Lithium Green Shoots Seen on Growing Supply-Demand Mismatch -- Market Talk

Dow Jones

Sep 23, 2025

0351 GMT - Macquarie reckons a new lithium cycle could be emerging. Supply disruptions are evident due to mining license suspensions and resource audits in China, Macquarie analysts say in a note. There are also local security challenges in Mali, and increased regulatory scrutiny in Brazil, while low prices have led to project delays, they say. That supply picture is increasingly at odds with lithium demand, which has been solid year to date, say the analysts. Demand has been buoyed by robust growth in electric-vehicle sales and stronger-than-expected battery energy storage system installations. They highlight IGO and Pilbara Minerals as Macquarie's top Australian lithium picks, adding that Liontown and Sayona also offer leverage to lithium prices. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

September 22, 2025 23:52 ET (03:52 GMT)

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Supply disruptions are evident due to mining license suspensions and resource audits in China, Macquarie analysts say in a note. There are also local security challenges in Mali, and increased regulatory scrutiny in Brazil, while low prices have led to project delays, they say. That supply picture is increasingly at odds with lithium demand, which has been solid year to date, say the analysts. Demand has been buoyed by robust growth in electric-vehicle sales and stronger-than-expected battery energy storage system installations. They highlight IGO and Pilbara Minerals as Macquarie's top Australian lithium picks, adding that Liontown and Sayona also offer leverage to lithium prices. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 22, 2025 23:52 ET (03:52 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lithium Green Shoots Seen on Growing Supply-Demand Mismatch -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLithium Green Shoots Seen on Growing Supply-Demand Mismatch -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-23 11:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0351 GMT - <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> reckons a new lithium cycle could be emerging. Supply disruptions are evident due to mining license suspensions and resource audits in China, Macquarie analysts say in a note. There are also local security challenges in Mali, and increased regulatory scrutiny in Brazil, while low prices have led to project delays, they say. That supply picture is increasingly at odds with lithium demand, which has been solid year to date, say the analysts. Demand has been buoyed by robust growth in electric-vehicle sales and stronger-than-expected battery energy storage system installations. They highlight IGO and Pilbara Minerals as Macquarie's top Australian lithium picks, adding that Liontown and Sayona also offer leverage to lithium prices. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 22, 2025 23:52 ET (03:52 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7504","symbol_name":"锂钴概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2569763237","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2569763237","pubTimestamp":1758599520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0351 GMT - Macquarie reckons a new lithium cycle could be emerging. Supply disruptions are evident due to mining license suspensions and resource audits in China, Macquarie analysts say in a note. There are also local security challenges in Mali, and increased regulatory scrutiny in Brazil, while low prices have led to project delays, they say. That supply picture is increasingly at odds with lithium demand, which has been solid year to date, say the analysts. Demand has been buoyed by robust growth in electric-vehicle sales and stronger-than-expected battery energy storage system installations. They highlight IGO and Pilbara Minerals as Macquarie's top Australian lithium picks, adding that Liontown and Sayona also offer leverage to lithium prices. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7504":"锂钴概念","BK7507":"资源股","PLS.AU":"PLS Group Ltd","LTR.AU":"LIONTOWN RESOURCES LTD","BK7506":"金矿股","IGO.AU":"IGO LTD","BK7095":"多种金属与采矿"},"translate_title":"供需错配日益加剧，锂出现新芽——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SYA.AU":0.9,"PLS.AU":0.9,"LTR.AU":0.9,"IGO.AU":0.9},"content_text":"0351 GMT - Macquarie reckons a new lithium cycle could be emerging. Supply disruptions are evident due to mining license suspensions and resource audits in China, Macquarie analysts say in a note. There are also local security challenges in Mali, and increased regulatory scrutiny in Brazil, while low prices have led to project delays, they say. That supply picture is increasingly at odds with lithium demand, which has been solid year to date, say the analysts. Demand has been buoyed by robust growth in electric-vehicle sales and stronger-than-expected battery energy storage system installations. They highlight IGO and Pilbara Minerals as Macquarie's top Australian lithium picks, adding that Liontown and Sayona also offer leverage to lithium prices. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 22, 2025 23:52 ET (03:52 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}