond to targeted weight loss programmes. Academics used detail on genetic variations from more than five million people to create a tool called a polygenic risk score, which analyses people's genetics to work out their risk of developing obesity. The tool could explain 17.6% of variation in body mass index score (BMI) from people in the UK, they found. Researchers, led by academics at the universities of Copenhagen and Bristol, tested whether the risk score was associated with obesity using datasets of the physical and genetic characteristics of more than 500,000 people. This included checking the tool on people taking part in the ' Children of the 90s' study – a long-term study in Bristol tracking families as children age. They found that it could successfully predict weight gain during childhood – from the age of just two and a half – through to adolescence. 'Overall, these data show that polygenic scores have the potential to improve obesity prediction, particularly when implemented early in life,' the authors wrote in the journal, Nature Medicine. Lead author of the research, assistant professor Roelof Smit from the University of Copenhagen, said: 'What makes the score so powerful is the consistency of associations between the genetic score and body mass index before the age of five and through to adulthood – timing that starts well before other risk factors start to shape their weight later in childhood. 'Intervening at this point could theoretically make a huge impact.' He told the PA news agency that BMI is not a good predictor for a child's obesity risk in later life but the genetic predictor can offer insight into the risk from early years. 'Essentially it's fixed at conception already very early in life, you're able to essentially quantify what someone's innate predisposition is for BMI,' he said. 'So, being able to say something about someone's innate biology for obesity risk.' Meanwhile, the research team also looked at people taking part in 'intensive lifestyle intervention' programmes. People with a higher risk score lost more weight, but were also more likely to regain it. Prof Smit added: 'There is a huge amount of variation in how people respond to these interventions. 'What we observed was the higher someone's score was, the more they tended to respond to the intervention – people who had a higher score tended to lose more weight in the first year. 'And we also saw that people who had the higher scores tended to gain more weight.' Dr Kaitlin Wade, associate professor in epidemiology at the University of Bristol and second author on the paper, said: ' Obesity is a major public health issue, with many factors contributing to its development, including genetics, environment, lifestyle and behaviour. 'These factors likely vary across a person's life, and we believe that some of these originate in childhood. 'We were delighted to contribute data from the Children of the 90s study to this exceptional and insightful research into the genetic architecture of obesity. 'We hope this work will contribute to detecting individuals at high risk of developing obesity at an earlier age, which could have a vast clinical and public health impact in the future.' In 2022, some 64% of adults in England were estimated to be overweight or living with obesity. Last week, MPs on the Health and Social Care Committee launched a review into how the Government is tackling the nation's obesity epidemic. It comes after ministers pledged to 'launch a moonshot to end the obesity epidemic' in the one-year plan to improve the health of the nation.
News18
4 days ago
- Business
- News18
World shares mostly gain after Wall Street logs 3rd straight winning week
Agency: PTI Bangkok, Jul 21 (AP) Shares are mostly higher in key markets in Europe and Asia after US stocks logged their third straight winning week. Markets were closed for a holiday in Japan, where the ruling Liberal Democrats have lost their coalition majorities in both houses of parliament for the first time since 1955 following Sunday's upper house election and the loss of their lower house majority in October. Germany's DAX edged less than 0.1% higher to 24,229.41, while the CAC 40 in Paris slipped 0.2% to 7,804.80. Britain's FTSE 100 inched up less than 0.1% to 8,999.29. The futures for the S&P 500 and the Dow Jones Industrial Average were 0.3% higher. In Japan, a grim Prime Minister Shigeru Ishiba has vowed to stay on after the drubbing by voters frustrated over rising prices and political instability. Analysts said they expect his weakened government to crank up spending, adding to Japan's huge debt burden. Japan is also facing the imposition of 25% tariffs across the board on its exports to the US as talks with the Trump administration appear to have made little headway. 'We expect short-term political instability to intensify due to the difficulties of forming a majority coalition, a likely change in leadership, and a potential deadlock in trade negotiations," Peter Hoflich of BMI, a part of the Fitch Group, said in a commentary. 'Without a structural reset through snap elections, Japan is likely to face prolonged policy drift throughout 2026," he said. Chinese shares advanced after the central bank kept its key 1-year and 5-year loan prime interest rates unchanged. Hong Kong's Hang Seng rose 0.7% to 24,994.14, while the Shanghai Composite index gained 0.7% to 3,559.79. Recent improved economic data have eased pressure on the Chinese leadership to soften credit. Meanwhile, President Donald Trump's administration has softened its criticism of Beijing, raising hopes that the two sides can work out a trade deal and avert the imposition of sharply higher tariffs on imports from China. South Korea's Kospi picked up 0.7% to 3,210.81 after the government reported a slight improvement in exports in June. In Australia, the S&P/ASX 200 shed 1% to 8,668.20, while Taiwan's Taiex dropped 0.2%. In India, the Sensex rose 0.3%. Bangkok's SET gained 0.2%. This week will bring updates on US home sales, jobless claims and manufacturing. Several Big Tech companies including Alphabet and Tesla are due to provide earnings reports. On Friday, the S&P 500 handed back less than 1 point after setting an all-time high the day before. The Dow Jones Industrial Average fell 0.3% and the Nasdaq composite edged up by less than 0.1% to add its own record. The heaviest weight on the market was Netflix, which fell 5.1% despite reporting a stronger-than-expected profit. Exxon Mobil sank 3.5% and also tugged on the market. It had been challenging Chevron's $53 billion deal to buy Hess, but an arbitration ruling in Paris about Hess assets off Guyana's coast allowed the buyout to go through. Chevron fell 0.9% after losing an early gain. Treasury yields eased after a report suggested U.S. consumers may be feeling less fearful about coming inflation. They're bracing for inflation of 4.4% in the year ahead, down from last month's projection of 5%, according to preliminary results from a University of Michigan survey. Prices may already be starting to feel the upward effects of President Donald Trump' s higher tariffs, according to data released last week. The Trump administration is preparing to impose steeper import duties on many countries as of Aug 1, although some have worked out deals to mitigate some of the damage. In other trading early Monday, US benchmark crude oil reversed gains, shedding 32 cents to $65.73 per barrel. Brent crude, the international standard, lost 37 cents to $68.91 per barrel. The US dollar fell to 147.88 Japanese yen from 147.98 yen. The euro climbed to $1.1645 from $1.1629. (AP) NSA NSA view comments First Published: July 21, 2025, 16:00 IST Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
