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25.11.25 - 20:12
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Grid-Scale Battery Boom Sparks Lithium′s Comeback (ZeroHedge)
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Grid-Scale Battery Boom Sparks Lithium's Comeback
Lithium prices have awakened from a multi-year bust in the second half of this year, with Chinese lithium carbonate prices jumping from $6,000 a ton to $11,000 a ton, driven by what Goldman analysts describe as "temporary Chinese supply cuts" and "strong energy-storage-system (ESS) demand."
For some context, lithium markets flipped dramatically from the 2020 to 2022 "white-gold supercycle" hype to a two-year bust cycle as supply collided with much softer-than-expected worldwide EV demand growth.
With the EV adoption curve stalled and consumers balked at record-high new-car prices amid high interest rates, lithium prices have been on the rise due to a major surprise: tightening near-term supply and rising ESS demand.
"This leads us to delay the timing of a price correction we still expect to the latter half of 2026. We maintain our view that supply delays will be required by 2027 to rebalance the market,&quo...
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