It’s more than just hype. The demand for lithium and other battery inputs is being driven by long-term structural changes, especially from electric vehicles and grid storage. Major economies have announced policies pushing toward net-zero emissions, which is fuelling investment in this space. The ASX has seen a wave of listings because Australia has significant reserves and mining expertise.

There’s definitely a trend, but not every IPO in the battery space will succeed. Some companies are early-stage explorers without proven reserves. While the sector outlook is strong, due diligence is key. Look at project location, infrastructure, funding, and management before getting excited about any new listing.

Battery metals are hot right now, but we’ve seen commodity cycles before. If EV adoption slows or supply catches up quickly, some of these IPOs could struggle. That said, the shift to renewable energy and electric transport seems irreversible, so the bigger players with solid projects might be here to stay.