Lithium prices are rising rapidly due to geopolitics and data center growth. Tensions grow between China and Japan. China is cutting off some supply of rare earth elements to Japan which could expand to a broader trade war to include critical elements. Relations between the US and China simmer on the mineral and semiconductor front. The Feds seek mineral independence from China.
Elevra Lithium Limited is positioned as a leading North American lithium supplier, with robust production growth and strategic expansion plans. ELVR's operational efficiency, near-full plant utilization, and cost reductions underpin its transition toward profitability, with a pivotal margin inflection expected in 2026. Expansion at NAL targets a 56% production increase by 2030 and a 30% decline in unit costs, supporting a bullish long-term valuation case.
Standard Lithium is rated a Strong Buy, driven by its discounted valuation and significant upside as EV-driven lithium demand accelerates. SLI's South West Arkansas Project, with 1.5 million tonnes LCE and $1.7B NPV, targets commercial production by 2028 and industry-leading cost efficiency. SLI maintains a healthy, low-debt balance sheet, funding growth via equity; further dilution (5-10%) is likely before revenue generation begins.
Sigma Lithium has rebounded 120% since October, driven by sector sentiment shift and disciplined execution through the lithium cycle's trough. SGML's Q3 results show resilience and operational progress, but profitability remains negative; management reaffirms unmatched low-cost position and commercial leverage. The stock trades at a significant premium (P/B ~19x, EV/EBITDA FWD ~65x), reflecting market expectations for normalization and accelerated growth (23% revenue growth vs. sector's 3%).
Lithium demand is set to rebound in 2026 as EVs, BESS and AI-driven energy lift demand, putting LAC, RIO, ALB and SQM in the spotlight.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) announced that it has appointed Matthew Tompkins as its chief financial officer. Tompkins had been serving as interim CFO since September 2025, providing continuity in financial leadership while supporting the company's strategic and corporate objectives, Century Lithium said.
Argentina Lithium & Energy Corp (TSX-V:LIT, OTCQX:LILIF) announced that it has entered into a memorandum of understanding with Xi'an Lanshen New Material Technology to advance development of its Rincon West lithium brine project in Argentina. The non-binding MOU outlines a framework under which Lanshen would deploy its direct lithium extraction (DLE) technology, pilot plant systems and engineering support to advance Rincon West toward completion of a feasibility study and potential future commercial production.
Shares in Atlantic Lithium Ltd (AIM:ALL, ASX:A11, OTCID:ALLIF) jumped 30% to 10.26p after the group said it remains confident that its mining lease for the Ewoyaa lithium project in Ghana will be ratified, despite revisions to fiscal terms. The Africa-focused developer said a revised mining lease has now been formally submitted to the Parliament of Ghana and referred to a select committee, restarting the approval process required before production can begin.
Atlantic Lithium Ltd (AIM:ALL, ASX:A11, OTCID:ALLIF) said it remains confident that its mining lease for the Ewoyaa lithium project will be ratified, following revisions to fiscal terms that now align the project more closely with Ghana's current mining laws. The Africa-focused developer, Atlantic Lithium Limited, said a changed mining lease for Ewoyaa has been formally submitted to the Parliament of Ghana and referred to a select committee, restarting the ratification process required before mining can begin.
Plenty of attention from advisors and investors has been focused on gold, silver, and copper as of late, but those aren't the only metals worth looking at. One metal that may be flying under the radar for many investors and advisors is lithium.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) said Thursday its testing at the 100%-owned Angel Island Lithium Project in Nevada has revealed potentially significant levels of rare earth elements (REEs) that could become a strategically important by-product alongside lithium production. Using a patent-pending chloride-based process combined with targeted ion-exchange, Century Lithium reported high recoveries of REEs from a 500-tonne bulk sample of claystone from the project.
Atlantic Lithium Ltd (AIM:ALL, ASX:A11, OTCID:ALLIF) says Ghana's parliament has temporarily put a hold on the approval process for a mining lease for its Ewoyaa project to allow more consultation on the country's mining code and how royalties are applied. The company, which wants to develop Ghana's first lithium mine, said the pause relates to a wider review rather than any project-specific issue.