Lithium 2 May 2026 - 14 May 2026

Mineral Resources Shares Watch Lithium Market Ahead of Bald Hill Restart
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Mineral Resources Shares Watch Lithium Market Ahead of Bald Hill Restart

Mineral Resources Limited will bring its Bald Hill lithium mine back online in Western Australia. The company plans to ramp up site work in late May. Mining and crushing are set to kick off in June, and production of spodumene concentrate could start in July. Mineral Resources said the move follows a sustained recovery in lithium prices. Timing is in focus. Spodumene concentrate, the lithium-rich ore sent to refiners for battery materials, is back at the center of market pressure after a sharp rout triggered supply cuts in Australia.
May 19, 2026
Mineral Resources’ Bald Hill Watch: Job Ads Put a Lithium Restart Back in Play
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Mineral Resources’ Bald Hill Watch: Job Ads Put a Lithium Restart Back in Play

Mineral Resources Limited drew attention once more after Jefferies highlighted a spike in job ads near Kambalda, suggesting Bald Hill could be next up for a lithium restart. Analyst Mitch Ryan at Jefferies projects the site will resume in the second quarter of fiscal 2027, ramping to roughly 1.2 million tonnes a year by the next quarter. He maintains a hold on the shares. “Bald Hill’s capacity, simplicity and adjacency to Mt Marion leave us optimistic,” Ryan said. Timing is key here. Spodumene concentrate—a lithium-rich material used for battery chemicals—picked up in April. Deloitte’s WA Index put late-April prices close to $2,435 a tonne, climbing from $2,043 in March. That’s shifted the math for Australia’s shuttered mines, which had been
May 14, 2026
PLS hits record as lithium rebound makes Pilgangoora leverage hard to ignore
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PLS hits record as lithium rebound makes Pilgangoora leverage hard to ignore

PLS Group Limited, which trades on the ASX and was previously Pilbara Minerals, finished Tuesday’s session at A$6.50—22 cents higher. Shares touched A$6.59 intraday, matching their 52-week high per Google Finance data, before slipping back by the close. The ASX has closed at the dateline; these figures reflect the most recent cash-session. The answer jumped out on the commodities screen. Chinese lithium carbonate futures gained 1.7% early, hitting 205,680 yuan a tonne. That puts prices up roughly 9% over five weeks, the highest since August 2023. For PLS, this is key. Their main product? Spodumene concentrate — crushed rock loaded with lithium, which gets turned into battery chemicals.
May 12, 2026
Mineral Resources stock jumps after POSCO lithium deal clears key hurdle
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Mineral Resources stock jumps after POSCO lithium deal clears key hurdle

Mineral Resources Ltd locked in formal investment and shareholder deals with POSCO Holdings of South Korea, confirming the sale of a 30% stake in a new lithium joint venture and pushing the US$765 million arrangement toward regulatory review and completion. The joint entity, LithCo, is set to house MinRes’ current 50% holdings in the Wodgina and Mt Marion lithium projects in Western Australia. Timing’s a factor here. Just the day before, MinRes bumped up its full-year volume outlook for major units and reported net debt dropping roughly A$400 million over the March quarter. Shares finished Friday at A$66.70—up 4.7%—ranking the stock among the ASX 300’s top performers that session.
May 2, 2026