Core Lithium (ASX:CXO), a lithium producer restarting its Northern Territory mine, has drawn renewed interest as lithium recovers. In September 2026, Datt Capital said Core is bringing an asset back into production after previously operating, which reduces technical risk, and that it is now well capitalised. Quest described Core as a company that rose to prominence in the last lithium boom but fell off the radar, now restarting its hard-rock project near Darwin, and Wilson noted good returns from the lithium sector as geopolitical conflict accelerates electrification. Core Lithium operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 4 comments from 3 fund managers, Datt, Quest and Wilson. Headquartered in Perth, Core Lithium owns the Finniss Lithium Project near Darwin in the Northern Territory, which produced spodumene concentrate before being placed on care and maintenance, and holds exploration ground across the Northern Territory.