Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 0.6% to 4101.52 points [1] - The Shenzhen Component Index decreased by 0.44%, while the ChiNext Index dropped by 1.02% [1] - The North Stock 50 index experienced a significant decline of 2.31% [1] Trading Activity - The total market turnover was 189.52 billion yuan, which represents a decrease of 35.06 billion yuan compared to the previous day [1] - Over 3600 stocks experienced a decline during the trading session [1] Sector Performance - The gold, lithium mining, and other non-ferrous metal sectors saw a counter-trend increase [1] - Hotel and tourism stocks experienced a general rise [1] - Conversely, sectors such as AI applications, military electronics, commercial aerospace, and medical services collectively underwent a correction [1]

Report Summary 1. Industry Investment Rating - No industry investment rating is provided in the report. 2. Core View - The report focuses on the high - level oscillation of lithium carbonate and suggests paying attention to the resumption progress of overseas mines [1]. 3. Summary by Directory 3.1 Fundamental Tracking - **Futures Data**: For the 2601 contract, the closing price is 166,340 yuan, with a change of 3,540 yuan compared to T - 1. The trading volume is 60, and the open interest is 465. For the 2605 contract, the closing price is 161,940 yuan, with a change of - 5,040 yuan compared to T - 1. The trading volume is 589,019, and the open interest is 452,583 [1]. - **Warehouse Receipts**: The warehouse receipt volume is 27,158 hands, with an increase of 260 hands compared to T - 1 [1]. - **Basis**: The basis of spot - 2601 is - 3,340 yuan, and the basis of spot - 2605 is 1,060 yuan. The basis of 2601 - 2605 is 4,400 yuan [1]. - **Raw Materials**: The price of spodumene concentrate (6%, CIF China) is 2,100 yuan, with an increase of 10 yuan compared to T - 1. The price of lepidolite (2.0% - 2.5%) is 4,990 yuan, with an increase of 40 yuan compared to T - 1 [1]. - **Lithium Salts**: The price of battery - grade lithium carbonate is 163,000 yuan, with an increase of 3,500 yuan compared to T - 1. The price of industrial - grade lithium carbonate is 159,500 yuan, with an increase of 3,500 yuan compared to T - 1 [1]. - **Related Products**: The price of lithium iron phosphate (power type) is 56,590 yuan, with an increase of 925 yuan compared to T - 1. The price of ternary material 523 (polycrystalline/consumer type) is 192,350 yuan, with an increase of 1,400 yuan compared to T - 1 [1]. 3.2 Macro and Industry News - The SMM battery - grade lithium carbonate index price is 165,597 yuan/ton, up 4,622 yuan/ton compared to the previous working day. The average price of battery - grade lithium carbonate is 163,000 yuan/ton, up 3,500 yuan/ton compared to the previous working day. The average price of industrial - grade lithium carbonate is 159,500 yuan/ton, up 3,500 yuan/ton compared to the previous working day [2]. - Brazilian lithium producer Sigma Lithium will resume partial production at its Grota do Cirilo mine by the end of January, after a 3.5 - month shutdown. The company plans to increase production in Q1 and announce its 2026 production plan after achieving stable production [3]. 3.3 Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral view [3].

Core Viewpoint - The article discusses the evolution of the lithium mining sector, highlighting its growth from being an overlooked industry to a significant player in the investment landscape, particularly through the lens of companies like Sociedad Química y Minera de Chile S.A (SQM) [1]. Group 1: Industry Overview - The lithium sector has gained prominence over the years, transitioning from a niche market to a critical component in various industries, especially in battery production for electric vehicles [1]. - The author emphasizes the importance of financial analysis and operational forecasts in determining the valuation of companies within the lithium mining sector [1]. Group 2: Investment Perspective - The article reflects a long-term investment strategy, focusing on companies that show potential for growth and profitability in the lithium market [1]. - The author aims to provide a streamlined version of institutional research to help investors understand the financial implications of their investment choices [1].

VANCOUVER, BC, Jan. 14, 2026 /PRNewswire/ - Century Lithium Corp. (TSXV: LCE) (OTCQX: CYDVF) (Frankfurt: C1Z) ("Century Lithium" or "the Company") is pleased to announce the appointment of Cormac O'Laoire, PhD, as Strategic Advisor to Century Lithium. "Cormac brings extensive experience across the lithium-ion battery ecosystem and a practical understanding of how lithium projects integrate into the global battery supply chain," said Bill Willoughby, President and Chief Executive Officer of Century Lithium. ...

Core Insights - Atlas Lithium Corporation has announced that its subsidiary, Atlas Critical Minerals Corporation, has begun trading on the Nasdaq Capital Market under the ticker symbol "ATCX" [1] - Atlas Critical Minerals controls over 218,000 hectares of mineral rights in Brazil, making it one of the largest portfolios for strategic minerals among publicly traded companies [1] - The Neves Project, owned by Atlas Lithium, has demonstrated strong economic metrics with a 145% IRR, a $539 million NPV, and an 11-month payback period [3] - Atlas Lithium holds approximately 21% ownership in Atlas Critical Minerals Corporation [3] Company Overview - Atlas Lithium Corporation is focused on lithium exploration and development, particularly advancing the Neves Project to production [3] - The Neves Project has received operational permitting, and the necessary dense media separation plant has been acquired and transported to Brazil [3] - Atlas Lithium boasts the largest lithium exploration footprint in Brazil among publicly listed companies, covering approximately 557 square kilometers of lithium mineral rights [3] Additional Projects - The company is also involved in rare earths, graphite, uranium, and iron ore projects, with notable highlights including: - Rare Earths projects featuring surface samples with grades up to 28,870 ppm TREO, with Brazil holding the world's second-largest deposits of rare earths after China [5] - Graphite project achieving 99.9995% carbon purity, qualifying for the ultra-premium nuclear graphite market [5] - A uranium portfolio spanning 143,725 hectares across 39 mineral rights [5] - An operational iron ore project that commenced shipments in late 2025 [5]

Core Viewpoint - Lithium Chile Inc. is progressing towards closing the sale of its Arizaro project for US $175,000,000, with key steps being taken to advance the transaction [1][3]. Transaction Details - The transaction involves the sale of the Arizaro project through the company's Argentinian subsidiary, Argentum Lithium S.A. [1][2]. - A US $5,000,000 deposit from China Union Holdings Ltd. has been secured and will be held in escrow as security for the purchaser's payment obligations [3]. Transaction Progress - An Annual General and Special Shareholder Meeting is scheduled for May 15, 2026, to seek shareholder approval for the transaction [3]. - The company is considering a Substantial Issuer Bid (SIB) to distribute a portion of the net proceeds from the transaction to shareholders, which would reduce the number of issued and outstanding common shares [3][10]. Next Steps - The company is working to satisfy all remaining closing conditions while China Union Holdings is advancing its regulatory approval process [4]. - Further updates will be provided as milestones are achieved [4]. Arizaro Operations - The project team is maintaining the Arizaro asset and fulfilling all operational, environmental, and community-related obligations [5]. Market Awareness - The company plans to enhance market communications to improve awareness of its underlying value, as current trading levels are perceived to be below its net asset value [6]. - A services agreement has been established with Departures Capital Inc. for digital marketing and investor awareness services at a cost of CAD $100,000 over 12 months [7]. Company Overview - Lithium Chile Inc. holds a portfolio of 11 properties covering 106,136 hectares in Chile and 29,245 hectares in Argentina [8]. - The company has completed a NI 43-101 compliant Resource Report, Preliminary Economic Assessment, and Prefeasibility Study for the Arizaro project [8].

Core Viewpoint - Lithium Ionic Corp. has made significant progress in 2025, positioning itself for a successful transition into construction of its Bandeira Lithium Project in 2026, with a focus on permitting, engineering, and financing [2][3][20] Group 1: 2025 Highlights - The year 2025 saw substantial mineral resource growth, establishing Lithium Ionic as a leading hard-rock lithium developer in Brazil's Lithium Valley [4] - The company reported consolidated global mineral resources of 36.76 million tonnes grading 1.31% Li₂O in the Measured & Indicated category and an additional 31.87 million tonnes grading 1.19% Li₂O in the Inferred category [5] - The Bandeira Project's updated mineral resource estimate showed 27.27 million tonnes Measured & Indicated at 1.34% Li₂O and 18.55 million tonnes Inferred at 1.34% Li₂O, marking a 30% increase in Measured & Indicated tonnage compared to the previous year [6][7] Group 2: Project Development and Feasibility - An optimized Feasibility Study delivered in September 2025 highlighted Bandeira as one of the lowest-cost hard-rock spodumene projects globally, with a post-tax NPV(8%) of US$1.45 billion and a post-tax IRR of 61% [12][18] - Initial CAPEX was reduced to US$191 million, down approximately 28% from the prior study, and site operating costs are projected at US$378 per tonne of spodumene concentrate [18] - The company engaged RTEK International DMCC as a strategic advisor to enhance construction readiness and operational execution at Bandeira [11] Group 3: ESG and Permitting - The appointment of Flávia Veronese as Director of ESG strengthened the company's leadership in environmental, social, and governance initiatives, particularly in the permitting process for the Bandeira Project [14] - The company views recent environmental permitting discussions as constructive, enhancing clarity and confidence in the permitting framework for Bandeira and other assets [15] Group 4: Financial Position and Strategic Moves - In late 2025, Lithium Ionic closed an oversubscribed private placement totaling $18.3 million, significantly strengthening its balance sheet and supporting ongoing development activities [16] - The company terminated the K2 Option Agreement to focus on its most advanced and value-accretive assets, including the Bandeira Project [21][23] Group 5: 2026 Outlook - The company aims to complete the final steps required to transition the Bandeira Project into construction, with key priorities including advancing the permitting process and finalizing project financing [19][20]

Core Insights - Lithium Ionic Corp. has made significant progress in 2025, focusing on advancing its flagship Bandeira Lithium Project towards construction in 2026 [2][3][20] Group 1: 2025 Highlights - The company achieved meaningful mineral resource growth, establishing itself as one of the largest hard-rock lithium developers in Brazil's Lithium Valley [4] - Consolidated global mineral resources now total 36.76 million tonnes grading 1.31% Li₂O in the Measured & Indicated category, and an additional 31.87 million tonnes grading 1.19% Li₂O in the Inferred category [5] - The Bandeira Project's updated mineral resource estimate includes 27.27 million tonnes Measured & Indicated at 1.34% Li₂O and 18.55 million tonnes Inferred at 1.34% Li₂O, representing a 30% increase in Measured & Indicated tonnage compared to the previous feasibility study [6][7] Group 2: Technical Advancements - The optimized feasibility study delivered in September 2025 extended the mine life to 18.5 years and improved project economics, with a post-tax NPV(8%) of US$1.45 billion and a post-tax IRR of 61% [18] - The company engaged RTEK International DMCC as a strategic advisor to enhance construction readiness and operational execution at the Bandeira Project [11] - By year-end 2025, approximately 38% of all engineering activities were completed, further strengthening execution readiness [12] Group 3: ESG and Permitting - The appointment of Flávia Veronese as Director of ESG aims to strengthen the company's environmental, social, and governance initiatives, particularly in the permitting process for the Bandeira Project [14] - The company views recent environmental permitting discussions as constructive, enhancing clarity and confidence in the permitting framework [15] Group 4: Financial Position - In late 2025, Lithium Ionic closed an oversubscribed private placement totaling $18.3 million, significantly strengthening its balance sheet for advancing key pre-development activities [16] - The company is focused on finalizing project financing and advancing permitting processes as it prepares for construction readiness [19] Group 5: Strategic Decisions - The company terminated the K2 Option Agreement to prioritize its most advanced and value-accretive assets, including the Bandeira Project [21][23] - A total of 9,800,000 restricted share units were issued to certain directors and officers, subject to TSX Venture Exchange approval [24]

Core Viewpoint - Sigma Lithium Corporation is under investigation for potential securities fraud and unlawful business practices, following a downgrade by Bank of America due to unresolved operational and liquidity issues [1][3]. Group 1: Investigation and Legal Actions - Pomerantz LLP is investigating claims on behalf of Sigma Lithium investors regarding possible securities fraud or other unlawful business practices [1]. - Investors are encouraged to contact Pomerantz LLP for more information about the class action [2]. Group 2: Stock Performance and Analyst Downgrade - On January 8, 2026, Bank of America downgraded Sigma Lithium from Neutral to Underperform, citing unresolved operational and liquidity issues [3]. - Following the downgrade, Sigma Lithium's stock price decreased by $2.36 per share, or 15.07%, closing at $13.30 per share on the same day [3].

Core Viewpoint - Sigma Lithium Corporation has successfully sold 100,000 tonnes of high purity lithium fines and is advancing its mining remobilization activities, including securing working capital for future operations [1][3][10]. Sales of High Purity Lithium Fines - The first sale of high purity lithium fines was completed at a price of U$ 125 per tonne, generating net revenues of approximately USD 11 million [3]. - An additional 850,000 tonnes of high-purity lithium fines are available for sale, produced using environmentally sustainable technology [4]. Mining Remobilization - Sigma Lithium is implementing a remobilization plan at its Mine 1, aiming to enhance mining safety and operational efficiency while maintaining over 100 million tonnes of mining reserves [5]. - The restructuring involves leasing large mining equipment and subcontracting personnel, which is expected to nearly triple mining capacity [6][8]. - Financial support from global clients is facilitating the remobilization process, reducing reliance on third-party contractors [7][9]. Working Capital Agreement - A working capital agreement has been signed with a major client, providing capital against monthly sales totaling 70,500 tonnes by the end of 2026, with the first tranche of USD 5 million already closed [10]. Appointment of New Board Member - Katia Abreu, a prominent agribusiness leader and former Minister of Agriculture, has been appointed as an independent board member, replacing Eugenio de Zagottis [2][11]. - Abreu's extensive experience in agribusiness and public policy is expected to be valuable during Sigma Lithium's transformational period, including the construction of a second Greentech Industrial Plant [15][16].