Core Viewpoint - Sienna Resources Inc. is planning to recommence operations in Nevada on its lithium projects due to a significant increase in lithium prices, which have risen over 150% since June 2025, creating a favorable environment for project activity [1][2]. Company Operations - The company will focus on two lithium projects: the Cave Creek Lithium Project, located within Surge Battery Metals Inc.'s project area, and the Clayton Valley Deep Basin Lithium Brine Project, which lies within SLB Limited's lithium brine project area [1]. - Sienna Resources Inc. has approximately $1.5 million in cash, positioning the company strongly to advance its Nevada lithium assets [2]. Market Conditions - The rapid increase in lithium prices is noted to be similar to trends observed in other commodities, indicating a broader market movement [2]. - The company anticipates being active on its lithium projects throughout 2026, leveraging the current market conditions [2].

Core Viewpoint - Albemarle Corp's stock has reached a new 52-week high due to changes in Chinese export tax policies on battery products, which are expected to impact lithium prices positively [1][2]. Group 1: Market Impact - China will reduce value-added tax rebates on battery-related exports from 9% to 6% in part of 2026, with a complete removal by early 2027, increasing the tax burden on Chinese producers and potentially raising global battery prices [2]. - Following the announcement, benchmark lithium carbonate contracts in China surged approximately 9%, reaching their highest level since late 2023, as traders anticipated increased shipments before the policy takes effect [3]. Group 2: Company Performance - Albemarle is a leading producer of lithium chemicals for electric vehicle batteries and energy storage systems, and higher lithium prices typically enhance the company's revenue and margins over time [4]. - The reduced tax support for Chinese exporters may improve the competitiveness of non-Chinese suppliers, contributing to a rally in Albemarle's stock as investors reassess the company's earnings potential in a tighter lithium market [5]. Group 3: Stock Analysis - Albemarle's stock is currently trading 18% above its 20-day simple moving average and 61.1% above its 100-day simple moving average, indicating strong momentum [6]. - Over the past year, the stock has increased by approximately 85.04%, positioning it closer to its 52-week highs [6]. - The stock's Relative Strength Index (RSI) is at 72.35, suggesting it is in overbought territory, while the MACD indicates a bullish outlook [7]. Group 4: Earnings Outlook - Investors are optimistic ahead of the next earnings report scheduled for February 11, with estimates showing a loss of 56 cents per share, an improvement from a loss of $1.09 year-over-year, and revenue estimates of $1.35 billion, up from $1.23 billion year-over-year [10]. Group 5: Analyst Consensus - The stock carries a Buy rating with an average price target of $125.53, with recent analyst upgrades reflecting positive sentiment [9]. - Analysts have raised targets significantly, with Mizuho at $156, Scotiabank at $200, and Baird at $210, indicating strong confidence in the company's future performance [10]. Group 6: ETF Exposure - Albemarle's significant weight in various ETFs means that any substantial inflows or outflows will likely lead to automatic buying or selling of the stock [12].

BRISBANE, Australia, Jan. 12, 2026 (GLOBE NEWSWIRE) -- North American lithium producer Elevra Lithium Limited (“Elevra” or “Company”) (ASX:ELV; NASDAQ:ELVR; OTCQB:SYAXF) advises that further refinement of the NAL mine expansion program has identified a pathway to stage permitting, construction and capital investment to fast-track additional production with lower unit operating costs. Elevra previously outlined a whole-of-project expansion that would increase spodumene concentrate production to 315ktpa, with ...

Core Viewpoint - The recent surge in lithium prices is expected to benefit major producers like Albemarle, while smaller producers like Sigma Lithium are also experiencing significant stock price increases due to optimistic market forecasts [1][2]. Group 1: Market Dynamics - Lithium prices have more than doubled in the last three months, indicating a strong market rally [4]. - Scotiabank analyst Ben Isaacson predicts that lithium carbonate equivalent prices could reach $20,000 per metric ton by 2028, with spodumene concentrate prices at $2,150 per metric ton, driven by supply constraints [4]. - The current supply tightness suggests that even if electric vehicle sales slightly miss expectations, lithium prices will continue to rise significantly [6]. Group 2: Company Performance - Sigma Lithium's stock rose by 15.10% in a single trading session, reflecting investor optimism following positive forecasts for larger competitor Albemarle [1][2]. - Despite the stock price increase, Sigma Lithium has not yet turned a profit, raising questions about its long-term viability compared to established players like Albemarle [7]. - Albemarle's stock price target has been raised by multiple investment banks, indicating strong confidence in its market position and future growth potential [2][3].

Century Lithium ( CYDVF ) has risen lately, but in our opinion, this is just the start of a long-term shift in lithium stocks. In this article we will explore some recent happenings in the geopolitical arena along"Never let formal education get in the way of your learning". - Mark TwainYou are here for one reason. You want "actionable Intelligence". If you wanted a history lesson on a company then Google is your friend. My aim is to provide intelligence that you can read, ponder, and then execute upon to ma ...

TORONTO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- GLOBEX MINING ENTERPRISES INC. (GMX – Toronto Stock Exchange, G1MN – Frankfurt, Stuttgart, Berlin, Munich, Tradegate, Lang & Schwarz, LS Exchange, TTMzero, Düsseldorf and Quotrix Düsseldorf Stock Exchanges and GLBXF – OTCQX International in the US) is pleased to inform shareholders of the release by Brunswick Exploration Inc. (TSX-V: BRW, OTCQB: BRWXF; Brunswick) of its maiden lithium resource on Globex’s Lac Escale Royalty claims (their Mirage project) in the Jame ...

Vancouver, British Columbia--(Newsfile Corp. - January 12, 2026) - Cruz Battery Metals Corp. (CSE: CRUZ) (OTCID: BKTPF) (WKN: A40YSN) ("Cruz" or the "Company") is pleased to announce that it has engaged Stantec Consulting Ltd. to complete a Maiden Resource Estimate ("MRE") and Technical Report for the Solar Lithium Project in Clayton Valley, Nevada. The Technical Report will be prepared in accordance with the requirements of National Instrument 43-101. The Stantec qualified person (Derek Loveday, PGeo) has ...

面对火热行情，多家券商发布研究报告对2026年锂价走势进行分析预测。中信建投认为碳酸锂供需矛盾已从供给 施压转向消费驱动，基本面大幅改善，但未给出具体价格区间；国泰君安期货指出多重因素交织下价格重心上 移、区间震荡，预计2026年碳酸锂价格上限约13.3万元/吨；五矿证券预计2026年市场步入"紧平衡"，锂价有望企 稳回升；赣锋锂业表示若需求增速超30%，供应无法平衡，价格可能突破15万元/吨甚至20万元/吨；华泰证券观点 相对保守，认为2026年碳酸锂基本面定价区间或在8 - 9万元/吨，指出即使2025年有短暂供需短缺，2026年市场或 仍将小幅过剩。 这个逼近15万元/吨关键心理关口的价格，已成为新能源产业链最受关注的"价格锚"，直接影响着从上游锂矿开采 到下游新能源汽车与储能电站的成本与利润分配。 三大引擎驱动价格上涨的核心力量 业内人士分析指出，储能需求爆发、供给端约束以及政策引导下的产业秩序重构是此轮碳酸锂价格上涨的三大核 心驱动力。 储能市场表现极为亮眼。国内储能发展逻辑从行政推动的"强制配储"转向以投资回报率为核心的"经济性驱动"， 内蒙古、甘肃等10多个省份出台容量电价补偿机制，改善了储能项 ...

作者丨董鹏 编辑丨朱益民 近日，盐湖股份（000792.SZ）的2026年盈利预期获得密集上调。 公司近期披露的业绩预告显示，预计2025年归母净利润为82.9亿元至88.9亿元，同比增长77.78%至 90.65%，超出此前市场预期。 业绩预告发布前，卖方对其2026年盈利预期区间为62—82亿元；业绩预告发布后，卖方盈利预期值则普 遍上调至100亿元，光大证券、申万宏源更是给出了120亿元左右的盈利预期。 这背后，是潜在的钾、锂行业景气度提升，以及公司本身确定性较强的新增产能投放、资产注入计划。 仅以公司锂盐业务为例，公司去年9月末投产的4万吨盐湖提锂项目有望大规模释放，并且还有五矿盐湖 后续并表所带来的0.8万吨权益产能，公司权益产能有望从2025年的2万吨（未包括4万吨自建项目）提 升至6.9万吨，权益产能增速明显大于名义产能增速。 此外，本周碳酸锂现货均价已经升至13.8万元/吨，远月期货合约则是一度逼近15万元/吨，接下来如若 锂价出现超预期式上涨，卖方给出的盈利预期可能会进一步上修。 盈利百亿一致预期 对于公司业绩增长，盐湖股份指出，"氯化钾产品价格较上年同期有所上升，碳酸锂产品价格虽波动较 大 ...

Core Viewpoint - Enerev5 Metals Inc. has staked 81 mineral claims in northeastern Nevada, covering approximately 1,680 acres, to advance its lithium exploration strategy in a region known for significant lithium deposits [1][2][4]. Group 1: Company Strategy and Actions - The newly staked claims are strategically located near properties held by Surge Battery Metals Inc. and Peloton Minerals Corp., both of which are actively exploring lithium in the area [2][4]. - Enerev5's claims were staked based on regional prospecting and a review of geological data, with plans for an initial exploration program that may include geological mapping and surface geophysical surveys [3][6]. - The acquisition aligns with the company's strategy to focus on ethically sourced critical battery metals in stable jurisdictions, with Nevada recognized as a leading lithium jurisdiction [4][13]. Group 2: Industry Context - Northern Nevada is home to large sediment-hosted lithium clay deposits, often associated with ancient volcanic systems, which are crucial for lithium extraction [5]. - The region's policy framework aims to establish Nevada as the North American hub for the entire lithium supply chain, supporting clean energy initiatives and economic growth [4][11]. - Surge Battery Metals has reported significant lithium resources in the region, indicating a competitive landscape for lithium exploration [10].