RE: Spod price continues to rise25 Feb 2026 07:29
🚀⚡ LITHIUM IGNITION: The Battery Metal Awakens 🔋🔥
Lithium bulls are charging back! Battery-grade lithium carbonate spot just surged to $20,768/tonne (+6.75%), while GFEX LC2605 futures ripped higher to 169,720 (so far) CNY/mt (+5.42%) 📈 a powerful spot + futures confirmation signal.
This isn’t random noise. Tightening supply, EV/BESS demand acceleration and restocking momentum are aligning at the SAME time. When spot strength meets forward curve momentum, history shows trend reversals often follow 👀.
Markets spent months pricing doom, now price action says “cycle bottom?” Smart money watches spreads, inventory flows and Chinese futures leadership and right now the tape looks 🔥.
If momentum continues, lithium equities and developers could see outsized beta moves. Volumes rising ✅ Open interest climbing ✅ Sentiment flipping ✅
The energy transition doesn’t run on hope, it runs on lithium.
Buckle up. The next commodity supercycle chapter may be starting NOW. 🌍⚡