SMM: Lithium Market Pricing Mechanism and Price Outlook How Do Supply-Demand Balance, Inventory, Cost, and Futures Shape Prices?

By MMPI News Desk On Nov 10, 2026 64 0

At the 2026 (4th) European Lithium Battery Summit, hosted by SMM and supported by Catalonia Trade & Investment (ACCIÓ), Yang Le, Senior Lithium Battery Analyst at SMM, shared insights on the topic “Lithium: Finding a New Equilibrium.” She stated that SMM expects the global and Chinese lithium carbonate markets to experience varying degrees of supply tightness from 2026 to 2027, with both showing pronounced supply tightness in 2026. This situation will ease slightly in 2027, but the overall market will remain undersupplied.

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