Insider Monkey·2026-01-22 19:47Industry Overview - Energy storage technologies are expected to significantly increase lithium demand, surpassing electric vehicle demand by 2026 as utility-scale batteries become a major consumer [2] - Lithium prices have recovered 50% from June lows but remain less than one-sixth of late-2022 levels [2] - UBS projects a 55% increase in lithium demand from storage in 2026, compared to a 19% rise from electric vehicles [3] Company Insights - Standard Lithium Ltd. (NYSE:SLI): - Number of hedge fund holders: 8 - Analysts' upside potential as of January 21: 2.90% - The company is involved in a joint venture for the Smackover Lithium project, with over $1 billion in financing secured [9][10] - Anticipates finalizing project funding and commencing construction in 2026 [11] - Sigma Lithium Corporation (NASDAQ:SGML): - Number of hedge fund holders: 15 - Analysts' upside potential as of January 21: 24.22% - Recent operational updates have been deemed insignificant by analysts, with a potential equity raising on the horizon [13] - Net revenue increased by 69% quarter over quarter and 36% year over year, attributed to commercial partnerships [14]