After spending the last few days intensively examining the commodities topic, reading studies and assessments and selling various profit positions, I am considering re-entering the lithium sector. According to the latest forecasts, the undersupply of lithium will not only begin in 2028, but there will already be a serious shortfall next year. The reason for this is the ESS energy storage systems. Due to the huge demand, it can be assumed that the price of lithium will at least double again within 12 months. Of course, companies that are about to complete exploration measures would benefit significantly from this. First of all, I see $SLI (+3.2%) or on $LIFT (-6.15%) . Both already have offtake agreements with large energy companies.
In addition, speculation on $JKS (+0.57%) could make sense. They only have the solar sector as a by-product and instead build large ESS systems, where they already have a market share of 10%.
Certainly not a bad C/R ratio due to the increasing energy demand.
What do you think about investing in lithium or lithium companies? Have you already invested?
