Core Lithium +177%! Can Bull Run of Carbonate Futures Last Longer?

The lithium carbonate futures market has experienced a strong rally, reaching a new high since mid-August this year. In the Australian stock market, several lithium mining stocks, such as Core Lithium, have surged 177% this year; in the U.S., Lithium Americas is up 77% and is still a Trump favorite. Do you think lithium carbonate prices will continue to rise? Before this major rally, lithium mining stocks went through a two-year bear market. How long do you think this bull market can last? Did you call the reversal correctly?

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zhingle

11-24

$CORE LITHIUM LTD(CXO.AU)$ 🌋 1. Why Lithium Is Suddenly Booming Again ① EV demand stabilising — finally After two years of “EV slowdown” headlines, real demand numbers from China and the U.S. turned out… not bad at all. EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④

ASX_Stars

11-20

Lithium Prices Rebound: Top ASX Lithium Stocks to Watch

$PILBARA MINERALS LTD(PLS.AU)$ jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: $LIONTOWN RESOURCES LTD(LTR.AU)$ +9.56, $MINERAL RESOURCES LTD(MIN.AU)$ +4.51%, $IGO LTD(IGO.AU)$ +4.06, $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ +3.45%, and $Rio Tinto Ltd(RIO.AU)$ +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,

Lithium Prices Rebound: Top ASX Lithium Stocks to Watch

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EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④","text":"$CORE LITHIUM LTD(CXO.AU)$ 🌋 1. Why Lithium Is Suddenly Booming Again ① EV demand stabilising — finally After two years of “EV slowdown” headlines, real demand numbers from China and the U.S. turned out… not bad at all. EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④","images":[{"img":"https://community-static.tradeup.com/news/b09fc12e3dbe98d53463de8584596545","width":"1179","height":"737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/503613729017952","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274743139604","authorId":"3479274743139604","name":"skythelimit","avatar":"https://static.tigerbbs.com/9aa6cfc781341a2317d2cca41267dd98","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274743139604","authorIdStr":"3479274743139604"},"content":"Spot on analysis! Lithium's spring rally has legs[强][看涨]","text":"Spot on analysis! Lithium's spring rally has legs[强][看涨]","html":"Spot on analysis! Lithium's spring rally has legs[强][看涨]"},{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"Lithium spring is here! CXO will rally hard.","text":"Lithium spring is here! CXO will rally hard.","html":"Lithium spring is here! CXO will rally hard."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502219697291616,"gmtCreate":1763631742136,"gmtModify":1763632049694,"author":{"id":"3527667671935448","authorId":"3527667671935448","name":"ASX_Stars","avatar":"https://community-static.tradeup.com/news/48bcfb89e2c095e8e61fbfabac76d78a","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671935448","authorIdStr":"3527667671935448"},"themes":[],"title":"Lithium Prices Rebound: Top ASX Lithium Stocks to Watch","htmlText":"<a href=\"https://ttm.financial/S/PLS.AU\">$PILBARA MINERALS LTD(PLS.AU)$</a> jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: <a href=\"https://ttm.financial/S/LTR.AU\">$LIONTOWN RESOURCES LTD(LTR.AU)$</a> +9.56, <a href=\"https://ttm.financial/S/MIN.AU\">$MINERAL RESOURCES LTD(MIN.AU)$</a> +4.51%, <a href=\"https://ttm.financial/S/IGO.AU\">$IGO LTD(IGO.AU)$</a> +4.06, <a href=\"https://ttm.financial/S/VUL.AU\">$VULCAN ENERGY RESOURCES LTD(VUL.AU)$</a> +3.45%, and <a href=\"https://ttm.financial/S/RIO.AU\">$Rio Tinto Ltd(RIO.AU)$</a> +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,","listText":"<a href=\"https://ttm.financial/S/PLS.AU\">$PILBARA MINERALS LTD(PLS.AU)$</a> jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: <a href=\"https://ttm.financial/S/LTR.AU\">$LIONTOWN RESOURCES LTD(LTR.AU)$</a> +9.56, <a href=\"https://ttm.financial/S/MIN.AU\">$MINERAL RESOURCES LTD(MIN.AU)$</a> +4.51%, <a href=\"https://ttm.financial/S/IGO.AU\">$IGO LTD(IGO.AU)$</a> +4.06, <a href=\"https://ttm.financial/S/VUL.AU\">$VULCAN ENERGY RESOURCES LTD(VUL.AU)$</a> +3.45%, and <a href=\"https://ttm.financial/S/RIO.AU\">$Rio Tinto Ltd(RIO.AU)$</a> +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,","text":"$PILBARA MINERALS LTD(PLS.AU)$ jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: $LIONTOWN RESOURCES LTD(LTR.AU)$ +9.56, $MINERAL RESOURCES LTD(MIN.AU)$ +4.51%, $IGO LTD(IGO.AU)$ +4.06, $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ +3.45%, and $Rio Tinto Ltd(RIO.AU)$ +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,","images":[{"img":"https://community-static.tradeup.com/news/00f2b5505f46495c882d18ebd947be9b","width":"1024","height":"1536"},{"img":"https://community-static.tradeup.com/news/c652c27064c6f2b755247fb7cc79f800","width":"1290","height":"1126"},{"img":"https://community-static.tradeup.com/news/dd5c9a9f73319bb6395185a7198dbfa1","width":"2774","height":"1280"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":108,"commentSize":4,"repostSize":5,"link":"https://ttm.financial/post/502219697291616","isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274790156223","authorId":"3479274790156223","name":"jinxie","avatar":"https://static.tigerbbs.com/a2d9acb0d80becf75c62d31ded80527d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274790156223","authorIdStr":"3479274790156223"},"content":"Bullish long-term. Demand growth + ESG focus drives structural upside. Vulcan's zero-carbon edge looks promising.[666][看涨]","text":"Bullish long-term. Demand growth + ESG focus drives structural upside. Vulcan's zero-carbon edge looks promising.[666][看涨]","html":"Bullish long-term. Demand growth + ESG focus drives structural upside. Vulcan's zero-carbon edge looks promising.[666][看涨]"},{"author":{"id":"10000000000011038","authorId":"10000000000011038","name":"Phyllis Strachey","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011038","authorIdStr":"10000000000011038"},"content":"Isn’t CATL’s mine restart gonna crush the short-term squeeze?","text":"Isn’t CATL’s mine restart gonna crush the short-term squeeze?","html":"Isn’t CATL’s mine restart gonna crush the short-term squeeze?"}],"imageCount":3,"langContent":"EN","totalScore":0}],"essenList":[{"id":502219697291616,"gmtCreate":1763631742136,"gmtModify":1763632049694,"author":{"id":"3527667671935448","authorId":"3527667671935448","name":"ASX_Stars","avatar":"https://community-static.tradeup.com/news/48bcfb89e2c095e8e61fbfabac76d78a","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671935448","authorIdStr":"3527667671935448"},"themes":[],"title":"Lithium Prices Rebound: Top ASX Lithium Stocks to Watch","htmlText":"<a href=\"https://ttm.financial/S/PLS.AU\">$PILBARA MINERALS LTD(PLS.AU)$</a> jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: <a href=\"https://ttm.financial/S/LTR.AU\">$LIONTOWN RESOURCES LTD(LTR.AU)$</a> +9.56, <a href=\"https://ttm.financial/S/MIN.AU\">$MINERAL RESOURCES LTD(MIN.AU)$</a> +4.51%, <a href=\"https://ttm.financial/S/IGO.AU\">$IGO LTD(IGO.AU)$</a> +4.06, <a href=\"https://ttm.financial/S/VUL.AU\">$VULCAN ENERGY RESOURCES LTD(VUL.AU)$</a> +3.45%, and <a href=\"https://ttm.financial/S/RIO.AU\">$Rio Tinto Ltd(RIO.AU)$</a> +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,","listText":"<a href=\"https://ttm.financial/S/PLS.AU\">$PILBARA MINERALS LTD(PLS.AU)$</a> jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: <a href=\"https://ttm.financial/S/LTR.AU\">$LIONTOWN RESOURCES LTD(LTR.AU)$</a> +9.56, <a href=\"https://ttm.financial/S/MIN.AU\">$MINERAL RESOURCES LTD(MIN.AU)$</a> +4.51%, <a href=\"https://ttm.financial/S/IGO.AU\">$IGO LTD(IGO.AU)$</a> +4.06, <a href=\"https://ttm.financial/S/VUL.AU\">$VULCAN ENERGY RESOURCES LTD(VUL.AU)$</a> +3.45%, and <a href=\"https://ttm.financial/S/RIO.AU\">$Rio Tinto Ltd(RIO.AU)$</a> +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,","text":"$PILBARA MINERALS LTD(PLS.AU)$ jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: $LIONTOWN RESOURCES LTD(LTR.AU)$ +9.56, $MINERAL RESOURCES LTD(MIN.AU)$ +4.51%, $IGO LTD(IGO.AU)$ +4.06, $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ +3.45%, and $Rio Tinto Ltd(RIO.AU)$ +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,","images":[{"img":"https://community-static.tradeup.com/news/00f2b5505f46495c882d18ebd947be9b","width":"1024","height":"1536"},{"img":"https://community-static.tradeup.com/news/c652c27064c6f2b755247fb7cc79f800","width":"1290","height":"1126"},{"img":"https://community-static.tradeup.com/news/dd5c9a9f73319bb6395185a7198dbfa1","width":"2774","height":"1280"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":108,"commentSize":4,"repostSize":5,"link":"https://ttm.financial/post/502219697291616","isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274790156223","authorId":"3479274790156223","name":"jinxie","avatar":"https://static.tigerbbs.com/a2d9acb0d80becf75c62d31ded80527d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274790156223","authorIdStr":"3479274790156223"},"content":"Bullish long-term. Demand growth + ESG focus drives structural upside. Vulcan's zero-carbon edge looks promising.[666][看涨]","text":"Bullish long-term. Demand growth + ESG focus drives structural upside. Vulcan's zero-carbon edge looks promising.[666][看涨]","html":"Bullish long-term. Demand growth + ESG focus drives structural upside. Vulcan's zero-carbon edge looks promising.[666][看涨]"},{"author":{"id":"10000000000011038","authorId":"10000000000011038","name":"Phyllis Strachey","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011038","authorIdStr":"10000000000011038"},"content":"Isn’t CATL’s mine restart gonna crush the short-term squeeze?","text":"Isn’t CATL’s mine restart gonna crush the short-term squeeze?","html":"Isn’t CATL’s mine restart gonna crush the short-term squeeze?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":503613729017952,"gmtCreate":1763961179700,"gmtModify":1763966582314,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572753591805453","authorIdStr":"3572753591805453"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CXO.AU\">$CORE LITHIUM LTD(CXO.AU)$&nbsp;</a>&nbsp; 🌋 1. Why Lithium Is Suddenly Booming Again ① EV demand stabilising — finally After two years of “EV slowdown” headlines, real demand numbers from China and the U.S. turned out… not bad at all. EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④","listText":"<a href=\"https://ttm.financial/S/CXO.AU\">$CORE LITHIUM LTD(CXO.AU)$&nbsp;</a>&nbsp; 🌋 1. Why Lithium Is Suddenly Booming Again ① EV demand stabilising — finally After two years of “EV slowdown” headlines, real demand numbers from China and the U.S. turned out… not bad at all. EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④","text":"$CORE LITHIUM LTD(CXO.AU)$ 🌋 1. Why Lithium Is Suddenly Booming Again ① EV demand stabilising — finally After two years of “EV slowdown” headlines, real demand numbers from China and the U.S. turned out… not bad at all. EV penetration didn’t collapse; it plateaued, then resumed growth at a healthier pace. 🚗⚡ Consumers are still buying — just more realistically. ② Supply cuts from Australian miners Core Lithium, Pilbara, and others started cutting production and delaying expansions. Supply discipline = higher floor for carbonate prices. ③ China restocking cycle Chinese cathode producers had extremely low inventory after the price crash. When restocking started, futures spiked like wildfire. 🔥 Futures move FIRST, then spot follows. ④","images":[{"img":"https://community-static.tradeup.com/news/b09fc12e3dbe98d53463de8584596545","width":"1179","height":"737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/503613729017952","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274743139604","authorId":"3479274743139604","name":"skythelimit","avatar":"https://static.tigerbbs.com/9aa6cfc781341a2317d2cca41267dd98","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274743139604","authorIdStr":"3479274743139604"},"content":"Spot on analysis! Lithium's spring rally has legs[强][看涨]","text":"Spot on analysis! Lithium's spring rally has legs[强][看涨]","html":"Spot on analysis! Lithium's spring rally has legs[强][看涨]"},{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"Lithium spring is here! CXO will rally hard.","text":"Lithium spring is here! CXO will rally hard.","html":"Lithium spring is here! CXO will rally hard."}],"imageCount":1,"langContent":"EN","totalScore":0}]}