Monthly Metals Mining Rundown and Peer Table - Premium Edition for Month Ending 1 May 2026

Metal prices gained during April, led by nickel rising by +12.5%, lithium by +8.5%, copper +8.1%, and palladium, platinum, & silver by +7.2%, +5.5%, & +5.3% respectively - possibly due to an anticipated uptick in future personal vehicle demand (Ni and Li are battery metals used in EVs and palladium is used in catalytic converters in ICE & hybrid vehicles); This helped most metals mining stocks gain by multiple percentage points or more, led by battery metal miners of cobalt & lithium and of energy metal uranium - all of which groups mostly rose by double-digit percent or more; Includes covered announcements by SICO (x2), WAU, AEM, RUP, RRL, STK, OM, SEA, AMX, GMIN, GTWO, and AVM.

Host Rock Capital
May 03, 2026