Morgan Stanley on Lithium 👇
Lithium demand is beating expectations, driven by a surge in Energy Storage Systems (ESS).
ESS production is up ~70% YoY and MS expects another ~50% growth in 2026, tightening the supply–demand balance.
China lithium carbonate prices have already rebounded to ~RMB 100k/t, triggering restarts of idled capacity.
But supply risks remain: multiple lepidolite mines in Yichun could face shutdowns in 2026, limiting upside supply.
Bottom line:
🔹 EVs matter — but ESS is the real swing factor
🔹 Lithium prices likely have more upside than the market expects
🔹 MS upgrades key names like Ganfeng and Tianqi on improved pricing outlook
#Lithium is quietly moving from “oversupply fear” to structural demand story.
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An Action-Packed Week: Nvidia Earnings, Fed Speak, and MORE Retail Reports! 🛍🌐
Buckle up, traders! This week is PACKED with high-octane earnings & events that'll keep you on the edge of your seat.
🔥 Monday: Li Auto, Fed's Bostic, JPM Tech Conf, Palo Alto & Zoom
🔥 Tuesday: Lowe's, Macy's, Xpeng, Zim Ship, Fed speakers galore
🔥 Wednesday: Target, Home Sales, FOMC Mins, MAIN EVENT - NVIDIA (fireworks expected!), Snowflake
🔥 Thursday: Bilibili, Weibo, BJ's, Ralph Lauren, Econ Data Bonanza, 23andMe
🔥 Friday: Durable Goods, Mich. Sentiment
Don't miss a beat! Tune in to @traderTVLIVE for expert analysis & real-time coverage. 🚀
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📈 Market Update 🌐
Futures rebound post-Tuesday dip, focus on Fed comments and upcoming data amid holiday week. PCE inflation data on Friday key for rate cut sentiment. Eyes on GDP print and Fed Governor Waller's remarks. Market seeks momentum as megacap names face pressure. U.S. indexes eye quarterly gains amidst AI-driven highs. $CCL earnings report awaited. #MarketUpdate#FedComments#PCEData#GDP#StockMarket