#batterymetals

the investment thesis: the world needs significantly more copper, cobalt, and nickel to electrify its economy. zambia is the world's second largest cobalt producer, a top-ten copper producer, and an emerging nickel producer — one of the most compelling battery metals investment destinations on the planet.

global copper demand projected to grow from approximately 25 million tonnes per year today to 35–40 million tonnes per year by 2040. the supply gap by 2030: 4–6 million tonnes per year.

for the investor, three forms. direct mining investment: new deposits in north-western province; KoBold metals and junior exploration companies actively identifying ore bodies. infrastructure investment: roads, power, water, logistics systems that major mines require. processing and value addition: wire rod mills, cathode processing, battery-grade cobalt and nickel plants — capturing the fabrication margin within zambia.

the investment environment: zambia has a reasonably well-developed mining investment framework. the post-2023 debt restructuring has significantly improved macroeconomic stability. risk factors: electricity supply remains constrained; government policy can change between investment and production.

the copper and battery metals opportunity is real. the endowment is verified. the market demand is structural. the question is whether the investment environment can be made stable and attractive enough to unlock the capital the opportunity requires.

Watch Asian Battery Metals PLC (ASX: AZ9) Advance Its Battery Metals Portfolio in Mongolia 🇲🇳⚡

Asian Battery Metals is progressing a strong pipeline of copper, nickel, gold and PGE projects across the highly prospective Govi-Altai region, with drilling success and multiple exploration catalysts ahead.

This video highlights key developments at the Oval Cu–Ni–PGE Project, Maikhan Uul Cu–Au Project, and Copper Ridge target, supporting the company’s strategy to build exposure to metals critical for the energy transition and electrification.

🔎 Video Highlights

Oval Project confirms ~880m mineralised strike length

Encouraging sulphide drill intercepts including copper and nickel mineralisation

Maikhan Uul acquisition strengthens district-scale copper-gold potential

IOCG-style mineralisation potential at Copper Ridge

Exploration targeting JORC resource milestones in 2026

Strong focus on battery metals essential for EV and clean energy supply chains

📊 Market Snapshot

Share Price: $0.019 Market Cap: $16.41M

▶️ Watch the latest company update and exploration progress.

Asian Battery Metals’ 2025 Annual Report highlights continued progress in building a diversified portfolio of critical minerals projects in Mongolia, targeting commodities essential for electrification, EV batteries and clean energy technologies.

The company is advancing exploration across copper, nickel, lithium, graphite and PGE, supporting long-term exposure to energy transition demand.

🔎 Operational Highlights

Flagship Yambat Project hosts Cu–Ni–PGE discoveries at Oval and Copper Ridge

Mineralised strike length expanded to approximately 880 metres

Drilling confirmed high-grade copper and nickel sulphide mineralisation

Geological indicators support a large magmatic-hydrothermal system

Maikhan Uul Copper-Gold Project strengthens district-scale exploration pipeline

Khukh Tag Graphite Project supports battery anode material demand

Tsagaan Ders Lithium Project adds lithium exploration exposure

📊 Financial Highlights

Working capital surplus of approximately $5.8 million

$9.97 million raised in 2025 to support exploration programs

Financial statements confirmed as true and fair by independent auditors

📈 Investor Outlook

Asian Battery Metals continues to strengthen its exploration pipeline across multiple battery metals assets while maintaining funding capacity to support ongoing drilling and project development aligned with global energy transition demand.

📊 Market Snapshot Share Price: $0.021 Market Cap: $17.23M

Read More - https://announcements.asx.com.au/asxpdf/20260327/pdf/06xvtjlxg70xjb.pdf

Osmond Resources Limited (ASX: OSM) has confirmed the official award of the Orión Investigation Permit (Reg No. 16271), unlocking 85.6km² of prime ground at the Orión EU Critical Minerals Project in Spain. This milestone paves the way for the maiden 15-hole drilling program, set to commence this quarter.

💡 Key Highlights:

✅ Orión Permit Awarded – covering 85.6km² of highly prospective ground. ✅ 15-hole Drilling Program to kick off this quarter. ✅ Acquisition of 80% of Iberian Critical Minerals Pty Ltd to be finalised shortly. ✅ Iberian Critical Minerals owns 100% of Omnis Mineria SL, which holds 75.5% of Orión Project, with the right to move to 95% post-Scoping Study. ✅ Remaining 5% may be acquired via royalty buyout of US$750k. ✅ Two flexible milestone-based tranches (42.5M shares each) allow structured project progression.

🛠️ Strategic Path Forward:

With the permit awarded and acquisition close to completion, Osmond is positioned to fast-track the Orión Project – one of Europe’s most exciting critical mineral opportunities.

📊 Investor Outlook:

With OSM trading at $0.084, the award of the Orión Investigation Permit marks a strategic step forward—unlocking immediate drilling and setting the stage for potential resource definition in a key EU critical minerals jurisdiction. The milestone-based acquisition structure minimises dilution and aligns with shareholder value creation, while the project’s location and scale position Osmond as a standout early mover in Europe’s push for critical mineral security.

🔗 Read More: https://colitco.com/osmond-prepares-to-launch-maiden-drill-program-spain/

St George Mining (ASX: SGQ) has upped the ante in Brazil with a bold geophysical exploration initiative at its 100‑percent‑owned Araxá Niobium and Rare Earth Elements (REE) project. The program aims to expand high‑grade zones and bolster the company’s ambitious resource expansion strategy. Despite only ~10% of the Araxá tenement being drilled so far—and minimal testing beyond 100 m depth—initial assays have revealed compelling mineralisation, including up to 8% Nb₂O₅, 33% TREO, and 32% P₂O₅. These grades signal substantial upside potential, prompting an advanced geophysical campaign to reveal hidden deposits before drilling the next stage.