锂价再创本轮新高，后续锂电行情研判 20260125 摘要 汽车销量改善和储能需求高增推动动力电池排产，但井下窝云云母矿复 产推迟及宜春矿山办证停产构成供给约束，海外供应亦存扰动，预计碳 酸锂价格或突破 20 万元，逼近 30 万元。 前期锂价波动导致新增资本开支意愿不强，海外资源及国际形势不确定 性增加投资风险溢价，中长期看碳酸锂供给端已现拐点，强化价格上涨 预期，26-27 年均价或上修至 15-20 万元水平。 建议关注资源自供比例高且弹性大的企业，如天华新能、大中矿业、中 矿资源等，以及估值性价比高且具龙头地位的企业，如赣锋锂业、天齐 锂业等，把握金属价格强势背景下的投资机会。 锂电池中游环节受益于供需紧缺，基本面良好，涨价链关键窗口期预计 在 3 月前后，六氟磷酸锂价格有望抬升，富吉铜箔和隔膜等材料春节后 或迎来新谈价窗口期。 动力电池成本上升主要由碳酸锂导致，但可通过与供应链联动消化，储 能环节则通过预付款锁定成本，原材料涨价对电池环节盈利影响可控， 宁德时代等估值具吸引力。 年均价预期可能上修至 15 万至 20 万水平，这也是板块行情触发的重要因素。 哪些标的值得关注？ 在当前时点，我们认为整 ...

Company Overview - Elektros Inc. is focused on developing hardrock lithium mining operations in Sierra Leone, with plans for exploration, development, and eventual export of lithium to refineries in the United States [6]. Shareholder Engagement - The company is conducting a special Free T-Shirt Giveaway for shareholders, allowing them to request up to three complimentary Elektros-branded T-shirts as a gesture of appreciation [2][3]. - The giveaway aims to foster community pride and support for Elektros's mission in the clean energy sector [2][3]. Industry Context - Lithium is identified as a critical material for the future of electrification, essential for electric vehicles, grid storage, and next-generation battery technologies [3]. - Industry leaders, including Elon Musk, emphasize lithium's strategic importance in modern batteries, highlighting its role in scaling technologies for electric mobility and energy storage [4]. - Demand for lithium is expected to rise sharply as electrification accelerates, supported by both electric vehicles and fast-growing grid-scale energy storage [5].

Standard Lithium Ltd. (NYSE:SLI) is among the 7 Best Lithium and Battery Stocks to Buy Right Now. Smackover Receives Signs of Interest for Over $1 billion in Project Finance On December 9, 2025, TheFly reported that three significant Export Credit Agencies have expressed interest in Smackover Lithium, a joint venture between Standard Lithium Ltd. (NYSE:SLI) and Equinor. Phase 1 of the South West Arkansas Project will be financed by more than $1 billion in senior secured project debt from the U.S. Export- ...

Sigma Lithium Corporation (NASDAQ:SGML) is among the 7 Best Lithium and Battery Stocks to Buy Right Now. BofA Keeps an Underperform Rating on Sigma Lithium Corporation (SGML) TheFly reported on January 15, 2026, that BofA kept its Underperform rating. It lifted the price goal for Sigma Lithium Corporation (NASDAQ:SGML) from $13 to $14. The analyst pointed out that an equity raising might still happen, even if it is dilutive. It characterized the recent operational update as insignificant and “non-increme ...

Core Viewpoint - Sigma Lithium Corporation has announced the sale of an additional 100,000 tonnes of high purity lithium fines, emphasizing its commitment to environmentally sustainable lithium production and addressing recent inaccurate media reports regarding operational issues [2][4][9]. Sales and Financials - The sale of 100,000 tonnes of high purity lithium fines was concluded at market prices, with an adjusted net final price of US$140 per tonne for 1% lithium oxide content, compared to the current SMM price of US$195 per tonne for 1.35% [4]. - The proceeds from the sale are highlighted as a "green reward" for shareholders, resulting from the company's investment in advanced environmental technologies at its Greentech plant [5]. Operational Updates - The remobilization of contractors for equipment and personnel at the mine site is proceeding as planned and is expected to conclude in January 2026 [2][9]. - The company maintains that the administrative enquiry initiated by Brazil's Ministry of Labor and Employment does not impact its operational capabilities [12]. Media and Public Relations - Sigma Lithium has faced a series of inaccurate negative media reports, which the company describes as part of a well-orchestrated defamatory campaign [6][7]. - The company has notified appropriate authorities regarding the false claims and the creation of a fake government website as part of this campaign [10][8]. Safety and Compliance - The administrative enquiry by the Ministry of Labor and Employment followed a regular inspection, during which the company demonstrated an impeccable safety record with over two years without labor accidents [12]. - The company emphasizes its commitment to maintaining 19,000 direct and indirect jobs in the Jequitinhonha Valley, aligning with governmental objectives [13]. Environmental Commitment - Sigma Lithium operates one of the largest lithium production sites globally, focusing on environmentally sustainable practices, including zero coal power, zero tailings dams, and zero use of hazardous chemicals [15]. - The company is constructing a second plant to double its production capacity, further enhancing its role in the global lithium supply chain [16].

SUNNY ISLES BEACH, FL / ACCESS Newswire / January 22, 2026 / Elektros Inc. (OTC PINK:ELEK), a developer of lithium mining operations in Sierra Leone, today announced that it has begun active discussions with international freight and logistics providers as it evaluates shipping solutions to transport hard-rock lithium from Sierra Leone, Africa to the United States. The Company is currently engaging with multiple global shipping and freight-forwarding firms to obtain competitive pricing, evaluate transit tim ...

SUNNY ISLES BEACH, FL / ACCESS Newswire / January 22, 2026 / Elektros Inc. (OTC PINK:ELEK), a developer of lithium mining operations in Sierra Leone, today announced that it has begun active discussions with international freight and logistics providers as it evaluates shipping solutions to transport hard-rock lithium from Sierra Leone, Africa to the United States. The Company is currently engaging with multiple global shipping and freight-forwarding firms to obtain competitive pricing, evaluate transit tim ...

Critical Metals (NasdaqGM:CRML) Update / briefing January 22, 2026 08:00 AM ET Company ParticipantsAshish Gupta - Head of Investor RelationsTom McNamara - Director of Corporate Development and IRTony Halliday - Group Process ManagerConference Call ParticipantsTim Moore - Equity Research AnalystOperatorGreetings and welcome to the Critical Metals Corp business update call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone sh ...

Core Viewpoint - Elektros Inc. has initiated discussions with international freight and logistics providers to establish shipping solutions for transporting hard-rock lithium from Sierra Leone to the United States [1] Group 1: Company Developments - Elektros Inc. is a developer of lithium mining operations located in Sierra Leone [1] - The company is currently engaging with multiple global shipping and freight-forwarding firms to secure competitive pricing and evaluate transit timelines [1] - An initial export of two containers of raw, hard-rock lithium material is planned [1] Group 2: Industry Context - The discussions with logistics providers indicate a growing interest in the transportation of lithium, which is critical for battery production and other applications [1] - The focus on efficient shipping solutions reflects the increasing demand for lithium in various industries, particularly in the context of the electric vehicle market [1]

Highlights: CS25-065: Five (5) separate intervals, including: 179.2 m at 1.24% Li2O; and15.7 m at 1.48% Li2O. Drill hole CS25-065, located north of the known Mineralized Zone and west of the CO1 outcrop, extends the system to the north at shallow depths where mineralization was not expected. CS25-057: Six (6) separate intervals, including: 49.8 m at 1.41% Li2O; and35.8 m at 1.51% Li2O. To date, a total of 74 drill holes for 31,961 m have been completed at the Cisco Project with assays pending on the remaini ...