Lithium Corporation Highlights Strengthening Market Fundamentals Across Lithium and Rare Earth Sectors

Industry Overview - The lithium and rare earth markets are experiencing strengthening fundamentals, with rising demand and tightening supply leading to multi-year highs in both sectors [1] - Lithium prices have surpassed $20,000 per tonne for the first time since November 2023, driven by strong energy storage demand and disciplined supply conditions [1] - Rare earth prices have seen year-over-year gains approaching 50% due to supply constraints and geopolitical tensions, alongside increasing demand from technology and energy-related industries [1] Market Expectations - Market expectations indicate a sustained recovery in lithium, with battery energy storage deployment projected to account for a growing share of total demand [2] - Significant year-on-year growth of 40-55% is anticipated from data center infrastructure and grid-scale storage segments [2] - Investments in a domestic North American battery materials supply chain are expected to align with rising demand, particularly in Nevada and other U.S. jurisdictions [2] Company Positioning - Lithium Corporation's portfolio is well-aligned with the evolving market landscape, having advanced its rare earth Las Pilas prospect and secured an option agreement for a committed exploration program [3] - The company plans to resume fieldwork on its generative lithium projects in February 2026, contingent on favorable weather conditions, to capitalize on the improving market outlook [3] - The company is focused on securing North America's energy independence through domestic critical mineral resources, leveraging its extensive exploration expertise [4][5]