Lithium 2 May 2026 - 14 May 2026

ASX:MIN·Lithium·Mining·News·Stock Market

Mineral Resources Shares Watch Lithium Market Ahead of Bald Hill Restart

Mineral Resources will restart its Bald Hill lithium mine in Western Australia, targeting first spodumene concentrate in July after a recovery in lithium prices. The company estimates restart costs at A$20 million for Q4 fiscal 2026 and expects about 370 jobs. MIN shares closed at A$64.10 Monday, down 1.03%. The S&P/ASX 200 fell 1.45% on the day.

May 19, 2026

Job Opportunities·Lithium·Mining·News

Mineral Resources’ Bald Hill Watch: Job Ads Put a Lithium Restart Back in Play

Jefferies flagged a rise in job ads near Kambalda as a sign Mineral Resources may restart its Bald Hill lithium mine, possibly in Q2 fiscal 2027. Spodumene concentrate prices climbed to $2,435 a tonne in April, up from $2,043 in March. MinRes has not confirmed a restart. The company’s net debt fell to about A$4.5 billion, with liquidity at A$1.8 billion.

May 14, 2026

ASX:PLS·Investment·Lithium·Mining·News

PLS hits record as lithium rebound makes Pilgangoora leverage hard to ignore

PLS Group Limited closed at A$6.50 Tuesday, up 3.5%, after hitting a 52-week high of A$6.59 on heavy volume. The move tracked a 1.7% rise in Chinese lithium carbonate futures to 205,680 yuan a tonne, their highest since August 2023. Liontown and IGO also traded higher. PLS recently reported record quarterly spodumene output and lower unit costs.

May 12, 2026

Finance·Lithium·Mining·News

Mineral Resources stock jumps after POSCO lithium deal clears key hurdle

Mineral Resources signed agreements to sell a 30% stake in its new lithium joint venture LithCo to POSCO Holdings for US$765 million, advancing the deal to regulatory review. LithCo will hold MinRes’ 50% interests in the Wodgina and Mt Marion mines. MinRes reported net debt fell by about A$400 million in the March quarter. Completion is now expected in the first half of fiscal 2027, later than previously targeted.

May 2, 2026