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After massive bust, global lithium market shows signs of life | Bloomberg - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"After massive bust, global lithium market shows signs of life | Bloomberg - the patient investor\" \/>\n<meta property=\"og:description\" content=\"May be a dead cat bounce but Lithium has lifted off the floor. 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UBS Group AG and Goldman Sachs Group Inc. have trimmed their 2024 supply estimates by 33% and 26%, respectively, while Morgan Stanley warned about the\u2026","rel":"","context":"In "Lithium"","block_context":{"text":"Lithium","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/commodities-gold-commodities\/lithium\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":62058,"url":"https:\/\/thepatientinvestor.com\/index.php\/2025\/06\/25\/lithium-too-early-to-buy\/","url_meta":{"origin":49860,"position":1},"title":"Lithium – too early to buy","author":"Colin Twiggs","date":"June 25, 2025","format":false,"excerpt":"Summary The IEA projects strong growth in lithium demand by 2040 Planned increases in mining supply lag far behind However, shortages are unlikely to materialize before 2030 The IEA Global Critical Minerals Outlook 2024 projects lithium demand to grow from 165Kt in 2023 to 531Kt by 2030 and 1326Kt by\u2026","rel":"","context":"In "Critical Materials"","block_context":{"text":"Critical Materials","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/critical-materials\/"},"img":{"alt_text":"Lithium Demand under IEA Announced Pledges scenario (APS) and their Net Zero Emissions by 2050 (NZE) scenario","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-06-24-li-demand.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":47902,"url":"https:\/\/thepatientinvestor.com\/index.php\/2024\/01\/30\/lithium-falls\/","url_meta":{"origin":49860,"position":2},"title":"Lithium falls","author":"Colin Twiggs","date":"January 30, 2024","format":false,"excerpt":"Lithium prices have plunged to $13.30 per kilogram as new supply comes on the market while demand weakens. Compressed margins caused a sharp re-rating of major lithium producers. EV sales projections have been downgraded but still show strong growth over the next decade, with sales expected to rise from 10.1\u2026","rel":"","context":"In "Lithium"","block_context":{"text":"Lithium","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/commodities-gold-commodities\/lithium\/"},"img":{"alt_text":"Lithium Carbonate Prices","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2024\/2024-01-29-lithium.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2024\/2024-01-29-lithium.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2024\/2024-01-29-lithium.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2024\/2024-01-29-lithium.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":41789,"url":"https:\/\/thepatientinvestor.com\/index.php\/2023\/04\/26\/lithium-prices-fall-as-ev-sales-rise\/","url_meta":{"origin":49860,"position":3},"title":"Lithium prices fall as EV sales rise","author":"Colin Twiggs","date":"April 26, 2023","format":false,"excerpt":"From the International Energy Agency Global EV Outlook: Sales of EVs doubled in 2021 from the previous year to a new record of 6.6 million. Nearly 10% of global car sales were electric in 2021, four times the market share in 2019. Global sales of electric cars have kept rising\u2026","rel":"","context":"In "Lithium"","block_context":{"text":"Lithium","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/commodities-gold-commodities\/lithium\/"},"img":{"alt_text":"Lithium ($\/kg)","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-04-26-lithium-kg.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-04-26-lithium-kg.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-04-26-lithium-kg.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-04-26-lithium-kg.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":22270,"url":"https:\/\/thepatientinvestor.com\/index.php\/2020\/10\/27\/lithium-albemarle-alb-livent-lthm-and-sqm\/","url_meta":{"origin":49860,"position":4},"title":"Lithium: Albemarle (ALB), Livent (LTHM) and SQM","author":"Colin Twiggs","date":"October 27, 2020","format":false,"excerpt":"We are bullish on the long-term outlook for lithium, with demand for lithium-ion batteries expected to grow exponentially for two reasons: Increased adoption of electric vehicles; and Growth of renewable energy, especially wind power and solar. Both require rechargeable batteries for energy storage. There are three major global lithium producers\u2026","rel":"","context":"In "International Growth"","block_context":{"text":"International Growth","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/investment-allocation\/international-growth\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":62742,"url":"https:\/\/thepatientinvestor.com\/index.php\/2025\/10\/16\/crude-sinks-but-copper-lithium-and-uranium-boom\/","url_meta":{"origin":49860,"position":5},"title":"Crude sinks but copper, lithium, and uranium boom","author":"Colin Twiggs","date":"October 16, 2025","format":false,"excerpt":"Key Points The International Energy Agency forecasts a heavy crude oil oversupply in 2026, sinking spot prices. However, copper, lithium, and uranium miners are all trending higher, anticipating rising transport electrification and a massive build-out of AI datacenters. A declining Cass Freight Index and falling heavy truck sales warn of\u2026","rel":"","context":"In "Copper"","block_context":{"text":"Copper","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/gold-commodities\/commodities-gold-commodities\/copper\/"},"img":{"alt_text":"IEA Forecast of Global Crude Oil Supply & Demand","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-10-15-iea-supply.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-10-15-iea-supply.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-10-15-iea-supply.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-10-15-iea-supply.png?resize=700%2C400&ssl=1 2x"},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/49860","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=49860"}],"version-history":[{"count":2,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/49860\/revisions"}],"predecessor-version":[{"id":49862,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/49860\/revisions\/49862"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=49860"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/categories?post=49860"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/tags?post=49860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}