Global Lithium Market Pivots to Scarcity as Asian Demand Accelerates

Luxembourg, Saturday, 17 January 2026.
Commodities trader Traxys identifies a critical market pivot: the global lithium glut is ending. Driven by a projected 70% EV penetration rate in China this year, robust Asian demand is rapidly absorbing excess supply, pushing the sector back toward scarcity and reversing recent price trends.