Why ASX fluorite miners could be the next Liontown, Pilbara

LiveWire

Nov 28

AI and electrification are rewriting the rules for ASX miners. Investors who caught the lithium boom early - or uranium renaissance - know how quickly a unloved mineral can get hot. Now, another ...

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As electric cars took off, early movers like Pilbara Minerals and Liontown Resources went from speculative “stonks” to multibillion-dollar mining majors.Then came uranium. As sentiment flipped on nuclear power, demand surged and Paladin Energy became a global name.Today, investors looking for the next supply-side story are increasingly turning their attention to a mineral you probably encounter dozens of times a day without realising it: fluorite.As China’s domestic electric cars, semiconductor, and refrigeration industries expand, the country has become the world’s largest importer. For ASX resources investor","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7504":"锂钴概念","WWWW.AU":"ETFS US Technology ETF","BK7095":"多种金属与采矿","BK7507":"资源股","BK7509":"中概股","PLS.AU":"PILBARA MINERALS LTD","LTR.AU":"LIONTOWN RESOURCES LTD","WWW.AU":"ETFS US Technology ETF","PDN.AU":"PALADIN ENERGY LTD","BK7083":"煤与消费用燃料"},"translate_title":"为什么澳大利亚证券交易所萤石矿商可能成为皮尔巴拉的下一个狮城","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PDN.AU":1,"WWWW.AU":1,"PLS.AU":1.5,"LTR.AU":1,"WWW.AU":1},"content_text":"AI and electrification are rewriting the rules for ASX miners.\nInvestors who caught the lithium boom early - or uranium renaissance - know how quickly a unloved mineral can get hot. \nNow, another mineral is beginning to flash similar signals: fluorite, especially its highest-grade form, acidspar.\nIf you’ve ever invested in ASX miners , you’ve seen this movie before.\nLithium was first. As electric cars took off, early movers like Pilbara Minerals (ASX: PLS) and Liontown Resources (ASX: LTR) went from speculative “stonks” to multibillion-dollar mining majors. \nThen came uranium. As sentiment flipped on nuclear power, demand surged and Paladin Energy (ASX: PDN) became a global name.\nToday, investors looking for the next supply-side story are increasingly turning their attention to a mineral you probably encounter dozens of times a day without realising it: fluorite.\nThe growing fluorite economy\nFluorite is used to produce hydrofluoric acid, a chemical that sits behind some of the world’s most important industries. Demand is being reshaped by three major megatrends:\n1. Semiconductors and AI Hydrofluoric acid is essential for etching silicon wafers, essential for making microchips. Without fluorite-derived chemicals, the global AI boom simply cannot scale.\n2. Air conditioning and global warming Modern refrigerants are built on fluorine chemistry. As global warning raises temperatures around the world, and as hundreds of millions of people in India and Southeast Asia join the middle class, demand for air conditioners is climbing.\n3. Batteries from electric cars Fluorine compounds are vital for lithium batteries, particularly the salts used to improve performance and safety. Several emerging cathode and anode technologies also rely on fluorinated materials. While this segment is smaller today, it is one of the fastest-growing.\n\n\n\n\n\n\n\n\n\n\nWithin the broader market, acidspar - the high-purity grade required for chemical processing - is where demand growth is strongest. Its more niche than lithium but has a similarly favourable trajectory. Far fewer miners are positioned to supply it.\nA market heading for shortage\nThe investment case centres on tightening supply. Benchmark Mineral Intelligence expects the global acidspar market to swing into deficit later this decade as:\n\nlegacy mines mature, particularly in Mexico and South Africa\ngrades decline, lifting production costs\nnew project pipelines remain thin due to years of low prices\n\nBut the biggest shift is coming from China.\nFor decades, China was the world’s biggest exporter of acidspar. But recently, that dynamic has reversed. \nAs China’s domestic electric cars, semiconductor, and refrigeration industries expand, the country has become the world’s largest importer. For ASX resources investors, this pivot is familiar: when the world’s biggest producer becomes its biggest buyer, the price floor rises. We saw it in lithium. We saw it in rare earths. Fluorite may be next.\n\n\n\n\n\n\n\n\n\n\nWhat to watch\nWhen assessing the sector, there are some signs to look for. \nPurity is a big one. Here, it’s important to understand the difference between (premium) acidspar and (lower-grade) metspar. Projects capable of producing high-purity material command better margins and attract more partners.\nLocation is also key. Transport costs can make or break the economics. Deposits near ports or within easy reach of Asian chemical hubs enjoy a big advantage.\nBut the most important is probably partners. Offtake or financing agreements, especially with big trading houses, industrial consumers or governments, are strong positives. These suggest meaningful technical due diligence and long-term demand visibility.\nAnother way to play the theme\nUltimately, the fluorite story is tied to the massive global appetite for AI hardware, electric cars, and other advanced electronics. Investors who prefer the demand side of this equation may choose to own the technology companies - like Nvidia or Apple - driving it rather than the miners supplying it.\nOne option is the ETFS US Technology ETF (ASX: WWWW), which provides exposure to the semiconductor and software leaders whose growth is underpinning the need for critical minerals like acidspar.\n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}