Lithium's Lull: The Calm Before the Scarcity Storm
Capitality Research
Capitality Research
Originally sent to subscribers on 3/23/2026. Full article will be public on 3/30/2026.
The market is celebrating a lithium glut, but this is a dangerous illusion born of short-termism. We argue that structural deficits and inelastic supply are setting the stage for a historic price super-cycle in this critical metal.
This article is currently subscriber-only. It will be available publicly on 3/30/2026.
Get early access via email