The lithium story is getting explosive – again.
For one, lithium remains one of the most strategically important commodities for the global shift to electrification, clean energy, and energy storage.
Unfortunately, lithium is shifting from over-supply to a tight deficit again.
In fact, as noted by Seeking Alpha:
“Industry forecasts continue to point to lithium demand more than doubling by the end of the decade, with 2026 shaping up as a key inflection year where demand growth clearly outpaces new supply. Several higher-cost producers have slowed production or paused expansions, while permitting timelines and capital discipline are keeping new mines from coming online as quickly as once expected. As a result, analysts increasingly expect the lithium market to move from surplus toward deficit starting in 2026.”
At the same time, demand for lithium is only rising, as supply falls thanks to lower mine activity.
That’s creating substantial opportunity for related stocks and ETFs including:
Amplify Lithium & Battery Technology ETF (SYM: BATT)
If you want to diversify at a significantly oversold price, buy the Amplify Lithium & Battery Technology ETF (BATT).
With an expense ratio of 0.59%, BATT invests in companies involved with battery storage, battery metals, materials and electric vehicles. Some of its top holdings include Tesla, BYD, Panasonic Holdings, BHP Group Albemarle, and Ganfeng Lithium.
Global X Lithium & Battery Tech ETF (SYM: LIT)
With an expense ratio of 0.75%, the LIT ETF invests in the full lithium cycle, from mining and refining through battery production. Some of its top holdings include Albemarle, Tesla, Ganfeng Lithium, BYD Co., Lucid Group, and Mineral Resources to name a few of its 40 holdings.
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Written by Ian Cooper