Tivan Limited (ASX: TNG) is an Australian critical minerals developer focused on the Speewah project in the Northern Territory, one of the world’s largest fluorite and vanadium deposits. The company is progressing a definitive feasibility study (DFS) and has secured offtake agreements with major partners, positioning it to become a key supplier of fluorite (used in lithium-ion batteries and semiconductors) and vanadium (used in energy storage and steel).
With the global push for energy security and critical minerals supply chains, Tivan is well-placed to benefit from rising demand and government support. The company’s strategy includes producing high-purity fluorite and vanadium pentoxide, with potential for titanium dioxide by-products.
Key catalysts over the next 12 months include completion of the DFS, final investment decision (FID), and progress on financing. The company has also been actively engaging with potential strategic partners and off-takers, which could lead to further agreements.
Risks include project execution delays, funding gaps, and commodity price volatility. However, with a strong resource base and supportive policy environment, Tivan offers a compelling risk-reward for investors seeking exposure to critical minerals.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always conduct your own research before investing.