Jan. 6 at 8:23 PM
$AMLIF From a Reuters article I just read, "Morgan Stanley forecasts a deficit of 80,000 metric tons of lithium carbonate equivalent (LCE) in 2026, while UBS estimated a deficit of 22,000 tons, compared with an expected surplus of 61,000 tons in 2025. Three other Chinese analysts said they expect a narrower lithium market surplus this year.
Global lithium demand will grow by 17% to 30% in 2026 while supply is expected to rise by 19% to 34%, according to a range of forecasts by four analysts, who declined to be identified as they are not authorized to speak to media.
Analysts forecast a price range of 80,000-200,000 yuan (
$11,432-
$28,580) per ton in 2026, versus 58,400-134,500 yuan in 2025."
Could be a great year for lithium!