Market Chatter: Macquarie Group Says Spodumene, Lithium Hydroxide, Lithium Carbonate Prices Soar in Fiscal 2026 Over China Supply Concerns, Higher Battery Demand

MT Newswires Live

01/13

Macquarie Group (ASX:MQG) said spodumene, lithium hydroxide, and lithium carbonate prices soared 190%, 150%, and 130% respectively, since the start of fiscal year 2026 in the wake of Chinese supply disruptions and higher battery demand, The Australian Financial Review reported on Tuesday.

The higher prices led to Macquarie increasing its fiscal year 2026 earnings per share estimate for IGO (ASX:IGO) by 6% and Liontown Resources (ASX:LTR) by 12%, while slashing its fiscal year 2026 estimate for Elevra Lithium (ASX:ELV) by 26% due to thin earnings.

IGO and Elevra were downgraded to neutral from outperform on share price gains.

Macquarie also raised the price targets for Pilbara Minerals (ASX:PLS) to AU$4.50 per share, Mineral Resources (ASX:MIN) to AU$56 per share, IGO to AU$9 per share, and Elevra to AU$8.50 per share.

It expects shipments to surpass estimates at Pilbara Minerals and IGO in the December 2025 quarter, while Liontown Resources and Mineral Resources are expected to miss slightly.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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This information is believed to be from reliable sources but may include rumor and speculation. 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This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IGO.AU","symbol_name":"IGO LTD","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2603708025","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603708025","pubTimestamp":1768284827,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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