Marin Katusa on Lithium: Can the Sector Handle an 80% Price Crash Amid a 700% Demand Surge?

The lithium market is facing a sharp contradiction — falling prices while demand is expected to grow significantly. This mismatch could strain producers and impact future supply. If production slows due to low prices, it may lead to shortages just as global demand surges. The sector is in a fragile phase that requires careful balance between cost and long-term demand growth.

How do rising interest rates affect mortgage holders and ASX-listed bank stocks in Australia?

Rising interest rates usually increase monthly mortgage repayments for variable-rate loans, which can strain household budgets. For fixed-rate mortgages, the impact is delayed until the term ends. On the ASX, higher rates can boost profit margins for major banks like CBA, Westpac, ANZ, and NAB due to increased net interest margins. However, if rates rise too quickly, loan defaults may rise, affecting overall sentiment around bank stocks.

What’s driving the recent volume spike in Weebit Nano (ASX:WBT)?

Weebit Nano just announced progress on its embedded ReRAM technology integration with a major semiconductor foundry. That kind of update usually sparks attention from both retail and institutional traders.

Why are ASX lithium stocks showing high intraday volatility recently?

Many lithium plays like Pilbara Minerals and Core Lithium are heavily traded by retail day traders, which amplifies volatility. They’re also frequently mentioned on social media platforms, fueling FOMO-based price swings.