Sector Roundup
Lithium Outlook 2026: Volatility with a structural tailwind
Jan 28, 2026
Lithium prices remain volatile, but long-term demand from EVs and energy storage keeps the sector on investor watchlists.
Lithium equities saw mixed performance as spot pricing consolidated. Developers with near-term financing needs remain sensitive to cost inflation and funding terms.
Our models favour projects with low operating costs and clear offtake partners. Investors should watch permitting progress and capital structure updates this quarter.
Key names on the radar include Lake Resources and Sayona Mining for execution milestones.