Huatai Securities: The supply and demand of lithium mines will be highly controversial in 2026, but a shortage in 2027 is certain
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Huatai Securities analyzes the supply and demand of lithium mines, believing that there is a significant divergence in market expectations for demand growth in 2026, and a confirmed shortage of lithium resources in 2027. The price of lithium carbonate has risen since September, influenced by supply-side disruptions and high growth on the demand side. It is expected that the growth rate of lithium resource production will be 32.3% in 2026 and 17.1% in 2027. Energy storage demand is optimistic, but there are still divergences in growth rates
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