Insight
Lithium: 5 things to look for in 2026
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
After hitting a cyclical floor in mid-2025, lithium prices staged a powerful recovery. As this rally extends into 2026, the industry faces a pivotal question: is this growth sustainable? Our latest insight explores this, along with four other key themes that are expected to define the lithium industry in 2026.
Table of contents
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Five themes shaping the lithium market in 2026
- 1. Chinese firms expanding control of global resources
- 2. Big bets on Argentinian brine, DLE and the RIGI starting to pay off
- 3. Breaking the supply chain: the growing complexity of lithium’s intermediates space
- 4. Continued evolution of lithium’s demand drivers
- 5. How long will the price rally continue into 2026?
Tables and charts
This report includes the following images and tables:
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Global lithium resource supply* growthCapacity additions in Argentina by 2030Overview of evolving lithium intermediate and processing pathwaysLithium demand in rechargeable batteryLithium chemicals market balance (base case)
What's included
This report contains:
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