ASX Lithium Stocks
Spodumene producers, brine developers and the most crowded shorts on the ASX.
15 constituents · short positions as of · ASIC data, T+4 delay
Median short
0.97%
across 15 constituents
Most shorted
PLS
12.76% of issued capital
Biggest 4-week riser
CXO
+3.44pp in 4 weeks
Above 5% short
4
of 15 constituents
Theme short interest over time
Weekly average · shaded band is the constituent rangeConstituents
| Code | Company | Industry | Short % | Δ 4w | Price | Δ 1m | Days to cover |
|---|---|---|---|---|---|---|---|
| PLS | Pls Group | Materials | 12.76% | +1.6pp | $3.70 | -24.9% | 17.1 |
| VUL | Vulcan Energy Resources | Materials | 7.30% | +0.0pp | $1.525 | -40.4% | 10.1 |
| ELV | Elevra Lithium | Materials | 6.99% | +2.8pp | $4.99 | -35.6% | 6.1 |
| LTR | Liontown | Materials | 6.46% | +2.0pp | $0.80 | -33.1% | 4.7 |
| MIN | Mineral Resources | Materials | 4.67% | +0.5pp | $49.67 | -20.7% | 7.9 |
| CXO | Core Lithium | Materials | 3.74% | +3.4pp | $0.265 | -24.3% | 2.4 |
| PMT | Pmet Resources Inc. | Materials | 2.02% | -0.7pp | $0.415 | -7.8% | 6.8 |
| IGO | Igo | Materials | 0.97% | +0.2pp | $6.20 | -24.1% | 2.3 |
| INR | Ioneer | Materials | 0.93% | +0.2pp | $0.11 | +4.8% | 8.8 |
| LKE | Lake Resources N.L. | Materials | 0.39% | -0.0pp | $0.039 | -9.3% | 1.8 |
| GLN | Galan Lithium | Materials | 0.18% | -0.1pp | $0.28 | -26.3% | 0.5 |
| AGY | Argosy Minerals | Materials | 0.14% | -0.0pp | $0.028 | -20.0% | 1.1 |
| WC8 | Wildcat Resources | Materials | 0.12% | -0.2pp | $0.26 | -30.7% | 0.3 |
| DLI | Delta Lithium | Materials | 0.01% | +0.0pp | $0.17 | -5.6% | 0.2 |
| GL1 | Global Lithium Resources | Materials | 0.00% | -0.0pp | $1.01 | +53.0% | — |
Membership is curated and verified against company metadata — a wrong member is worse than a missing one. Refine further in the screener.
Latest lithium news
- Elevra Lithium Shares Down 63% In Five Months: The Latest Look - TheBull.com.au
ELV · googlenews · 8 Oct 2026
- Liontown (ASX:LTR): Are Analysts Reassessing Expectations Following Its Expansion Decision? - Kalkine
LTR · googlenews · 8 Oct 2026
- Change in substantial holding
VUL · asx · 8 Oct 2026
- Chris Ellison Granted 2,027 Dividend Equivalent Rights Under Mineral Resources' Equity Incentive Plan
MIN · kalkine · 8 Oct 2026
- What Does Mineral Resources’ (ASX:MIN) Leadership Change Mean?
MIN · kalkine · 7 Oct 2026
- Core Lithium Shares Down ~35% In Two Weeks: The Latest - thebull.com.au
CXO · googlenews · 7 Oct 2026
- Spodumene Supply Agreement signed with LG Energy Solution
ELV · asx · 7 Oct 2026
- Appendix 3Y Notification
MIN · asx · 7 Oct 2026
About this theme
Lithium is where Australian short selling is most visible. The ASX hosts the largest listed cluster of hard-rock spodumene producers in the world, and the spodumene price is set by a Chinese converter market that moves faster than mine plans do. When conversion margins compress, high-cost producers and pre-production developers lose the ability to fund themselves, and that gap between a fixed cost base and a falling received price is the short thesis in one sentence. The register itself amplifies it: several of these names carry index inclusion, deep options markets and stock lending pools large enough to support double-digit short interest for months. That same depth is why lithium produces the ASX's sharpest squeezes — a supply cut, a takeover approach or a battery-demand surprise forces crowded positions to buy back into limited liquidity.
Short positions come from official ASIC short position reports (published with a T+4 trading-day delay) joined with daily price and volume data. The chart averages the constituents reporting in each week and shades the range between the least and most shorted of them; a member with no data that week is absent from the average rather than counted as zero.