News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
<Research>G Sachs: Future Lithium Cycle to Be Demand-led; Lithium Carbonate Prices Likely to Peak Out in 1H26
Goldman Sachs said in a research report that the lack of greenfield investment projects in the near term suggests limited long-term supply elasticity for lithium. As such, the traj...
Reset
Send
The window will close in 5 seconds
<Research>G Sachs: Future Lithium Cycle to Be Demand-led; Lithium Carbonate Prices Likely to Peak Out in 1H26
Close
Recommend
26
Positive
25
Negative
25
 
SHORT SELL
 
STOCK INFO
aacat by AASTOCKS
Open a new trading account to get 1 Intel/Gold ETF share!

Goldman Sachs said in a research report that the lack of greenfield investment projects in the near term suggests limited long-term supply elasticity for lithium. As such, the trajectory of the future lithium cycle will primarily depend on demand strength.

For the lithium market to sustain an upcycle in 2026-27, both energy storage systems (ESS) and electric vehicles must record substantial growth.

Related News Daiwa: 2026 Mainland Corporate Earnings Recovery May Accelerate but Not Broad-Based
Under a base-case scenario, Goldman Sachs expects benchmark lithium carbonate prices to peak out in 1H26 at RMB164,000 per ton (around USD21,000) and to further drop to USD10,100-16,000 per ton of lithium carbonate equivalent in 2H26 through 2028.

Goldman Sachs has lifted its target price for GANFENGLITHIUM (01772.HK)  -3.900 (-5.058%)    Short selling $325.31M; Ratio 24.974%   from HKD35 to HKD60 and for TIANQI LITHIUM (09696.HK)  -2.600 (-4.526%)    Short selling $56.43M; Ratio 11.942%   from HKD26 to HKD48. Both have received a Sell rating.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-15 16:25.)

Auto-translated by AI
View Original Text
This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

AASTOCKS Financial News
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.