Investing ahead of the curve. Tracking the next bull runs before they happen ⚡🐃 Investing/Financial tips to grow your wealth. Market analysis. *not advice*
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The #lithium market today is arguably stronger than the previous cycle, even if prices are not at all-time highs.
Back then, the market was driven heavily by EV hype, panic buying, and supply chain chaos. Today, lithium demand is becoming deeply embedded into global infrastructure planning.
Now we have:
• Massive BESS/grid storage expansion/solar
• AI datacenter power demand and space exploration
• Robotics, drones, VTOLs, and automation growth
• Heavy trucking and shipping electrification
• Military and defence applications
• Strategic government supply-chain initiatives
• Energy security is becoming a national priority
This is no longer just an EV story.
The world is rapidly electrifying while simultaneously rebuilding domestic critical mineral supply chains. That creates a much broader and potentially more durable demand foundation than the last cycle.
2022 was a price spike market.
2026 is shaping up to be an infrastructure buildout market.
$LAC $NILI.V #Investing
Inflection point imminent for UK EVs. #Lithium
Electric cars about to overtake petrol.
I always said EVs would take over by 2028.
It’s looking like we can bring that prediction forward, by at least 6 months.
On the current trends, it’s possible that we will see a month, where more EVs are sold than petrol by April 2027.
By October 2027, EVs will outsell petrol cars, every month, forever.
.
Bright future for #Lithium
Albemarle’s Q3 update is a clear reminder of the underlying lithium fundamentals.
Global consumption +48% Y/Y through August vs. supply growth of only +34% Y/Y lines up with the inventory drawdowns we’ve been watching in China. When demand runs ahead of new supply, inventories fall. That’s basic market mechanics.
Inventory draws and demand outpacing supply growth are the signals that matter for the longer term.
$NILI.V $NILIF
Historically, the sitting U.S. president’s party almost always loses House seats in the midterm elections, regardless of whether Democrats or Republicans are in power.
The president’s party has lost House seats in 20 of the last 23 midterm elections dating back to 1934. Only three exceptions.
Markets have also historically experienced heightened volatility surrounding midterms, but here’s an interesting statistic.
Since 1950, the S&P 500 has delivered positive returns in the 12 months following every midterm election. That’s 19 out of 19 elections, a 100% historical success rate, with an average gain of approximately 15%, according to J.P. Morgan Asset Management.
History doesn’t guarantee future returns, but that’s one impressive track record.
Surge Battery Metals is becoming Lithium X2 Mining.
A nod to the original Lithium X, with industry veterans at the helm and a world-class Nevada #lithium deposit at the centre of the story. 🔋🦬
Surge Battery Metals is becoming Lithium X2 Mining Inc.
Shares are expected to trade under the new name on or about November 9, 2026. The new symbol and CUSIP will be announced once confirmed.
🔗: surgebatterymetals.com/news
🇨🇦 $NILI.V | 🇺🇸 $NILIF | 🇩🇪 #DJ5C
America's highest-grade #lithium super giant, backed by indutrsy titans.
"This is an American asset… a tier one resource asset."
Brian Paes-Braga, co-lead of Surge Battery Metals' Strategic Advisory Board, on the Nevada North Lithium Project.
→ 4.56 Mt LCE Mineral Reserve
→ 3,928 ppm Li Mineral Reserve grade
→ 42-year mine life
→ ~92,250 tpa average annual production
surgebatterymetals.com
Views expressed are his own; Mr. Paes-Braga co-led the Company's June 2026 strategic financing.
$NILI.V $NILIF
General Motors is voluntarily transferring its common stock listing from the NYSE to the Nasdaq Global Select Market, with trading expected to begin November 17, 2026.
GM says the move aligns with its technology-driven strategy, as the automaker continues investing in EVs, autonomous driving, software-defined vehicles and advanced automotive technologies.
With LAC already tied up by a 100% offtake agreement with GM, America needs more lithium.
investor.gm.com/news-release…
Creating domestic supply of resources has never been more important for America, or the rest of the developed world.
Let's go #lithium!👀👀
Bags are loaded and bursting at the seams!! 💰💰💰
America's highest-grade #lithium super giant remains open ended.
Securing American domestic #lithium has never been more important.
Chinese lithium carbonate inventories below 3 weeks of supply are another clear signal that the surplus is gone and the market is tightening.
This is exactly why new, high-grade domestic supply matters. Nevada North is advancing a 3,928 ppm Li mineral reserve with a 42-year mine plan, life-of-mine operating costs of US$4,719/t carbonate, and an after-tax NPV of US$9.81B.
Secure North American production is needed as inventories draw and EV + storage demand continues to grow.
Make sure to follow @matt_fernley for your Lithium Analysis.
$NILI.V $NILIF
#Lithium inventories continue declining.
GM is moving full speed ahead with R&D for their new EVs, building a fourth-generation platform around #lithium manganese-rich (LMR) batteries, more efficient motors and faster vehicle development. LMR cathodes combine higher lithium and manganese content with reduced reliance on expensive nickel and cobalt.
GM says the platform is targeting:
🔋 33% higher battery energy density than LFP at a comparable cost
⚡ Roughly 20% more range per kWh through combined battery, drivetrain and aerodynamic improvements
⚙️ 40% fewer parts inside each drive unit
🔌 30% less wiring across the vehicle
⏱️ Half the traditional five-year vehicle development timeline
GM plans to deploy LMR in its highest-volume EV segments, with cells produced through its Ultium Cells joint venture with LG Energy Solution in Tennessee.
For lithium, the opportunity is affordability driving adoption. More competitive EVs could expand the customer base and support greater battery demand, even as vehicle efficiency improves.
The next generation of EV technology still has lithium at its core. Lithium remains king of high-performance batteries.
news.gm.com/home.detail.html…
Interesting times with global markets dragging down #lithium, despite a potential incoming supply shortage.
Critical minerals are getting crushed, and lithium is caught in the selloff. But why are prices falling as inventories draw down?
@matt_fernley sees potential for up to 100% upside in lithium prices from here.
What's the market missing?
He answers at 48:23 👇
(00:00) Critical Minerals Carnage, Lithium Bright Spots
(02:45) Lithium Sentiment from LME Week and SMM
(07:30) Why Lithium Demand Forecasts Keep Missing
(11:46) Why Critical Minerals Stocks Are Getting Hammered
(16:29) Fund Flows, Rates and Midterm Risks
(21:35) Higher Capital Costs Test Speculative Miners
(26:16) Rare Earths Look Oversold
(30:40) Project Vault Won't Fix Price Volatility
(36:59) Rare Earth Processing: The Missing Middle
(39:02) Energy Transition Versus National Security
(42:06) Tesla and Asian Battery Makers Signal Strong Demand
(48:23) Why Chinese Speculators Are Selling Lithium
(54:40) Lithium Africa and Upcoming Earnings
