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Well, pull out the party hats and dust off the stock tickers.
Lithium, the commodity that investors and analysts had all but left for dead in the great market purge of 2023-2024, is back.
It’s truly shocking. Who could have possibly predicted this?
I mean, aside from absolutely everyone who has looked at a car, a phone, or a renewable energy grid in the last five years.
Let’s all cast our minds back to the ancient history of... 12 months ago.
The lithium market was awash in oversupply. Prices were in freefall.
Pundits warned of a long, cold winter for battery metals. It was, by all accounts, a "bust."
And now, in 2025, it’s a boom. The whiplash is enough to give an investor vertigo.
What caused this stunning, completely unforeseeable turnaround? Apparently, a few "minor" trends that the market collectively forgot about.
First, it turns out people are still buying electric vehicles.
In fact, projections for 2025 are somewhere in the neighborhood of 18-20 million units.
It seems that the "clean energy transition" thing wasn't just a phase.
Add in the rapidly expanding Battery Energy Storage System (BESS), also known as big batteries needed to keep the lights on from solar and wind, and you’ve got a real, genuine demand spike.