The 2026 Lithium Outlook: Why Smart Investors are Buying Raw Spodumene Now

The Coming Supply Shock

As we approach 2026, the global lithium market is bracing for a massive correction. While 2024-2025 saw a surplus, major gigafactories in the US and Europe are coming online simultaneously.

Why Spodumene?

Hard rock lithium (Spodumene) remains the preferred feedstock for high-performance batteries due to its processing speed compared to brine. Pakistan's emerging reserves in Afghanistan border regions are becoming key.

Investment Strategy

Smart money is securing long-term offtake agreements now, before spot prices rebound to 2022 highs.