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Canaccord Genuity via Mining.com · Canada · Lithium prices nearly doubled in Q1 2026 as the oversupply narrative collapsed
Canaccord Genuity projects that the lithium market will remain in deficit from 2026 through 2035 as EV and grid-storage demand growth persistently outpaces the pace of new supply project development; pushes back sharply on the 2024-2025 oversupply narrative, arguing it was driven by Chinese inventory destocking rather than a structural surplus.
“Lithium market to enter deficit until 2035, says Canaccord, pushing back on the oversupply narrative.”