Today: 7 February 2026
Subscribe
Browse Category

Lithium Industry News 13 January 2026 - 3 February 2026

PLS Group share price: why ASX:PLS slid on its quarterly update — and what to watch next week

PLS Group share price: why ASX:PLS slid on its quarterly update — and what to watch next week

PLS Group shares fell 6.5% to A$4.29 Friday after a major shareholder, GFL International, sold 32.19 million shares in a block trade. The company posted a 49% revenue jump to A$373 million last quarter, with lithium prices surging but unit costs up 8%. The board will decide by March on restarting the Ngungaju plant, which could resume output within four months.
31 January 2026
·····
Mineral Resources share price tumbles 6% as MinRes lifts lithium guidance but flags write-down risk

Mineral Resources share price tumbles 6% as MinRes lifts lithium guidance but flags write-down risk

Shares of Mineral Resources fell 6.3% to A$57.15 after its quarterly update, despite higher FY26 lithium guidance and a drop in net debt to A$4.9 billion. The company reported a 29% rise in spodumene prices and confirmed a US$765 million POSCO deal. Investors await half-year results on February 20 and updates on the Bald Hill restart.
30 January 2026
····
Mineral Resources (ASX:MIN) stock drops 4.5% despite lithium guidance upgrade — what to watch next

Mineral Resources (ASX:MIN) stock drops 4.5% despite lithium guidance upgrade — what to watch next

Mineral Resources shares fell 4.5% to A$60.56 after the company raised its FY26 lithium output forecast. The miner shipped 8.7 million tonnes of iron ore in the quarter and cut net debt to about A$4.9 billion. MinRes warned of a possible non-cash impairment as it reviews acquired assets. A US$765 million lithium deal with POSCO remains subject to regulatory approval.
29 January 2026
····
PLS Group (ASX:PLS) share price near 52-week high as China lithium firms; holiday week puts Jan 30 report in focus

PLS Group (ASX:PLS) share price near 52-week high as China lithium firms; holiday week puts Jan 30 report in focus

Sydney, Jan 24, 2026, 16:55 (AEDT) — Market closed. PLS Group Limited shares closed Friday at A$5.08, rising 0.79%, after hitting a session high of A$5.16 — the peak of their 52-week range — ahead of the weekend. (Investing.com) This is important now as lithium stocks track commodity moves rather than company updates, with PLS standing out as one of the ASX’s most liquid plays. The speed of its price jumps when lithium chemical prices rise in China makes that clear. Next week kicks off with a break. The ASX cash market will be closed Monday for Australia Day, shifting
24 January 2026
·····
ASX:PLS share price tops A$5 as China lithium futures bounce; traders watch Jan 30 update

ASX:PLS share price tops A$5 as China lithium futures bounce; traders watch Jan 30 update

Sydney, Jan 22, 2026, 17:02 AEDT — Market closed PLS Group Limited shares ended Thursday above A$5, rising 1.8% to close at A$5.04 after moving between A$4.97 and A$5.07 during the session. Roughly 19.5 million shares were traded. The stock has gained around 17% year-to-date on daily closes. (StockAnalysis) Traders are zeroing in on China’s lithium price moves as a fast barometer for battery-material shares. Lithium carbonate futures climbed 3% to 169,480 yuan a tonne during daytime trading, still roughly 2.6% shy of a recent peak. Alongside this, PLS gained ground with Liontown Resources and IGO, data from MarketIndex shows.
22 January 2026
·····
PLS Group (ASX:PLS) share price jumps after lithium bid returns; what to watch next

PLS Group (ASX:PLS) share price jumps after lithium bid returns; what to watch next

Sydney, Jan 21, 2026, 17:25 AEDT — After-hours PLS Group Limited shares climbed 4.4% to A$4.95 in Sydney on Wednesday, recovering from early dips as buyers stepped back into lithium-related stocks. The price fluctuated between A$4.77 and A$4.95, compared to a previous close of A$4.74. (Intelligent Investor) This move is significant since PLS ranks as the ASX’s largest pure-play lithium producer by market value. Its quarterly results usually influence the entire sector’s mood. After weeks of jittery trading, investors are returning to battery metals, with PLS leading the charge. The move came as the broader market dipped, but resources managed
21 January 2026
·····
PLS share price whipsaws as lithium traders eye Jan 30 quarterly update

PLS share price whipsaws as lithium traders eye Jan 30 quarterly update

SYDNEY, Jan 19, 2026, 16:51 AEDT — The market has closed. PLS Group Ltd (PLS.AX) closed modestly up on Monday, recovering from an early dip as investors digested new shifts in lithium feedstock prices and braced for a wave of quarterly reports in the sector. The shares finished at A$4.69, a 0.1% gain, after swinging between A$4.49 and A$4.69, with roughly 15.4 million shares traded. (Investing.com) Why it matters now: lithium stocks have become reactive to daily price shifts once more, following a steep rally from mid-2025’s bottom. PLS, a leading pure-play lithium firm on the ASX, faces its upcoming
19 January 2026
······
PLS Group share price falls after ASX close as lithium hits two-year highs; Jan 30 update looms

PLS Group share price falls after ASX close as lithium hits two-year highs; Jan 30 update looms

SYDNEY, Jan 16, 2026, 16:51 AEDT — The market has closed for the day. Shares of PLS Group Ltd slipped 3.1% to close at A$4.68 on Friday, placing the Australian lithium producer’s market cap near A$15.6 billion. Throughout the day, the stock fluctuated between A$4.60 and A$4.89. (Investing.com) PLS tumbled to become one of the biggest losers on the S&P/ASX 200, despite the index climbing 0.48% to 8,903.90. Lithium miner IGO Ltd also saw its shares slip during the session. (MarketScreener) Lithium markets are recalibrating as prices surge. Benchmark rates for battery-grade lithium chemicals have topped $20,000 per metric ton,
16 January 2026
······
PLS Group stock closes near a 52-week high as China tax tweak jolts lithium prices

PLS Group stock closes near a 52-week high as China tax tweak jolts lithium prices

Sydney, Jan 14, 2026, 17:20 AEDT — Market closed PLS Group Limited shares edged up on Wednesday, staying close to a 52-week peak amid a surge in lithium prices in China. The stock finished 0.2% higher at A$4.87, after hitting an intraday high of A$4.94, though volume lagged its recent average, data indicated. (Investing.com) The timing is crucial. Lithium has driven major shifts in Australian producers, and the recent China-led rally has drawn investors back in after a lengthy period when prices posed the main risk. With the ASX closed, attention now shifts to whether that bid holds once volumes
14 January 2026
·····
PLS Group stock hits a 52-week high as China lithium surges — what investors watch next

PLS Group stock hits a 52-week high as China lithium surges — what investors watch next

SYDNEY, Jan 13, 2026, 16:51 AEDT — Market closed PLS Group Limited shares climbed 1.9% to close Tuesday at A$4.86, having peaked at A$4.92 earlier. That puts the stock near the top of its 52-week range, valuing the miner around A$15.7 billion. (Google) The surge followed a sharp rise in battery-metal prices, with Chinese lithium carbonate futures climbing 7.2% to 166,680 yuan a tonne by early afternoon. ASX lithium stocks also saw gains, including Delta Lithium, Liontown, and Mineral Resources. (Market Index) Lithium prices jumped the day before after China’s finance ministry announced plans to cut value-added tax (VAT) export
13 January 2026
·····
1 2 3 4

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
Go toTop