Lithium
The global commodities market has entered 2026 with a startling reversal of fortune for the materials powering the green revolution. After nearly three years of price stagnation and oversupply, battery metals have come roaring back, with Cobalt prices surging by 120% and Lithium recovering 58% from their cyclical lows. This
Lithium
The "lithium winter" that chilled the clean energy sector for nearly two years has officially thawed. As of mid-January 2026, the lithium market is signaling a decisive V-shaped recovery, marked by a dramatic rebound in prices and a shift from a global surplus to a looming structural deficit.
SQM
The lithium market, long dormant following a two-year supply glut, erupted into a frenzied rally on January 12, 2026, as a fundamental shift in Chinese fiscal policy sent shockwaves through the global battery supply chain. Lithium carbonate futures on the Guangzhou Futures Exchange (GFEX) hit their 9% daily upward limit,
Lithium
The global energy transition faced a sharp reality check on January 12, 2026, as lithium prices experienced their most dramatic single-day surge in over two years. The rally was ignited by Beijing’s unexpected decision to accelerate the rollback of export value-added tax (VAT) rebates for lithium-ion batteries and critical
Albemarle
In a stunning reversal of fortune for the critical minerals sector, Albemarle Corp (NYSE: ALB) surged to a new 52-week high of $151.00 this week, marking a definitive end to the "lithium winter" that chilled investor sentiment throughout 2024. The Charlotte-based lithium giant, which saw its valuation
IGO
As the global energy transition navigates a pivotal "rebalancing" phase, IGO Limited (ASX:IGO) has solidified its position at the apex of the battery metals sector. By December 2025, the Perth-based miner has successfully navigated a turbulent two-year commodity cycle, anchored by the strategic extension of the Greenbushes
Chile
Chile is currently experiencing a significant and faster-than-anticipated decline in its inflation rate, a pivotal economic shift that is sending ripples through both its domestic economy and the global commodity landscape. As of November 2025, the annual inflation rate stood at a three-year low of 3.4%, a remarkable turnaround
Lithium
In a significant move poised to reshape the North American lithium market, Li-FT Power Ltd. (TSXV: LIFT) has announced a binding agreement to acquire Winsome Resources Limited (ASX: WR1) in an all-shares transaction valued at approximately C$130.8 million (AUD 130.8 million). This strategic consolidation, unveiled on December
Deep Source Holdings
Hong Kong, December 9, 2025 – Deep Source Holdings Limited, formerly known as Theme International Holdings Limited (HKEX: 0990), has announced a significant strategic pivot, signaling a moderate expansion into the vital gold, silver, copper, and lithium sectors. This move represents a deliberate diversification beyond its historical engagement in commodities trading
Rio Tinto
London, UK – December 3, 2025 – Global mining behemoth Rio Tinto (LSE: RIO, ASX: RIO) has reached a significant milestone today, with its stock price surging to a 52-week high of $73.77 USD. This impressive ascent underscores a period of exceptional operational performance, burgeoning investor confidence, and a robust turnaround
Battery Metals
The global financial landscape is witnessing a seismic shift, driven by an insatiable demand for the foundational elements of our electrified future: lithium, cobalt, and nickel. These critical battery metals are at the heart of a burgeoning market, propelled by the relentless expansion of electric vehicles (EVs) and the urgent
Battery Metals
The global economy is undergoing a profound transformation, driven by an unprecedented surge in demand for electric vehicles (EVs) and renewable energy storage. At the heart of this revolution lie critical battery metals—lithium, cobalt, and nickel—whose strategic importance has skyrocketed, igniting a new "gold rush" that