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BRENT CRUDE$82.45+1.2%WTI CRUDE$78.14+1.5%GOLD SPOT$2,342.10+0.4%SILVER$28.15-0.1%COPPER HG$4.52-0.2%URANIUM U3O8$92.00+2.8%LITHIUM CARB$13,400-4.1%WHEAT ZW$562.25+0.1%NATURAL GAS$2.85+3.2%ALUMINUM$2,340+0.6%NICKEL$17,200-1.8%COCOA$7,850+5.4%BRENT CRUDE$82.45+1.2%WTI CRUDE$78.14+1.5%GOLD SPOT$2,342.10+0.4%SILVER$28.15-0.1%COPPER HG$4.52-0.2%URANIUM U3O8$92.00+2.8%LITHIUM CARB$13,400-4.1%WHEAT ZW$562.25+0.1%NATURAL GAS$2.85+3.2%ALUMINUM$2,340+0.6%NICKEL$17,200-1.8%COCOA$7,850+5.4%
Intelligence Engine
Industrial Metals · LI · USD / t

Lithium Carbonate

Lithium prices have round-tripped from $80k peak to $13k — a textbook commodity cycle collapse. Marginal cost producers in Australia/China losing money sets up classic accumulation. EV demand trajectory remains intact even at slower growth rates.

Spot
$13,400
Δ 24h
-4.1%
Realized Vol
42.3%
Cycle Phase
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Price Timeline · 10Y

Interactive History

Hover · Click events
20152016201720182019202020212022202320242025
Annotated Macro Events
2022Spot Spike to $80kSevere shortage drives unsustainable peak.
2023Inventory LiquidationCathode makers slash purchases; price waterfall.
2024Producer CurtailmentsGreenbushes, Cattlin, African projects scale back.
Cycle Phase Breakdown

Where Lithium Carbonate Sits in Its Supercycle

55%
25%

Collapse

55%

Current — washout in progress.

Accumulation

25%

Forward — supply curve repair.

Early Bull

12%

Demand recognition.

Expansion

8%

Out-year.

Supply & Demand
  • Market Balance+45 kt LCE
  • EV Sales Growth+28%
  • Spodumene SC6$760/t
Cross-Asset Correlation
  • EV Sales
    0.55
  • Nickel
    0.48
  • Copper
    0.36
Exposure Vehicles
  • LIT
    Global X Lithium & Battery Tech ETF
  • BATT
    Amplify Lithium & Battery Tech ETF
View Full Tracker →
Related in Industrial Metals

Copper HG

-0.2%
$4.52
Accumulation

Aluminum

+0.6%
$2,340
Accumulation

Nickel

-1.8%
$17,200
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